Cwc Advisors, Llc. Utilities Sector Spdr Transaction History

Cwc Advisors, Llc.

  • $204 Billion
  • Q3 2025

A detailed history of Cwc Advisors, Llc. transactions in Utilities Sector Spdr stock. As of the latest transaction made, Cwc Advisors, Llc. holds 12,863 shares of XLU stock, worth $1.14 Million. This represents 0.55% of its overall portfolio holdings.

Number of Shares
12,863
Previous 12,457 3.26%
Holding current value
$1.14 Million
Previous $1.02 Billion 10.28%
% of portfolio
0.55%
Previous 0.53%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 10, 2025
BUY
$81.14 - $87.32 $32,942 - $35,451
406 Added 3.26%
12,863 $1.12 Billion
Q2 2025

Jul 10, 2025
SELL
$73.09 - $82.77 $169,057 - $191,447
-2,313 Reduced 15.66%
12,457 $1.02 Billion
Q1 2025

Apr 24, 2025
BUY
$74.7 - $80.27 $344,516 - $370,205
4,612 Added 45.4%
14,770 $1.16 Billion
Q4 2024

Mar 18, 2025
SELL
$74.89 - $82.93 $50,326 - $55,728
-672 Reduced 6.2%
10,158 $769 Million
Q3 2024

Oct 23, 2024
BUY
$67.67 - $80.78 $732,866 - $874,847
10,830 New
10,830 $875 Million

Others Institutions Holding XLU

# of Institutions
1,671
Shares Held
156M
Call Options Held
15.2M
Put Options Held
35.1M
View Full List

About UTILITIES SECTOR SPDR

XLU Quotes by TradingView
  • Ticker XLU
  • Sector ETFs
  • Industry ETFs
More about XLU
Track This Portfolio

Track Cwc Advisors, Llc. Portfolio

Follow Cwc Advisors, Llc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Cwc Advisors, Llc., based on Form 13F filings with the SEC.

News

Stay updated on Cwc Advisors, Llc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email