Triumph Capital Management Utilities Sector Spdr Transaction History

Triumph Capital Management

$234 Million
Q1 2024

A detailed history of Triumph Capital Management transactions in Utilities Sector Spdr stock. As of the latest transaction made, Triumph Capital Management holds 33,739 shares of XLU stock, worth $2.72 Million. This represents 0.95% of its overall portfolio holdings.

Number of Shares

33,739

Previous 6,465 421.87%

Holding current value

$2.72 Million

Previous $409,000 441.32%

% of portfolio

0.95%

Previous 0.18%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 25, 2024	BUY	$59.95 - $65.65 $1.64 Million - $1.79 Million	27,274 Added 421.87%	33,739 $2.21 Million
Q4 2023 Feb 05, 2024	BUY	$56.19 - $65.96 $109,514 - $128,556	1,949 Added 43.16%	6,465 $409,000
Q3 2023 Oct 31, 2023	BUY	$58.83 - $68.46 $24,649 - $28,684	419 Added 10.23%	4,516 $266,000
Q2 2023 Aug 03, 2023	SELL	$64.34 - $69.97 $531,126 - $577,602	-8,255 Reduced 66.83%	4,097 $268,000
Q1 2023 May 08, 2023	SELL	$63.7 - $72.08 $949,639 - $1.07 Million	-14,908 Reduced 54.69%	12,352 $836,000
Q4 2022 Jan 31, 2023	BUY	$61.52 - $72.67 $1.27 Million - $1.51 Million	20,724 Added 317.07%	27,260 $1.92 Million
Q3 2022 Nov 01, 2022	BUY	$65.51 - $78.12 $177,597 - $211,783	2,711 Added 70.88%	6,536 $428,000
Q2 2022 Aug 02, 2022	SELL	$64.87 - $76.96 $955,794 - $1.13 Million	-14,734 Reduced 79.39%	3,825 $268,000
Q1 2022 May 03, 2022	BUY	$65.03 - $74.54 $1.21 Million - $1.38 Million	18,559 New	18,559 $1.38 Million

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
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Triumph Capital Management Utilities Sector Spdr Transaction History