Rockport Wealth LLC Utilities Sector Spdr Transaction History

Rockport Wealth LLC

$283 Billion
Q1 2025

A detailed history of Rockport Wealth LLC transactions in Utilities Sector Spdr stock. As of the latest transaction made, Rockport Wealth LLC holds 37,363 shares of XLU stock, worth $3.04 Million. This represents 1.04% of its overall portfolio holdings.

Number of Shares

37,363

Previous 30,632 21.97%

Holding current value

$3.04 Million

Previous $2.35 Billion 25.6%

% of portfolio

1.04%

Previous 1.04%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 15, 2025	BUY	$74.7 - $80.27 $502,805 - $540,297	6,731 Added 21.97%	37,363 $2.95 Billion
Q4 2024 Feb 10, 2025	SELL	$74.89 - $82.93 $12.9 Million - $14.3 Million	-172,510 Reduced 84.92%	30,632 $2.35 Billion
Q3 2024 Nov 13, 2024	BUY	$67.67 - $80.78 $1.79 Million - $2.13 Million	26,388 Added 14.93%	203,142 $16.4 Billion
Q2 2024 Aug 15, 2024	BUY	$62.77 - $72.87 $10.6 Million - $12.3 Million	168,166 Added 1958.15%	176,754 $12 Billion
Q1 2024 May 13, 2024	BUY	$59.95 - $65.65 $514,850 - $563,802	8,588 New	8,588 $562 Million

Others Institutions Holding XLU

# of Institutions

1,573

Shares Held

148M

Call Options Held

13.6M

Put Options Held

38.2M

View Full List

About UTILITIES SECTOR SPDR

Ticker XLU
Sector ETFs
Industry ETFs

More about XLU

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Rockport Wealth LLC Utilities Sector Spdr Transaction History