A detailed history of Northeast Planning Associates, Inc. / Nh / transactions in Utilities Sector Spdr stock. As of the latest transaction made, Northeast Planning Associates, Inc. / Nh / holds 3,625 shares of XLU stock, worth $333,101. This represents 0.27% of its overall portfolio holdings.

Number of Shares
3,625
Previous 4,363 16.91%
Holding current value
$333,101
Previous $344 Million 13.96%
% of portfolio
0.27%
Previous 0.29%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 12, 2025

SELL
$73.09 - $82.77 $53,940 - $61,084
-738 Reduced 16.91%
3,625 $296 Million
Q1 2025

May 05, 2025

SELL
$74.7 - $80.27 $274,298 - $294,751
-3,672 Reduced 45.7%
4,363 $344 Million
Q4 2024

Mar 19, 2025

BUY
$74.89 - $82.93 $601,741 - $666,342
8,035 New
8,035 $608 Million

Others Institutions Holding XLU

About UTILITIES SECTOR SPDR


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