Moneywise, Inc. Utilities Sector Spdr Transaction History

Moneywise, Inc.

  • $204 Million
  • Q3 2025

A detailed history of Moneywise, Inc. transactions in Utilities Sector Spdr stock. As of the latest transaction made, Moneywise, Inc. holds 79,463 shares of XLU stock, worth $7.05 Million. This represents 3.39% of its overall portfolio holdings.

Number of Shares
79,463
Previous 27,469 189.28%
Holding current value
$7.05 Million
Previous $2.24 Million 208.92%
% of portfolio
3.39%
Previous 1.13%

Shares

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

Oct 23, 2025
BUY
$81.14 - $87.32 $4.22 Million - $4.54 Million
51,994 Added 189.28%
79,463 $6.93 Million
Q2 2025

Jul 15, 2025
BUY
$73.09 - $82.77 $2.01 Million - $2.27 Million
27,469 New
27,469 $2.24 Million

Others Institutions Holding XLU

# of Institutions
1,664
Shares Held
156M
Call Options Held
14.8M
Put Options Held
30.1M
View Full List

About UTILITIES SECTOR SPDR

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