Innova Wealth Partners Utilities Sector Spdr Transaction History

Innova Wealth Partners

  • $202 Million
  • Q4 2025

A detailed history of Innova Wealth Partners transactions in Utilities Sector Spdr stock. As of the latest transaction made, Innova Wealth Partners holds 109,546 shares of XLU stock, worth $9.72 Million. This represents 4.82% of its overall portfolio holdings.

Number of Shares
109,546
Previous 56,541 93.75%
Holding current value
$9.72 Million
Previous $4.93 Million 97.22%
% of portfolio
4.82%
Previous 2.97%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 07, 2026
BUY
$87.89 - $92.9 $4.66 Million - $4.92 Million
53,005 Added 93.75%
109,546 $9.72 Million
Q3 2025

Dec 02, 2025
SELL
$81.14 - $87.32 $254,698 - $274,097
-3,139 Reduced 5.26%
56,541 $4.93 Million
Q2 2025

Jul 28, 2025
SELL
$73.09 - $82.77 $502,420 - $568,960
-6,874 Reduced 10.33%
59,680 $4.87 Million
Q1 2025

May 06, 2025
SELL
$74.7 - $80.27 $176,366 - $189,517
-2,361 Reduced 3.43%
66,554 $5.25 Million
Q4 2024

Jan 07, 2025
BUY
$74.89 - $82.93 $5.16 Million - $5.72 Million
68,915 New
68,915 $5.22 Million
Q2 2024

Aug 13, 2024
BUY
$62.77 - $72.87 $22,911 - $26,597
365 Added 0.51%
71,969 $4.9 Million
Q1 2024

May 15, 2024
BUY
$59.95 - $65.65 $4.29 Million - $4.7 Million
71,604 New
71,604 $4.7 Million
Q4 2022

Jan 17, 2023
SELL
$61.52 - $72.67 $3.79 Million - $4.47 Million
-61,555 Reduced 94.94%
3,280 $0
Q3 2022

Oct 18, 2022
BUY
$65.51 - $78.12 $4.25 Million - $5.06 Million
64,835 New
64,835 $4.25 Million
Q2 2022

Jul 11, 2022
SELL
$64.87 - $76.96 $4.99 Million - $5.93 Million
-76,998 Closed
0 $0
Q1 2022

Apr 18, 2022
SELL
$65.03 - $74.54 $422,239 - $483,988
-6,493 Reduced 7.78%
76,998 $5.73 Million
Q4 2021

Jan 13, 2022
BUY
$63.88 - $71.58 $214,125 - $239,936
3,352 Added 4.18%
83,491 $5.98 Million
Q3 2021

Oct 28, 2021
BUY
$63.56 - $70.07 $208,222 - $229,549
3,276 Added 4.26%
80,139 $5.12 Million
Q2 2021

Oct 28, 2021
BUY
$63.23 - $67.72 $138,789 - $148,645
2,195 Added 2.94%
76,863 $4.86 Million
Q1 2021

Oct 28, 2021
BUY
$58.36 - $64.15 $661,510 - $727,140
11,335 Added 17.9%
74,668 $4.78 Million
Q4 2020

Oct 28, 2021
BUY
$59.98 - $66.76 $3.8 Million - $4.23 Million
63,333 New
63,333 $3.97 Million

Others Institutions Holding XLU

# of Institutions
1,676
Shares Held
162M
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
Track This Portfolio

Track Innova Wealth Partners Portfolio

Follow Innova Wealth Partners and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

Stay updated on Innova Wealth Partners with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email