Mascagni Wealth Management, Inc. Utilities Sector Spdr Transaction History

Mascagni Wealth Management, Inc.

  • $129 Billion
  • Q3 2025

A detailed history of Mascagni Wealth Management, Inc. transactions in Utilities Sector Spdr stock. As of the latest transaction made, Mascagni Wealth Management, Inc. holds 4,942 shares of XLU stock, worth $454,120. This represents 0.33% of its overall portfolio holdings.

Number of Shares
4,942
Previous 5,093 2.96%
Holding current value
$454,120
Previous $416 Million 3.64%
% of portfolio
0.33%
Previous 0.35%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 15, 2025
SELL
$81.14 - $87.32 $12,252 - $13,185
-151 Reduced 2.96%
4,942 $431 Million
Q2 2025

Aug 06, 2025
BUY
$73.09 - $82.77 $372,247 - $421,547
5,093 New
5,093 $416 Million
Q4 2024

Mar 21, 2025
BUY
$74.89 - $82.93 $16,326 - $18,078
218 New
218 $16.5 Million

Others Institutions Holding XLU

# of Institutions
1,638
Shares Held
155M
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 Mascagni Wealth Management, Inc. Portfolio

Follow Mascagni Wealth Management, Inc. 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 Mascagni Wealth Management, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Mascagni Wealth Management, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email