Ritholtz Wealth Management Utilities Sector Spdr Transaction History

Ritholtz Wealth Management

$4.45 Billion
Q2 2025

A detailed history of Ritholtz Wealth Management transactions in Utilities Sector Spdr stock. As of the latest transaction made, Ritholtz Wealth Management holds 4,434 shares of XLU stock, worth $407,440. This represents 0.01% of its overall portfolio holdings.

Number of Shares

4,434

Previous 2,655 67.01%

Holding current value

$407,440

Previous $207,000 74.88%

% of portfolio

0.01%

Previous 0.01%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 28, 2025	BUY	$73.09 - $82.77 $130,027 - $147,247	1,779 Added 67.01%	4,434 $362,000
Q1 2025 Apr 16, 2025	SELL	$74.7 - $80.27 $13,147 - $14,127	-176 Reduced 6.22%	2,655 $207,000
Q4 2024 Jan 14, 2025	BUY	$74.89 - $82.93 $1,947 - $2,156	26 Added 0.93%	2,831 $214,000
Q3 2024 Oct 10, 2024	BUY	$67.67 - $80.78 $189,814 - $226,587	2,805 New	2,805 $226,000
Q1 2024 Apr 24, 2024	SELL	$59.95 - $65.65 $133,388 - $146,071	-2,225 Reduced 40.26%	3,301 $216,000
Q4 2023 Jan 18, 2024	SELL	$56.19 - $65.96 $150,308 - $176,442	-2,675 Reduced 32.62%	5,526 $349,000
Q3 2023 Oct 13, 2023	BUY	$58.83 - $68.46 $482,464 - $561,440	8,201 New	8,201 $483,000

Others Institutions Holding XLU

# of Institutions

1,634

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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Ritholtz Wealth Management Utilities Sector Spdr Transaction History