Strait & Sound Wealth Management LLC Utilities Sector Spdr Transaction History

Strait & Sound Wealth Management LLC

  • $215 Billion
  • Q1 2025

A detailed history of Strait & Sound Wealth Management LLC transactions in Utilities Sector Spdr stock. As of the latest transaction made, Strait & Sound Wealth Management LLC holds 8,819 shares of XLU stock, worth $722,452. This represents 0.32% of its overall portfolio holdings.

Number of Shares
8,819
Previous 4,993 76.63%
Holding current value
$722,452
Previous $378 Million 83.99%
% of portfolio
0.32%
Previous 0.18%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 15, 2025
BUY
$74.7 - $80.27 $285,802 - $307,113
3,826 Added 76.63%
8,819 $695 Million
Q4 2024

Feb 18, 2025
SELL
$74.89 - $82.93 $11,607 - $12,854
-155 Reduced 3.01%
4,993 $378 Million
Q3 2024

Nov 15, 2024
SELL
$67.67 - $80.78 $600,029 - $716,276
-8,867 Reduced 63.27%
5,148 $416 Million
Q2 2024

Aug 13, 2024
BUY
$62.77 - $72.87 $425,329 - $493,767
6,776 Added 93.6%
14,015 $955 Million
Q1 2024

May 10, 2024
SELL
$59.95 - $65.65 $2,098 - $2,297
-35 Reduced 0.48%
7,239 $468 Million
Q4 2023

Feb 08, 2024
SELL
$56.19 - $65.96 $1,404 - $1,648
-25 Reduced 0.34%
7,274 $449 Million
Q3 2023

Nov 15, 2023
SELL
$58.83 - $68.46 $470 - $547
-8 Reduced 0.11%
7,299 $430 Million
Q2 2023

Aug 29, 2023
BUY
$64.34 - $69.97 $219,270 - $238,457
3,408 Added 87.41%
7,307 $478 Million
Q1 2023

Aug 29, 2023
BUY
$63.7 - $72.08 $10,064 - $11,388
158 Added 4.22%
3,899 $264 Million
Q4 2022

Feb 16, 2023
BUY
$61.52 - $72.67 $230,146 - $271,858
3,741 New
3,741 $266 Million

Others Institutions Holding XLU

# of Institutions
1,572
Shares Held
148M
Call Options Held
13.6M
Put Options Held
38.2M
View Full List

About UTILITIES SECTOR SPDR

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