H&H Retirement Design & Management Inc Utilities Sector Spdr Transaction History

H&H Retirement Design & Management Inc

$179 Million
Q2 2025

A detailed history of H&H Retirement Design & Management Inc transactions in Utilities Sector Spdr stock. As of the latest transaction made, H&H Retirement Design & Management Inc holds 52,897 shares of XLU stock, worth $4.7 Million. This represents 2.41% of its overall portfolio holdings.

Number of Shares

52,897

Previous 50,253 5.26%

Holding current value

$4.7 Million

Previous $3.96 Million 9.01%

% of portfolio

2.41%

Previous 2.49%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 23, 2025	BUY	$73.09 - $82.77 $193,249 - $218,843	2,644 Added 5.26%	52,897 $4.32 Million
Q1 2025 Apr 22, 2025	BUY	$74.7 - $80.27 $11,130 - $11,960	149 Added 0.3%	50,253 $3.96 Million
Q4 2024 Feb 24, 2025	SELL	$74.89 - $82.93 $131,282 - $145,376	-1,753 Reduced 3.38%	50,104 $3.79 Million
Q3 2024 Oct 16, 2024	BUY	$67.67 - $80.78 $17,391 - $20,760	257 Added 0.5%	51,857 $4.19 Million
Q2 2024 Jul 23, 2024	SELL	$62.77 - $72.87 $9,603 - $11,149	-153 Reduced 0.3%	51,600 $3.52 Million
Q1 2024 Apr 23, 2024	SELL	$59.95 - $65.65 $445,668 - $488,042	-7,434 Reduced 12.56%	51,753 $3.4 Million
Q4 2023 Feb 09, 2024	BUY	$56.19 - $65.96 $514,026 - $603,402	9,148 Added 18.28%	59,187 $3.75 Million
Q3 2023 Oct 16, 2023	SELL	$58.83 - $68.46 $8,236 - $9,584	-140 Reduced 0.28%	50,039 $2.95 Million
Q2 2023 Jul 14, 2023	SELL	$64.34 - $69.97 $53,788 - $58,494	-836 Reduced 1.64%	50,179 $3.28 Million
Q1 2023 Apr 14, 2023	BUY	$63.7 - $72.08 $3.25 Million - $3.68 Million	51,015 New	51,015 $3.45 Million

Others Institutions Holding XLU

# of Institutions

1,624

Shares Held

153M

Call Options Held

15.4M

Put Options Held

35.8M

View Full List

About UTILITIES SECTOR SPDR

Ticker XLU
Sector ETFs
Industry ETFs

More about XLU

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of H&H Retirement Design & Management Inc, based on Form 13F filings with the SEC.

News

Stay updated on H&H Retirement Design & Management Inc with notifications on news.

Account

H&H Retirement Design & Management Inc Utilities Sector Spdr Transaction History