Tandem Wealth Advisors LLC Utilities Sector Spdr Transaction History

Tandem Wealth Advisors LLC

  • $196 Million
  • Q2 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 5,420 shares of XLU stock, worth $488,775. This represents 0.23% of its overall portfolio holdings.

Number of Shares
5,420
Previous 5,458 0.7%
Holding current value
$488,775
Previous $430,000 2.79%
% of portfolio
0.23%
Previous 0.23%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,625
Shares Held
153M
Call Options Held
15.4M
Put Options Held
35.8M
View Full List

About UTILITIES SECTOR SPDR

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