Clientfirst Wealth Management, LLC Utilities Sector Spdr Transaction History

Clientfirst Wealth Management, LLC

  • $96.8 Million
  • Q2 2025

A detailed history of Clientfirst Wealth Management, LLC transactions in Utilities Sector Spdr stock. As of the latest transaction made, Clientfirst Wealth Management, LLC holds 4,924 shares of XLU stock, worth $447,099. This represents 0.42% of its overall portfolio holdings.

Number of Shares
4,924
Previous 5,424 9.22%
Holding current value
$447,099
Previous $427,000 5.85%
% of portfolio
0.42%
Previous 0.49%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 14, 2025
SELL
$73.09 - $82.77 $36,545 - $41,385
-500 Reduced 9.22%
4,924 $402,000
Q1 2025

Apr 30, 2025
BUY
$74.7 - $80.27 $37,350 - $40,135
500 Added 10.15%
5,424 $427,000
Q4 2024

Jan 28, 2025
BUY
$74.89 - $82.93 $368,758 - $408,347
4,924 New
4,924 $372,000
Q4 2021

Apr 01, 2022
BUY
$63.88 - $71.58 $248,493 - $278,446
3,890 New
3,890 $285,000

Others Institutions Holding XLU

# of Institutions
1,625
Shares Held
153M
Call Options Held
15.4M
Put Options Held
35.8M
View Full List

About UTILITIES SECTOR SPDR

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