Paradigm Financial Partners, LLC Utilities Sector Spdr Transaction History

Paradigm Financial Partners, LLC

  • $894 Million
  • Q2 2025

A detailed history of Paradigm Financial Partners, LLC transactions in Utilities Sector Spdr stock. As of the latest transaction made, Paradigm Financial Partners, LLC holds 12,825 shares of XLU stock, worth $1.09 Million. This represents 0.12% of its overall portfolio holdings.

Number of Shares
12,825
Previous 3,944 225.18%
Holding current value
$1.09 Million
Previous $310,000 237.74%
% of portfolio
0.12%
Previous 0.04%

Shares

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

Jul 17, 2025
BUY
$73.09 - $82.77 $649,112 - $735,080
8,881 Added 225.18%
12,825 $1.05 Million
Q1 2025

May 13, 2025
BUY
$74.7 - $80.27 $57,519 - $61,807
770 Added 24.26%
3,944 $310,000
Q4 2024

Feb 13, 2025
BUY
$74.89 - $82.93 $15,577 - $17,249
208 Added 7.01%
3,174 $240,000
Q3 2024

Nov 14, 2024
BUY
$67.67 - $80.78 $200,709 - $239,593
2,966 New
2,966 $239,000
Q4 2021

Feb 10, 2022
BUY
$63.88 - $71.58 $949,767 - $1.06 Million
14,868 New
14,868 $0
Q3 2020

Nov 10, 2020
SELL
$56.7 - $61.49 $480,022 - $520,574
-8,466 Closed
0 $0
Q2 2020

Aug 14, 2020
BUY
$51.79 - $62.83 $438,454 - $531,918
8,466 New
8,466 $484,000

Others Institutions Holding XLU

# of Institutions
1,579
Shares Held
144M
Call Options Held
13.6M
Put Options Held
38.6M
View Full List

About UTILITIES SECTOR SPDR

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