Tandem Wealth Advisors LLC Utilities Sector Spdr Transaction History

Tandem Wealth Advisors LLC

  • $204 Million
  • Q3 2025

A detailed history of Tandem Wealth Advisors LLC transactions in Utilities Sector Spdr stock. As of the latest transaction made, Tandem Wealth Advisors LLC holds 6,696 shares of XLU stock, worth $594,336. This represents 0.29% of its overall portfolio holdings.

Number of Shares
6,696
Previous 5,420 23.54%
Holding current value
$594,336
Previous $442,000 31.9%
% of portfolio
0.29%
Previous 0.23%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 14, 2025
BUY
$81.14 - $87.32 $103,534 - $111,420
1,276 Added 23.54%
6,696 $583,000
Q2 2025

Aug 14, 2025
SELL
$73.09 - $82.77 $2,777 - $3,145
-38 Reduced 0.7%
5,420 $442,000
Q1 2025

May 14, 2025
BUY
$74.7 - $80.27 $45,716 - $49,125
612 Added 12.63%
5,458 $430,000
Q4 2024

Feb 13, 2025
BUY
$74.89 - $82.93 $362,916 - $401,878
4,846 New
4,846 $366,000

Others Institutions Holding XLU

# of Institutions
1,669
Shares Held
156M
Call Options Held
15.2M
Put Options Held
35.1M
View Full List

About UTILITIES SECTOR SPDR

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