Concentrum Wealth Management Utilities Sector Spdr Transaction History

Concentrum Wealth Management

  • $270 Billion
  • Q1 2025

A detailed history of Concentrum Wealth Management transactions in Utilities Sector Spdr stock. As of the latest transaction made, Concentrum Wealth Management holds 3,389 shares of XLU stock, worth $314,838. This represents 0.1% of its overall portfolio holdings.

Number of Shares
3,389
Previous 3,267 3.73%
Holding current value
$314,838
Previous $247 Million 8.05%
% of portfolio
0.1%
Previous 0.09%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 07, 2025
BUY
$74.7 - $80.27 $9,113 - $9,792
122 Added 3.73%
3,389 $267 Million
Q4 2024

Feb 13, 2025
BUY
$74.89 - $82.93 $28,083 - $31,098
375 Added 12.97%
3,267 $247 Million
Q3 2024

Nov 13, 2024
BUY
$67.67 - $80.78 $195,701 - $233,615
2,892 New
2,892 $234 Million
Q2 2022

Jul 28, 2022
BUY
$64.87 - $76.96 $14,466 - $17,162
223 Added 8.27%
2,918 $205,000
Q1 2022

May 06, 2022
BUY
$65.03 - $74.54 $175,255 - $200,885
2,695 New
2,695 $201,000

Others Institutions Holding XLU

# of Institutions
1,626
Shares Held
153M
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
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