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 $1.8 Million. This represents 0.4% of its overall portfolio holdings.

Number of Shares

22,857

Previous 24,373 6.22%

Holding current value

$1.8 Million

Previous $1.97 Million 12.09%

% of portfolio

0.4%

Previous 0.46%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

1,552

Shares Held

153M

Call Options Held

18.3M

Put Options Held

37.5M

View Full List

About UTILITIES SECTOR SPDR

Ticker XLU
Sector ETFs
Industry ETFs

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Wespac Advisors So Cal, LLC Utilities Sector Spdr Transaction History