Apexium Financial, LP Utilities Sector Spdr Transaction History

Apexium Financial, LP

$1.71 Billion
Q2 2025

A detailed history of Apexium Financial, LP transactions in Utilities Sector Spdr stock. As of the latest transaction made, Apexium Financial, LP holds 11,653 shares of XLU stock, worth $1.07 Million. This represents 0.06% of its overall portfolio holdings.

Number of Shares

11,653

Previous 11,456 1.72%

Holding current value

$1.07 Million

Previous $903,000 5.32%

% of portfolio

0.06%

Previous 0.06%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 22, 2025	BUY	$73.09 - $82.77 $14,398 - $16,305	197 Added 1.72%	11,653 $951,000
Q1 2025 May 14, 2025	SELL	$74.7 - $80.27 $46,911 - $50,409	-628 Reduced 5.2%	11,456 $903,000
Q4 2024 Jan 22, 2025	SELL	$74.89 - $82.93 $22,317 - $24,713	-298 Reduced 2.41%	12,084 $914,000
Q3 2024 Oct 15, 2024	SELL	$67.67 - $80.78 $13,263 - $15,832	-196 Reduced 1.56%	12,382 $1 Million
Q2 2024 Aug 05, 2024	BUY	$62.77 - $72.87 $38,666 - $44,887	616 Added 5.15%	12,578 $857,000
Q1 2024 Apr 19, 2024	SELL	$59.95 - $65.65 $39,926 - $43,722	-666 Reduced 5.27%	11,962 $785,000
Q4 2023 Feb 08, 2024	SELL	$56.19 - $65.96 $2,416 - $2,836	-43 Reduced 0.34%	12,628 $799,000
Q3 2023 Oct 24, 2023	SELL	$58.83 - $68.46 $25,649 - $29,848	-436 Reduced 3.33%	12,671 $746,000
Q2 2023 Aug 14, 2023	BUY	$64.34 - $69.97 $193 - $209	3 Added 0.02%	13,107 $857,000
Q1 2023 May 17, 2023	BUY	$63.7 - $72.08 $18,791 - $21,263	295 Added 2.3%	13,104 $887,000
Q4 2022 Feb 14, 2023	BUY	$61.52 - $72.67 $10,950 - $12,935	178 Added 1.41%	12,809 $903,000
Q3 2022 Nov 14, 2022	BUY	$65.51 - $78.12 $827,456 - $986,733	12,631 New	12,631 $827,000

Others Institutions Holding XLU

# of Institutions

1,644

Shares Held

154M

Call Options Held

15.4M

Put Options Held

35.9M

View Full List

About UTILITIES SECTOR SPDR

Ticker XLU
Sector ETFs
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Apexium Financial, LP Utilities Sector Spdr Transaction History