Tolleson Wealth Management, Inc. Utilities Sector Spdr Transaction History

Tolleson Wealth Management, Inc.

  • $556 Million
  • Q2 2025

A detailed history of Tolleson Wealth Management, Inc. transactions in Utilities Sector Spdr stock. As of the latest transaction made, Tolleson Wealth Management, Inc. holds 4,213 shares of XLU stock, worth $387,132. This represents 0.06% of its overall portfolio holdings.

Number of Shares
4,213
Previous 4,213 -0.0%
Holding current value
$387,132
Previous $344,000 -0.0%
% of portfolio
0.06%
Previous 0.06%

Shares

1 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 14, 2025
BUY
$74.89 - $82.93 $315,511 - $349,384
4,213 New
4,213 $319,000

Others Institutions Holding XLU

# of Institutions
1,638
Shares Held
155M
Call Options Held
15.4M
Put Options Held
35.9M
View Full List

About UTILITIES SECTOR SPDR

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