A detailed history of Stephens Consulting, LLC transactions in Utilities Sector Spdr stock. As of the latest transaction made, Stephens Consulting, LLC holds 596 shares of XLU stock, worth $40,784. This represents 0.01% of its overall portfolio holdings.

Number of Shares
596
Previous 596 -0.0%
Holding current value
$40,784
Previous $37.7 Million 3.66%
% of portfolio
0.01%
Previous 0.01%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2023

Apr 19, 2023

BUY
$63.7 - $72.08 $8,726 - $9,874
137 Added 29.85%
596 $40.3 Million
Q4 2022

Jan 19, 2023

BUY
$65.75 - $72.67 $9,007 - $9,955
137 Added 42.55%
459 $32.4 Million
Q3 2022

Jan 19, 2023

BUY
N/A
77 Added 31.43%
322 $21.1 Million
Q2 2022

Jan 19, 2023

BUY
N/A
245 New
245 $17.2 Million

Others Institutions Holding XLU

About UTILITIES SECTOR SPDR


  • Ticker XLU
  • Sector ETFs
  • Industry ETFs
More about XLU
Track This Portfolio

Track Stephens Consulting, LLC Portfolio

Follow Stephens Consulting, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Stephens Consulting, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Stephens Consulting, LLC with notifications on news.