Connecticut Wealth Management, LLC Utilities Sector Spdr Transaction History

Connecticut Wealth Management, LLC

  • $2.23 Billion
  • Q3 2025

A detailed history of Connecticut Wealth Management, LLC transactions in Utilities Sector Spdr stock. As of the latest transaction made, Connecticut Wealth Management, LLC holds 4,272 shares of XLU stock, worth $379,182. This represents 0.02% of its overall portfolio holdings.

Number of Shares
4,272
Previous 14,374 70.28%
Holding current value
$379,182
Previous $1.17 Million 68.29%
% of portfolio
0.02%
Previous 0.06%

Shares

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

Nov 13, 2025
SELL
$81.14 - $87.32 $819,676 - $882,106
-10,102 Reduced 70.28%
4,272 $372,000
Q2 2025

Aug 14, 2025
BUY
$73.09 - $82.77 $781,112 - $884,562
10,687 Added 289.86%
14,374 $1.17 Million
Q1 2025

May 15, 2025
SELL
$74.7 - $80.27 $1.68 Million - $1.81 Million
-22,533 Reduced 85.94%
3,687 $290,000
Q4 2024

Feb 18, 2025
BUY
$74.89 - $82.93 $1.4 Million - $1.55 Million
18,720 Added 249.6%
26,220 $1.98 Million
Q4 2023

Feb 06, 2024
BUY
$56.19 - $65.96 $421,425 - $494,699
7,500 New
7,500 $474,000

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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