Zullo Investment Group, Inc. Utilities Sector Spdr Transaction History

Zullo Investment Group, Inc.

$240 Million
Q3 2024

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 29,434 shares of XLU stock, worth $2.25 Million. This represents 0.99% of its overall portfolio holdings.

Number of Shares

29,434

Previous 29,354 0.27%

Holding current value

$2.25 Million

Previous $2 Million 18.85%

% of portfolio

0.99%

Previous 0.88%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 15, 2024	BUY	$67.67 - $80.78 $5,413 - $6,462	80 Added 0.27%	29,434 $2.38 Million
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

# of Institutions

1,486

Shares Held

180M

Call Options Held

13.1M

Put Options Held

41.1M

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About UTILITIES SECTOR SPDR

Ticker XLU
Sector ETFs
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Zullo Investment Group, Inc. Utilities Sector Spdr Transaction History