Talisman Wealth Advisors LLC Utilities Sector Spdr Transaction History

Talisman Wealth Advisors LLC

  • $97.5 Million
  • Q1 2025

A detailed history of Talisman Wealth Advisors LLC transactions in Utilities Sector Spdr stock. As of the latest transaction made, Talisman Wealth Advisors LLC holds 5,850 shares of XLU stock, worth $479,232. This represents 0.47% of its overall portfolio holdings.

Number of Shares
5,850
Previous 5,088 14.98%
Holding current value
$479,232
Previous $411,000 12.17%
% of portfolio
0.47%
Previous 0.43%

Shares

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

May 14, 2025
BUY
$74.7 - $80.27 $56,921 - $61,165
762 Added 14.98%
5,850 $461,000
Q3 2024

Nov 14, 2024
BUY
$67.67 - $80.78 $2,097 - $2,504
31 Added 0.61%
5,088 $411,000
Q2 2024

Aug 14, 2024
BUY
$62.77 - $72.87 $19,835 - $23,026
316 Added 6.67%
5,057 $344,000
Q1 2024

May 15, 2024
BUY
$59.95 - $65.65 $44,842 - $49,106
748 Added 18.73%
4,741 $311,000
Q4 2023

Feb 13, 2024
BUY
$56.19 - $65.96 $224,366 - $263,378
3,993 New
3,993 $252,000

Others Institutions Holding XLU

# of Institutions
1,573
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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