Teamwork Financial Advisors, LLC Utilities Sector Spdr Transaction History

Teamwork Financial Advisors, LLC

$720 Million
Q3 2024

A detailed history of Teamwork Financial Advisors, LLC transactions in Utilities Sector Spdr stock. As of the latest transaction made, Teamwork Financial Advisors, LLC holds 20,224 shares of XLU stock, worth $1.65 Million. This represents 0.23% of its overall portfolio holdings.

Number of Shares

20,224

Previous 20,595 1.8%

Holding current value

$1.65 Million

Previous $1.4 Million 16.39%

% of portfolio

0.23%

Previous 0.21%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 16, 2024	SELL	$67.67 - $80.78 $25,105 - $29,969	-371 Reduced 1.8%	20,224 $1.63 Million
Q2 2024 Aug 06, 2024	BUY	$62.77 - $72.87 $691,160 - $802,371	11,011 Added 114.89%	20,595 $1.4 Million
Q1 2024 Apr 19, 2024	BUY	$59.95 - $65.65 $354,724 - $388,451	5,917 Added 161.36%	9,584 $629,000
Q4 2023 Jan 19, 2024	SELL	$56.19 - $65.96 $421,312 - $494,568	-7,498 Reduced 67.16%	3,667 $232,000
Q3 2023 Oct 31, 2023	BUY	$58.83 - $68.46 $37,239 - $43,335	633 Added 6.01%	11,165 $657,000
Q2 2023 Jul 17, 2023	BUY	$64.34 - $69.97 $677,628 - $736,924	10,532 New	10,532 $689,000
Q4 2022 Jan 17, 2023	BUY	$61.52 - $72.67 $188,128 - $222,224	3,058 Added 33.62%	12,153 $0
Q3 2022 Oct 12, 2022	BUY	$65.51 - $78.12 $595,813 - $710,501	9,095 New	9,095 $596,000

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

Ticker XLU
Sector ETFs
Industry ETFs

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Teamwork Financial Advisors, LLC Utilities Sector Spdr Transaction History