Stone Point Wealth LLC Utilities Sector Spdr Transaction History

Stone Point Wealth LLC

  • $305 Million
  • Q3 2024

A detailed history of Stone Point Wealth LLC transactions in Utilities Sector Spdr stock. As of the latest transaction made, Stone Point Wealth LLC holds 13,140 shares of XLU stock, worth $1.07 Million. This represents 0.35% of its overall portfolio holdings.

Number of Shares
13,140
Previous 13,490 2.59%
Holding current value
$1.07 Million
Previous $919,000 15.45%
% of portfolio
0.35%
Previous 0.33%

Shares

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

Oct 31, 2024
SELL
$67.67 - $80.78 $23,684 - $28,273
-350 Reduced 2.59%
13,140 $1.06 Million
Q2 2024

Jul 30, 2024
SELL
$62.77 - $72.87 $37,975 - $44,086
-605 Reduced 4.29%
13,490 $919,000
Q1 2024

May 01, 2024
SELL
$59.95 - $65.65 $69,542 - $76,154
-1,160 Reduced 7.6%
14,095 $925,000
Q4 2023

Jan 26, 2024
BUY
$56.19 - $65.96 $131,765 - $154,676
2,345 Added 18.16%
15,255 $966,000
Q3 2023

Oct 25, 2023
BUY
$58.83 - $68.46 $124,425 - $144,792
2,115 Added 19.59%
12,910 $760,000
Q2 2023

Jul 25, 2023
SELL
$64.34 - $69.97 $14,798 - $16,093
-230 Reduced 2.09%
10,795 $706,000
Q1 2023

Apr 20, 2023
SELL
$63.7 - $72.08 $57,967 - $65,592
-910 Reduced 7.62%
11,025 $746,000
Q4 2022

Jan 20, 2023
BUY
$61.52 - $72.67 $84,590 - $99,921
1,375 Added 13.02%
11,935 $0
Q3 2022

Nov 03, 2022
BUY
$65.51 - $78.12 $21,290 - $25,389
325 Added 3.18%
10,560 $692,000
Q2 2022

Jul 19, 2022
SELL
$64.87 - $76.96 $32,435 - $38,480
-500 Reduced 4.66%
10,235 $718,000
Q1 2022

Apr 29, 2022
BUY
$65.03 - $74.54 $14,111 - $16,175
217 Added 2.06%
10,735 $813,000
Q4 2021

Feb 10, 2022
BUY
$63.88 - $71.58 $671,889 - $752,878
10,518 New
10,518 $752,000

Others Institutions Holding XLU

# of Institutions
1,482
Shares Held
180M
Call Options Held
13.1M
Put Options Held
41.1M
View Full List

About UTILITIES SECTOR SPDR

XLU Quotes by TradingView
  • Ticker XLU
  • Sector ETFs
  • Industry ETFs
More about XLU
Track This Portfolio

Track Stone Point Wealth LLC Portfolio

Follow Stone Point Wealth 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 Stone Point Wealth LLC, based on Form 13F filings with the SEC.

News

Stay updated on Stone Point Wealth LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email