High Note Wealth, LLC Utilities Sector Spdr Transaction History

High Note Wealth, LLC

  • $483 Million
  • Q3 2025

A detailed history of High Note Wealth, LLC transactions in Utilities Sector Spdr stock. As of the latest transaction made, High Note Wealth, LLC holds 1,671 shares of XLU stock, worth $148,317. This represents 0.03% of its overall portfolio holdings.

Number of Shares
1,671
Previous 1,774 5.81%
Holding current value
$148,317
Previous $144,000 0.69%
% of portfolio
0.03%
Previous 0.03%

Shares

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

Nov 03, 2025
SELL
$81.14 - $87.32 $8,357 - $8,993
-103 Reduced 5.81%
1,671 $145,000
Q1 2025

May 01, 2025
SELL
$74.7 - $80.27 $11,205 - $12,040
-150 Reduced 7.8%
1,774 $139,000
Q4 2024

Apr 01, 2025
BUY
$74.89 - $82.93 $144,088 - $159,557
1,924 New
1,924 $145,000
Q2 2021

Aug 04, 2021
SELL
$63.23 - $67.72 $605,237 - $648,215
-9,572 Closed
0 $0
Q1 2021

May 04, 2021
SELL
$58.36 - $64.15 $121,097 - $133,111
-2,075 Reduced 17.82%
9,572 $612,000
Q4 2020

Feb 01, 2021
BUY
$59.98 - $66.76 $698,587 - $777,553
11,647 New
11,647 $730,000

Others Institutions Holding XLU

# of Institutions
1,665
Shares Held
155M
Call Options Held
14.8M
Put Options Held
30.1M
View Full List

About UTILITIES SECTOR SPDR

XLU Quotes by TradingView
  • Ticker XLU
  • Sector ETFs
  • Industry ETFs
More about XLU
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