Ehrlich Financial Group Utilities Sector Spdr Transaction History

Ehrlich Financial Group

  • $168 Billion
  • Q3 2025

A detailed history of Ehrlich Financial Group transactions in Utilities Sector Spdr stock. As of the latest transaction made, Ehrlich Financial Group holds 3,686 shares of XLU stock, worth $327,169. This represents 0.19% of its overall portfolio holdings.

Number of Shares
3,686
Previous 2,453 50.26%
Holding current value
$327,169
Previous $200 Million 60.48%
% of portfolio
0.19%
Previous 0.13%

Shares

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

Oct 17, 2025
BUY
$81.14 - $87.32 $100,045 - $107,665
1,233 Added 50.26%
3,686 $321 Million
Q2 2025

Jul 08, 2025
BUY
$73.09 - $82.77 $179,289 - $203,034
2,453 New
2,453 $200 Million

Others Institutions Holding XLU

# of Institutions
1,664
Shares Held
156M
Call Options Held
14.8M
Put Options Held
30.1M
View Full List

About UTILITIES SECTOR SPDR

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