Mission Wealth Management, LP Utilities Sector Spdr Transaction History

Mission Wealth Management, LP

  • $4.95 Billion
  • Q3 2025

A detailed history of Mission Wealth Management, LP transactions in Utilities Sector Spdr stock. As of the latest transaction made, Mission Wealth Management, LP holds 2,472 shares of XLU stock, worth $219,414. This represents 0.0% of its overall portfolio holdings.

Number of Shares
2,472
Previous 2,472 -0.0%
Holding current value
$219,414
Previous $201,000 6.97%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Aug 05, 2025
BUY
$73.09 - $82.77 $180,678 - $204,607
2,472 New
2,472 $201,000
Q4 2024

Feb 06, 2025
BUY
$74.89 - $82.93 $289,824 - $320,939
3,870 New
3,870 $292,000

Others Institutions Holding XLU

# of Institutions
1,680
Shares Held
167M
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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