Successful Portfolios LLC Utilities Sector Spdr Transaction History

Successful Portfolios LLC

  • $147 Million
  • Q3 2024

A detailed history of Successful Portfolios LLC transactions in Utilities Sector Spdr stock. As of the latest transaction made, Successful Portfolios LLC holds 4,156 shares of XLU stock, worth $329,487. This represents 0.23% of its overall portfolio holdings.

Number of Shares
4,156
Previous 4,016 3.49%
Holding current value
$329,487
Previous $273,000 22.71%
% of portfolio
0.23%
Previous 0.19%

Shares

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

Oct 09, 2024
BUY
$67.67 - $80.78 $9,473 - $11,309
140 Added 3.49%
4,156 $335,000
Q2 2024

Jul 12, 2024
SELL
$62.77 - $72.87 $25,108 - $29,148
-400 Reduced 9.06%
4,016 $273,000
Q1 2024

Apr 17, 2024
SELL
$59.95 - $65.65 $6,594 - $7,221
-110 Reduced 2.43%
4,416 $289,000
Q4 2023

Jan 18, 2024
BUY
$56.19 - $65.96 $21,914 - $25,724
390 Added 9.43%
4,526 $286,000
Q3 2023

Oct 10, 2023
BUY
$58.83 - $68.46 $3,353 - $3,902
57 Added 1.4%
4,136 $243,000
Q2 2023

Jul 20, 2023
SELL
$64.34 - $69.97 $73,283 - $79,695
-1,139 Reduced 21.83%
4,079 $266,000
Q1 2023

Apr 21, 2023
SELL
$63.7 - $72.08 $62,871 - $71,142
-987 Reduced 15.91%
5,218 $353,000
Q4 2022

Jan 27, 2023
BUY
$61.52 - $72.67 $922 - $1,090
15 Added 0.24%
6,205 $0
Q2 2022

Jul 22, 2022
BUY
$64.87 - $76.96 $4,865 - $5,771
75 Added 1.23%
6,190 $434,000
Q1 2022

Apr 21, 2022
SELL
$65.03 - $74.54 $975 - $1,118
-15 Reduced 0.24%
6,115 $455,000
Q4 2021

Jan 26, 2022
SELL
$63.88 - $71.58 $1,916 - $2,147
-30 Reduced 0.49%
6,130 $439,000
Q3 2021

Oct 14, 2021
SELL
$63.56 - $70.07 $3,178 - $3,503
-50 Reduced 0.81%
6,160 $394,000
Q4 2020

Feb 02, 2021
BUY
$59.98 - $66.76 $23,992 - $26,704
400 Added 6.88%
6,210 $389,000
Q3 2020

Oct 13, 2020
BUY
$56.7 - $61.49 $2,835 - $3,074
50 Added 0.87%
5,810 $345,000
Q2 2020

Jul 13, 2020
SELL
$51.79 - $62.83 $13,206 - $16,021
-255 Reduced 4.24%
5,760 $325,000
Q1 2020

Apr 23, 2020
BUY
$44.93 - $70.98 $35,539 - $56,145
791 Added 15.14%
6,015 $333,000
Q3 2019

Oct 11, 2019
BUY
$62.5 - $64.93 $3,125 - $3,246
50 Added 0.97%
5,224 $338,000
Q4 2018

Jan 14, 2019
BUY
N/A
10 Added 0.19%
5,174 $274,000
Q2 2018

Jul 24, 2018
BUY
N/A
47 Added 0.92%
5,164 $268,000
Q1 2018

May 08, 2018
BUY
N/A
190 Added 3.86%
5,117 $259,000
Q4 2017

Feb 09, 2018
BUY
N/A
4,927
4,927 $260,000

Others Institutions Holding XLU

# of Institutions
1,422
Shares Held
166M
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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