Lodestone Wealth Management LLC Utilities Sector Spdr Transaction History

Lodestone Wealth Management LLC

$199 Billion
Q4 2024

A detailed history of Lodestone Wealth Management LLC transactions in Utilities Sector Spdr stock. As of the latest transaction made, Lodestone Wealth Management LLC holds 3,274 shares of XLU stock, worth $262,803. This represents 0.12% of its overall portfolio holdings.

Number of Shares

3,274

Previous 3,139 4.3%

Holding current value

$262,803

Previous $254 Million 2.27%

% of portfolio

0.12%

Previous 0.13%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 30, 2025	BUY	$74.89 - $82.93 $10,110 - $11,195	135 Added 4.3%	3,274 $248 Million
Q3 2024 Oct 29, 2024	SELL	$67.67 - $80.78 $221,348 - $264,231	-3,271 Reduced 51.03%	3,139 $254 Million
Q2 2024 Jul 16, 2024	BUY	$62.77 - $72.87 $7,971 - $9,254	127 Added 2.02%	6,410 $437 Million
Q1 2024 Apr 30, 2024	BUY	$59.95 - $65.65 $10,491 - $11,488	175 Added 2.87%	6,283 $412 Million
Q4 2023 Jan 24, 2024	BUY	$56.19 - $65.96 $343,208 - $402,883	6,108 New	6,108 $387 Million
Q1 2023 May 15, 2023	BUY	$63.7 - $72.08 $1,210 - $1,369	19 Added 0.41%	4,631 $313 Million
Q4 2022 Feb 09, 2023	BUY	$61.52 - $72.67 $283,730 - $335,154	4,612 New	4,612 $325 Million

Others Institutions Holding XLU

# of Institutions

1,543

Shares Held

153M

Call Options Held

18.3M

Put Options Held

37.5M

View Full List

About UTILITIES SECTOR SPDR

Ticker XLU
Sector ETFs
Industry ETFs

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Lodestone Wealth Management LLC Utilities Sector Spdr Transaction History