Archetype Wealth Partners Utilities Sector Spdr Transaction History

Archetype Wealth Partners

  • $785 Million
  • Q3 2025

A detailed history of Archetype Wealth Partners transactions in Utilities Sector Spdr stock. As of the latest transaction made, Archetype Wealth Partners holds 157,670 shares of XLU stock, worth $14 Million. This represents 1.75% of its overall portfolio holdings.

Number of Shares
157,670
Holding current value
$14 Million
% of portfolio
1.75%

Shares

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

Nov 14, 2025
BUY
$81.14 - $87.32 $12.8 Million - $13.8 Million
157,670 New
157,670 $13.8 Million
Q1 2019

May 16, 2019
SELL
N/A
-5,323 Closed
0 $0
Q4 2018

Feb 28, 2019
BUY
N/A
5,323 New
5,323 $282,000

Others Institutions Holding XLU

# of Institutions
1,672
Shares Held
162M
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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