Strategic Wealth Investment Group, LLC Utilities Sector Spdr Transaction History

Strategic Wealth Investment Group, LLC

  • $65.3 Million
  • Q2 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 5,588 shares of XLU stock, worth $481,573. This represents 0.7% of its overall portfolio holdings.

Number of Shares
5,588
Previous 4,968 12.48%
Holding current value
$481,573
Previous $387,000 17.83%
% of portfolio
0.7%
Previous 0.71%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 14, 2025
BUY
$73.09 - $82.77 $45,315 - $51,317
620 Added 12.48%
5,588 $456,000
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
1,617
Shares Held
152M
Call Options Held
15.2M
Put Options Held
37.4M
View Full List

About UTILITIES SECTOR SPDR

XLU Quotes by TradingView
  • Ticker XLU
  • Sector ETFs
  • Industry ETFs
More about XLU
Track This Portfolio

Track Strategic Wealth Investment Group, LLC Portfolio

Follow Strategic Wealth Investment Group, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Strategic Wealth Investment Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Strategic Wealth Investment Group, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email