Solutions 4 Wealth, LTD Utilities Sector Spdr Transaction History

Solutions 4 Wealth, LTD

$56.7 Billion
Q1 2025

A detailed history of Solutions 4 Wealth, LTD transactions in Utilities Sector Spdr stock. As of the latest transaction made, Solutions 4 Wealth, LTD holds 12,156 shares of XLU stock, worth $981,961. This represents 1.69% of its overall portfolio holdings.

Number of Shares

12,156

Previous 12,083 0.6%

Holding current value

$981,961

Previous $915 Million 4.81%

% of portfolio

1.69%

Previous 1.66%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 09, 2025	BUY	$74.7 - $80.27 $5,453 - $5,859	73 Added 0.6%	12,156 $958 Million
Q4 2024 Jan 28, 2025	BUY	$74.89 - $82.93 $6,290 - $6,966	84 Added 0.7%	12,083 $915 Million
Q3 2024 Nov 14, 2024	BUY	$67.67 - $80.78 $812 - $969	12 Added 0.1%	11,999 $969 Million
Q2 2024 Aug 14, 2024	SELL	$62.77 - $72.87 $26,237 - $30,459	-418 Reduced 3.37%	11,987 $817 Million
Q1 2024 May 02, 2024	BUY	$59.95 - $65.65 $5,215 - $5,711	87 Added 0.71%	12,405 $814 Million
Q4 2023 Feb 06, 2024	BUY	$56.19 - $65.96 $692,148 - $812,495	12,318 New	12,318 $780 Million

Others Institutions Holding XLU

# of Institutions

1,573

Shares Held

148M

Call Options Held

13.6M

Put Options Held

38.2M

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 Solutions 4 Wealth, LTD, based on Form 13F filings with the SEC.

News

Stay updated on Solutions 4 Wealth, LTD with notifications on news.

Account

Solutions 4 Wealth, LTD Utilities Sector Spdr Transaction History