Wealthspire Advisors, LLC Utilities Sector Spdr Transaction History

Wealthspire Advisors, LLC

  • $9.93 Billion
  • Q4 2024

A detailed history of Wealthspire Advisors, LLC transactions in Utilities Sector Spdr stock. As of the latest transaction made, Wealthspire Advisors, LLC holds 8,485 shares of XLU stock, worth $672,436. This represents 0.01% of its overall portfolio holdings.

Number of Shares
8,485
Previous 6,079 39.58%
Holding current value
$672,436
Previous $491,000 30.75%
% of portfolio
0.01%
Previous 0.01%

Shares

21 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 03, 2025
BUY
$74.89 - $82.93 $180,185 - $199,529
2,406 Added 39.58%
8,485 $642,000
Q3 2024

Nov 13, 2024
BUY
$67.67 - $80.78 $32,007 - $38,208
473 Added 8.44%
6,079 $491,000
Q2 2024

Aug 08, 2024
SELL
$62.77 - $72.87 $7,155 - $8,307
-114 Reduced 1.99%
5,606 $381,000
Q1 2024

May 06, 2024
SELL
$59.95 - $65.65 $29,675 - $32,496
-495 Reduced 7.96%
5,720 $375,000
Q4 2023

Feb 06, 2024
BUY
$56.19 - $65.96 $11,575 - $13,587
206 Added 3.43%
6,215 $393,000
Q3 2023

Nov 06, 2023
SELL
$58.83 - $68.46 $124,660 - $145,066
-2,119 Reduced 26.07%
6,009 $354,000
Q2 2023

Jul 31, 2023
BUY
$64.34 - $69.97 $28,373 - $30,856
441 Added 5.74%
8,128 $531,000
Q1 2023

May 09, 2023
SELL
$63.7 - $72.08 $139,630 - $157,999
-2,192 Reduced 22.19%
7,687 $520,000
Q4 2022

Feb 13, 2023
BUY
$61.52 - $72.67 $112,889 - $133,349
1,835 Added 22.81%
9,879 $696,000
Q3 2022

Nov 14, 2022
BUY
$65.51 - $78.12 $116,542 - $138,975
1,779 Added 28.4%
8,044 $527,000
Q2 2022

Aug 09, 2022
BUY
$64.87 - $76.96 $20,434 - $24,242
315 Added 5.29%
6,265 $439,000
Q1 2022

May 09, 2022
BUY
$65.03 - $74.54 $62,949 - $72,154
968 Added 19.43%
5,950 $443,000
Q4 2021

Feb 14, 2022
SELL
$63.88 - $71.58 $199,625 - $223,687
-3,125 Reduced 38.55%
4,982 $357,000
Q3 2021

Nov 15, 2021
SELL
$63.56 - $70.07 $508 - $560
-8 Reduced 0.1%
8,107 $518,000
Q2 2021

Aug 13, 2021
BUY
$63.23 - $67.72 $513,111 - $549,547
8,115 New
8,115 $513,000
Q1 2021

May 17, 2021
SELL
$58.36 - $64.15 $241,260 - $265,196
-4,134 Closed
0 $0
Q4 2020

Feb 16, 2021
BUY
$59.98 - $66.76 $247,957 - $275,985
4,134 New
4,134 $259,000
Q2 2020

Aug 14, 2020
SELL
$51.79 - $62.83 $192,969 - $234,104
-3,726 Closed
0 $0
Q1 2020

May 12, 2020
BUY
$44.93 - $70.98 $167,409 - $264,471
3,726 New
3,726 $206,000
Q1 2019

May 08, 2019
SELL
N/A
-23 Closed
0 $0
Q4 2018

Feb 14, 2019
BUY
N/A
23 New
23 $1,000

Others Institutions Holding XLU

# of Institutions
1,524
Shares Held
154M
Call Options Held
14.7M
Put Options Held
40.3M
View Full List

About UTILITIES SECTOR SPDR

XLU Quotes by TradingView
  • Ticker XLU
  • Sector ETFs
  • Industry ETFs
More about XLU
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