A detailed history of Toroso Investments, LLC transactions in Utilities Sector Spdr stock. As of the latest transaction made, Toroso Investments, LLC holds 12,141 shares of XLU stock, worth $827,287. This represents 0.01% of its overall portfolio holdings.

Number of Shares
12,141
Holding current value
$827,287
% of portfolio
0.01%

Shares

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

May 15, 2024

BUY
$59.95 - $65.65 $727,852 - $797,056
12,141 New
12,141 $797,000
Q1 2023

May 15, 2023

BUY
$63.7 - $72.08 $9,873 - $11,172
155 Added 4.24%
3,808 $258,000
Q4 2022

Feb 15, 2023

SELL
$65.75 - $72.67 $47,011 - $51,959
-715 Reduced 16.37%
3,653 $258,000
Q3 2022

Nov 23, 2022

BUY
N/A
94 Added 2.2%
4,368 $286,000
Q2 2022

Aug 15, 2022

BUY
N/A
404 Added 10.44%
4,274 $300,000
Q1 2022

May 20, 2022

BUY
N/A
3,870 New
3,870 $288,000

Others Institutions Holding XLU

About UTILITIES SECTOR SPDR


  • Ticker XLU
  • Sector ETFs
  • Industry ETFs
More about XLU
Track This Portfolio

Track Toroso Investments, LLC Portfolio

Follow Toroso Investments, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Toroso Investments, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Toroso Investments, LLC with notifications on news.