A detailed history of Axim Planning & Wealth transactions in Utilities Sector Spdr stock. As of the latest transaction made, Axim Planning & Wealth holds 3,948 shares of XLU stock, worth $350,424. This represents 0.28% of its overall portfolio holdings.

Number of Shares
3,948
Holding current value
$350,424
% of portfolio
0.28%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 05, 2025

BUY
$81.14 - $87.32 $320,340 - $344,739
3,948 New
3,948 $344,000
Q3 2022

Nov 14, 2022

BUY
$65.51 - $78.12 $27,972 - $33,357
427 Added 2033.33%
448 $29,000
Q2 2022

Oct 13, 2022

BUY
$64.87 - $76.96 $1,362 - $1,616
21 New
21 $1,000

Others Institutions Holding XLU

About UTILITIES SECTOR SPDR


  • Ticker XLU
  • Sector ETFs
  • Industry ETFs
More about XLU
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