Moisand Fitzgerald Tamayo, LLC Utilities Sector Spdr Transaction History

Moisand Fitzgerald Tamayo, LLC

  • $813 Million
  • Q3 2025

A detailed history of Moisand Fitzgerald Tamayo, LLC transactions in Utilities Sector Spdr stock. As of the latest transaction made, Moisand Fitzgerald Tamayo, LLC holds 1,447 shares of XLU stock, worth $132,964. This represents 0.02% of its overall portfolio holdings.

Number of Shares
1,447
Previous 1,458 0.75%
Holding current value
$132,964
Previous $119,000 5.88%
% of portfolio
0.02%
Previous 0.02%

Shares

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

Oct 23, 2025
SELL
$81.14 - $87.32 $892 - $960
-11 Reduced 0.75%
1,447 $126,000
Q1 2025

Apr 22, 2025
BUY
$74.7 - $80.27 $22,783 - $24,482
305 Added 26.45%
1,458 $114,000
Q2 2022

Aug 01, 2022
BUY
$64.87 - $76.96 $74,795 - $88,734
1,153 New
1,153 $81,000

Others Institutions Holding XLU

# of Institutions
1,644
Shares Held
154M
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 Moisand Fitzgerald Tamayo, LLC Portfolio

Follow Moisand Fitzgerald Tamayo, LLC 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 Moisand Fitzgerald Tamayo, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Moisand Fitzgerald Tamayo, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email