Wilson & Boucher Capital Management, LLC Utilities Sector Spdr Transaction History

Wilson & Boucher Capital Management, LLC

$141 Billion
Q4 2024

A detailed history of Wilson & Boucher Capital Management, LLC transactions in Utilities Sector Spdr stock. As of the latest transaction made, Wilson & Boucher Capital Management, LLC holds 30,294 shares of XLU stock, worth $2.43 Million. This represents 1.62% of its overall portfolio holdings.

Number of Shares

30,294

Previous 30,820 1.71%

Holding current value

$2.43 Million

Previous $2.49 Billion 7.9%

% of portfolio

1.62%

Previous 1.72%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 18, 2025	SELL	$74.89 - $82.93 $39,392 - $43,621	-526 Reduced 1.71%	30,294 $2.29 Billion
Q3 2024 Nov 15, 2024	SELL	$67.67 - $80.78 $10,285 - $12,278	-152 Reduced 0.49%	30,820 $2.49 Billion
Q2 2024 Aug 14, 2024	SELL	$62.77 - $72.87 $27,995 - $32,500	-446 Reduced 1.42%	30,972 $2.11 Billion
Q1 2024 Apr 30, 2024	SELL	$59.95 - $65.65 $103,473 - $113,311	-1,726 Reduced 5.21%	31,418 $2.06 Billion
Q4 2023 Feb 09, 2024	SELL	$56.19 - $65.96 $8,203 - $9,630	-146 Reduced 0.44%	33,144 $2.1 Billion
Q3 2023 Nov 15, 2023	BUY	$58.83 - $68.46 $235 - $273	4 Added 0.01%	33,290 $1.96 Billion
Q2 2023 Aug 09, 2023	SELL	$64.34 - $69.97 $19,044 - $20,711	-296 Reduced 0.88%	33,286 $2.18 Billion
Q1 2023 May 11, 2023	BUY	$63.7 - $72.08 $250,277 - $283,202	3,929 Added 13.25%	33,582 $2.27 Billion
Q4 2022 Jan 10, 2023	BUY	$61.52 - $72.67 $4,306 - $5,086	70 Added 0.24%	29,653 $2.09 Million
Q3 2022 Oct 21, 2022	BUY	$65.51 - $78.12 $24,762 - $29,529	378 Added 1.29%	29,583 $1.94 Million
Q2 2022 Jul 15, 2022	SELL	$64.87 - $76.96 $84,136 - $99,817	-1,297 Reduced 4.25%	29,205 $2.05 Million
Q1 2022 Apr 12, 2022	BUY	$65.03 - $74.54 $182,279 - $208,935	2,803 Added 10.12%	30,502 $2.27 Million
Q4 2021 Feb 14, 2022	BUY	$63.88 - $71.58 $1.77 Million - $1.98 Million	27,699 New	27,699 $1.98 Million

Others Institutions Holding XLU

# of Institutions

1,544

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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Wilson & Boucher Capital Management, LLC Utilities Sector Spdr Transaction History