A detailed history of Floyd Financial Group LLC transactions in Utilities Sector Spdr stock. As of the latest transaction made, Floyd Financial Group LLC holds 47,826 shares of XLU stock, worth $4.25 Million. This represents 3.18% of its overall portfolio holdings.

Number of Shares
47,826
Previous 38,479 24.29%
Holding current value
$4.25 Million
Previous $3.14 Million 32.72%
% of portfolio
3.18%
Previous 3.05%

Shares

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

Oct 29, 2025

BUY
$81.14 - $87.32 $758,415 - $816,180
9,347 Added 24.29%
47,826 $4.17 Million
Q2 2025

Jul 15, 2025

BUY
$73.09 - $82.77 $1.37 Million - $1.55 Million
18,749 Added 95.03%
38,479 $3.14 Million
Q1 2025

Apr 10, 2025

BUY
$74.7 - $80.27 $42,952 - $46,155
575 Added 3.0%
19,730 $1.54 Million
Q4 2024

Jan 13, 2025

BUY
$74.89 - $82.93 $1.43 Million - $1.59 Million
19,155 New
19,155 $1.45 Billion

Others Institutions Holding XLU

About UTILITIES SECTOR SPDR


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