True Private Wealth Advisors Utilities Sector Spdr Transaction History

True Private Wealth Advisors

  • $851 Million
  • Q2 2024

A detailed history of True Private Wealth Advisors transactions in Utilities Sector Spdr stock. As of the latest transaction made, True Private Wealth Advisors holds 45,037 shares of XLU stock, worth $3.66 Million. This represents 0.36% of its overall portfolio holdings.

Number of Shares
45,037
Previous 10,405 332.84%
Holding current value
$3.66 Million
Previous $683,000 349.19%
% of portfolio
0.36%
Previous 0.08%

Shares

23 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 16, 2024
BUY
$62.77 - $72.87 $2.17 Million - $2.52 Million
34,632 Added 332.84%
45,037 $3.07 Million
Q1 2024

Apr 25, 2024
BUY
$59.95 - $65.65 $7,733 - $8,468
129 Added 1.26%
10,405 $683,000
Q4 2023

Jan 30, 2024
BUY
$56.19 - $65.96 $1,123 - $1,319
20 Added 0.2%
10,276 $650,000
Q3 2023

Nov 13, 2023
SELL
$58.83 - $68.46 $32,415 - $37,721
-551 Reduced 5.1%
10,256 $604,000
Q2 2023

Aug 11, 2023
BUY
$64.34 - $69.97 $5,082 - $5,527
79 Added 0.74%
10,807 $707,000
Q1 2023

May 11, 2023
SELL
$63.7 - $72.08 $44,844 - $50,744
-704 Reduced 6.16%
10,728 $726,000
Q4 2022

Feb 14, 2023
BUY
$61.52 - $72.67 $10,212 - $12,063
166 Added 1.47%
11,432 $805,000
Q3 2022

Nov 04, 2022
SELL
$65.51 - $78.12 $29,151 - $34,763
-445 Reduced 3.8%
11,266 $738,000
Q2 2022

Jul 28, 2022
BUY
$64.87 - $76.96 $54,490 - $64,646
840 Added 7.73%
11,711 $821,000
Q1 2022

May 09, 2022
SELL
$65.03 - $74.54 $46,431 - $53,221
-714 Reduced 6.16%
10,871 $786,000
Q4 2021

Feb 11, 2022
SELL
$63.88 - $71.58 $67,968 - $76,161
-1,064 Reduced 8.41%
11,585 $829,000
Q3 2021

Nov 05, 2021
BUY
$63.56 - $70.07 $23,835 - $26,276
375 Added 3.06%
12,649 $808,000
Q2 2021

Aug 10, 2021
BUY
$63.23 - $67.72 $111,537 - $119,458
1,764 Added 16.78%
12,274 $776,000
Q1 2021

May 12, 2021
BUY
$58.36 - $64.15 $122,556 - $134,715
2,100 Added 24.97%
10,510 $673,000
Q4 2020

Jan 11, 2021
BUY
$59.98 - $66.76 $19,313 - $21,496
322 Added 3.98%
8,410 $527,000
Q3 2020

Oct 09, 2020
BUY
$56.7 - $61.49 $23,984 - $26,010
423 Added 5.52%
8,088 $480,000
Q2 2020

Jul 07, 2020
BUY
$51.79 - $62.83 $272,467 - $330,548
5,261 Added 218.84%
7,665 $432,000
Q1 2020

Apr 20, 2020
SELL
$44.93 - $70.98 $7,009 - $11,072
-156 Reduced 6.09%
2,404 $133,000
Q4 2019

Jan 27, 2020
SELL
$61.37 - $64.82 $35,655 - $37,660
-581 Reduced 18.5%
2,560 $165,000
Q3 2019

Oct 09, 2019
SELL
$62.5 - $64.93 $8,437 - $8,765
-135 Reduced 4.12%
3,141 $203,000
Q2 2019

Aug 01, 2019
BUY
N/A
3,276 New
3,276 $195,000
Q4 2018

Jan 14, 2019
SELL
N/A
-3,213 Closed
0 $0
Q3 2018

Oct 18, 2018
BUY
N/A
3,213 New
3,213 $0

Others Institutions Holding XLU

# of Institutions
1,369
Shares Held
151M
Call Options Held
21.4M
Put Options Held
26.5M
View Full List

About UTILITIES SECTOR SPDR

XLU Quotes by TradingView
  • Ticker XLU
  • Sector ETFs
  • Industry ETFs
More about XLU
Track This Portfolio

Track True Private Wealth Advisors Portfolio

Follow True Private Wealth Advisors 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 True Private Wealth Advisors, based on Form 13F filings with the SEC.

News

Stay updated on True Private Wealth Advisors with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email