Ehrlich Financial Group Utilities Sector Spdr Transaction History

Ehrlich Financial Group

  • $176 Billion
  • Q4 2025

A detailed history of Ehrlich Financial Group transactions in Utilities Sector Spdr stock. As of the latest transaction made, Ehrlich Financial Group holds 7,093 shares of XLU stock, worth $629,574. This represents 0.17% of its overall portfolio holdings.

Number of Shares
7,093
Previous 3,686 92.43%
Holding current value
$629,574
Previous $321 Million 5.8%
% of portfolio
0.17%
Previous 0.19%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 06, 2026
BUY
$87.89 - $92.9 $299,441 - $316,510
3,407 Added 92.43%
7,093 $303 Million
Q3 2025

Oct 17, 2025
BUY
$81.14 - $87.32 $100,045 - $107,665
1,233 Added 50.26%
3,686 $321 Million
Q2 2025

Jul 08, 2025
BUY
$73.09 - $82.77 $179,289 - $203,034
2,453 New
2,453 $200 Million

Others Institutions Holding XLU

# of Institutions
1,669
Shares Held
156M
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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