Premier Path Wealth Partners, LLC Utilities Sector Spdr Transaction History

Premier Path Wealth Partners, LLC

$718 Billion
Q2 2025

A detailed history of Premier Path Wealth Partners, LLC transactions in Utilities Sector Spdr stock. As of the latest transaction made, Premier Path Wealth Partners, LLC holds 27,182 shares of XLU stock, worth $2.5 Million. This represents 0.31% of its overall portfolio holdings.

Number of Shares

27,182

Previous 26,450 2.77%

Holding current value

$2.5 Million

Previous $2.09 Billion 6.43%

% of portfolio

0.31%

Previous 0.32%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 04, 2025	BUY	$73.09 - $82.77 $53,501 - $60,587	732 Added 2.77%	27,182 $2.22 Billion
Q1 2025 Apr 21, 2025	SELL	$74.7 - $80.27 $38,694 - $41,579	-518 Reduced 1.92%	26,450 $2.09 Billion
Q4 2024 Jan 15, 2025	BUY	$74.89 - $82.93 $179,136 - $198,368	2,392 Added 9.73%	26,968 $2.04 Billion
Q3 2024 Oct 15, 2024	BUY	$67.67 - $80.78 $115,039 - $137,326	1,700 Added 7.43%	24,576 $1.99 Billion
Q2 2024 Jul 24, 2024	SELL	$62.77 - $72.87 $113,802 - $132,113	-1,813 Reduced 7.34%	22,876 $1.56 Billion
Q1 2024 Apr 24, 2024	BUY	$59.95 - $65.65 $255,926 - $280,259	4,269 Added 20.91%	24,689 $1.62 Billion
Q4 2023 Jan 12, 2024	BUY	$56.19 - $65.96 $1.15 Million - $1.35 Million	20,420 New	20,420 $1.31 Billion

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

Ticker XLU
Sector ETFs
Industry ETFs

More about XLU

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Premier Path Wealth Partners, LLC Utilities Sector Spdr Transaction History