Centric Wealth Management Utilities Sector Spdr Transaction History

Centric Wealth Management

  • $415 Million
  • Q3 2025

A detailed history of Centric Wealth Management transactions in Utilities Sector Spdr stock. As of the latest transaction made, Centric Wealth Management holds 40,685 shares of XLU stock, worth $3.61 Million. This represents 0.86% of its overall portfolio holdings.

Number of Shares
40,685
Previous 44,029 7.59%
Holding current value
$3.61 Million
Previous $3.6 Million 1.31%
% of portfolio
0.86%
Previous 0.9%

Shares

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

Nov 04, 2025
SELL
$81.14 - $87.32 $271,332 - $291,998
-3,344 Reduced 7.59%
40,685 $3.55 Million
Q2 2025

Aug 12, 2025
BUY
$73.09 - $82.77 $2.68 Million - $3.03 Million
36,656 Added 497.17%
44,029 $3.6 Million
Q1 2025

May 15, 2025
BUY
$74.7 - $80.27 $158,886 - $170,734
2,127 Added 40.55%
7,373 $581,000
Q4 2024

Feb 12, 2025
SELL
$74.89 - $82.93 $2.5 Million - $2.77 Million
-33,350 Reduced 86.41%
5,246 $397,000
Q3 2024

Nov 14, 2024
BUY
$67.67 - $80.78 $2.08 Million - $2.49 Million
30,792 Added 394.57%
38,596 $3.12 Million
Q2 2024

Aug 13, 2024
BUY
$62.77 - $72.87 $489,857 - $568,677
7,804 New
7,804 $531,000
Q4 2023

Feb 06, 2024
BUY
$56.19 - $65.96 $308,707 - $362,384
5,494 New
5,494 $347,000
Q3 2022

Oct 05, 2022
SELL
$65.51 - $78.12 $931,617 - $1.11 Million
-14,221 Reduced 40.81%
20,625 $1.35 Million
Q2 2022

Jul 06, 2022
SELL
$64.87 - $76.96 $946,777 - $1.12 Million
-14,595 Reduced 29.52%
34,846 $2.44 Million
Q1 2022

Apr 05, 2022
BUY
$65.03 - $74.54 $1.38 Million - $1.58 Million
21,192 Added 75.02%
49,441 $3.68 Million
Q4 2021

Jan 27, 2022
BUY
$63.88 - $71.58 $1.8 Million - $2.02 Million
28,249 New
28,249 $2.02 Million
Q4 2020

Feb 16, 2021
SELL
$59.98 - $66.76 $1.05 Million - $1.16 Million
-17,436 Closed
0 $0
Q3 2020

Oct 05, 2020
SELL
$56.7 - $61.49 $1.54 Million - $1.67 Million
-27,130 Reduced 60.88%
17,436 $1.11 Million
Q2 2020

Jul 29, 2020
BUY
$51.79 - $62.83 $1.41 Million - $1.7 Million
27,130 Added 155.6%
44,566 $2.52 Million
Q1 2020

Apr 08, 2020
BUY
$44.93 - $70.98 $783,399 - $1.24 Million
17,436 New
17,436 $1.11 Million
Q4 2019

Jan 06, 2020
SELL
$61.37 - $64.82 $1.07 Million - $1.13 Million
-17,436 Closed
0 $0
Q3 2019

Oct 03, 2019
SELL
$62.5 - $64.93 $122,562 - $127,327
-1,961 Reduced 10.11%
17,436 $1.11 Million
Q2 2019

Jul 08, 2019
BUY
N/A
19,397 New
19,397 $1.16 Million
Q1 2019

Apr 09, 2019
SELL
N/A
-14,230 Closed
0 $0
Q4 2018

Mar 19, 2019
BUY
N/A
14,230 New
14,230 $753,000

Others Institutions Holding XLU

# of Institutions
1,666
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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