Axis Wealth Partners, LLC Utilities Sector Spdr Transaction History

Axis Wealth Partners, LLC

  • $171 Billion
  • Q3 2025

A detailed history of Axis Wealth Partners, LLC transactions in Utilities Sector Spdr stock. As of the latest transaction made, Axis Wealth Partners, LLC holds 5,945 shares of XLU stock, worth $527,678. This represents 0.3% of its overall portfolio holdings.

Number of Shares
5,945
Previous 5,968 0.39%
Holding current value
$527,678
Previous $487 Million 6.39%
% of portfolio
0.3%
Previous 0.32%

Shares

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

Oct 24, 2025
SELL
$81.14 - $87.32 $1,866 - $2,008
-23 Reduced 0.39%
5,945 $518 Million
Q2 2025

Jul 15, 2025
BUY
$73.09 - $82.77 $146 - $165
2 Added 0.03%
5,968 $487 Million
Q1 2025

Apr 28, 2025
BUY
$74.7 - $80.27 $7,171 - $7,705
96 Added 1.64%
5,966 $470 Million
Q4 2024

Feb 07, 2025
BUY
$74.89 - $82.93 $439,604 - $486,799
5,870 New
5,870 $444 Million

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

XLU Quotes by TradingView
  • Ticker XLU
  • Sector ETFs
  • Industry ETFs
More about XLU
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