Iams Wealth Management, LLC Utilities Sector Spdr Transaction History

Iams Wealth Management, LLC

  • $249 Billion
  • Q3 2025

A detailed history of Iams Wealth Management, LLC transactions in Utilities Sector Spdr stock. As of the latest transaction made, Iams Wealth Management, LLC holds 3,838 shares of XLU stock, worth $340,660. This represents 0.13% of its overall portfolio holdings.

Number of Shares
3,838
Previous 3,525 8.88%
Holding current value
$340,660
Previous $288 Million 16.31%
% of portfolio
0.13%
Previous 0.13%

Shares

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

Oct 15, 2025
BUY
$81.14 - $87.32 $25,396 - $27,331
313 Added 8.88%
3,838 $335 Million
Q2 2025

Jul 14, 2025
SELL
$73.09 - $82.77 $7,893 - $8,939
-108 Reduced 2.97%
3,525 $288 Million
Q1 2025

Apr 10, 2025
BUY
$74.7 - $80.27 $9,262 - $9,953
124 Added 3.53%
3,633 $286 Million
Q4 2024

Jan 23, 2025
BUY
$74.89 - $82.93 $35,722 - $39,557
477 Added 15.73%
3,509 $266 Million
Q3 2024

Oct 11, 2024
BUY
$67.67 - $80.78 $205,175 - $244,924
3,032 New
3,032 $245 Million

Others Institutions Holding XLU

# of Institutions
1,680
Shares Held
167M
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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