Wealthcare Advisory Partners LLC Utilities Sector Spdr Transaction History

Wealthcare Advisory Partners LLC

$3.49 Billion
Q4 2024

A detailed history of Wealthcare Advisory Partners LLC transactions in Utilities Sector Spdr stock. As of the latest transaction made, Wealthcare Advisory Partners LLC holds 26,478 shares of XLU stock, worth $2.06 Million. This represents 0.06% of its overall portfolio holdings.

Number of Shares

26,478

Previous 30,752 13.9%

Holding current value

$2.06 Million

Previous $2.48 Million 19.32%

% of portfolio

0.06%

Previous 0.07%

23 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 15, 2025	SELL	$74.89 - $82.93 $320,079 - $354,442	-4,274 Reduced 13.9%	26,478 $2 Million
Q3 2024 Nov 04, 2024	BUY	$67.67 - $80.78 $860,288 - $1.03 Million	12,713 Added 70.48%	30,752 $2.48 Million
Q2 2024 Aug 09, 2024	BUY	$62.77 - $72.87 $160,879 - $186,765	2,563 Added 16.56%	18,039 $1.23 Million
Q1 2024 Apr 15, 2024	BUY	$59.95 - $65.65 $160,606 - $175,876	2,679 Added 20.93%	15,476 $1.02 Million
Q4 2023 Feb 06, 2024	BUY	$56.19 - $65.96 $82,711 - $97,093	1,472 Added 13.0%	12,797 $810,000
Q3 2023 Oct 12, 2023	SELL	$58.83 - $68.46 $38,945 - $45,320	-662 Reduced 5.52%	11,325 $667,000
Q2 2023 Jul 17, 2023	BUY	$64.34 - $69.97 $49,863 - $54,226	775 Added 6.91%	11,987 $784,000
Q1 2023 May 04, 2023	BUY	$63.7 - $72.08 $34,461 - $38,995	541 Added 5.07%	11,212 $758,000
Q4 2022 Feb 13, 2023	BUY	$61.52 - $72.67 $206,645 - $244,098	3,359 Added 45.94%	10,671 $752,000
Q3 2022 Nov 14, 2022	BUY	$65.51 - $78.12 $66,689 - $79,526	1,018 Added 16.17%	7,312 $479,000
Q2 2022 Aug 15, 2022	BUY	$64.87 - $76.96 $39,181 - $46,483	604 Added 10.62%	6,294 $441,000
Q1 2022 Apr 15, 2022	SELL	$65.03 - $74.54 $18,338 - $21,020	-282 Reduced 4.72%	5,690 $424,000
Q4 2021 Feb 11, 2022	BUY	$63.88 - $71.58 $89,751 - $100,569	1,405 Added 30.76%	5,972 $0
Q3 2021 Nov 15, 2021	BUY	$63.56 - $70.07 $58,411 - $64,394	919 Added 25.19%	4,567 $292,000
Q2 2021 Aug 16, 2021	BUY	$63.23 - $67.72 $22,826 - $24,446	361 Added 10.98%	3,648 $231,000
Q1 2021 Apr 30, 2021	BUY	$58.36 - $64.15 $191,829 - $210,861	3,287 New	3,287 $210,000
Q2 2020 Jul 29, 2020	SELL	$51.79 - $62.83 $42,312 - $51,332	-817 Closed	0 $0
Q1 2020 Apr 29, 2020	SELL	$44.93 - $70.98 $121,490 - $191,929	-2,704 Reduced 76.8%	817 $45,000
Q4 2019 Jan 29, 2020	BUY	$61.37 - $64.82 $184,048 - $194,395	2,999 Added 574.52%	3,521 $228,000
Q1 2019 May 13, 2019	SELL	N/A	-20 Reduced 3.69%	522 $30,000
Q3 2018 Nov 14, 2018	BUY	N/A	450 Added 489.13%	542 $29,000
Q2 2018 Aug 14, 2018	BUY	N/A	88 Added 2200.0%	92 $5,000
Q1 2018 May 15, 2018	BUY	N/A	4 New	4 $0

Others Institutions Holding XLU

# of Institutions

1,487

Shares Held

158M

Call Options Held

13.2M

Put Options Held

41.1M

View Full List

About UTILITIES SECTOR SPDR

Ticker XLU
Sector ETFs
Industry ETFs

More about XLU

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Wealthcare Advisory Partners LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealthcare Advisory Partners LLC with notifications on news.

Account

Wealthcare Advisory Partners LLC Utilities Sector Spdr Transaction History