Triangle Securities Wealth Management Utilities Sector Spdr Transaction History

Triangle Securities Wealth Management

$372 Million
Q1 2025

A detailed history of Triangle Securities Wealth Management transactions in Utilities Sector Spdr stock. As of the latest transaction made, Triangle Securities Wealth Management holds 12,182 shares of XLU stock, worth $997,949. This represents 0.25% of its overall portfolio holdings.

Number of Shares

12,182

Previous 12,426 1.96%

Holding current value

$997,949

Previous $940,000 0.96%

% of portfolio

0.25%

Previous 0.25%

23 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 10, 2025	SELL	$74.7 - $80.27 $18,226 - $19,585	-244 Reduced 1.96%	12,182 $949,000
Q4 2024 Jan 15, 2025	SELL	$74.89 - $82.93 $5,616 - $6,219	-75 Reduced 0.6%	12,426 $940,000
Q3 2024 Nov 14, 2024	SELL	$67.67 - $80.78 $79,715 - $95,158	-1,178 Reduced 8.61%	12,501 $1.01 Million
Q2 2024 Jul 10, 2024	SELL	$62.77 - $72.87 $21,843 - $25,358	-348 Reduced 2.48%	13,679 $932,000
Q1 2024 Apr 10, 2024	SELL	$59.95 - $65.65 $217,019 - $237,653	-3,620 Reduced 20.51%	14,027 $920,000
Q4 2023 Jan 10, 2024	BUY	$56.19 - $65.96 $308,764 - $362,450	5,495 Added 45.22%	17,647 $1.12 Million
Q2 2023 Jul 13, 2023	SELL	$64.34 - $69.97 $3,860 - $4,198	-60 Reduced 0.49%	12,152 $795,000
Q1 2023 Apr 20, 2023	SELL	$63.7 - $72.08 $3,185 - $3,604	-50 Reduced 0.41%	12,212 $826,000
Q4 2022 Jan 11, 2023	SELL	$61.52 - $72.67 $23,070 - $27,251	-375 Reduced 2.97%	12,262 $0
Q3 2022 Oct 19, 2022	SELL	$65.51 - $78.12 $11,464 - $13,671	-175 Reduced 1.37%	12,637 $828,000
Q2 2022 Jul 11, 2022	SELL	$64.87 - $76.96 $4,540 - $5,387	-70 Reduced 0.54%	12,812 $899,000
Q3 2020 Oct 09, 2020	SELL	$56.7 - $61.49 $9,922 - $10,760	-175 Reduced 1.34%	12,882 $765,000
Q1 2020 Apr 06, 2020	SELL	$44.93 - $70.98 $12,580 - $19,874	-280 Reduced 2.1%	13,057 $723,000
Q4 2019 Jan 09, 2020	SELL	$61.37 - $64.82 $8,653 - $9,139	-141 Reduced 1.05%	13,337 $862,000
Q3 2019 Oct 15, 2019	SELL	$62.5 - $64.93 $25,000 - $25,972	-400 Reduced 2.88%	13,478 $873,000
Q2 2019 Jul 10, 2019	SELL	N/A	-2,885 Reduced 17.21%	13,878 $843,000
Q1 2019 Apr 08, 2019	SELL	N/A	-485 Reduced 2.81%	16,763 $975,000
Q4 2018 Jan 17, 2019	SELL	N/A	-575 Reduced 3.23%	17,248 $913,000
Q3 2018 Oct 04, 2018	SELL	N/A	-395 Reduced 2.17%	17,823 $938,000
Q2 2018 Jul 12, 2018	SELL	N/A	-350 Reduced 1.88%	18,218 $947,000
Q1 2018 Apr 11, 2018	SELL	N/A	-260 Reduced 1.38%	18,568 $938,000
Q4 2017 Jan 10, 2018	SELL	N/A	-360 Reduced 1.88%	18,828 $992,000
Q3 2017 Oct 11, 2017	BUY	N/A	19,188	19,188 $1.02 Million

Others Institutions Holding XLU

# of Institutions

1,572

Shares Held

148M

Call Options Held

13.6M

Put Options Held

38.2M

View Full List

About UTILITIES SECTOR SPDR

Ticker XLU
Sector ETFs
Industry ETFs

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Triangle Securities Wealth Management Utilities Sector Spdr Transaction History