Talisman Wealth Advisors LLC Utilities Sector Spdr Transaction History

Talisman Wealth Advisors LLC

$120 Million
Q3 2025

A detailed history of Talisman Wealth Advisors LLC transactions in Utilities Sector Spdr stock. As of the latest transaction made, Talisman Wealth Advisors LLC holds 6,546 shares of XLU stock, worth $581,022. This represents 0.47% of its overall portfolio holdings.

Number of Shares

6,546

Previous 5,938 10.24%

Holding current value

$581,022

Previous $484,000 17.77%

% of portfolio

0.47%

Previous 0.44%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 14, 2025	BUY	$81.14 - $87.32 $49,333 - $53,090	608 Added 10.24%	6,546 $570,000
Q2 2025 Aug 14, 2025	BUY	$73.09 - $82.77 $6,431 - $7,283	88 Added 1.5%	5,938 $484,000
Q1 2025 May 14, 2025	BUY	$74.7 - $80.27 $56,921 - $61,165	762 Added 14.98%	5,850 $461,000
Q3 2024 Nov 14, 2024	BUY	$67.67 - $80.78 $2,097 - $2,504	31 Added 0.61%	5,088 $411,000
Q2 2024 Aug 14, 2024	BUY	$62.77 - $72.87 $19,835 - $23,026	316 Added 6.67%	5,057 $344,000

Q1 2024 May 15, 2024	BUY	$59.95 - $65.65 $44,842 - $49,106	748 Added 18.73%	4,741 $311,000
Q4 2023 Feb 13, 2024	BUY	$56.19 - $65.96 $224,366 - $263,378	3,993 New	3,993 $252,000

Others Institutions Holding XLU

# of Institutions

1,665

Shares Held

155M

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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Talisman Wealth Advisors LLC Utilities Sector Spdr Transaction History