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

H&H Retirement Design & Management Inc

$187 Million
Q3 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 51,438 shares of XLU stock, worth $4.57 Million. This represents 2.4% of its overall portfolio holdings.

Number of Shares

51,438

Previous 52,897 2.76%

Holding current value

$4.57 Million

Previous $4.32 Million 3.84%

% of portfolio

2.4%

Previous 2.41%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 12, 2025	SELL	$81.14 - $87.32 $118,383 - $127,399	-1,459 Reduced 2.76%	51,438 $4.49 Million
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

1,671

Shares Held

156M

Call Options Held

15.2M

Put Options Held

35.1M

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About UTILITIES SECTOR SPDR

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