4 Wealth Advisors, Inc. Utilities Sector Spdr Transaction History

4 Wealth Advisors, Inc.

  • $91.8 Billion
  • Q1 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 5,082 shares of XLU stock, worth $416,317. This represents 0.44% of its overall portfolio holdings.

Number of Shares
5,082
Previous 4,713 7.83%
Holding current value
$416,317
Previous $357 Million 12.31%
% of portfolio
0.44%
Previous 0.36%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,572
Shares Held
148M
Call Options Held
13.6M
Put Options Held
38.2M
View Full List

About UTILITIES SECTOR SPDR

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