Hb Wealth Management, LLC Utilities Sector Spdr Transaction History

Hb Wealth Management, LLC

$14.5 Billion
Q3 2025

A detailed history of Hb Wealth Management, LLC transactions in Utilities Sector Spdr stock. As of the latest transaction made, Hb Wealth Management, LLC holds 14,682 shares of XLU stock, worth $1.3 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares

14,682

Previous 10,215 43.73%

Holding current value

$1.3 Million

Previous $834,000 53.48%

% of portfolio

0.01%

Previous 0.01%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 23, 2025	BUY	$81.14 - $87.32 $362,452 - $390,058	4,467 Added 43.73%	14,682 $1.28 Million
Q2 2025 Jul 17, 2025	SELL	$73.09 - $82.77 $164,817 - $186,646	-2,255 Reduced 18.08%	10,215 $834,000
Q1 2025 May 07, 2025	BUY	$74.7 - $80.27 $491,376 - $528,016	6,578 Added 111.64%	12,470 $983,000
Q4 2024 Jan 15, 2025	BUY	$74.89 - $82.93 $1,198 - $1,326	16 Added 0.27%	5,892 $445,000
Q3 2024 Oct 15, 2024	BUY	$67.67 - $80.78 $42,767 - $51,052	632 Added 12.05%	5,876 $474,000

Q2 2024 Jul 26, 2024	BUY	$62.77 - $72.87 $329,165 - $382,130	5,244 New	5,244 $357,000
Q2 2023 Jul 13, 2023	BUY	$64.34 - $69.97 $2,123 - $2,309	33 Added 1.06%	3,143 $205,000
Q1 2023 Apr 13, 2023	SELL	$63.7 - $72.08 $6,242 - $7,063	-98 Reduced 3.05%	3,110 $210,000
Q4 2022 Jan 20, 2023	SELL	$61.52 - $72.67 $67,425 - $79,646	-1,096 Reduced 25.46%	3,208 $0
Q3 2022 Oct 19, 2022	BUY	$65.51 - $78.12 $37,864 - $45,153	578 Added 15.51%	4,304 $282,000
Q2 2022 Jul 15, 2022	BUY	$64.87 - $76.96 $27,310 - $32,400	421 Added 12.74%	3,726 $261,000
Q1 2022 May 16, 2022	BUY	$65.03 - $74.54 $13,786 - $15,802	212 Added 6.85%	3,305 $246,000
Q4 2021 Feb 15, 2022	BUY	$63.88 - $71.58 $197,580 - $221,396	3,093 New	3,093 $221,000

Others Institutions Holding XLU

# of Institutions

1,670

Shares Held

157M

Call Options Held

14.8M

Put Options Held

30.1M

View Full List

About UTILITIES SECTOR SPDR

Ticker XLU
Sector ETFs
Industry ETFs

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Hb Wealth Management, LLC Utilities Sector Spdr Transaction History