Benjamin Edwards Inc Utilities Sector Spdr Transaction History

Benjamin Edwards Inc

$7.45 Billion
Q2 2025

A detailed history of Benjamin Edwards Inc transactions in Utilities Sector Spdr stock. As of the latest transaction made, Benjamin Edwards Inc holds 75,240 shares of XLU stock, worth $6.91 Million. This represents 0.08% of its overall portfolio holdings.

Number of Shares

75,240

Previous 70,974 6.01%

Holding current value

$6.91 Million

Previous $5.6 Million 9.79%

% of portfolio

0.08%

Previous 0.08%

22 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 14, 2025	BUY	$73.09 - $82.77 $311,801 - $353,096	4,266 Added 6.01%	75,240 $6.14 Million
Q1 2025 May 12, 2025	SELL	$74.7 - $80.27 $2.1 Million - $2.26 Million	-28,172 Reduced 28.41%	70,974 $5.6 Million
Q4 2024 Feb 14, 2025	BUY	$74.89 - $82.93 $469,710 - $520,136	6,272 Added 6.75%	99,146 $7.5 Million
Q3 2024 Nov 14, 2024	BUY	$67.67 - $80.78 $5.66 Million - $6.76 Million	83,680 Added 910.16%	92,874 $7.5 Million
Q2 2024 Aug 12, 2024	BUY	$62.77 - $72.87 $18,579 - $21,569	296 Added 3.33%	9,194 $627,000
Q1 2024 Apr 29, 2024	BUY	$59.95 - $65.65 $376,665 - $412,478	6,283 Added 240.27%	8,898 $584,000
Q4 2023 Feb 06, 2024	SELL	$56.19 - $65.96 $341,073 - $400,377	-6,070 Reduced 69.89%	2,615 $166,000
Q3 2023 Nov 13, 2023	SELL	$58.83 - $68.46 $856,035 - $996,161	-14,551 Reduced 62.62%	8,685 $512,000
Q2 2023 Aug 15, 2023	SELL	$64.34 - $69.97 $212,643 - $231,250	-3,305 Reduced 12.45%	23,236 $1.52 Million
Q1 2023 Apr 27, 2023	BUY	$63.7 - $72.08 $68,031 - $76,981	1,068 Added 4.19%	26,541 $1.8 Million
Q4 2022 Feb 07, 2023	BUY	$61.52 - $72.67 $306,308 - $361,823	4,979 Added 24.29%	25,473 $1.8 Million
Q3 2022 Oct 28, 2022	SELL	$65.51 - $78.12 $82,477 - $98,353	-1,259 Reduced 5.79%	20,494 $1.34 Million
Q2 2022 Aug 12, 2022	BUY	$64.87 - $76.96 $484,643 - $574,968	7,471 Added 52.31%	21,753 $1.53 Million
Q1 2022 May 04, 2022	BUY	$65.03 - $74.54 $798,308 - $915,053	12,276 Added 611.96%	14,282 $1.06 Million
Q4 2021 Feb 07, 2022	BUY	$63.88 - $71.58 $30,215 - $33,857	473 Added 30.85%	2,006 $144,000
Q3 2021 Nov 02, 2021	SELL	$63.56 - $70.07 $1,716 - $1,891	-27 Reduced 1.73%	1,533 $98,000
Q2 2021 Aug 11, 2021	BUY	$63.23 - $67.72 $6,639 - $7,110	105 Added 7.22%	1,560 $99,000
Q1 2021 May 14, 2021	BUY	$58.36 - $64.15 $5,602 - $6,158	96 Added 7.06%	1,455 $93,000
Q4 2020 Feb 16, 2021	BUY	$59.98 - $66.76 $9,116 - $10,147	152 Added 12.59%	1,359 $85,000
Q3 2020 Nov 16, 2020	SELL	$56.7 - $61.49 $1,701 - $1,844	-30 Reduced 2.43%	1,207 $72,000
Q2 2020 Aug 14, 2020	BUY	$51.79 - $62.83 $4,350 - $5,277	84 Added 7.29%	1,237 $70,000
Q1 2020 May 07, 2020	BUY	$44.93 - $70.98 $51,804 - $81,839	1,153 New	1,153 $64,000

Others Institutions Holding XLU

# of Institutions

1,632

Shares Held

154M

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

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Benjamin Edwards Inc, based on Form 13F filings with the SEC.

News

Stay updated on Benjamin Edwards Inc with notifications on news.

Account

Benjamin Edwards Inc Utilities Sector Spdr Transaction History