1 North Wealth Services LLC Utilities Sector Spdr Transaction History

1 North Wealth Services LLC

  • $252 Billion
  • Q2 2025

A detailed history of 1 North Wealth Services LLC transactions in Utilities Sector Spdr stock. As of the latest transaction made, 1 North Wealth Services LLC holds 46,486 shares of XLU stock, worth $3.97 Million. This represents 1.51% of its overall portfolio holdings.

Number of Shares
46,486
Previous 41,236 12.73%
Holding current value
$3.97 Million
Previous $3.25 Billion 16.75%
% of portfolio
1.51%
Previous 1.5%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 23, 2025
BUY
$73.09 - $82.77 $383,722 - $434,542
5,250 Added 12.73%
46,486 $3.8 Billion
Q1 2025

May 15, 2025
BUY
$74.7 - $80.27 $3.08 Million - $3.31 Million
41,236 New
41,236 $3.25 Billion
Q4 2024

Feb 12, 2025
SELL
$74.89 - $82.93 $10.5 Million - $11.6 Million
-139,888 Closed
0 $0
Q4 2019

Feb 14, 2020
BUY
$61.37 - $64.82 $8.58 Million - $9.07 Million
139,888 New
139,888 $9.04 Million

Others Institutions Holding XLU

# of Institutions
1,624
Shares Held
153M
Call Options Held
15.4M
Put Options Held
35.8M
View Full List

About UTILITIES SECTOR SPDR

XLU Quotes by TradingView
  • Ticker XLU
  • Sector ETFs
  • Industry ETFs
More about XLU
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