Smart Wealth LLC Utilities Sector Spdr Transaction History

Smart Wealth LLC

$279 Billion
Q1 2025

A detailed history of Smart Wealth LLC transactions in Utilities Sector Spdr stock. As of the latest transaction made, Smart Wealth LLC holds 39,196 shares of XLU stock, worth $3.09 Million. This represents 1.11% of its overall portfolio holdings.

Number of Shares

39,196

Previous 14,056 178.86%

Holding current value

$3.09 Million

Previous $1.06 Billion 190.49%

% of portfolio

1.11%

Previous 0.38%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 29, 2025	BUY	$74.7 - $80.27 $1.88 Million - $2.02 Million	25,140 Added 178.86%	39,196 $3.09 Billion
Q4 2024 Jan 28, 2025	SELL	$74.89 - $82.93 $1.15 Million - $1.28 Million	-15,378 Reduced 52.25%	14,056 $1.06 Billion
Q3 2024 Dec 13, 2024	BUY	$67.67 - $80.78 $713,850 - $852,148	10,549 Added 55.86%	29,434 $2.38 Billion
Q2 2024 Dec 13, 2024	BUY	$62.77 - $72.87 $754,118 - $875,460	12,014 Added 174.85%	18,885 $1.29 Billion
Q1 2024 Dec 13, 2024	BUY	$59.95 - $65.65 $411,916 - $451,081	6,871 New	6,871 $451 Million
Q3 2023 Dec 13, 2024	SELL	$58.83 - $68.46 $1.01 Million - $1.18 Million	-17,195 Closed	0 $0
Q2 2023 Dec 13, 2024	BUY	$64.34 - $69.97 $124,304 - $135,182	1,932 Added 12.66%	17,195 $1.13 Billion
Q1 2023 Dec 13, 2024	SELL	$63.7 - $72.08 $446,855 - $505,641	-7,015 Reduced 31.49%	15,263 $1.03 Billion
Q4 2022 Dec 13, 2024	BUY	$61.52 - $72.67 $1.37 Million - $1.62 Million	22,278 New	22,278 $1.57 Billion

Others Institutions Holding XLU

# of Institutions

1,565

Shares Held

147M

Call Options Held

12.2M

Put Options Held

31.9M

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 Smart Wealth LLC, based on Form 13F filings with the SEC.

News

Stay updated on Smart Wealth LLC with notifications on news.

Account