Stone Point Wealth LLC Utilities Sector Spdr Transaction History

Stone Point Wealth LLC

$347 Million
Q3 2025

A detailed history of Stone Point Wealth LLC transactions in Utilities Sector Spdr stock. As of the latest transaction made, Stone Point Wealth LLC holds 11,260 shares of XLU stock, worth $999,437. This represents 0.28% of its overall portfolio holdings.

Number of Shares

11,260

Previous 11,709 3.83%

Holding current value

$999,437

Previous $956,000 2.62%

% of portfolio

0.28%

Previous 0.3%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 22, 2025	SELL	$81.14 - $87.32 $36,431 - $39,206	-449 Reduced 3.83%	11,260 $981,000
Q2 2025 Jul 17, 2025	SELL	$73.09 - $82.77 $36,252 - $41,053	-496 Reduced 4.06%	11,709 $956,000
Q1 2025 Apr 24, 2025	SELL	$74.7 - $80.27 $67,603 - $72,644	-905 Reduced 6.9%	12,205 $962,000
Q4 2024 Jan 28, 2025	SELL	$74.89 - $82.93 $2,246 - $2,487	-30 Reduced 0.23%	13,110 $992,000
Q3 2024 Oct 31, 2024	SELL	$67.67 - $80.78 $23,684 - $28,273	-350 Reduced 2.59%	13,140 $1.06 Million

Q2 2024 Jul 30, 2024	SELL	$62.77 - $72.87 $37,975 - $44,086	-605 Reduced 4.29%	13,490 $919,000
Q1 2024 May 01, 2024	SELL	$59.95 - $65.65 $69,542 - $76,154	-1,160 Reduced 7.6%	14,095 $925,000
Q4 2023 Jan 26, 2024	BUY	$56.19 - $65.96 $131,765 - $154,676	2,345 Added 18.16%	15,255 $966,000
Q3 2023 Oct 25, 2023	BUY	$58.83 - $68.46 $124,425 - $144,792	2,115 Added 19.59%	12,910 $760,000
Q2 2023 Jul 25, 2023	SELL	$64.34 - $69.97 $14,798 - $16,093	-230 Reduced 2.09%	10,795 $706,000
Q1 2023 Apr 20, 2023	SELL	$63.7 - $72.08 $57,967 - $65,592	-910 Reduced 7.62%	11,025 $746,000
Q4 2022 Jan 20, 2023	BUY	$61.52 - $72.67 $84,590 - $99,921	1,375 Added 13.02%	11,935 $0
Q3 2022 Nov 03, 2022	BUY	$65.51 - $78.12 $21,290 - $25,389	325 Added 3.18%	10,560 $692,000
Q2 2022 Jul 19, 2022	SELL	$64.87 - $76.96 $32,435 - $38,480	-500 Reduced 4.66%	10,235 $718,000
Q1 2022 Apr 29, 2022	BUY	$65.03 - $74.54 $14,111 - $16,175	217 Added 2.06%	10,735 $813,000
Q4 2021 Feb 10, 2022	BUY	$63.88 - $71.58 $671,889 - $752,878	10,518 New	10,518 $752,000

Others Institutions Holding XLU

# of Institutions

1,669

Shares Held

156M

Call Options Held

15.2M

Put Options Held

35.1M

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

News

Stay updated on Stone Point Wealth LLC with notifications on news.

Account

Stone Point Wealth LLC Utilities Sector Spdr Transaction History