Winch Advisory Services, LLC Utilities Sector Spdr Transaction History

Winch Advisory Services, LLC

$357 Million
Q1 2025

A detailed history of Winch Advisory Services, LLC transactions in Utilities Sector Spdr stock. As of the latest transaction made, Winch Advisory Services, LLC holds 547 shares of XLU stock, worth $43,158. This represents 0.01% of its overall portfolio holdings.

Number of Shares

547

Previous 543 0.74%

Holding current value

$43,158

Previous $41,000 4.88%

% of portfolio

0.01%

Previous 0.01%

29 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 05, 2025	BUY	$74.7 - $80.27 $298 - $321	4 Added 0.74%	547 $43,000
Q4 2024 Jan 14, 2025	SELL	$74.89 - $82.93 $8,013 - $8,873	-107 Reduced 16.46%	543 $41,000
Q3 2024 Oct 21, 2024	BUY	$67.67 - $80.78 $14,481 - $17,286	214 Added 49.08%	650 $52,000
Q2 2024 Jul 31, 2024	BUY	$62.77 - $72.87 $17,010 - $19,747	271 Added 164.24%	436 $29,000
Q1 2024 May 14, 2024	BUY	$59.95 - $65.65 $59 - $65	1 Added 0.61%	165 $10,000
Q4 2023 Jan 18, 2024	BUY	$56.19 - $65.96 $112 - $131	2 Added 1.23%	164 $10,000
Q3 2023 Nov 06, 2023	BUY	$58.83 - $68.46 $58 - $68	1 Added 0.62%	162 $10,000
Q2 2023 Aug 08, 2023	BUY	$64.34 - $69.97 $64 - $69	1 Added 0.63%	161 $11,000
Q1 2023 May 10, 2023	BUY	$63.7 - $72.08 $63 - $72	1 Added 0.63%	160 $11,000
Q4 2022 Jan 26, 2023	BUY	$61.52 - $72.67 $123 - $145	2 Added 1.27%	159 $11,000
Q3 2022 Oct 31, 2022	BUY	$65.51 - $78.12 $65 - $78	1 Added 0.64%	157 $10,000
Q2 2022 Aug 12, 2022	BUY	$64.87 - $76.96 $3,178 - $3,771	49 Added 45.79%	156 $11,000
Q4 2021 Feb 04, 2022	BUY	$63.88 - $71.58 $63 - $71	1 Added 0.94%	107 $8,000
Q3 2021 Nov 10, 2021	BUY	$63.56 - $70.07 $63 - $70	1 Added 0.95%	106 $7,000
Q2 2021 Aug 05, 2021	BUY	$63.23 - $67.72 $63 - $67	1 Added 0.96%	105 $7,000
Q1 2021 May 03, 2021	BUY	$58.36 - $64.15 $58 - $64	1 Added 0.97%	104 $7,000
Q3 2020 Nov 04, 2020	BUY	$56.7 - $61.49 $56 - $61	1 Added 0.98%	103 $6,000
Q2 2020 Aug 12, 2020	BUY	$51.79 - $62.83 $51 - $62	1 Added 0.99%	102 $6,000
Q1 2020 May 13, 2020	BUY	$44.93 - $70.98 $44 - $70	1 Added 1.0%	101 $6,000
Q4 2019 Feb 12, 2020	BUY	$61.37 - $64.82 $61 - $64	1 Added 1.01%	100 $6,000
Q3 2019 Nov 13, 2019	SELL	$62.5 - $64.93 $2,750 - $2,856	-44 Reduced 30.77%	99 $6,000
Q2 2019 Aug 07, 2019	BUY	N/A	45 Added 45.92%	143 $9,000
Q1 2019 May 13, 2019	BUY	N/A	1 Added 1.03%	98 $6,000
Q4 2018 Feb 05, 2019	BUY	N/A	1 Added 1.04%	97 $5,000
Q3 2018 Nov 13, 2018	BUY	N/A	1 Added 1.05%	96 $5,000
Q2 2018 Aug 13, 2018	SELL	N/A	-146 Reduced 60.58%	95 $5,000
Q1 2018 May 11, 2018	BUY	N/A	2 Added 0.84%	241 $12,000
Q4 2017 Feb 13, 2018	BUY	N/A	146 Added 156.99%	239 $13,000
Q3 2017 Nov 13, 2017	BUY	N/A	93	93 $5,000

Others Institutions Holding XLU

# of Institutions

1,570

Shares Held

148M

Call Options Held

13.6M

Put Options Held

38.2M

View Full List

About UTILITIES SECTOR SPDR

Ticker XLU
Sector ETFs
Industry ETFs

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Winch Advisory Services, LLC Utilities Sector Spdr Transaction History