Svb Wealth LLC Utilities Sector Spdr Transaction History

Svb Wealth LLC

$1.85 Billion
Q2 2025

A detailed history of Svb Wealth LLC transactions in Utilities Sector Spdr stock. As of the latest transaction made, Svb Wealth LLC holds 4,441 shares of XLU stock, worth $408,083. This represents 0.02% of its overall portfolio holdings.

Number of Shares

4,441

Previous 10,210 56.5%

Holding current value

$408,083

Previous $805,000 55.03%

% of portfolio

0.02%

Previous 0.03%

24 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 13, 2025	SELL	$73.09 - $82.77 $421,656 - $477,500	-5,769 Reduced 56.5%	4,441 $362,000
Q1 2025 May 14, 2025	SELL	$74.7 - $80.27 $243,522 - $261,680	-3,260 Reduced 24.2%	10,210 $805,000
Q4 2024 Feb 05, 2025	BUY	$74.89 - $82.93 $1.01 Million - $1.12 Million	13,470 New	13,470 $1.02 Million
Q2 2024 Aug 06, 2024	SELL	$62.77 - $72.87 $49,588 - $57,567	-790 Reduced 5.34%	14,006 $954,000
Q1 2024 May 15, 2024	SELL	$59.95 - $65.65 $659,689 - $722,412	-11,004 Reduced 42.65%	14,796 $971,000
Q4 2023 Jan 30, 2024	SELL	$56.19 - $65.96 $489,133 - $574,181	-8,705 Reduced 25.23%	25,800 $1.63 Million
Q3 2023 Oct 23, 2023	SELL	$58.83 - $68.46 $258,440 - $300,744	-4,393 Reduced 11.29%	34,505 $2.03 Million
Q2 2023 Jul 24, 2023	SELL	$64.34 - $69.97 $85,121 - $92,570	-1,323 Reduced 3.29%	38,898 $2.55 Million
Q1 2023 May 12, 2023	SELL	$63.7 - $72.08 $269,705 - $305,186	-4,234 Reduced 9.52%	40,221 $2.72 Million
Q4 2022 Feb 10, 2023	SELL	$61.52 - $72.67 $44,478 - $52,540	-723 Reduced 1.6%	44,455 $3.13 Million
Q3 2022 Nov 09, 2022	BUY	$65.51 - $78.12 $21,683 - $25,857	331 Added 0.74%	45,178 $2.96 Million
Q2 2022 Aug 16, 2022	BUY	$64.87 - $76.96 $84,785 - $100,586	1,307 Added 3.0%	44,847 $3.15 Million
Q1 2022 May 13, 2022	BUY	$65.03 - $74.54 $244,577 - $280,344	3,761 Added 9.45%	43,540 $3.24 Million
Q4 2021 Feb 15, 2022	SELL	$63.88 - $71.58 $151,395 - $169,644	-2,370 Reduced 5.62%	39,779 $2.85 Million
Q3 2021 Nov 09, 2021	SELL	$63.56 - $70.07 $10,423 - $11,491	-164 Reduced 0.39%	42,149 $2.69 Million
Q2 2021 Aug 13, 2021	SELL	$63.23 - $67.72 $52,354 - $56,072	-828 Reduced 1.92%	42,313 $2.68 Million
Q1 2021 May 11, 2021	SELL	$58.36 - $64.15 $793,754 - $872,504	-13,601 Reduced 23.97%	43,141 $2.76 Million
Q4 2020 Feb 10, 2021	BUY	$59.98 - $66.76 $538,140 - $598,970	8,972 Added 18.78%	56,742 $3.56 Million
Q3 2020 Nov 10, 2020	BUY	$56.7 - $61.49 $83,689 - $90,759	1,476 Added 3.19%	47,770 $2.84 Million
Q2 2020 Aug 05, 2020	SELL	$51.79 - $62.83 $430,478 - $522,242	-8,312 Reduced 15.22%	46,294 $2.61 Million
Q1 2020 May 11, 2020	BUY	$44.93 - $70.98 $178,057 - $281,293	3,963 Added 7.83%	54,606 $3.03 Million
Q4 2019 Feb 13, 2020	BUY	$61.37 - $64.82 $1.01 Million - $1.07 Million	16,533 Added 48.47%	50,643 $3.27 Million
Q3 2019 Nov 01, 2019	BUY	$62.5 - $64.93 $6,750 - $7,012	108 Added 0.32%	34,110 $2.21 Million
Q2 2019 Jul 10, 2019	BUY	N/A	34,002 New	34,002 $2.03 Million

Others Institutions Holding XLU

# of Institutions

1,632

Shares Held

154M

Call Options Held

15.4M

Put Options Held

35.9M

View Full List

About UTILITIES SECTOR SPDR

Ticker XLU
Sector ETFs
Industry ETFs

More about XLU

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