Avaii Wealth Management, LLC Utilities Sector Spdr Transaction History

Avaii Wealth Management, LLC

  • $232 Million
  • Q4 2025

A detailed history of Avaii Wealth Management, LLC transactions in Utilities Sector Spdr stock. As of the latest transaction made, Avaii Wealth Management, LLC holds 13,663 shares of XLU stock, worth $1.21 Million. This represents 0.52% of its overall portfolio holdings.

Number of Shares
13,663
Previous 6,587 107.42%
Holding current value
$1.21 Million
Previous $574,000 111.15%
% of portfolio
0.52%
Previous 0.25%

Shares

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

Jan 13, 2026
BUY
$87.89 - $92.9 $621,909 - $657,360
7,076 Added 107.42%
13,663 $1.21 Million
Q3 2025

Oct 20, 2025
BUY
$81.14 - $87.32 $534,469 - $575,176
6,587 New
6,587 $574,000

Others Institutions Holding XLU

# of Institutions
1,694
Shares Held
188M
Call Options Held
15.5M
Put Options Held
34.9M
View Full List

About UTILITIES SECTOR SPDR

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