Ibex Wealth Advisors Utilities Sector Spdr Transaction History

Ibex Wealth Advisors

$995 Million
Q3 2025

A detailed history of Ibex Wealth Advisors transactions in Utilities Sector Spdr stock. As of the latest transaction made, Ibex Wealth Advisors holds 2,660 shares of XLU stock, worth $236,101. This represents 0.02% of its overall portfolio holdings.

Number of Shares

2,660

Previous 8,741 69.57%

Holding current value

$236,101

Previous $713,000 67.6%

% of portfolio

0.02%

Previous 0.08%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 12, 2025	SELL	$81.14 - $87.32 $493,412 - $530,992	-6,081 Reduced 69.57%	2,660 $231,000
Q2 2025 Aug 07, 2025	BUY	$73.09 - $82.77 $638,879 - $723,492	8,741 New	8,741 $713,000
Q4 2024 Jan 23, 2025	BUY	$74.89 - $82.93 $1.57 Million - $1.74 Million	20,924 New	20,924 $1.58 Million
Q4 2022 Feb 06, 2023	SELL	$61.52 - $72.67 $6,828 - $8,066	-111 Reduced 1.73%	6,293 $444,000
Q3 2022 Oct 31, 2022	BUY	$65.51 - $78.12 $6,747 - $8,046	103 Added 1.63%	6,404 $420,000

Q2 2022 Aug 16, 2022	SELL	$64.87 - $76.96 $24,326 - $28,859	-375 Reduced 5.62%	6,301 $442,000
Q1 2022 May 16, 2022	BUY	$65.03 - $74.54 $85,579 - $98,094	1,316 Added 24.55%	6,676 $497,000
Q4 2021 Feb 22, 2022	SELL	$63.88 - $71.58 $9,837 - $11,023	-154 Reduced 2.79%	5,360 $384,000
Q3 2021 Nov 12, 2021	BUY	$63.56 - $70.07 $23,517 - $25,925	370 Added 7.19%	5,514 $352,000
Q2 2021 Aug 20, 2021	BUY	$63.23 - $67.72 $325,255 - $348,351	5,144 New	5,144 $325,000

Others Institutions Holding XLU

# of Institutions

1,666

Shares Held

155M

Call Options Held

14.8M

Put Options Held

30.1M

View Full List

About UTILITIES SECTOR SPDR

Ticker XLU
Sector ETFs
Industry ETFs

More about XLU

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Ibex Wealth Advisors, based on Form 13F filings with the SEC.

News

Stay updated on Ibex Wealth Advisors with notifications on news.

Account

Ibex Wealth Advisors Utilities Sector Spdr Transaction History