Wbh Advisory Inc Utilities Sector Spdr Transaction History

Wbh Advisory Inc

$1.07 Billion
Q4 2024

A detailed history of Wbh Advisory Inc transactions in Utilities Sector Spdr stock. As of the latest transaction made, Wbh Advisory Inc holds 37,946 shares of XLU stock, worth $2.99 Million. This represents 0.27% of its overall portfolio holdings.

Number of Shares

37,946

Previous 38,201 0.67%

Holding current value

$2.99 Million

Previous $3.09 Million 6.9%

% of portfolio

0.27%

Previous 0.29%

29 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 30, 2025	SELL	$74.89 - $82.93 $19,096 - $21,147	-255 Reduced 0.67%	37,946 $2.87 Million
Q3 2024 Oct 15, 2024	BUY	$67.67 - $80.78 $36,947 - $44,105	546 Added 1.45%	38,201 $3.09 Million
Q2 2024 Jul 11, 2024	SELL	$62.77 - $72.87 $9,603 - $11,149	-153 Reduced 0.4%	37,655 $2.57 Million
Q1 2024 Apr 16, 2024	SELL	$59.95 - $65.65 $38,128 - $41,753	-636 Reduced 1.65%	37,808 $2.48 Million
Q4 2023 Jan 09, 2024	BUY	$56.19 - $65.96 $186,719 - $219,185	3,323 Added 9.46%	38,444 $2.43 Million
Q3 2023 Oct 10, 2023	SELL	$58.83 - $68.46 $49,064 - $57,095	-834 Reduced 2.32%	35,121 $2.07 Million
Q2 2023 Jul 12, 2023	SELL	$64.34 - $69.97 $48,962 - $53,247	-761 Reduced 2.07%	35,955 $2.35 Million
Q1 2023 Apr 20, 2023	SELL	$63.7 - $72.08 $130,903 - $148,124	-2,055 Reduced 5.3%	36,716 $2.49 Million
Q3 2022 Oct 18, 2022	SELL	$65.51 - $78.12 $13,822 - $16,483	-211 Reduced 0.54%	38,771 $2.54 Million
Q2 2022 Jul 12, 2022	SELL	$64.87 - $76.96 $49,755 - $59,028	-767 Reduced 1.93%	38,982 $2.74 Million
Q1 2022 Apr 29, 2022	SELL	$65.03 - $74.54 $56,641 - $64,924	-871 Reduced 2.14%	39,749 $0
Q4 2021 Jan 28, 2022	BUY	$63.88 - $71.58 $149,415 - $167,425	2,339 Added 6.11%	40,620 $2.91 Million
Q3 2021 Oct 25, 2021	SELL	$63.56 - $70.07 $13,983 - $15,415	-220 Reduced 0.57%	38,281 $2.45 Million
Q2 2021 Jul 27, 2021	BUY	$63.23 - $67.72 $186,591 - $199,841	2,951 Added 8.3%	38,501 $2.53 Million
Q1 2021 Apr 19, 2021	SELL	$58.36 - $64.15 $58,710 - $64,534	-1,006 Reduced 2.75%	35,550 $2.28 Million
Q4 2020 Jan 21, 2021	SELL	$59.98 - $66.76 $5,218 - $5,808	-87 Reduced 0.24%	36,556 $2.31 Million
Q3 2020 Oct 27, 2020	BUY	$56.7 - $61.49 $2.08 Million - $2.25 Million	36,643 New	36,643 $2.18 Million
Q2 2020 Aug 05, 2020	SELL	$51.79 - $62.83 $1.85 Million - $2.25 Million	-35,770 Closed	0 $0
Q1 2020 May 07, 2020	BUY	$44.93 - $70.98 $54,769 - $86,524	1,219 Added 3.53%	35,770 $1.98 Million
Q4 2019 Jan 27, 2020	BUY	$61.37 - $64.82 $87,390 - $92,303	1,424 Added 4.3%	34,551 $2.23 Million
Q3 2019 Oct 25, 2019	BUY	$62.5 - $64.93 $5,000 - $5,194	80 Added 0.24%	33,127 $2.14 Million
Q2 2019 Aug 02, 2019	BUY	N/A	642 Added 1.98%	33,047 $1.97 Million
Q1 2019 Apr 22, 2019	BUY	N/A	660 Added 2.08%	32,405 $1.88 Million
Q4 2018 Jan 29, 2019	BUY	N/A	411 Added 1.31%	31,745 $1.68 Million
Q3 2018 Oct 29, 2018	BUY	N/A	483 Added 1.57%	31,334 $1.65 Million
Q2 2018 Jul 31, 2018	SELL	N/A	-97 Reduced 0.31%	30,851 $1.6 Million
Q1 2018 Apr 30, 2018	SELL	N/A	-1,451 Reduced 4.48%	30,948 $1.56 Million
Q4 2017 Jan 31, 2018	BUY	N/A	875 Added 2.78%	32,399 $1.71 Million
Q3 2017 Nov 29, 2017	BUY	N/A	31,524	31,524 $1.67 Million

Others Institutions Holding XLU

# of Institutions

1,571

Shares Held

154M

Call Options Held

18.8M

Put Options Held

38M

View Full List

About UTILITIES SECTOR SPDR

Ticker XLU
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