Beacon Financial Group Utilities Sector Spdr Transaction History

Beacon Financial Group

  • $944 Million
  • Q3 2025

A detailed history of Beacon Financial Group transactions in Utilities Sector Spdr stock. As of the latest transaction made, Beacon Financial Group holds 3,580 shares of XLU stock, worth $328,966. This represents 0.03% of its overall portfolio holdings.

Number of Shares
3,580
Previous 3,664 2.29%
Holding current value
$328,966
Previous $299,000 4.35%
% of portfolio
0.03%
Previous 0.03%

Shares

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

Oct 07, 2025
SELL
$81.14 - $87.32 $6,815 - $7,334
-84 Reduced 2.29%
3,580 $312,000
Q2 2025

Jul 09, 2025
BUY
$73.09 - $82.77 $267,801 - $303,269
3,664 New
3,664 $299,000

Others Institutions Holding XLU

# of Institutions
1,634
Shares Held
154M
Call Options Held
15.4M
Put Options Held
35.9M
View Full List

About UTILITIES SECTOR SPDR

XLU Quotes by TradingView
  • Ticker XLU
  • Sector ETFs
  • Industry ETFs
More about XLU
Track This Portfolio

Track Beacon Financial Group Portfolio

Follow Beacon Financial Group and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Beacon Financial Group, based on Form 13F filings with the SEC.

News

Stay updated on Beacon Financial Group with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email