Warner Financial, Inc Utilities Sector Spdr Transaction History

Warner Financial, Inc

  • $226 Million
  • Q3 2024

A detailed history of Warner Financial, Inc transactions in Utilities Sector Spdr stock. As of the latest transaction made, Warner Financial, Inc holds 4,054 shares of XLU stock, worth $310,049. This represents 0.14% of its overall portfolio holdings.

Number of Shares
4,054
Previous 4,042 0.3%
Holding current value
$310,049
Previous $275,000 18.91%
% of portfolio
0.14%
Previous 0.13%

Shares

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

Oct 21, 2024
BUY
$67.67 - $80.78 $812 - $969
12 Added 0.3%
4,054 $327,000
Q2 2024

Jul 23, 2024
BUY
$62.77 - $72.87 $2,008 - $2,331
32 Added 0.8%
4,042 $275,000
Q1 2024

Apr 23, 2024
BUY
$59.95 - $65.65 $39,926 - $43,722
666 Added 19.92%
4,010 $263,000
Q4 2023

Jan 30, 2024
BUY
$56.19 - $65.96 $187,899 - $220,570
3,344 New
3,344 $212,000

Others Institutions Holding XLU

# of Institutions
1,486
Shares Held
180M
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
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