A detailed history of Zullo Investment Group, Inc. transactions in Utilities Sector Spdr stock. As of the latest transaction made, Zullo Investment Group, Inc. holds 29,354 shares of XLU stock, worth $2.36 Million. This represents 0.88% of its overall portfolio holdings.

Number of Shares
29,354
Previous 28,792 1.95%
Holding current value
$2.36 Million
Previous $1.89 Million 5.82%
% of portfolio
0.88%
Previous 0.89%

Shares

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

Aug 13, 2024

BUY
$62.77 - $72.87 $35,276 - $40,952
562 Added 1.95%
29,354 $2 Million
Q1 2024

Apr 24, 2024

BUY
$59.95 - $65.65 $20,442 - $22,386
341 Added 1.2%
28,792 $1.89 Million
Q4 2023

Jan 19, 2024

BUY
$56.19 - $65.96 $24,723 - $29,022
440 Added 1.57%
28,451 $1.8 Million
Q3 2023

Oct 19, 2023

BUY
$58.83 - $68.46 $138,956 - $161,702
2,362 Added 9.21%
28,011 $1.65 Million
Q2 2023

Jul 19, 2023

SELL
$64.34 - $69.97 $28,052 - $30,506
-436 Reduced 1.67%
25,649 $1.68 Million
Q1 2023

Apr 25, 2023

BUY
$63.7 - $72.08 $40,768 - $46,131
640 Added 2.52%
26,085 $1.77 Million
Q4 2022

Feb 14, 2023

BUY
$61.52 - $72.67 $54,322 - $64,167
883 Added 3.59%
25,445 $1.79 Million
Q3 2022

Nov 08, 2022

BUY
$65.51 - $78.12 $89,093 - $106,243
1,360 Added 5.86%
24,562 $1.61 Million
Q2 2022

Aug 11, 2022

BUY
$64.87 - $76.96 $81,801 - $97,046
1,261 Added 5.75%
23,202 $1.63 Million
Q1 2022

May 16, 2022

BUY
$65.03 - $74.54 $78,101 - $89,522
1,201 Added 5.79%
21,941 $1.63 Million
Q4 2021

Feb 16, 2022

BUY
$63.88 - $71.58 $1.32 Million - $1.48 Million
20,740 New
20,740 $1.49 Million

Others Institutions Holding XLU

About UTILITIES SECTOR SPDR


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