Discipline Wealth Solutions, LLC Utilities Sector Spdr Transaction History

Discipline Wealth Solutions, LLC

  • $354 Million
  • Q3 2025

A detailed history of Discipline Wealth Solutions, LLC transactions in Utilities Sector Spdr stock. As of the latest transaction made, Discipline Wealth Solutions, LLC holds 4,280 shares of XLU stock, worth $379,892. This represents 0.11% of its overall portfolio holdings.

Number of Shares
4,280
Previous 3,970 7.81%
Holding current value
$379,892
Previous $324,000 15.12%
% of portfolio
0.11%
Previous 0.13%

Shares

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

Oct 21, 2025
BUY
$81.14 - $87.32 $25,153 - $27,069
310 Added 7.81%
4,280 $373,000
Q2 2025

Jul 07, 2025
BUY
$73.09 - $82.77 $290,167 - $328,596
3,970 New
3,970 $324,000

Others Institutions Holding XLU

# of Institutions
1,672
Shares Held
158M
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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