Evermay Wealth Management LLC Utilities Sector Spdr Transaction History

Evermay Wealth Management LLC

$866 Million
Q3 2025

A detailed history of Evermay Wealth Management LLC transactions in Utilities Sector Spdr stock. As of the latest transaction made, Evermay Wealth Management LLC holds 1,160 shares of XLU stock, worth $102,961. This represents 0.01% of its overall portfolio holdings.

Number of Shares

1,160

Previous 1,170 0.85%

Holding current value

$102,961

Previous $95,000 6.32%

% of portfolio

0.01%

Previous 0.01%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 04, 2025	SELL	$81.14 - $87.32 $811 - $873	-10 Reduced 0.85%	1,160 $101,000
Q2 2025 Jul 29, 2025	SELL	$73.09 - $82.77 $1,827 - $2,069	-25 Reduced 2.09%	1,170 $95,000
Q4 2024 Jan 23, 2025	SELL	$74.89 - $82.93 $4,493 - $4,975	-60 Reduced 4.78%	1,195 $90,000
Q2 2024 Aug 01, 2024	SELL	$62.77 - $72.87 $21,655 - $25,140	-345 Reduced 21.56%	1,255 $85,000
Q3 2023 Nov 13, 2023	BUY	$58.83 - $68.46 $20,296 - $23,618	345 Added 27.49%	1,600 $94,000

Q1 2023 May 15, 2023	BUY	$63.7 - $72.08 $637 - $720	10 Added 0.8%	1,255 $84,000
Q3 2022 Nov 14, 2022	BUY	$65.51 - $78.12 $13,102 - $15,624	200 Added 19.14%	1,245 $82,000
Q2 2022 Aug 15, 2022	BUY	$64.87 - $76.96 $5,189 - $6,156	80 Added 8.29%	1,045 $73,000
Q2 2021 Aug 13, 2021	BUY	$63.23 - $67.72 $61,016 - $65,349	965 New	965 $61,000

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

Ticker XLU
Sector ETFs
Industry ETFs

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Evermay Wealth Management LLC Utilities Sector Spdr Transaction History