Dynamic Wealth Strategies, LLC Utilities Sector Spdr Transaction History

Dynamic Wealth Strategies, LLC

$149 Million
Q3 2025

A detailed history of Dynamic Wealth Strategies, LLC transactions in Utilities Sector Spdr stock. As of the latest transaction made, Dynamic Wealth Strategies, LLC holds 4,032 shares of XLU stock, worth $359,533. This represents 0.24% of its overall portfolio holdings.

Number of Shares

4,032

Previous 5,242 23.08%

Holding current value

$359,533

Previous $428,000 17.99%

% of portfolio

0.24%

Previous 0.31%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 29, 2025	SELL	$81.14 - $87.32 $98,179 - $105,657	-1,210 Reduced 23.08%	4,032 $351,000
Q2 2025 Aug 13, 2025	BUY	$73.09 - $82.77 $49,628 - $56,200	679 Added 14.88%	5,242 $428,000
Q1 2025 May 12, 2025	SELL	$74.7 - $80.27 $12,400 - $13,324	-166 Reduced 3.51%	4,563 $359,000
Q4 2024 Feb 13, 2025	BUY	$74.89 - $82.93 $25,762 - $28,527	344 Added 7.84%	4,729 $357,000
Q3 2024 Nov 13, 2024	BUY	$67.67 - $80.78 $12,180 - $14,540	180 Added 4.28%	4,385 $354,000
Q2 2024 Aug 15, 2024	BUY	$62.77 - $72.87 $118,007 - $136,995	1,880 Added 80.86%	4,205 $287,000
Q1 2024 May 15, 2024	BUY	$59.95 - $65.65 $138,544 - $151,717	2,311 Added 16507.14%	2,325 $153,000
Q4 2023 Feb 13, 2024	BUY	$56.19 - $65.96 $786 - $923	14 New	14 $887,000

Others Institutions Holding XLU

# of Institutions

1,648

Shares Held

155M

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

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Dynamic Wealth Strategies, LLC Utilities Sector Spdr Transaction History