Diversify Wealth Management, LLC Utilities Sector Spdr Transaction History

Diversify Wealth Management, LLC

  • $1.73 Trillion
  • Q3 2025

A detailed history of Diversify Wealth Management, LLC transactions in Utilities Sector Spdr stock. As of the latest transaction made, Diversify Wealth Management, LLC holds 2,927 shares of XLU stock, worth $259,800. This represents 0.02% of its overall portfolio holdings.

Number of Shares
2,927
Previous 2,870 1.99%
Holding current value
$259,800
Previous $248 Million 5.38%
% of portfolio
0.02%
Previous 0.02%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 10, 2025
BUY
$81.14 - $87.32 $4,624 - $4,977
57 Added 1.99%
2,927 $261 Million
Q2 2025

Aug 14, 2025
BUY
$73.09 - $82.77 $209,768 - $237,549
2,870 New
2,870 $248 Million

Others Institutions Holding XLU

# of Institutions
1,670
Shares Held
158M
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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