Lake Hills Wealth Management, LLC Utilities Sector Spdr Transaction History

Lake Hills Wealth Management, LLC

$148 Million
Q1 2025

A detailed history of Lake Hills Wealth Management, LLC transactions in Utilities Sector Spdr stock. As of the latest transaction made, Lake Hills Wealth Management, LLC holds 82,340 shares of XLU stock, worth $6.42 Million. This represents 4.33% of its overall portfolio holdings.

Number of Shares

82,340

Previous 27,867 195.47%

Holding current value

$6.42 Million

Previous $2.11 Million 204.41%

% of portfolio

4.33%

Previous 1.41%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 11, 2025	BUY	$74.7 - $80.27 $4.07 Million - $4.37 Million	54,473 Added 195.47%	82,340 $6.42 Million
Q4 2024 Jan 17, 2025	BUY	$74.89 - $82.93 $138,172 - $153,005	1,845 Added 7.09%	27,867 $2.11 Million
Q3 2024 Oct 10, 2024	BUY	$67.67 - $80.78 $1.76 Million - $2.1 Million	26,022 New	26,022 $2.1 Million
Q2 2023 Aug 04, 2023	BUY	$64.34 - $69.97 $4.98 Million - $5.41 Million	77,344 New	77,344 $5.06 Million
Q4 2022 Jan 17, 2023	BUY	$61.52 - $72.67 $1.81 Million - $2.14 Million	29,465 New	29,465 $0
Q2 2022 Jul 25, 2022	BUY	$64.87 - $76.96 $1.44 Million - $1.71 Million	22,186 Added 25.78%	108,235 $7.59 Million
Q1 2022 Apr 21, 2022	BUY	$65.03 - $74.54 $5.6 Million - $6.41 Million	86,049 New	86,049 $6.41 Million

Others Institutions Holding XLU

# of Institutions

1,551

Shares Held

152M

Call Options Held

18.3M

Put Options Held

37.5M

View Full List

About UTILITIES SECTOR SPDR

Ticker XLU
Sector ETFs
Industry ETFs

More about XLU

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Lake Hills Wealth Management, LLC Utilities Sector Spdr Transaction History