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 $2.64 Million. This represents 0.49% of its overall portfolio holdings.

Number of Shares

32,205

Previous 30,486 5.64%

Holding current value

$2.64 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

1,572

Shares Held

148M

Call Options Held

13.6M

Put Options Held

38.2M

View Full List

About UTILITIES SECTOR SPDR

Ticker XLU
Sector ETFs
Industry ETFs

More about XLU

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Tyler Stone Wealth Management Utilities Sector Spdr Transaction History