Invst, LLC Utilities Sector Spdr Transaction History

Invst, LLC

$772 Million
Q2 2025

A detailed history of Invst, LLC transactions in Utilities Sector Spdr stock. As of the latest transaction made, Invst, LLC holds 3,510 shares of XLU stock, worth $322,533. This represents 0.04% of its overall portfolio holdings.

Number of Shares

3,510

Holding current value

$322,533

% of portfolio

0.04%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2025 Oct 16, 2025	BUY	$73.09 - $82.77 $256,545 - $290,522	3,510 New	3,510 $286,000

Others Institutions Holding XLU

# of Institutions

1,634

Shares Held

154M

Call Options Held

15.4M

Put Options Held

35.9M

Morgan Stanley New York, NY

12.9M
Shares

$1.19 Billion
0.07% of portfolio
Bank Of America Corp Charlotte, NC

11.9M
Shares

$1.09 Billion
0.07% of portfolio
Proficio Capital Partners LLC Newton, MA

8.83M
Shares

$811 Million
3.58% of portfolio
Lpl Financial LLC Fort Mill, SC

7.21M
Shares

$662 Million
0.21% of portfolio
Wells Fargo & Company San Francisco, CA

6.24M
Shares

$574 Million
0.11% of portfolio

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About UTILITIES SECTOR SPDR

Ticker XLU
Sector ETFs
Industry ETFs

More about XLU

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