Dakota Wealth Management Utilities Sector Spdr Transaction History

Dakota Wealth Management

$5.42 Billion
Q4 2025

A detailed history of Dakota Wealth Management transactions in Utilities Sector Spdr stock. As of the latest transaction made, Dakota Wealth Management holds 218,655 shares of XLU stock, worth $19.4 Million. This represents 0.36% of its overall portfolio holdings.

Number of Shares

218,655

Previous 104,715 108.81%

Holding current value

$19.4 Million

Previous $9.13 Million 112.52%

% of portfolio

0.36%

Previous 0.19%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 13, 2026	BUY	$87.89 - $92.9 $10 Million - $10.6 Million	113,940 Added 108.81%	218,655 $19.4 Million
Q3 2025 Nov 10, 2025	SELL	$81.14 - $87.32 $457,467 - $492,310	-5,638 Reduced 5.11%	104,715 $9.13 Million
Q2 2025 Jul 16, 2025	SELL	$73.09 - $82.77 $348,639 - $394,812	-4,770 Reduced 4.14%	110,353 $9.01 Million
Q1 2025 May 01, 2025	BUY	$74.7 - $80.27 $501,984 - $539,414	6,720 Added 6.2%	115,123 $9.08 Million
Q4 2024 Jan 17, 2025	BUY	$74.89 - $82.93 $435,635 - $482,403	5,817 Added 5.67%	108,403 $8.21 Million

Q3 2024 Oct 23, 2024	SELL	$67.67 - $80.78 $168,633 - $201,303	-2,492 Reduced 2.37%	102,586 $8.29 Million
Q2 2024 Jul 19, 2024	BUY	$62.77 - $72.87 $236,580 - $274,647	3,769 Added 3.72%	105,078 $7.16 Million
Q1 2024 Apr 24, 2024	SELL	$59.95 - $65.65 $149,035 - $163,205	-2,486 Reduced 2.4%	101,309 $6.65 Million
Q4 2023 Jan 30, 2024	SELL	$56.19 - $65.96 $87,768 - $103,029	-1,562 Reduced 1.48%	103,795 $6.57 Million
Q3 2023 Oct 23, 2023	BUY	$58.83 - $68.46 $166,959 - $194,289	2,838 Added 2.77%	105,357 $6.21 Million
Q2 2023 Jul 31, 2023	BUY	$64.34 - $69.97 $2.47 Million - $2.68 Million	38,330 Added 59.71%	102,519 $6.71 Million
Q1 2023 Apr 14, 2023	BUY	$63.7 - $72.08 $146,637 - $165,928	2,302 Added 3.72%	64,189 $4.34 Million
Q4 2022 Feb 07, 2023	BUY	$61.52 - $72.67 $9,843 - $11,627	160 Added 0.26%	61,887 $4.36 Million
Q3 2022 Nov 10, 2022	BUY	$65.51 - $78.12 $4.04 Million - $4.82 Million	61,727 New	61,727 $4.04 Million

Others Institutions Holding XLU

# of Institutions

1,680

Shares Held

163M

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

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Dakota Wealth Management Utilities Sector Spdr Transaction History