Holos Integrated Wealth LLC Utilities Sector Spdr Transaction History

Holos Integrated Wealth LLC

  • $153 Billion
  • Q1 2025

A detailed history of Holos Integrated Wealth LLC transactions in Utilities Sector Spdr stock. As of the latest transaction made, Holos Integrated Wealth LLC holds 862 shares of XLU stock, worth $74,287. This represents 0.04% of its overall portfolio holdings.

Number of Shares
862
Previous 978 11.86%
Holding current value
$74,287
Previous $74 Million 8.15%
% of portfolio
0.04%
Previous 0.05%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Aug 08, 2025
SELL
$74.7 - $80.27 $8,665 - $9,311
-116 Reduced 11.86%
862 $68 Million
Q4 2024

Aug 08, 2025
BUY
$74.89 - $82.93 $73,242 - $81,105
978 New
978 $74 Million

Others Institutions Holding XLU

# of Institutions
1,591
Shares Held
152M
Call Options Held
13.6M
Put Options Held
38.6M
View Full List

About UTILITIES SECTOR SPDR

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