Bernardo Wealth Planning LLC Utilities Sector Spdr Transaction History

Bernardo Wealth Planning LLC

$507 Million
Q3 2025

Shares

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2021 Apr 23, 2021	SELL	$58.36 - $64.15 $868,746 - $954,936	-14,886 Closed	0 $0
Q4 2020 Feb 01, 2021	BUY	$59.98 - $66.76 $181,979 - $202,549	3,034 Added 25.6%	14,886 $933,000
Q3 2020 Oct 23, 2020	BUY	$56.7 - $61.49 $51,426 - $55,771	907 Added 8.29%	11,852 $703,000
Q2 2020 Aug 03, 2020	BUY	$51.79 - $62.83 $58,522 - $70,997	1,130 Added 11.51%	10,945 $617,000
Q1 2020 May 01, 2020	BUY	$44.93 - $70.98 $101,901 - $160,982	2,268 Added 30.05%	9,815 $543,000

Q4 2019 Feb 10, 2020	BUY	$61.37 - $64.82 $57,749 - $60,995	941 Added 14.24%	7,547 $487,000
Q3 2019 Nov 04, 2019	BUY	$62.5 - $64.93 $46,312 - $48,113	741 Added 12.63%	6,606 $427,000
Q2 2019 Aug 13, 2019	BUY	N/A	199 Added 3.51%	5,865 $350,000
Q1 2019 May 08, 2019	BUY	N/A	1,507 Added 36.23%	5,666 $330,000
Q4 2018 Feb 14, 2019	BUY	N/A	4,159 New	4,159 $220,000

Others Institutions Holding XLU

# of Institutions

1,665

Shares Held

155M

Call Options Held

14.8M

Put Options Held

30.1M

About UTILITIES SECTOR SPDR

Ticker XLU
Sector ETFs
Industry ETFs

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Bernardo Wealth Planning LLC, based on Form 13F filings with the SEC.

News

Stay updated on Bernardo Wealth Planning LLC with notifications on news.