Hhm Wealth Advisors, LLC Utilities Sector Spdr Transaction History

Hhm Wealth Advisors, LLC

  • $831 Million
  • Q2 2025

A detailed history of Hhm Wealth Advisors, LLC transactions in Utilities Sector Spdr stock. As of the latest transaction made, Hhm Wealth Advisors, LLC holds 470 shares of XLU stock, worth $43,188. This represents 0.0% of its overall portfolio holdings.

Number of Shares
470
Previous 435 8.05%
Holding current value
$43,188
Previous $34,000 11.76%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Aug 11, 2025
BUY
$73.09 - $82.77 $2,558 - $2,896
35 Added 8.05%
470 $38,000
Q3 2024

Nov 12, 2024
BUY
$67.67 - $80.78 $9,135 - $10,905
135 Added 45.0%
435 $35,000
Q4 2023

Feb 05, 2024
SELL
$56.19 - $65.96 $2,079 - $2,440
-37 Reduced 10.98%
300 $18,000
Q1 2023

May 02, 2023
BUY
$63.7 - $72.08 $2,356 - $2,666
37 Added 12.33%
337 $22,000
Q4 2022

Jan 19, 2023
BUY
$61.52 - $72.67 $18,456 - $21,801
300 New
300 $0
Q3 2020

Nov 12, 2020
SELL
$56.7 - $61.49 $7,087 - $7,686
-125 Closed
0 $0
Q1 2020

May 12, 2020
BUY
$44.93 - $70.98 $5,616 - $8,872
125 New
125 $7,000

Others Institutions Holding XLU

# of Institutions
1,626
Shares Held
152M
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
Track This Portfolio

Track Hhm Wealth Advisors, LLC Portfolio

Follow Hhm Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Hhm Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Hhm Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email