Ethos Financial Group, LLC Utilities Sector Spdr Transaction History

Ethos Financial Group, LLC

  • $1.1 Billion
  • Q3 2025

A detailed history of Ethos Financial Group, LLC transactions in Utilities Sector Spdr stock. As of the latest transaction made, Ethos Financial Group, LLC holds 203,984 shares of XLU stock, worth $18.1 Million. This represents 1.61% of its overall portfolio holdings.

Number of Shares
203,984
Previous 202,537 0.71%
Holding current value
$18.1 Million
Previous $16.5 Million 7.56%
% of portfolio
1.61%
Previous 1.65%

Shares

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

Oct 23, 2025
BUY
$81.14 - $87.32 $117,409 - $126,352
1,447 Added 0.71%
203,984 $17.8 Million
Q2 2025

Aug 06, 2025
SELL
$73.09 - $82.77 $15,714 - $17,795
-215 Reduced 0.11%
202,537 $16.5 Million
Q1 2025

May 13, 2025
BUY
$74.7 - $80.27 $15.1 Million - $16.3 Million
202,752 New
202,752 $16 Million
Q3 2023

Nov 13, 2023
BUY
$58.83 - $68.46 $785,733 - $914,351
13,356 New
13,356 $787,000

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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