Biltmore Wealth Management, LLC Utilities Sector Spdr Transaction History

Biltmore Wealth Management, LLC

  • $350 Million
  • Q4 2025

A detailed history of Biltmore Wealth Management, LLC transactions in Utilities Sector Spdr stock. As of the latest transaction made, Biltmore Wealth Management, LLC holds 310,412 shares of XLU stock, worth $27.6 Million. This represents 7.88% of its overall portfolio holdings.

Number of Shares
310,412
Previous 157,368 97.25%
Holding current value
$27.6 Million
Previous $13.7 Million 100.76%
% of portfolio
7.88%
Previous 5.26%

Shares

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

Jan 16, 2026
BUY
$87.89 - $92.9 $13.5 Million - $14.2 Million
153,044 Added 97.25%
310,412 $27.6 Million
Q3 2025

Oct 22, 2025
BUY
$81.14 - $87.32 $283,746 - $305,358
3,497 Added 2.27%
157,368 $13.7 Million
Q2 2025

Jul 09, 2025
SELL
$73.09 - $82.77 $13,667 - $15,477
-187 Reduced 0.12%
153,871 $12.6 Million
Q1 2025

Apr 16, 2025
SELL
$74.7 - $80.27 $27,564 - $29,619
-369 Reduced 0.24%
154,058 $12 Million
Q4 2024

Jan 13, 2025
BUY
$74.89 - $82.93 $76,986 - $85,252
1,028 Added 0.67%
154,427 $11.7 Million
Q3 2024

Oct 04, 2024
SELL
$67.67 - $80.78 $655,316 - $782,273
-9,684 Reduced 5.94%
153,399 $12.4 Million
Q2 2024

Jul 12, 2024
BUY
$62.77 - $72.87 $285,917 - $331,922
4,555 Added 2.87%
163,083 $11.1 Million
Q4 2023

Jan 24, 2024
BUY
$56.19 - $65.96 $802,786 - $942,370
14,287 Added 9.9%
158,528 $10 Million
Q3 2023

Oct 10, 2023
BUY
$58.83 - $68.46 $978,166 - $1.14 Million
16,627 Added 13.03%
144,241 $8.5 Million
Q2 2023

Jul 11, 2023
BUY
$64.34 - $69.97 $149,719 - $162,820
2,327 Added 1.86%
127,614 $8.35 Million
Q1 2023

Apr 14, 2023
SELL
$63.7 - $72.08 $57,457 - $65,016
-902 Reduced 0.71%
125,287 $8.48 Million
Q4 2022

Feb 09, 2023
SELL
$61.52 - $72.67 $9,781 - $11,554
-159 Reduced 0.13%
126,189 $8.9 Million
Q3 2022

Nov 14, 2022
SELL
$65.51 - $78.12 $76,974 - $91,791
-1,175 Reduced 0.92%
126,348 $8.28 Million
Q2 2022

Aug 05, 2022
SELL
$64.87 - $76.96 $423,665 - $502,625
-6,531 Reduced 4.87%
127,523 $8.94 Million
Q1 2022

May 06, 2022
BUY
$65.03 - $74.54 $21,980 - $25,194
338 Added 0.25%
134,054 $9.98 Million
Q4 2021

Feb 02, 2022
BUY
$63.88 - $71.58 $16,225 - $18,181
254 Added 0.19%
133,716 $9.57 Million
Q3 2021

Nov 16, 2021
BUY
$63.56 - $70.07 $243,498 - $268,438
3,831 Added 2.96%
133,462 $8.53 Million
Q2 2021

Jul 27, 2021
BUY
$63.23 - $67.72 $614,342 - $657,967
9,716 Added 8.1%
129,631 $8.2 Million
Q1 2021

Apr 29, 2021
BUY
$58.36 - $64.15 $2.2 Million - $2.41 Million
37,618 Added 45.71%
119,915 $7.68 Million
Q4 2020

Jan 20, 2021
BUY
$59.98 - $66.76 $76,414 - $85,052
1,274 Added 1.57%
82,297 $5.16 Million
Q3 2020

Oct 16, 2020
BUY
$56.7 - $61.49 $22,566 - $24,473
398 Added 0.49%
81,023 $4.57 Million
Q2 2020

Jul 13, 2020
SELL
$51.79 - $62.83 $1.83 Million - $2.22 Million
-35,371 Reduced 30.49%
80,625 $4.47 Million
Q4 2019

Jan 17, 2020
SELL
$61.37 - $64.82 $182,698 - $192,969
-2,977 Reduced 2.5%
115,996 $7.5 Million
Q3 2019

Oct 09, 2019
SELL
$62.5 - $64.93 $61,312 - $63,696
-981 Reduced 0.82%
118,973 $7.7 Million
Q2 2019

Jul 23, 2019
BUY
N/A
32,831 Added 37.68%
119,954 $7.15 Million
Q1 2019

Apr 08, 2019
SELL
N/A
-13,327 Reduced 13.27%
87,123 $5.07 Million
Q4 2018

Jan 14, 2019
BUY
N/A
1,068 Added 1.07%
100,450 $5.32 Million
Q3 2018

Oct 10, 2018
BUY
N/A
784 Added 0.8%
99,382 $5.23 Million
Q2 2018

Jul 19, 2018
SELL
N/A
-2,266 Reduced 2.25%
98,598 $5.12 Million
Q1 2018

May 10, 2018
SELL
N/A
-19,171 Reduced 15.97%
100,864 $5.1 Million
Q4 2017

Feb 08, 2018
BUY
N/A
15,298 Added 14.61%
120,035 $6.32 Million
Q3 2017

Nov 02, 2017
BUY
N/A
104,737
104,737 $5.56 Million

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
Track This Portfolio

Track Biltmore Wealth Management, LLC Portfolio

Follow Biltmore Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

Stay updated on Biltmore Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email