Modern Wealth Management, LLC Utilities Sector Spdr Transaction History

Modern Wealth Management, LLC

  • $3.08 Trillion
  • Q1 2025

A detailed history of Modern Wealth Management, LLC transactions in Utilities Sector Spdr stock. As of the latest transaction made, Modern Wealth Management, LLC holds 86,670 shares of XLU stock, worth $7.1 Million. This represents 0.22% of its overall portfolio holdings.

Number of Shares
86,670
Previous 82,319 5.29%
Holding current value
$7.1 Million
Previous $6.5 Billion 5.1%
% of portfolio
0.22%
Previous 0.23%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 15, 2025
BUY
$74.7 - $80.27 $325,019 - $349,254
4,351 Added 5.29%
86,670 $6.83 Billion
Q4 2024

May 30, 2025
SELL
$74.89 - $82.93 $443,199 - $490,779
-5,918 Reduced 6.83%
80,752 $6.11 Million
Q4 2024

May 29, 2025
SELL
$74.89 - $82.93 $443,199 - $490,779
-5,918 Reduced 6.83%
80,752 $6.11 Million
Q4 2024

Feb 11, 2025
BUY
$74.89 - $82.93 $6.16 Million - $6.83 Million
82,319 New
82,319 $6.5 Billion

Others Institutions Holding XLU

# of Institutions
1,573
Shares Held
148M
Call Options Held
13.6M
Put Options Held
38.2M
View Full List

About UTILITIES SECTOR SPDR

XLU Quotes by TradingView
  • Ticker XLU
  • Sector ETFs
  • Industry ETFs
More about XLU
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