A detailed history of Golden State Wealth Management, LLC transactions in Utilities Sector Spdr stock. As of the latest transaction made, Golden State Wealth Management, LLC holds 1,418 shares of XLU stock, worth $125,861. This represents 0.01% of its overall portfolio holdings.

Number of Shares
1,418
Previous 1,366 3.81%
Holding current value
$125,861
Previous $112 Million 10.81%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Nov 03, 2025

BUY
$81.14 - $87.32 $4,219 - $4,540
52 Added 3.81%
1,418 $124 Million
Q2 2025

Aug 06, 2025

BUY
$73.09 - $82.77 $73 - $82
1 Added 0.07%
1,366 $112 Million
Q1 2025

Apr 24, 2025

SELL
$74.7 - $80.27 $101,965 - $109,568
-1,365 Reduced 50.0%
1,365 $108 Million
Q1 2025

Apr 23, 2025

BUY
$74.7 - $80.27 $101,666 - $109,247
1,361 Added 99.42%
2,730 $215,000
Q4 2024

Jan 28, 2025

BUY
$74.89 - $82.93 $102,524 - $113,531
1,369 New
1,369 $104 Million
Q2 2020

Aug 11, 2020

SELL
$51.79 - $62.83 $46,611 - $56,547
-900 Closed
0 $0
Q1 2020

Apr 17, 2020

BUY
$44.93 - $70.98 $40,437 - $63,882
900 New
900 $50,000

Others Institutions Holding XLU

About UTILITIES SECTOR SPDR


  • Ticker XLU
  • Sector ETFs
  • Industry ETFs
More about XLU
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