Fwl Investment Management, LLC Utilities Sector Spdr Transaction History

Fwl Investment Management, LLC

$366 Million
Q3 2025

A detailed history of Fwl Investment Management, LLC transactions in Utilities Sector Spdr stock. As of the latest transaction made, Fwl Investment Management, LLC holds 7,113 shares of XLU stock, worth $631,349. This represents 0.17% of its overall portfolio holdings.

Number of Shares

7,113

Previous 5,794 22.76%

Holding current value

$631,349

Previous $473,000 31.08%

% of portfolio

0.17%

Previous 0.15%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 17, 2025	BUY	$81.14 - $87.32 $107,023 - $115,175	1,319 Added 22.76%	7,113 $620,000
Q2 2025 Aug 14, 2025	BUY	$73.09 - $82.77 $17,907 - $20,278	245 Added 4.42%	5,794 $473,000
Q1 2025 May 15, 2025	BUY	$74.7 - $80.27 $1,120 - $1,204	15 Added 0.27%	5,549 $437,000
Q4 2024 Feb 14, 2025	BUY	$74.89 - $82.93 $31,753 - $35,162	424 Added 8.3%	5,534 $418,000
Q3 2024 Nov 14, 2024	BUY	$67.67 - $80.78 $130,941 - $156,309	1,935 Added 60.94%	5,110 $412,000

Q2 2024 Aug 13, 2024	BUY	$62.77 - $72.87 $188,121 - $218,391	2,997 Added 1683.71%	3,175 $216,000
Q1 2024 May 13, 2024	BUY	$59.95 - $65.65 $2,398 - $2,626	40 Added 28.99%	178 $11,000
Q4 2023 Feb 13, 2024	BUY	$56.19 - $65.96 $6,012 - $7,057	107 Added 345.16%	138 $8,000
Q3 2023 Nov 13, 2023	BUY	$58.83 - $68.46 $1,823 - $2,122	31 New	31 $1,000
Q4 2022 Feb 14, 2023	SELL	$61.52 - $72.67 $246 - $290	-4 Reduced 2.47%	158 $11,000
Q3 2022 Nov 14, 2022	BUY	$65.51 - $78.12 $10,612 - $12,655	162 New	162 $11,000

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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Fwl Investment Management, LLC Utilities Sector Spdr Transaction History