Western Wealth Management, LLC Utilities Sector Spdr Transaction History

Western Wealth Management, LLC

  • $1.72 Billion
  • Q3 2024

A detailed history of Western Wealth Management, LLC transactions in Utilities Sector Spdr stock. As of the latest transaction made, Western Wealth Management, LLC holds 18,427 shares of XLU stock, worth $1.5 Million. This represents 0.09% of its overall portfolio holdings.

Number of Shares
18,427
Previous 15,469 19.12%
Holding current value
$1.5 Million
Previous $1.05 Million 41.18%
% of portfolio
0.09%
Previous 0.08%

Shares

23 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024
BUY
$67.67 - $80.78 $200,167 - $238,947
2,958 Added 19.12%
18,427 $1.49 Million
Q2 2024

Jul 19, 2024
SELL
$62.77 - $72.87 $61,891 - $71,849
-986 Reduced 5.99%
15,469 $1.05 Million
Q1 2024

May 02, 2024
SELL
$59.95 - $65.65 $146,158 - $160,054
-2,438 Reduced 12.9%
16,455 $1.08 Million
Q4 2023

Jan 31, 2024
SELL
$56.19 - $65.96 $136,935 - $160,744
-2,437 Reduced 11.43%
18,893 $1.2 Million
Q3 2023

Nov 07, 2023
SELL
$58.83 - $68.46 $800,382 - $931,398
-13,605 Reduced 38.94%
21,330 $1.26 Million
Q2 2023

Aug 30, 2023
SELL
$64.34 - $69.97 $1.5 Million - $1.63 Million
-23,358 Reduced 40.07%
34,935 $2.29 Million
Q1 2023

Aug 30, 2023
SELL
$63.7 - $72.08 $279,133 - $315,854
-4,382 Reduced 6.99%
58,293 $3.95 Million
Q4 2022

Feb 02, 2023
SELL
$61.52 - $72.67 $3.63 Million - $4.29 Million
-58,995 Reduced 48.49%
62,675 $4.42 Million
Q3 2022

Nov 04, 2022
BUY
$65.51 - $78.12 $301,739 - $359,820
4,606 Added 3.93%
121,670 $7.98 Million
Q2 2022

Jul 18, 2022
BUY
$64.87 - $76.96 $918,688 - $1.09 Million
14,162 Added 13.76%
117,064 $8.21 Million
Q1 2022

May 10, 2022
BUY
$65.03 - $74.54 $5.7 Million - $6.53 Million
87,622 Added 573.44%
102,902 $7.66 Million
Q4 2021

Feb 14, 2022
SELL
$63.88 - $71.58 $119,902 - $134,355
-1,877 Reduced 10.94%
15,280 $1.09 Million
Q2 2021

Aug 09, 2021
BUY
$63.23 - $67.72 $40,024 - $42,866
633 Added 3.83%
17,157 $1.09 Million
Q1 2021

May 14, 2021
SELL
$58.36 - $64.15 $1,809 - $1,988
-31 Reduced 0.19%
16,524 $1.06 Million
Q4 2020

Feb 10, 2021
SELL
$59.98 - $66.76 $311,416 - $346,617
-5,192 Reduced 23.87%
16,555 $1.04 Million
Q3 2020

Oct 27, 2020
SELL
$56.7 - $61.49 $118,276 - $128,268
-2,086 Reduced 8.75%
21,747 $1.29 Million
Q2 2020

Jul 20, 2020
SELL
$51.79 - $62.83 $302,816 - $367,367
-5,847 Reduced 19.7%
23,833 $1.35 Million
Q1 2020

Apr 27, 2020
SELL
$44.93 - $70.98 $166,600 - $263,193
-3,708 Reduced 11.11%
29,680 $1.65 Million
Q4 2019

Feb 10, 2020
BUY
$61.37 - $64.82 $589,090 - $622,207
9,599 Added 40.35%
33,388 $2.16 Million
Q3 2019

Nov 08, 2019
BUY
$62.5 - $64.93 $785,437 - $815,975
12,567 Added 111.99%
23,789 $1.54 Million
Q2 2019

Aug 06, 2019
BUY
N/A
537 Added 5.03%
11,222 $668,000
Q1 2019

May 10, 2019
BUY
N/A
112 Added 1.06%
10,685 $622,000
Q4 2018

Feb 15, 2019
BUY
N/A
10,573 New
10,573 $559,000

Others Institutions Holding XLU

# of Institutions
1,482
Shares Held
180M
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
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