Lionsbridge Wealth Management LLC Utilities Sector Spdr Transaction History

Lionsbridge Wealth Management LLC

$85.1 Million
Q4 2025

A detailed history of Lionsbridge Wealth Management LLC transactions in Utilities Sector Spdr stock. As of the latest transaction made, Lionsbridge Wealth Management LLC holds 38,056 shares of XLU stock, worth $3.38 Million. This represents 3.97% of its overall portfolio holdings.

Number of Shares

38,056

Previous 19,063 99.63%

Holding current value

$3.38 Million

Previous $1.66 Million 103.19%

% of portfolio

3.97%

Previous 1.93%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 26, 2026	BUY	$87.89 - $92.9 $1.67 Million - $1.76 Million	18,993 Added 99.63%	38,056 $3.38 Million
Q3 2025 Oct 20, 2025	BUY	$81.14 - $87.32 $33,348 - $35,888	411 Added 2.2%	19,063 $1.66 Million
Q2 2025 Jul 30, 2025	SELL	$73.09 - $82.77 $1.71 Million - $1.94 Million	-23,400 Reduced 55.65%	18,652 $1.52 Million
Q1 2025 May 14, 2025	BUY	$74.7 - $80.27 $1.43 Million - $1.53 Million	19,119 Added 83.37%	42,052 $3.32 Million
Q4 2024 Jan 16, 2025	SELL	$74.89 - $82.93 $137,048 - $151,761	-1,830 Reduced 7.39%	22,933 $1.74 Million

Q3 2024 Nov 01, 2024	SELL	$67.67 - $80.78 $22,872 - $27,303	-338 Reduced 1.35%	24,763 $2 Million
Q2 2024 Jul 15, 2024	BUY	$62.77 - $72.87 $1.58 Million - $1.83 Million	25,101 New	25,101 $1.71 Million
Q1 2020 Apr 29, 2020	SELL	$44.93 - $70.98 $9,390 - $14,834	-209 Closed	0 $0
Q4 2019 Feb 18, 2020	BUY	$61.37 - $64.82 $12,826 - $13,547	209 New	209 $13,000

Others Institutions Holding XLU

# of Institutions

1,686

Shares Held

172M

Call Options Held

14.8M

Put Options Held

30.1M

View Full List

About UTILITIES SECTOR SPDR

Ticker XLU
Sector ETFs
Industry ETFs

More about XLU

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Lionsbridge Wealth Management LLC Utilities Sector Spdr Transaction History