Power Wealth Management LLC Utilities Sector Spdr Transaction History

Power Wealth Management LLC

$247 Billion
Q1 2025

A detailed history of Power Wealth Management LLC transactions in Utilities Sector Spdr stock. As of the latest transaction made, Power Wealth Management LLC holds 3,077 shares of XLU stock, worth $279,391. This represents 0.1% of its overall portfolio holdings.

Number of Shares

3,077

Previous 4,819 36.15%

Holding current value

$279,391

Previous $365 Million 33.48%

% of portfolio

0.1%

Previous 0.15%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 13, 2025	SELL	$74.7 - $80.27 $130,127 - $139,830	-1,742 Reduced 36.15%	3,077 $243 Million
Q4 2024 Feb 13, 2025	SELL	$74.89 - $82.93 $6.42 Million - $7.11 Million	-85,787 Reduced 94.68%	4,819 $365 Million
Q3 2024 Nov 12, 2024	BUY	$67.67 - $80.78 $432,343 - $516,103	6,389 Added 7.59%	90,606 $7.32 Billion
Q2 2024 Aug 13, 2024	BUY	$62.77 - $72.87 $556,644 - $646,211	8,868 Added 11.77%	84,217 $5.74 Billion
Q1 2024 May 03, 2024	BUY	$59.95 - $65.65 $447,886 - $490,471	7,471 Added 11.01%	75,349 $4.95 Billion
Q4 2023 Feb 06, 2024	BUY	$56.19 - $65.96 $3.81 Million - $4.48 Million	67,878 New	67,878 $4.3 Billion

Others Institutions Holding XLU

# of Institutions

1,625

Shares Held

153M

Call Options Held

15.4M

Put Options Held

35.8M

View Full List

About UTILITIES SECTOR SPDR

Ticker XLU
Sector ETFs
Industry ETFs

More about XLU

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Power Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Power Wealth Management LLC with notifications on news.

Account

Power Wealth Management LLC Utilities Sector Spdr Transaction History