Circle Wealth Management, LLC Utilities Sector Spdr Transaction History

Circle Wealth Management, LLC

  • $5.12 Billion
  • Q3 2025

A detailed history of Circle Wealth Management, LLC transactions in Utilities Sector Spdr stock. As of the latest transaction made, Circle Wealth Management, LLC holds 10,472 shares of XLU stock, worth $929,494. This represents 0.02% of its overall portfolio holdings.

Number of Shares
10,472
Previous 5,940 76.3%
Holding current value
$929,494
Previous $485,000 88.25%
% of portfolio
0.02%
Previous 0.01%

Shares

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

Nov 13, 2025
BUY
$81.14 - $87.32 $367,726 - $395,734
4,532 Added 76.3%
10,472 $913,000
Q2 2025

Aug 14, 2025
BUY
$73.09 - $82.77 $239,881 - $271,651
3,282 Added 123.48%
5,940 $485,000
Q1 2025

May 14, 2025
BUY
$74.7 - $80.27 $198,552 - $213,357
2,658 New
2,658 $209,000

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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