Lji Wealth Management, LLC Utilities Sector Spdr Transaction History

Lji Wealth Management, LLC

  • $573 Billion
  • Q3 2025

A detailed history of Lji Wealth Management, LLC transactions in Utilities Sector Spdr stock. As of the latest transaction made, Lji Wealth Management, LLC holds 4,825 shares of XLU stock, worth $428,267. This represents 0.07% of its overall portfolio holdings.

Number of Shares
4,825
Previous 4,825 -0.0%
Holding current value
$428,267
Previous $394 Million 6.8%
% of portfolio
0.07%
Previous 0.07%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 31, 2025
SELL
$73.09 - $82.77 $1,827 - $2,069
-25 Reduced 0.52%
4,825 $394 Million
Q1 2025

May 01, 2025
BUY
$74.7 - $80.27 $9,561 - $10,274
128 Added 2.71%
4,850 $382 Million
Q4 2024

Jan 28, 2025
SELL
$74.89 - $82.93 $75,264 - $83,344
-1,005 Reduced 17.55%
4,722 $357 Million
Q3 2024

Nov 06, 2024
BUY
$67.67 - $80.78 $2,909 - $3,473
43 Added 0.76%
5,727 $463 Million
Q2 2024

Aug 12, 2024
BUY
$62.77 - $72.87 $356,784 - $414,193
5,684 New
5,684 $387 Million

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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