A detailed history of Zuckerman Investment Group, LLC transactions in Utilities Sector Spdr stock. As of the latest transaction made, Zuckerman Investment Group, LLC holds 18,909 shares of XLU stock, worth $1.5 Million. This represents 0.15% of its overall portfolio holdings.

Number of Shares
18,909
Previous 15,708 20.38%
Holding current value
$1.5 Million
Previous $1.03 Million 24.93%
% of portfolio
0.15%
Previous 0.12%

Shares

18 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 12, 2024

BUY
$62.77 - $72.87 $200,926 - $233,256
3,201 Added 20.38%
18,909 $1.29 Million
Q1 2024

May 15, 2024

BUY
$59.95 - $65.65 $101,195 - $110,817
1,688 Added 12.04%
15,708 $1.03 Million
Q4 2023

Feb 14, 2024

SELL
$56.19 - $65.96 $17,418 - $20,447
-310 Reduced 2.16%
14,020 $887,000
Q3 2023

Nov 14, 2023

SELL
$58.83 - $68.46 $17,531 - $20,401
-298 Reduced 2.04%
14,330 $844,000
Q2 2023

Aug 14, 2023

SELL
$64.34 - $69.97 $17,693 - $19,241
-275 Reduced 1.85%
14,628 $957,000
Q1 2023

May 12, 2023

BUY
$63.7 - $72.08 $5,414 - $6,126
85 Added 0.57%
14,903 $1.01 Million
Q4 2022

Feb 15, 2023

SELL
$61.52 - $72.67 $71,424 - $84,369
-1,161 Reduced 7.27%
14,818 $1.04 Million
Q3 2022

Nov 04, 2022

BUY
$65.51 - $78.12 $44,088 - $52,574
673 Added 4.4%
15,979 $1.05 Million
Q2 2022

Aug 15, 2022

BUY
$64.87 - $76.96 $56,436 - $66,955
870 Added 6.03%
15,306 $1.07 Million
Q1 2022

May 16, 2022

BUY
$65.03 - $74.54 $17,818 - $20,423
274 Added 1.93%
14,436 $1.08 Million
Q4 2021

Feb 14, 2022

BUY
$63.88 - $71.58 $18,205 - $20,400
285 Added 2.05%
14,162 $1.01 Million
Q3 2021

Nov 12, 2021

BUY
$63.56 - $70.07 $20,657 - $22,772
325 Added 2.4%
13,877 $886,000
Q2 2021

Aug 16, 2021

BUY
$63.23 - $67.72 $79,922 - $85,598
1,264 Added 10.29%
13,552 $857,000
Q1 2021

May 17, 2021

BUY
$58.36 - $64.15 $473,124 - $520,064
8,107 Added 193.9%
12,288 $787,000
Q4 2020

Feb 16, 2021

BUY
$59.98 - $66.76 $34,968 - $38,921
583 Added 16.2%
4,181 $262,000
Q3 2020

Nov 16, 2020

SELL
$56.7 - $61.49 $37,818 - $41,013
-667 Reduced 15.64%
3,598 $214,000
Q2 2020

Aug 14, 2020

BUY
$51.79 - $62.83 $24,082 - $29,215
465 Added 12.24%
4,265 $241,000
Q1 2020

May 15, 2020

BUY
$44.93 - $70.98 $170,734 - $269,724
3,800 New
3,800 $211,000

Others Institutions Holding XLU

About UTILITIES SECTOR SPDR


  • Ticker XLU
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More about XLU
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