Tyler Stone Wealth Management Utilities Sector Spdr Transaction History

Tyler Stone Wealth Management

  • $237 Million
  • Q2 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 11,174 shares of XLU stock, worth $885,874. This represents 0.32% of its overall portfolio holdings.

Number of Shares
11,174
Previous 10,923 2.3%
Holding current value
$885,874
Previous $717,000 6.14%
% of portfolio
0.32%
Previous 0.32%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,422
Shares Held
166M
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
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