Org Wealth Partners, LLC Utilities Sector Spdr Transaction History

Org Wealth Partners, LLC

  • $269 Million
  • Q3 2025

A detailed history of Org Wealth Partners, LLC transactions in Utilities Sector Spdr stock. As of the latest transaction made, Org Wealth Partners, LLC holds 1,943 shares of XLU stock, worth $172,460. This represents 0.06% of its overall portfolio holdings.

Number of Shares
1,943
Previous 1,943 -0.0%
Holding current value
$172,460
Previous $158,000 6.96%
% of portfolio
0.06%
Previous 0.07%

Shares

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

Jul 16, 2025
BUY
$73.09 - $82.77 $117,894 - $133,508
1,613 Added 488.79%
1,943 $158,000
Q3 2024

Oct 11, 2024
BUY
$67.67 - $80.78 $22,331 - $26,657
330 New
330 $26.7 Million

Others Institutions Holding XLU

# of Institutions
1,670
Shares Held
159M
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
Track This Portfolio

Track Org Wealth Partners, LLC Portfolio

Follow Org Wealth Partners, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Org Wealth Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Org Wealth Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email