A detailed history of Freedom Financial Partners LLC transactions in Utilities Sector Spdr stock. As of the latest transaction made, Freedom Financial Partners LLC holds 17,746 shares of XLU stock, worth $1.38 Million. This represents 0.65% of its overall portfolio holdings.

Number of Shares
17,746
Previous 18,084 1.87%
Holding current value
$1.38 Million
Previous $1.37 Billion 2.23%
% of portfolio
0.65%
Previous 0.66%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 10, 2025

SELL
$74.7 - $80.27 $25,248 - $27,131
-338 Reduced 1.87%
17,746 $1.4 Billion
Q4 2024

Feb 12, 2025

BUY
$74.89 - $82.93 $1.35 Million - $1.5 Million
18,084 New
18,084 $1.37 Billion

Others Institutions Holding XLU

About UTILITIES SECTOR SPDR


  • Ticker XLU
  • Sector ETFs
  • Industry ETFs
More about XLU
Track This Portfolio

Track Freedom Financial Partners LLC Portfolio

Follow Freedom Financial Partners LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Freedom Financial Partners LLC, based on Form 13F filings with the SEC.

News

Stay updated on Freedom Financial Partners LLC with notifications on news.