New Wave Wealth Advisors LLC Utilities Sector Spdr Transaction History

New Wave Wealth Advisors LLC

$273 Billion
Q4 2025

A detailed history of New Wave Wealth Advisors LLC transactions in Utilities Sector Spdr stock. As of the latest transaction made, New Wave Wealth Advisors LLC holds 31,810 shares of XLU stock, worth $2.82 Million. This represents 0.5% of its overall portfolio holdings.

Number of Shares

31,810

Previous 16,108 97.48%

Holding current value

$2.82 Million

Previous $1.4 Billion 3.33%

% of portfolio

0.5%

Previous 0.55%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 21, 2026	BUY	$87.89 - $92.9 $1.38 Million - $1.46 Million	15,702 Added 97.48%	31,810 $1.36 Billion
Q3 2025 Oct 30, 2025	BUY	$81.14 - $87.32 $1.31 Million - $1.41 Million	16,108 New	16,108 $1.4 Billion
Q2 2025 Jul 18, 2025	SELL	$73.09 - $82.77 $2,046 - $2,317	-28 Reduced 0.17%	16,115 $1.32 Billion
Q1 2025 Apr 25, 2025	SELL	$74.7 - $80.27 $1.14 Million - $1.23 Million	-15,295 Reduced 48.65%	16,143 $1.27 Billion
Q4 2024 Jan 23, 2025	BUY	$74.89 - $82.93 $47,854 - $52,992	639 Added 2.07%	31,438 $2.38 Billion

Q3 2024 Oct 23, 2024	BUY	$67.67 - $80.78 $862,724 - $1.03 Million	12,749 Added 70.63%	30,799 $2.49 Billion
Q2 2024 Aug 27, 2024	BUY	$62.77 - $72.87 $1.13 Million - $1.32 Million	18,050 New	18,050 $1.23 Billion

Others Institutions Holding XLU

# of Institutions

1,694

Shares Held

188M

Call Options Held

15.5M

Put Options Held

34.9M

View Full List

About UTILITIES SECTOR SPDR

Ticker XLU
Sector ETFs
Industry ETFs

More about XLU

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New Wave Wealth Advisors LLC Utilities Sector Spdr Transaction History