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 650 shares of XLU stock, worth $51,532. This represents 0.02% of its overall portfolio holdings.

Number of Shares
650
Previous 436 49.08%
Holding current value
$51,532
Previous $29,000 79.31%
% of portfolio
0.02%
Previous 0.01%

Shares

27 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About UTILITIES SECTOR SPDR


  • Ticker XLU
  • Sector ETFs
  • Industry ETFs
More about XLU
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