A detailed history of Watts Gwilliam & Co., LLC transactions in Utilities Sector Spdr stock. As of the latest transaction made, Watts Gwilliam & Co., LLC holds 3,787 shares of XLU stock, worth $308,451. This represents 0.07% of its overall portfolio holdings.

Number of Shares
3,787
Previous 3,587 5.58%
Holding current value
$308,451
Previous $256 Million 17.42%
% of portfolio
0.07%
Previous 0.08%

Shares

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

Oct 09, 2024

BUY
$67.67 - $80.78 $13,534 - $16,156
200 Added 5.58%
3,787 $301 Million
Q1 2024

May 15, 2024

BUY
$59.95 - $65.65 $215,040 - $235,486
3,587 New
3,587 $256 Million

Others Institutions Holding XLU

About UTILITIES SECTOR SPDR


  • Ticker XLU
  • Sector ETFs
  • Industry ETFs
More about XLU
Track This Portfolio

Track Watts Gwilliam & Co., LLC Portfolio

Follow Watts Gwilliam & Co., LLC 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 Watts Gwilliam & Co., LLC, based on Form 13F filings with the SEC.

News

Stay updated on Watts Gwilliam & Co., LLC with notifications on news.