Nfp Retirement, Inc. Utilities Sector Spdr Transaction History

Nfp Retirement, Inc.

$1.26 Trillion
Q1 2025

A detailed history of Nfp Retirement, Inc. transactions in Utilities Sector Spdr stock. As of the latest transaction made, Nfp Retirement, Inc. holds 7,191 shares of XLU stock, worth $660,780. This represents 0.04% of its overall portfolio holdings.

Number of Shares

7,191

Previous 7,030 2.29%

Holding current value

$660,780

Previous $532 Million 6.57%

% of portfolio

0.04%

Previous 0.04%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 13, 2025	BUY	$74.7 - $80.27 $12,026 - $12,923	161 Added 2.29%	7,191 $567 Million
Q4 2024 Feb 13, 2025	BUY	$74.89 - $82.93 $41,114 - $45,528	549 Added 8.47%	7,030 $532 Million
Q3 2024 Feb 13, 2025	BUY	$67.67 - $80.78 $438,569 - $523,535	6,481 New	6,481 $524 Million
Q2 2022 Feb 13, 2025	SELL	$64.87 - $76.96 $275,048 - $326,310	-4,240 Closed	0 $0
Q3 2021 Feb 13, 2025	SELL	$63.56 - $70.07 $1,144 - $1,261	-18 Reduced 0.42%	4,240 $271 Million
Q3 2020 Feb 13, 2025	BUY	$56.7 - $61.49 $241,428 - $261,824	4,258 New	4,258 $253 Million

Others Institutions Holding XLU

# of Institutions

1,626

Shares Held

152M

Call Options Held

15.4M

Put Options Held

35.9M

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About UTILITIES SECTOR SPDR

Ticker XLU
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Nfp Retirement, Inc. Utilities Sector Spdr Transaction History