Phillips Financial Management, LLC Utilities Sector Spdr Transaction History

Phillips Financial Management, LLC

  • $1.45 Billion
  • Q3 2025

A detailed history of Phillips Financial Management, LLC transactions in Utilities Sector Spdr stock. As of the latest transaction made, Phillips Financial Management, LLC holds 137 shares of XLU stock, worth $12,588. This represents 0.0% of its overall portfolio holdings.

Number of Shares
137
Previous 137 -0.0%
Holding current value
$12,588
Previous $11,000 -0.0%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Jul 30, 2025
BUY
$73.09 - $82.77 $10,013 - $11,339
137 New
137 $11,000

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
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