Wsfs Capital Management, LLC Utilities Sector Spdr Transaction History

Wsfs Capital Management, LLC

  • $1.79 Billion
  • Q2 2025

A detailed history of Wsfs Capital Management, LLC transactions in Utilities Sector Spdr stock. As of the latest transaction made, Wsfs Capital Management, LLC holds 4,751 shares of XLU stock, worth $436,569. This represents 0.02% of its overall portfolio holdings.

Number of Shares
4,751
Previous 4,479 6.07%
Holding current value
$436,569
Previous $353,000 9.63%
% of portfolio
0.02%
Previous 0.02%

Shares

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

Aug 06, 2025
BUY
$73.09 - $82.77 $19,880 - $22,513
272 Added 6.07%
4,751 $387,000
Q1 2025

May 02, 2025
SELL
$74.7 - $80.27 $56,174 - $60,363
-752 Reduced 14.38%
4,479 $353,000
Q4 2024

Feb 04, 2025
SELL
$74.89 - $82.93 $3.07 Million - $3.4 Million
-40,939 Reduced 88.67%
5,231 $395,000
Q4 2024

Jan 31, 2025
BUY
$74.89 - $82.93 $3.07 Million - $3.4 Million
40,939 Added 782.62%
46,170 $3.49 Million
Q3 2024

Oct 24, 2024
BUY
$67.67 - $80.78 $94,399 - $112,688
1,395 Added 36.37%
5,231 $422,000
Q2 2023

Aug 11, 2023
BUY
$64.34 - $69.97 $9,651 - $10,495
150 Added 4.07%
3,836 $251,000
Q3 2021

Nov 12, 2021
SELL
$63.56 - $70.07 $92,162 - $101,601
-1,450 Reduced 28.23%
3,686 $235,000
Q2 2020

Aug 07, 2020
SELL
$51.79 - $62.83 $5,179 - $6,283
-100 Reduced 1.91%
5,136 $290,000
Q1 2020

May 01, 2020
SELL
$44.93 - $70.98 $18,106 - $28,604
-403 Reduced 7.15%
5,236 $290,000
Q2 2019

Aug 14, 2019
BUY
N/A
515 Added 10.05%
5,639 $336,000
Q4 2018

Feb 12, 2019
BUY
N/A
1,035 Added 25.31%
5,124 $271,000
Q1 2018

May 11, 2018
SELL
N/A
-175 Reduced 4.1%
4,089 $207,000
Q3 2017

Nov 14, 2017
BUY
N/A
4,264
4,264 $226,000

Others Institutions Holding XLU

# of Institutions
1,645
Shares Held
154M
Call Options Held
15.4M
Put Options Held
35.9M
View Full List

About UTILITIES SECTOR SPDR

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