Strategic Wealth Partners, Ltd. Utilities Sector Spdr Transaction History

Strategic Wealth Partners, Ltd.

  • $892 Million
  • Q1 2024

A detailed history of Strategic Wealth Partners, Ltd. transactions in Utilities Sector Spdr stock. As of the latest transaction made, Strategic Wealth Partners, Ltd. holds 3,706 shares of XLU stock, worth $301,890. This represents 0.03% of its overall portfolio holdings.

Number of Shares
3,706
Previous 10,707 65.39%
Holding current value
$301,890
Previous $678,000 64.16%
% of portfolio
0.03%
Previous 0.08%

Shares

15 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 20, 2024
SELL
$59.95 - $65.65 $419,709 - $459,615
-7,001 Reduced 65.39%
3,706 $243,000
Q4 2023

May 20, 2024
SELL
$56.19 - $65.96 $184,865 - $217,008
-3,290 Reduced 23.51%
10,707 $678,000
Q3 2023

May 20, 2024
SELL
$58.83 - $68.46 $47,887 - $55,726
-814 Reduced 5.5%
13,997 $824,000
Q2 2023

May 20, 2024
BUY
$64.34 - $69.97 $51,021 - $55,486
793 Added 5.66%
14,811 $969,000
Q1 2023

Apr 24, 2023
SELL
$63.7 - $72.08 $38,665 - $43,752
-607 Reduced 4.15%
14,018 $948,000
Q4 2022

Apr 24, 2023
BUY
$61.52 - $72.67 $421,165 - $497,498
6,846 Added 88.01%
14,625 $1.03 Million
Q3 2022

Apr 24, 2023
SELL
$65.51 - $78.12 $38,847 - $46,325
-593 Reduced 7.08%
7,779 $0
Q1 2022

May 19, 2022
SELL
$65.03 - $74.54 $600,487 - $688,302
-9,234 Reduced 52.45%
8,372 $0
Q4 2021

Feb 11, 2022
BUY
$63.88 - $71.58 $1.12 Million - $1.26 Million
17,606 New
17,606 $0
Q4 2019

Jan 30, 2020
SELL
$61.37 - $64.82 $10,739 - $11,343
-175 Closed
0 $0
Q3 2019

Oct 28, 2019
BUY
$62.5 - $64.93 $1,562 - $1,623
25 Added 16.67%
175 $11,000
Q2 2019

Aug 06, 2019
BUY
N/A
150 New
150 $8,000
Q3 2018

Dec 06, 2018
SELL
N/A
-38 Closed
0 $0
Q2 2018

Sep 04, 2018
SELL
N/A
-32 Reduced 45.71%
38 $2,000
Q1 2018

Jul 13, 2018
BUY
N/A
70 New
70 $4,000

Others Institutions Holding XLU

# of Institutions
1,365
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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