A detailed history of Goldstone Financial Group, LLC transactions in Utilities Sector Spdr stock. As of the latest transaction made, Goldstone Financial Group, LLC holds 3,615 shares of XLU stock, worth $320,867. This represents 0.04% of its overall portfolio holdings.

Number of Shares
3,615
Holding current value
$320,867
% of portfolio
0.04%

Shares

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

Oct 17, 2025

BUY
$81.14 - $87.32 $293,321 - $315,661
3,615 New
3,615 $315 Million
Q1 2024

Jan 15, 2025

SELL
$59.95 - $65.65 $271,573 - $297,394
-4,530 Closed
0 $0
Q4 2023

Jan 15, 2025

SELL
$56.19 - $65.96 $7.21 Million - $8.47 Million
-128,376 Reduced 96.59%
4,530 $287 Million
Q3 2023

Jan 15, 2025

BUY
$58.83 - $68.46 $311,093 - $362,016
5,288 Added 4.14%
132,906 $7.83 Billion
Q2 2023

Jan 15, 2025

SELL
$64.34 - $69.97 $650,284 - $707,186
-10,107 Reduced 7.34%
127,618 $8.35 Billion
Q1 2023

Jan 15, 2025

BUY
$63.7 - $72.08 $8.77 Million - $9.93 Million
137,725 New
137,725 $9.32 Billion

Others Institutions Holding XLU

About UTILITIES SECTOR SPDR


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