A detailed history of Stephens Consulting, LLC transactions in Utilities Sector Spdr stock. As of the latest transaction made, Stephens Consulting, LLC holds 225 shares of XLU stock, worth $18,326. This represents 0.0% of its overall portfolio holdings.

Number of Shares
225
Previous 596 62.25%
Holding current value
$18,326
Previous $40.6 Million 55.24%
% of portfolio
0.0%
Previous 0.01%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 18, 2024

SELL
$67.67 - $80.78 $25,105 - $29,969
-371 Reduced 62.25%
225 $18.2 Million
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
$61.52 - $72.67 $8,428 - $9,955
137 Added 42.55%
459 $32.4 Million
Q3 2022

Jan 19, 2023

BUY
$65.51 - $78.12 $5,044 - $6,015
77 Added 31.43%
322 $21.1 Million
Q2 2022

Jan 19, 2023

BUY
$64.87 - $76.96 $15,893 - $18,855
245 New
245 $17.2 Million

Others Institutions Holding XLU

About UTILITIES SECTOR SPDR


  • Ticker XLU
  • Sector ETFs
  • Industry ETFs
More about XLU
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