Intrepid Financial Planning Group LLC Utilities Sector Spdr Transaction History

Intrepid Financial Planning Group LLC

$224 Million
Q2 2025

A detailed history of Intrepid Financial Planning Group LLC transactions in Utilities Sector Spdr stock. As of the latest transaction made, Intrepid Financial Planning Group LLC holds 21,686 shares of XLU stock, worth $1.97 Million. This represents 0.79% of its overall portfolio holdings.

Number of Shares

21,686

Previous 21,508 0.83%

Holding current value

$1.97 Million

Previous $1.7 Million 4.42%

% of portfolio

0.79%

Previous 0.82%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 11, 2025	BUY	$73.09 - $82.77 $13,010 - $14,733	178 Added 0.83%	21,686 $1.77 Million
Q1 2025 May 13, 2025	SELL	$74.7 - $80.27 $97,259 - $104,511	-1,302 Reduced 5.71%	21,508 $1.7 Million
Q4 2024 Feb 10, 2025	SELL	$74.89 - $82.93 $69,348 - $76,793	-926 Reduced 3.9%	22,810 $1.73 Million
Q3 2024 Nov 04, 2024	SELL	$67.67 - $80.78 $14,143 - $16,883	-209 Reduced 0.87%	23,736 $1.92 Million
Q2 2024 Aug 12, 2024	BUY	$62.77 - $72.87 $12,365 - $14,355	197 Added 0.83%	23,945 $1.63 Million
Q1 2024 May 13, 2024	SELL	$59.95 - $65.65 $6,354 - $6,958	-106 Reduced 0.44%	23,748 $1.56 Million
Q4 2023 Feb 13, 2024	SELL	$56.19 - $65.96 $16,407 - $19,260	-292 Reduced 1.21%	23,854 $1.51 Million
Q3 2023 Nov 03, 2023	BUY	$58.83 - $68.46 $10,059 - $11,706	171 Added 0.71%	24,146 $1.42 Million
Q2 2023 Aug 09, 2023	SELL	$64.34 - $69.97 $9,264 - $10,075	-144 Reduced 0.6%	23,975 $1.57 Million
Q1 2023 May 02, 2023	SELL	$63.7 - $72.08 $26,690 - $30,201	-419 Reduced 1.71%	24,119 $1.63 Million
Q4 2022 Feb 02, 2023	SELL	$61.52 - $72.67 $8,366 - $9,883	-136 Reduced 0.55%	24,538 $1.73 Million
Q3 2022 Nov 07, 2022	SELL	$65.51 - $78.12 $1,244 - $1,484	-19 Reduced 0.08%	24,674 $1.62 Million
Q2 2022 Aug 15, 2022	BUY	$64.87 - $76.96 $1.6 Million - $1.9 Million	24,693 New	24,693 $1.73 Million

Others Institutions Holding XLU

# of Institutions

1,625

Shares Held

153M

Call Options Held

15.4M

Put Options Held

35.8M

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About UTILITIES SECTOR SPDR

Ticker XLU
Sector ETFs
Industry ETFs

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Intrepid Financial Planning Group LLC Utilities Sector Spdr Transaction History