Fourth Dimension Wealth, LLC Utilities Sector Spdr Transaction History

Fourth Dimension Wealth, LLC

  • $237 Billion
  • Q2 2025

A detailed history of Fourth Dimension Wealth, LLC transactions in Utilities Sector Spdr stock. As of the latest transaction made, Fourth Dimension Wealth, LLC holds 13,699 shares of XLU stock, worth $1.26 Million. This represents 0.47% of its overall portfolio holdings.

Number of Shares
13,699
Previous 13,011 5.29%
Holding current value
$1.26 Million
Previous $1.03 Billion 9.04%
% of portfolio
0.47%
Previous 0.5%

Shares

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

Aug 05, 2025
BUY
$73.09 - $82.77 $50,285 - $56,945
688 Added 5.29%
13,699 $1.12 Billion
Q1 2025

Apr 23, 2025
SELL
$74.7 - $80.27 $8,515 - $9,150
-114 Reduced 0.87%
13,011 $1.03 Billion
Q4 2024

Feb 18, 2025
BUY
$74.89 - $82.93 $982,931 - $1.09 Million
13,125 New
13,125 $994 Million

Others Institutions Holding XLU

# of Institutions
1,644
Shares Held
154M
Call Options Held
15.4M
Put Options Held
35.9M
View Full List

About UTILITIES SECTOR SPDR

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