A detailed history of Wayfinding Financial, LLC transactions in Utilities Sector Spdr stock. As of the latest transaction made, Wayfinding Financial, LLC holds 40,121 shares of XLU stock, worth $3.27 Million. This represents 1.7% of its overall portfolio holdings.

Number of Shares
40,121
Previous 41,074 2.32%
Holding current value
$3.27 Million
Previous $2.7 Million 1.37%
% of portfolio
1.7%
Previous 1.72%

Shares

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

Aug 09, 2024

SELL
$62.77 - $72.87 $59,819 - $69,445
-953 Reduced 2.32%
40,121 $2.73 Million
Q1 2024

May 09, 2024

SELL
$59.95 - $65.65 $1.11 Million - $1.22 Million
-18,595 Reduced 31.16%
41,074 $2.7 Million
Q4 2023

Jan 09, 2024

BUY
$56.19 - $65.96 $22,588 - $26,515
402 Added 0.68%
59,669 $3.78 Million
Q3 2023

Nov 02, 2023

SELL
$58.83 - $68.46 $95,775 - $111,452
-1,628 Reduced 2.67%
59,267 $3.49 Million
Q2 2023

Jul 31, 2023

SELL
$64.34 - $69.97 $121,602 - $132,243
-1,890 Reduced 3.01%
60,895 $3.98 Million
Q1 2023

May 04, 2023

BUY
$63.7 - $72.08 $4 Million - $4.53 Million
62,785 New
62,785 $4.25 Million

Others Institutions Holding XLU

About UTILITIES SECTOR SPDR


  • Ticker XLU
  • Sector ETFs
  • Industry ETFs
More about XLU
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