A detailed history of Aventura Private Wealth, LLC transactions in Utilities Sector Spdr stock. As of the latest transaction made, Aventura Private Wealth, LLC holds 596 shares of XLU stock, worth $52,900. This represents 0.01% of its overall portfolio holdings.

Number of Shares
596
Holding current value
$52,900
% of portfolio
0.01%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 07, 2026

BUY
$87.89 - $92.9 $52,382 - $55,368
596 New
596 $25.4 Million
Q3 2025

Jan 07, 2026

SELL
$81.14 - $87.32 $4,706 - $5,064
-58 Reduced 16.29%
298 $26 Million
Q2 2025

Jan 07, 2026

BUY
$73.09 - $82.77 $22,950 - $25,989
314 Added 747.62%
356 $29.1 Million
Q1 2025

Jan 07, 2026

SELL
$74.7 - $80.27 $41,383 - $44,469
-554 Reduced 92.95%
42 $3.31 Million
Q4 2024

Jan 07, 2026

SELL
$74.89 - $82.93 $41,489 - $45,943
-554 Reduced 92.95%
42 $3.18 Million

Others Institutions Holding XLU

About UTILITIES SECTOR SPDR


  • Ticker XLU
  • Sector ETFs
  • Industry ETFs
More about XLU
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