Sightline Wealth Advisors, LLC Utilities Sector Spdr Transaction History

Sightline Wealth Advisors, LLC

  • $207 Million
  • Q2 2025

A detailed history of Sightline Wealth Advisors, LLC transactions in Utilities Sector Spdr stock. As of the latest transaction made, Sightline Wealth Advisors, LLC holds 3,555 shares of XLU stock, worth $306,369. This represents 0.14% of its overall portfolio holdings.

Number of Shares
3,555
Previous 3,789 6.18%
Holding current value
$306,369
Previous $298,000 2.68%
% of portfolio
0.14%
Previous 0.16%

Shares

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

Jul 15, 2025
SELL
$73.09 - $82.77 $17,103 - $19,368
-234 Reduced 6.18%
3,555 $290,000
Q1 2025

Apr 29, 2025
SELL
$74.7 - $80.27 $84,261 - $90,544
-1,128 Reduced 22.94%
3,789 $298,000
Q4 2024

Jan 13, 2025
BUY
$74.89 - $82.93 $368,234 - $407,766
4,917 New
4,917 $372,000

Others Institutions Holding XLU

# of Institutions
1,591
Shares Held
152M
Call Options Held
13.6M
Put Options Held
38.6M
View Full List

About UTILITIES SECTOR SPDR

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