Simplicity Wealth,Llc Utilities Sector Spdr Transaction History

Simplicity Wealth,Llc

  • $1.59 Billion
  • Q3 2025

A detailed history of Simplicity Wealth,Llc transactions in Utilities Sector Spdr stock. As of the latest transaction made, Simplicity Wealth,Llc holds 15,139 shares of XLU stock, worth $1.39 Million. This represents 0.08% of its overall portfolio holdings.

Number of Shares
15,139
Previous 11,456 32.15%
Holding current value
$1.39 Million
Previous $935,000 41.18%
% of portfolio
0.08%
Previous 0.04%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 30, 2025
BUY
$81.14 - $87.32 $298,838 - $321,599
3,683 Added 32.15%
15,139 $1.32 Million
Q2 2025

Jul 22, 2025
BUY
$73.09 - $82.77 $837,319 - $948,213
11,456 New
11,456 $935,000
Q3 2024

Oct 09, 2024
BUY
$67.67 - $80.78 $8,323 - $9,935
123 Added 2.58%
4,897 $395,000
Q2 2024

Jul 10, 2024
BUY
$62.77 - $72.87 $13,495 - $15,667
215 Added 4.72%
4,774 $325,000
Q1 2024

Apr 24, 2024
BUY
$59.95 - $65.65 $46,761 - $51,207
780 Added 20.64%
4,559 $299,000
Q4 2023

Jan 29, 2024
BUY
$56.19 - $65.96 $212,342 - $249,262
3,779 New
3,779 $239,000
Q3 2022

Oct 12, 2022
BUY
$65.51 - $78.12 $11,333 - $13,514
173 Added 4.44%
4,073 $267,000
Q2 2022

Jul 19, 2022
SELL
$64.87 - $76.96 $251,306 - $298,143
-3,874 Reduced 49.83%
3,900 $274,000
Q1 2022

May 20, 2022
SELL
$65.03 - $74.54 $487,985 - $559,348
-7,504 Reduced 49.12%
7,774 $579,000
Q4 2021

Feb 25, 2022
BUY
$63.88 - $71.58 $975,958 - $1.09 Million
15,278 New
15,278 $1.09 Million

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

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