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%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

About UTILITIES SECTOR SPDR

Ticker XLU
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Lodestone Wealth Management LLC Utilities Sector Spdr Transaction History