Pmg Wealth Management, Inc. Utilities Sector Spdr Transaction History

Pmg Wealth Management, Inc.

  • $121 Billion
  • Q2 2025

A detailed history of Pmg Wealth Management, Inc. transactions in Utilities Sector Spdr stock. As of the latest transaction made, Pmg Wealth Management, Inc. holds 4,400 shares of XLU stock, worth $371,888. This represents 0.3% of its overall portfolio holdings.

Number of Shares
4,400
Previous 4,800 8.33%
Holding current value
$371,888
Previous $378 Million 5.07%
% of portfolio
0.3%
Previous 0.4%

Shares

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

Jul 17, 2025
SELL
$73.09 - $82.77 $29,236 - $33,108
-400 Reduced 8.33%
4,400 $359 Million
Q4 2024

Feb 03, 2025
BUY
$74.89 - $82.93 $359,472 - $398,064
4,800 New
4,800 $363 Million

Others Institutions Holding XLU

# of Institutions
1,587
Shares Held
148M
Call Options Held
13.2M
Put Options Held
37.8M
View Full List

About UTILITIES SECTOR SPDR

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