Wespac Advisors So Cal, LLC Utilities Sector Spdr Transaction History

Wespac Advisors So Cal, LLC

  • $435 Million
  • Q4 2024

A detailed history of Wespac Advisors So Cal, LLC transactions in Utilities Sector Spdr stock. As of the latest transaction made, Wespac Advisors So Cal, LLC holds 22,857 shares of XLU stock, worth $1.82 Million. This represents 0.4% of its overall portfolio holdings.

Number of Shares
22,857
Previous 24,373 6.22%
Holding current value
$1.82 Million
Previous $1.97 Million 12.09%
% of portfolio
0.4%
Previous 0.46%

Shares

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

Jan 24, 2025
SELL
$74.89 - $82.93 $113,533 - $125,721
-1,516 Reduced 6.22%
22,857 $1.73 Million
Q3 2024

Nov 06, 2024
BUY
$67.67 - $80.78 $421,245 - $502,855
6,225 Added 34.3%
24,373 $1.97 Million
Q2 2024

Jul 23, 2024
BUY
$62.77 - $72.87 $65,594 - $76,149
1,045 Added 6.11%
18,148 $1.24 Million
Q1 2024

Apr 18, 2024
SELL
$59.95 - $65.65 $4.08 Million - $4.47 Million
-68,105 Reduced 79.93%
17,103 $1.12 Million
Q4 2023

Jan 25, 2024
SELL
$56.19 - $65.96 $2.17 Million - $2.54 Million
-38,569 Reduced 31.16%
85,208 $5.4 Million
Q3 2023

Nov 09, 2023
BUY
$58.83 - $68.46 $66,419 - $77,291
1,129 Added 0.92%
123,777 $7.29 Million
Q2 2023

Jul 20, 2023
BUY
$64.34 - $69.97 $20,395 - $22,180
317 Added 0.26%
122,648 $8.03 Million
Q1 2023

May 15, 2023
BUY
$63.7 - $72.08 $92,046 - $104,155
1,445 Added 1.2%
122,331 $8.28 Million
Q4 2022

Jan 25, 2023
BUY
$61.52 - $72.67 $1.24 Million - $1.47 Million
20,203 Added 20.07%
120,886 $0
Q3 2022

Nov 10, 2022
BUY
$65.51 - $78.12 $6.6 Million - $7.87 Million
100,683 New
100,683 $6.72 Million
Q4 2018

Feb 07, 2019
SELL
N/A
-180 Closed
0 $0
Q3 2018

Oct 22, 2018
BUY
N/A
180 New
180 $9,000

Others Institutions Holding XLU

# of Institutions
1,480
Shares Held
163M
Call Options Held
13.1M
Put Options Held
41.1M
View Full List

About UTILITIES SECTOR SPDR

XLU Quotes by TradingView
  • Ticker XLU
  • Sector ETFs
  • Industry ETFs
More about XLU
Track This Portfolio

Track Wespac Advisors So Cal, LLC Portfolio

Follow Wespac Advisors So Cal, 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 Wespac Advisors So Cal, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wespac Advisors So Cal, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email