Black Diamond Financial, LLC Utilities Sector Spdr Transaction History

Black Diamond Financial, LLC

$889 Million
Q3 2025

A detailed history of Black Diamond Financial, LLC transactions in Utilities Sector Spdr stock. As of the latest transaction made, Black Diamond Financial, LLC holds 2,862 shares of XLU stock, worth $254,031. This represents 0.03% of its overall portfolio holdings.

Number of Shares

2,862

Previous 2,687 6.51%

Holding current value

$254,031

Previous $219,000 13.7%

% of portfolio

0.03%

Previous 0.03%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 05, 2025	BUY	$81.14 - $87.32 $14,199 - $15,280	175 Added 6.51%	2,862 $249,000
Q2 2025 Jul 30, 2025	SELL	$73.09 - $82.77 $12,790 - $14,484	-175 Reduced 6.11%	2,687 $219,000
Q3 2024 Nov 06, 2024	SELL	$67.67 - $80.78 $10,150 - $12,117	-150 Reduced 4.98%	2,862 $231,000
Q2 2024 Aug 09, 2024	BUY	$62.77 - $72.87 $189,063 - $219,484	3,012 New	3,012 $205,000
Q2 2023 Aug 02, 2023	BUY	$64.34 - $69.97 $321 - $349	5 Added 0.15%	3,362 $220,000

Q1 2023 May 11, 2023	SELL	$63.7 - $72.08 $47,392 - $53,627	-744 Reduced 18.14%	3,357 $227,000
Q2 2022 Jul 27, 2022	SELL	$64.87 - $76.96 $33,148 - $39,326	-511 Reduced 11.08%	4,101 $288,000
Q1 2022 May 09, 2022	BUY	$65.03 - $74.54 $299,918 - $343,778	4,612 New	4,612 $343,000

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

Ticker XLU
Sector ETFs
Industry ETFs

More about XLU

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Black Diamond Financial, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Black Diamond Financial, LLC with notifications on news.

Account

Black Diamond Financial, LLC Utilities Sector Spdr Transaction History