Benchmark Financial Wealth Advisors, LLC Utilities Sector Spdr Transaction History

Benchmark Financial Wealth Advisors, LLC

  • $329 Million
  • Q3 2025

A detailed history of Benchmark Financial Wealth Advisors, LLC transactions in Utilities Sector Spdr stock. As of the latest transaction made, Benchmark Financial Wealth Advisors, LLC holds 4,343 shares of XLU stock, worth $385,484. This represents 0.11% of its overall portfolio holdings.

Number of Shares
4,343
Previous 3,115 39.42%
Holding current value
$385,484
Previous $254,000 48.82%
% of portfolio
0.11%
Previous 0.08%

Shares

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

Oct 22, 2025
BUY
$81.14 - $87.32 $99,639 - $107,228
1,228 Added 39.42%
4,343 $378,000
Q1 2024

Apr 22, 2024
SELL
$59.95 - $65.65 $1.14 Million - $1.24 Million
-18,959 Reduced 85.89%
3,115 $204,000
Q4 2023

Jan 23, 2024
SELL
$56.19 - $65.96 $842,175 - $988,608
-14,988 Reduced 40.44%
22,074 $1.4 Million
Q3 2023

Oct 13, 2023
BUY
$58.83 - $68.46 $1.88 Million - $2.18 Million
31,892 Added 616.87%
37,062 $2.18 Million
Q2 2023

Jul 25, 2023
BUY
$64.34 - $69.97 $332,637 - $361,744
5,170 New
5,170 $338,000

Others Institutions Holding XLU

# of Institutions
1,665
Shares Held
155M
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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