Lodestone Wealth Management LLC Utilities Sector Spdr Transaction History

Lodestone Wealth Management LLC

  • $246 Billion
  • Q4 2025

A detailed history of Lodestone Wealth Management LLC transactions in Utilities Sector Spdr stock. As of the latest transaction made, Lodestone Wealth Management LLC holds 8,823 shares of XLU stock, worth $783,129. This represents 0.15% of its overall portfolio holdings.

Number of Shares
8,823
Previous 4,128 113.74%
Holding current value
$783,129
Previous $360 Million 4.62%
% of portfolio
0.15%
Previous 0.16%

Shares

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

Jan 15, 2026
BUY
$87.89 - $92.9 $412,643 - $436,165
4,695 Added 113.74%
8,823 $377 Million
Q3 2025

Oct 24, 2025
BUY
$81.14 - $87.32 $57,690 - $62,084
711 Added 20.81%
4,128 $360 Million
Q1 2025

Apr 28, 2025
BUY
$74.7 - $80.27 $10,682 - $11,478
143 Added 4.37%
3,417 $269 Million
Q4 2024

Jan 30, 2025
BUY
$74.89 - $82.93 $10,110 - $11,195
135 Added 4.3%
3,274 $248 Million
Q3 2024

Oct 29, 2024
SELL
$67.67 - $80.78 $221,348 - $264,231
-3,271 Reduced 51.03%
3,139 $254 Million
Q2 2024

Jul 16, 2024
BUY
$62.77 - $72.87 $7,971 - $9,254
127 Added 2.02%
6,410 $437 Million
Q1 2024

Apr 30, 2024
BUY
$59.95 - $65.65 $10,491 - $11,488
175 Added 2.87%
6,283 $412 Million
Q4 2023

Jan 24, 2024
BUY
$56.19 - $65.96 $343,208 - $402,883
6,108 New
6,108 $387 Million
Q1 2023

May 15, 2023
BUY
$63.7 - $72.08 $1,210 - $1,369
19 Added 0.41%
4,631 $313 Million
Q4 2022

Feb 09, 2023
BUY
$61.52 - $72.67 $283,730 - $335,154
4,612 New
4,612 $325 Million

Others Institutions Holding XLU

# of Institutions
1,672
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 Lodestone Wealth Management LLC Portfolio

Follow Lodestone Wealth Management LLC 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 Lodestone Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Lodestone Wealth Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email