Stone Point Wealth LLC Utilities Sector Spdr Transaction History

Stone Point Wealth LLC

  • $275 Million
  • Q2 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 13,490 shares of XLU stock, worth $1.1 Million. This represents 0.33% of its overall portfolio holdings.

Number of Shares
13,490
Previous 14,095 4.29%
Holding current value
$1.1 Million
Previous $925,000 0.65%
% of portfolio
0.33%
Previous 0.33%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,369
Shares Held
151M
Call Options Held
21.4M
Put Options Held
26.5M
View Full List

About UTILITIES SECTOR SPDR

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