Tyler Stone Wealth Management Utilities Sector Spdr Transaction History

Tyler Stone Wealth Management

$523 Million
Q1 2025

A detailed history of Tyler Stone Wealth Management transactions in Utilities Sector Spdr stock. As of the latest transaction made, Tyler Stone Wealth Management holds 32,205 shares of XLU stock, worth $2.72 Million. This represents 0.49% of its overall portfolio holdings.

Number of Shares

32,205

Previous 30,486 5.64%

Holding current value

$2.72 Million

Previous $2.31 Million 10.06%

% of portfolio

0.49%

Previous 0.43%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 13, 2025	BUY	$74.7 - $80.27 $128,409 - $137,984	1,719 Added 5.64%	32,205 $2.54 Million
Q4 2024 Feb 11, 2025	BUY	$74.89 - $82.93 $603,688 - $668,498	8,061 Added 35.95%	30,486 $2.31 Million
Q3 2024 Nov 04, 2024	BUY	$67.67 - $80.78 $761,355 - $908,855	11,251 Added 100.69%	22,425 $1.81 Million
Q2 2024 Aug 14, 2024	BUY	$62.77 - $72.87 $15,755 - $18,290	251 Added 2.3%	11,174 $761,000
Q1 2024 May 15, 2024	SELL	$59.95 - $65.65 $30,634 - $33,547	-511 Reduced 4.47%	10,923 $717,000
Q4 2023 Feb 14, 2024	SELL	$56.19 - $65.96 $13,204 - $15,500	-235 Reduced 2.01%	11,434 $724,000
Q3 2023 Nov 14, 2023	BUY	$58.83 - $68.46 $58,712 - $68,323	998 Added 9.35%	11,669 $688,000
Q2 2023 Aug 14, 2023	BUY	$64.34 - $69.97 $2,959 - $3,218	46 Added 0.43%	10,671 $698,000
Q4 2022 Feb 14, 2023	BUY	$61.52 - $72.67 $4,798 - $5,668	78 Added 0.74%	10,625 $749,000
Q3 2022 Nov 14, 2022	BUY	$65.51 - $78.12 $5,830 - $6,952	89 Added 0.85%	10,547 $691,000
Q2 2022 Aug 11, 2022	BUY	$64.87 - $76.96 $7,005 - $8,311	108 Added 1.04%	10,458 $733,000
Q1 2022 May 12, 2022	BUY	$65.03 - $74.54 $29,783 - $34,139	458 Added 4.63%	10,350 $771,000
Q4 2021 Feb 22, 2022	BUY	$63.88 - $71.58 $631,900 - $708,069	9,892 New	9,892 $708,000

Others Institutions Holding XLU

# of Institutions

1,582

Shares Held

148M

Call Options Held

13.6M

Put Options Held

38.6M

View Full List

About UTILITIES SECTOR SPDR

Ticker XLU
Sector ETFs
Industry ETFs

More about XLU

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Tyler Stone Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Tyler Stone Wealth Management with notifications on news.

Account

Tyler Stone Wealth Management Utilities Sector Spdr Transaction History