Holos Integrated Wealth LLC Utilities Sector Spdr Transaction History

Holos Integrated Wealth LLC

  • $179 Billion
  • Q4 2025

A detailed history of Holos Integrated Wealth LLC transactions in Utilities Sector Spdr stock. As of the latest transaction made, Holos Integrated Wealth LLC holds 1,724 shares of XLU stock, worth $153,022. This represents 0.04% of its overall portfolio holdings.

Number of Shares
1,724
Previous 862 100.0%
Holding current value
$153,022
Previous $77.8 Million 4.26%
% of portfolio
0.04%
Previous 0.05%

Shares

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

Jan 05, 2026
BUY
$87.89 - $92.9 $75,761 - $80,079
862 Added 100.0%
1,724 $74.4 Million
Q1 2025

Aug 08, 2025
SELL
$74.7 - $80.27 $8,665 - $9,311
-116 Reduced 11.86%
862 $68 Million
Q4 2024

Aug 08, 2025
BUY
$74.89 - $82.93 $73,242 - $81,105
978 New
978 $74 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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