4 Wealth Advisors, Inc. Utilities Sector Spdr Transaction History

4 Wealth Advisors, Inc.

  • $98.4 Billion
  • Q2 2025

A detailed history of 4 Wealth Advisors, Inc. transactions in Utilities Sector Spdr stock. As of the latest transaction made, 4 Wealth Advisors, Inc. holds 5,300 shares of XLU stock, worth $453,786. This represents 0.44% of its overall portfolio holdings.

Number of Shares
5,300
Previous 5,082 4.29%
Holding current value
$453,786
Previous $401 Million 8.01%
% of portfolio
0.44%
Previous 0.44%

Shares

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

Aug 04, 2025
BUY
$73.09 - $82.77 $15,933 - $18,043
218 Added 4.29%
5,300 $433 Million
Q1 2025

May 05, 2025
BUY
$74.7 - $80.27 $27,564 - $29,619
369 Added 7.83%
5,082 $401 Million
Q4 2024

Feb 14, 2025
BUY
$74.89 - $82.93 $352,956 - $390,849
4,713 New
4,713 $357 Million

Others Institutions Holding XLU

# of Institutions
1,588
Shares Held
144M
Call Options Held
13.6M
Put Options Held
38.6M
View Full List

About UTILITIES SECTOR SPDR

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