Steel Peak Wealth Management LLC Utilities Sector Spdr Transaction History

Steel Peak Wealth Management LLC

  • $1.98 Billion
  • Q1 2024

A detailed history of Steel Peak Wealth Management LLC transactions in Utilities Sector Spdr stock. As of the latest transaction made, Steel Peak Wealth Management LLC holds 4,001 shares of XLU stock, worth $272,148. This represents 0.01% of its overall portfolio holdings.

Number of Shares
4,001
Previous 4,468 10.45%
Holding current value
$272,148
Previous $282,000 7.09%
% of portfolio
0.01%
Previous 0.02%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 17, 2024
SELL
$59.95 - $65.65 $27,996 - $30,658
-467 Reduced 10.45%
4,001 $262,000
Q4 2023

Jan 23, 2024
SELL
$56.19 - $65.96 $1,348 - $1,583
-24 Reduced 0.53%
4,468 $282,000
Q3 2023

Nov 02, 2023
SELL
$58.83 - $68.46 $15,707 - $18,278
-267 Reduced 5.61%
4,492 $264,000
Q2 2023

Aug 02, 2023
BUY
$64.34 - $69.97 $306,194 - $332,987
4,759 New
4,759 $311,000
Q3 2022

Oct 26, 2022
SELL
N/A
-23,338 Reduced 78.12%
6,537 $428,000
Q2 2022

Aug 02, 2022
BUY
N/A
21,700 Added 265.44%
29,875 $2.1 Million
Q1 2022

May 10, 2022
BUY
N/A
8,175 New
8,175 $609,000

Others Institutions Holding XLU

# of Institutions
1,249
Shares Held
138M
Call Options Held
17.4M
Put Options Held
29.3M
View Full List

About UTILITIES SECTOR SPDR

XLU Quotes by TradingView
  • Ticker XLU
  • Sector ETFs
  • Industry ETFs
More about XLU
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