Strategic Wealth Investment Group, LLC Utilities Sector Spdr Transaction History

Strategic Wealth Investment Group, LLC

  • $54.4 Million
  • Q1 2025

A detailed history of Strategic Wealth Investment Group, LLC transactions in Utilities Sector Spdr stock. As of the latest transaction made, Strategic Wealth Investment Group, LLC holds 4,968 shares of XLU stock, worth $428,142. This represents 0.71% of its overall portfolio holdings.

Number of Shares
4,968
Previous 62,760 92.08%
Holding current value
$428,142
Previous $4.75 Million 91.85%
% of portfolio
0.71%
Previous 0.56%

Shares

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

Apr 14, 2025
SELL
$74.7 - $80.27 $4.32 Million - $4.64 Million
-57,792 Reduced 92.08%
4,968 $387,000
Q4 2024

Jan 23, 2025
BUY
$74.89 - $82.93 $4.7 Million - $5.2 Million
62,760 New
62,760 $4.75 Million
Q3 2024

Oct 24, 2024
BUY
$67.67 - $80.78 $5.18 Million - $6.18 Million
76,491 New
76,491 $6.18 Million

Others Institutions Holding XLU

# of Institutions
1,597
Shares Held
155M
Call Options Held
14.1M
Put Options Held
38.6M
View Full List

About UTILITIES SECTOR SPDR

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