Terra Nova Asset Management LLC Utilities Sector Spdr Transaction History

Terra Nova Asset Management LLC

  • $118 Million
  • Q1 2025

A detailed history of Terra Nova Asset Management LLC transactions in Utilities Sector Spdr stock. As of the latest transaction made, Terra Nova Asset Management LLC holds 15,260 shares of XLU stock, worth $1.4 Million. This represents 1.02% of its overall portfolio holdings.

Number of Shares
15,260
Previous 15,073 1.24%
Holding current value
$1.4 Million
Previous $1.14 Million 5.53%
% of portfolio
1.02%
Previous 0.91%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 23, 2025
BUY
$74.7 - $80.27 $13,968 - $15,010
187 Added 1.24%
15,260 $1.2 Million
Q4 2024

Jan 16, 2025
BUY
$74.89 - $82.93 $6,889 - $7,629
92 Added 0.61%
15,073 $1.14 Million
Q3 2024

Oct 15, 2024
BUY
$67.67 - $80.78 $3,518 - $4,200
52 Added 0.35%
14,981 $1.21 Million
Q2 2024

Jul 15, 2024
BUY
$62.77 - $72.87 $553,882 - $643,004
8,824 Added 144.54%
14,929 $1.02 Million
Q1 2024

Apr 25, 2024
BUY
$59.95 - $65.65 $365,994 - $400,793
6,105 New
6,105 $400,000

Others Institutions Holding XLU

# of Institutions
1,632
Shares Held
154M
Call Options Held
15.4M
Put Options Held
35.9M
View Full List

About UTILITIES SECTOR SPDR

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