Uptown Financial Advisors LLC Utilities Sector Spdr Transaction History

Uptown Financial Advisors LLC

  • $121 Billion
  • Q3 2025

A detailed history of Uptown Financial Advisors LLC transactions in Utilities Sector Spdr stock. As of the latest transaction made, Uptown Financial Advisors LLC holds 16,860 shares of XLU stock, worth $1.5 Million. This represents 1.21% of its overall portfolio holdings.

Number of Shares
16,860
Previous 16,480 2.31%
Holding current value
$1.5 Million
Previous $1.35 Billion 9.18%
% of portfolio
1.21%
Previous 1.15%

Shares

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

Oct 15, 2025
BUY
$81.14 - $87.32 $30,833 - $33,181
380 Added 2.31%
16,860 $1.47 Billion
Q2 2025

Jul 10, 2025
BUY
$73.09 - $82.77 $271,529 - $307,490
3,715 Added 29.1%
16,480 $1.35 Billion
Q1 2025

May 06, 2025
BUY
$74.7 - $80.27 $485,176 - $521,353
6,495 Added 103.59%
12,765 $1.01 Billion
Q4 2024

Apr 29, 2025
BUY
$74.89 - $82.93 $469,560 - $519,971
6,270 New
6,270 $475 Million

Others Institutions Holding XLU

# of Institutions
1,664
Shares Held
156M
Call Options Held
14.8M
Put Options Held
30.1M
View Full List

About UTILITIES SECTOR SPDR

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