Envestnet Portfolio Solutions, Inc. Utilities Sector Spdr Transaction History

Envestnet Portfolio Solutions, Inc.

  • $24.4 Billion
  • Q2 2025

A detailed history of Envestnet Portfolio Solutions, Inc. transactions in Utilities Sector Spdr stock. As of the latest transaction made, Envestnet Portfolio Solutions, Inc. holds 29,043 shares of XLU stock, worth $2.45 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares
29,043
Previous 20,392 42.42%
Holding current value
$2.45 Million
Previous $1.61 Million 47.54%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Jul 25, 2025
BUY
$73.09 - $82.77 $632,301 - $716,043
8,651 Added 42.42%
29,043 $2.37 Million
Q1 2025

Apr 21, 2025
SELL
$74.7 - $80.27 $337,942 - $363,141
-4,524 Reduced 18.16%
20,392 $1.61 Million
Q4 2024

Feb 10, 2025
SELL
$74.89 - $82.93 $1.33 Million - $1.47 Million
-17,738 Reduced 41.59%
24,916 $1.89 Million
Q3 2024

Oct 31, 2024
BUY
$67.67 - $80.78 $719,670 - $859,095
10,635 Added 33.21%
42,654 $3.45 Million
Q2 2024

Jul 16, 2024
BUY
$62.77 - $72.87 $42,432 - $49,260
676 Added 2.16%
32,019 $2.18 Million
Q1 2024

May 06, 2024
BUY
$59.95 - $65.65 $653,574 - $715,716
10,902 Added 53.33%
31,343 $2.06 Million
Q4 2023

Feb 07, 2024
SELL
$56.19 - $65.96 $2,809 - $3,297
-50 Reduced 0.24%
20,441 $1.29 Million
Q3 2023

Nov 13, 2023
BUY
$58.83 - $68.46 $1.21 Million - $1.4 Million
20,491 New
20,491 $1.21 Million

Others Institutions Holding XLU

# of Institutions
1,587
Shares Held
148M
Call Options Held
13.2M
Put Options Held
37.8M
View Full List

About UTILITIES SECTOR SPDR

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