A detailed history of Fiduciary Alliance LLC transactions in Utilities Sector Spdr stock. As of the latest transaction made, Fiduciary Alliance LLC holds 4,284 shares of XLU stock, worth $380,247. This represents 0.03% of its overall portfolio holdings.

Number of Shares
4,284
Previous 4,277 0.16%
Holding current value
$380,247
Previous $349 Million 6.96%
% of portfolio
0.03%
Previous 0.03%

Shares

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

Oct 08, 2025

BUY
$81.14 - $87.32 $567 - $611
7 Added 0.16%
4,284 $374 Million
Q2 2025

Jul 09, 2025

BUY
$73.09 - $82.77 $17,614 - $19,947
241 Added 5.97%
4,277 $349 Million
Q1 2025

Apr 09, 2025

BUY
$74.7 - $80.27 $60,731 - $65,259
813 Added 25.22%
4,036 $318 Million
Q4 2024

Jan 13, 2025

BUY
$74.89 - $82.93 $241,370 - $267,283
3,223 New
3,223 $244 Million
Q2 2023

Jul 18, 2023

BUY
$64.34 - $69.97 $26,701 - $29,037
415 New
415 $27.2 Million
Q4 2022

Jan 19, 2023

BUY
$61.52 - $72.67 $492 - $581
8 New
8 $564,000

Others Institutions Holding XLU

About UTILITIES SECTOR SPDR


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More about XLU
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