Baron Financial Group, LLC Utilities Sector Spdr Transaction History

Baron Financial Group, LLC

  • $184 Million
  • Q4 2025

A detailed history of Baron Financial Group, LLC transactions in Utilities Sector Spdr stock. As of the latest transaction made, Baron Financial Group, LLC holds 9,305 shares of XLU stock, worth $825,911. This represents 0.45% of its overall portfolio holdings.

Number of Shares
9,305
Holding current value
$825,911
% of portfolio
0.45%

Shares

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

Jan 08, 2026
BUY
$87.89 - $92.9 $817,816 - $864,434
9,305 New
9,305 $825,000
Q2 2022

Aug 11, 2022
SELL
$64.87 - $76.96 $1,946 - $2,308
-30 Reduced 4.88%
585 $0
Q2 2021

Aug 06, 2021
SELL
$63.23 - $67.72 $1,264 - $1,354
-20 Reduced 3.15%
615 $0
Q1 2021

May 13, 2021
BUY
$58.36 - $64.15 $17,508 - $19,245
300 Added 89.55%
635 $40.7 Million
Q3 2020

Nov 13, 2020
BUY
$56.7 - $61.49 $18,994 - $20,599
335 New
335 $0

Others Institutions Holding XLU

# of Institutions
1,672
Shares Held
158M
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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