Encompass More Asset Management Utilities Sector Spdr Transaction History

Encompass More Asset Management

$410 Million
Q3 2025

A detailed history of Encompass More Asset Management transactions in Utilities Sector Spdr stock. As of the latest transaction made, Encompass More Asset Management holds 45,777 shares of XLU stock, worth $4.21 Million. This represents 0.97% of its overall portfolio holdings.

Number of Shares

45,777

Previous 21,508 112.84%

Holding current value

$4.21 Million

Previous $1.76 Million 127.33%

% of portfolio

0.97%

Previous 0.52%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 17, 2025	BUY	$81.14 - $87.32 $1.97 Million - $2.12 Million	24,269 Added 112.84%	45,777 $3.99 Million
Q2 2025 Aug 07, 2025	SELL	$73.09 - $82.77 $771,464 - $873,637	-10,555 Reduced 32.92%	21,508 $1.76 Million
Q1 2025 May 09, 2025	BUY	$74.7 - $80.27 $272,132 - $292,423	3,643 Added 12.82%	32,063 $2.53 Billion
Q4 2024 Jan 21, 2025	BUY	$74.89 - $82.93 $1.69 Million - $1.88 Million	22,623 Added 390.25%	28,420 $2.15 Billion
Q3 2024 Nov 14, 2024	SELL	$67.67 - $80.78 $7,714 - $9,208	-114 Reduced 1.93%	5,797 $468 Million
Q2 2024 Jul 26, 2024	BUY	$62.77 - $72.87 $125,477 - $145,667	1,999 Added 51.1%	5,911 $403 Million
Q1 2024 May 10, 2024	BUY	$59.95 - $65.65 $234,524 - $256,822	3,912 New	3,912 $257 Million

Others Institutions Holding XLU

# of Institutions

1,634

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 Encompass More Asset Management, based on Form 13F filings with the SEC.

News

Stay updated on Encompass More Asset Management with notifications on news.

Account

Encompass More Asset Management Utilities Sector Spdr Transaction History