Tyler Stone Wealth Management Utilities Sector Spdr Transaction History

Tyler Stone Wealth Management

  • $510 Million
  • Q3 2024

A detailed history of Tyler Stone Wealth Management transactions in Utilities Sector Spdr stock. As of the latest transaction made, Tyler Stone Wealth Management holds 22,425 shares of XLU stock, worth $1.78 Million. This represents 0.36% of its overall portfolio holdings.

Number of Shares
22,425
Previous 11,174 100.69%
Holding current value
$1.78 Million
Previous $761,000 137.98%
% of portfolio
0.36%
Previous 0.32%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 04, 2024
BUY
$67.67 - $80.78 $761,355 - $908,855
11,251 Added 100.69%
22,425 $1.81 Million
Q2 2024

Aug 14, 2024
BUY
$62.77 - $72.87 $15,755 - $18,290
251 Added 2.3%
11,174 $761,000
Q1 2024

May 15, 2024
SELL
$59.95 - $65.65 $30,634 - $33,547
-511 Reduced 4.47%
10,923 $717,000
Q4 2023

Feb 14, 2024
SELL
$56.19 - $65.96 $13,204 - $15,500
-235 Reduced 2.01%
11,434 $724,000
Q3 2023

Nov 14, 2023
BUY
$58.83 - $68.46 $58,712 - $68,323
998 Added 9.35%
11,669 $688,000
Q2 2023

Aug 14, 2023
BUY
$64.34 - $69.97 $2,959 - $3,218
46 Added 0.43%
10,671 $698,000
Q4 2022

Feb 14, 2023
BUY
$61.52 - $72.67 $4,798 - $5,668
78 Added 0.74%
10,625 $749,000
Q3 2022

Nov 14, 2022
BUY
$65.51 - $78.12 $5,830 - $6,952
89 Added 0.85%
10,547 $691,000
Q2 2022

Aug 11, 2022
BUY
$64.87 - $76.96 $7,005 - $8,311
108 Added 1.04%
10,458 $733,000
Q1 2022

May 12, 2022
BUY
$65.03 - $74.54 $29,783 - $34,139
458 Added 4.63%
10,350 $771,000
Q4 2021

Feb 22, 2022
BUY
$63.88 - $71.58 $631,900 - $708,069
9,892 New
9,892 $708,000

Others Institutions Holding XLU

# of Institutions
1,480
Shares Held
163M
Call Options Held
13.1M
Put Options Held
41.1M
View Full List

About UTILITIES SECTOR SPDR

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

Track Tyler Stone Wealth Management Portfolio

Follow Tyler Stone Wealth Management 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 Tyler Stone Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Tyler Stone Wealth Management with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email