Comprehensive Financial Planning, Inc./Pa Utilities Sector Spdr Transaction History

Comprehensive Financial Planning, Inc./Pa

  • $146 Billion
  • Q3 2025

A detailed history of Comprehensive Financial Planning, Inc./Pa transactions in Utilities Sector Spdr stock. As of the latest transaction made, Comprehensive Financial Planning, Inc./Pa holds 5,828 shares of XLU stock, worth $517,293. This represents 0.35% of its overall portfolio holdings.

Number of Shares
5,828
Previous 5,083 14.66%
Holding current value
$517,293
Previous $415 Million 22.44%
% of portfolio
0.35%
Previous 0.33%

Shares

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

Nov 12, 2025
BUY
$81.14 - $87.32 $60,449 - $65,053
745 Added 14.66%
5,828 $508 Million
Q2 2025

Aug 08, 2025
BUY
$73.09 - $82.77 $2,411 - $2,731
33 Added 0.65%
5,083 $415 Million
Q1 2025

May 09, 2025
BUY
$74.7 - $80.27 $295,737 - $317,788
3,959 Added 362.88%
5,050 $398 Million
Q4 2024

Jan 28, 2025
BUY
$74.89 - $82.93 $81,704 - $90,476
1,091 New
1,091 $82.5 Million

Others Institutions Holding XLU

# of Institutions
1,666
Shares Held
156M
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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