Wela Strategies, Inc. Utilities Sector Spdr Transaction History

Wela Strategies, Inc.

  • $237 Million
  • Q1 2025

A detailed history of Wela Strategies, Inc. transactions in Utilities Sector Spdr stock. As of the latest transaction made, Wela Strategies, Inc. holds 70,641 shares of XLU stock, worth $5.79 Million. This represents 2.32% of its overall portfolio holdings.

Number of Shares
70,641
Previous 118,421 40.35%
Holding current value
$5.79 Million
Previous $8.96 Million 38.55%
% of portfolio
2.32%
Previous 3.72%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,572
Shares Held
148M
Call Options Held
13.6M
Put Options Held
38.2M
View Full List

About UTILITIES SECTOR SPDR

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