4 Wealth Advisors, Inc. Utilities Sector Spdr Transaction History

4 Wealth Advisors, Inc.

$112 Billion
Q3 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 4,893 shares of XLU stock, worth $436,308. This represents 0.38% of its overall portfolio holdings.

Number of Shares

4,893

Previous 5,300 7.68%

Holding current value

$436,308

Previous $433 Million 1.4%

% of portfolio

0.38%

Previous 0.44%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 28, 2025	SELL	$81.14 - $87.32 $33,023 - $35,539	-407 Reduced 7.68%	4,893 $427 Million
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

1,653

Shares Held

157M

Call Options Held

15.4M

Put Options Held

35.9M

View Full List

About UTILITIES SECTOR SPDR

Ticker XLU
Sector ETFs
Industry ETFs

More about XLU

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4 Wealth Advisors, Inc. Utilities Sector Spdr Transaction History