Wela Strategies, Inc. Utilities Sector Spdr Transaction History

Wela Strategies, Inc.

  • $254 Million
  • Q2 2025

A detailed history of Wela Strategies, Inc. transactions in Utilities Sector Spdr stock. As of the latest transaction made, Wela Strategies, Inc. holds 72,821 shares of XLU stock, worth $6.15 Million. This represents 2.34% of its overall portfolio holdings.

Number of Shares
72,821
Previous 70,641 3.09%
Holding current value
$6.15 Million
Previous $5.51 Million 7.95%
% of portfolio
2.34%
Previous 2.32%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 14, 2025
BUY
$73.09 - $82.77 $159,336 - $180,438
2,180 Added 3.09%
72,821 $5.95 Million
Q1 2025

Apr 14, 2025
SELL
$74.7 - $80.27 $3.57 Million - $3.84 Million
-47,780 Reduced 40.35%
70,641 $5.51 Million
Q4 2024

Jan 13, 2025
BUY
$74.89 - $82.93 $8.87 Million - $9.82 Million
118,421 New
118,421 $8.96 Million

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

XLU Quotes by TradingView
  • Ticker XLU
  • Sector ETFs
  • Industry ETFs
More about XLU
Track This Portfolio

Track Wela Strategies, Inc. Portfolio

Follow Wela Strategies, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Wela Strategies, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Wela Strategies, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email