Stockman Wealth Management, Inc. Utilities Sector Spdr Transaction History

Stockman Wealth Management, Inc.

$713 Million
Q2 2025

A detailed history of Stockman Wealth Management, Inc. transactions in Utilities Sector Spdr stock. As of the latest transaction made, Stockman Wealth Management, Inc. holds 2,489 shares of XLU stock, worth $214,502. This represents 0.03% of its overall portfolio holdings.

Number of Shares

2,489

Previous 4,015 38.01%

Holding current value

$214,502

Previous $313,000 35.14%

% of portfolio

0.03%

Previous 0.05%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 16, 2025	SELL	$73.09 - $82.77 $111,535 - $126,307	-1,526 Reduced 38.01%	2,489 $203,000
Q1 2025 Apr 17, 2025	SELL	$74.7 - $80.27 $463,214 - $497,754	-6,201 Reduced 60.7%	4,015 $313,000
Q4 2024 Jan 28, 2025	BUY	$74.89 - $82.93 $23,515 - $26,040	314 Added 3.17%	10,216 $773,000
Q3 2024 Nov 04, 2024	SELL	$67.67 - $80.78 $2,368 - $2,827	-35 Reduced 0.35%	9,902 $799,000
Q2 2024 Jul 31, 2024	SELL	$62.77 - $72.87 $20,965 - $24,338	-334 Reduced 3.25%	9,937 $677,000
Q1 2024 Apr 17, 2024	BUY	$59.95 - $65.65 $63,307 - $69,326	1,056 Added 11.46%	10,271 $674,000
Q4 2023 Feb 01, 2024	SELL	$56.19 - $65.96 $45,120 - $52,965	-803 Reduced 8.02%	9,215 $583,000
Q3 2023 Oct 31, 2023	SELL	$58.83 - $68.46 $320,152 - $372,559	-5,442 Reduced 35.2%	10,018 $590,000
Q2 2023 Aug 02, 2023	BUY	$64.34 - $69.97 $107,833 - $117,269	1,676 Added 12.16%	15,460 $1.01 Million
Q1 2023 May 04, 2023	BUY	$63.7 - $72.08 $148,357 - $167,874	2,329 Added 20.33%	13,784 $933,000
Q4 2022 Feb 07, 2023	BUY	$61.52 - $72.67 $704,711 - $832,434	11,455 New	11,455 $807,000

Others Institutions Holding XLU

# of Institutions

1,594

Shares Held

152M

Call Options Held

14.1M

Put Options Held

38.6M

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 Stockman Wealth Management, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Stockman Wealth Management, Inc. with notifications on news.

Account

Stockman Wealth Management, Inc. Utilities Sector Spdr Transaction History