Strategic Wealth Investment Group, LLC Utilities Sector Spdr Transaction History

Strategic Wealth Investment Group, LLC

  • $848 Million
  • Q4 2024

A detailed history of Strategic Wealth Investment Group, LLC transactions in Utilities Sector Spdr stock. As of the latest transaction made, Strategic Wealth Investment Group, LLC holds 62,760 shares of XLU stock, worth $4.9 Million. This represents 0.56% of its overall portfolio holdings.

Number of Shares
62,760
Holding current value
$4.9 Million
% of portfolio
0.56%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 23, 2025
BUY
$74.89 - $82.93 $4.7 Million - $5.2 Million
62,760 New
62,760 $4.75 Million
Q3 2024

Oct 24, 2024
BUY
$67.67 - $80.78 $5.18 Million - $6.18 Million
76,491 New
76,491 $6.18 Million

Others Institutions Holding XLU

# of Institutions
1,501
Shares Held
157M
Call Options Held
13.2M
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
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