Mgb Wealth Management, LLC Utilities Sector Spdr Transaction History

Mgb Wealth Management, LLC

  • $354 Billion
  • Q3 2025

A detailed history of Mgb Wealth Management, LLC transactions in Utilities Sector Spdr stock. As of the latest transaction made, Mgb Wealth Management, LLC holds 1,150 shares of XLU stock, worth $102,948. This represents 0.03% of its overall portfolio holdings.

Number of Shares
1,150
Previous 1,000 15.0%
Holding current value
$102,948
Previous $81.7 Million 22.82%
% of portfolio
0.03%
Previous 0.03%

Shares

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

Nov 12, 2025
BUY
$81.14 - $87.32 $12,171 - $13,097
150 Added 15.0%
1,150 $100 Million
Q1 2025

May 09, 2025
BUY
$74.7 - $80.27 $44,820 - $48,162
600 Added 150.0%
1,000 $78.9 Million
Q3 2024

Nov 12, 2024
BUY
$67.67 - $80.78 $20,301 - $24,234
300 Added 300.0%
400 $32.3 Million
Q1 2024

May 06, 2024
BUY
$59.95 - $65.65 $2,997 - $3,282
50 Added 100.0%
100 $6.57 Million
Q4 2023

Apr 22, 2024
BUY
$56.19 - $65.96 $2,809 - $3,297
50 New
50 $3.17 Million

Others Institutions Holding XLU

# of Institutions
1,662
Shares Held
151M
Call Options Held
16.3M
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
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