Cyndeo Wealth Partners, LLC Utilities Sector Spdr Transaction History

Cyndeo Wealth Partners, LLC

  • $1.74 Billion
  • Q4 2025

A detailed history of Cyndeo Wealth Partners, LLC transactions in Utilities Sector Spdr stock. As of the latest transaction made, Cyndeo Wealth Partners, LLC holds 5,278 shares of XLU stock, worth $468,475. This represents 0.03% of its overall portfolio holdings.

Number of Shares
5,278
Previous 2,344 125.17%
Holding current value
$468,475
Previous $204,000 129.41%
% of portfolio
0.03%
Previous 0.01%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 07, 2026
BUY
$87.89 - $92.9 $257,869 - $272,568
2,934 Added 125.17%
5,278 $468,000
Q3 2025

Oct 10, 2025
BUY
$81.14 - $87.32 $190,192 - $204,678
2,344 New
2,344 $204,000
Q3 2024

Oct 18, 2024
BUY
$67.67 - $80.78 $209,506 - $250,094
3,096 New
3,096 $250,000

Others Institutions Holding XLU

# of Institutions
1,670
Shares Held
157M
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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