A detailed history of Centurion Wealth Management LLC transactions in Utilities Sector Spdr stock. As of the latest transaction made, Centurion Wealth Management LLC holds 59,532 shares of XLU stock, worth $4.84 Million. This represents 1.39% of its overall portfolio holdings.

Number of Shares
59,532
Previous 45,765 30.08%
Holding current value
$4.84 Million
Previous $3.46 Billion 40.34%
% of portfolio
1.39%
Previous 1.08%

Shares

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

Jul 07, 2025

BUY
$73.09 - $82.77 $1.01 Million - $1.14 Million
13,767 Added 30.08%
59,532 $4.86 Billion
Q4 2024

Feb 10, 2025

BUY
$74.89 - $82.93 $194,863 - $215,783
2,602 Added 6.03%
45,765 $3.46 Billion
Q3 2024

Nov 07, 2024

BUY
$67.67 - $80.78 $2.92 Million - $3.49 Million
43,163 New
43,163 $3.49 Billion

Others Institutions Holding XLU

About UTILITIES SECTOR SPDR


  • Ticker XLU
  • Sector ETFs
  • Industry ETFs
More about XLU
Track This Portfolio

Track Centurion Wealth Management LLC Portfolio

Follow Centurion Wealth Management 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 Centurion Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Centurion Wealth Management LLC with notifications on news.