Modern Wealth Management, LLC Utilities Sector Spdr Transaction History

Modern Wealth Management, LLC

$5.05 Trillion
Q3 2025

A detailed history of Modern Wealth Management, LLC transactions in Utilities Sector Spdr stock. As of the latest transaction made, Modern Wealth Management, LLC holds 126,347 shares of XLU stock, worth $11.2 Million. This represents 0.22% of its overall portfolio holdings.

Number of Shares

126,347

Previous 105,341 19.94%

Holding current value

$11.2 Million

Previous $8.6 Million 127994.75%

% of portfolio

0.22%

Previous 0.02%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 12, 2025	BUY	$81.14 - $87.32 $1.7 Million - $1.83 Million	21,006 Added 19.94%	126,347 $11 Billion
Q2 2025 Nov 12, 2025	BUY	$73.09 - $82.77 $73 - $82	1 Added 0.0%	105,341 $8.6 Million
Q2 2025 Aug 14, 2025	BUY	$73.09 - $82.77 $1.29 Million - $1.46 Million	17,693 Added 20.19%	105,340 $8.6 Million
Q1 2025 May 30, 2025	BUY	$74.7 - $80.27 $72,981 - $78,423	977 Added 1.13%	87,647 $6.91 Million
Q1 2025 May 15, 2025	BUY	$74.7 - $80.27 $325,019 - $349,254	4,351 Added 5.29%	86,670 $6.83 Billion

Q4 2024 May 30, 2025	SELL	$74.89 - $82.93 $443,199 - $490,779	-5,918 Reduced 6.83%	80,752 $6.11 Million
Q4 2024 May 29, 2025	SELL	$74.89 - $82.93 $443,199 - $490,779	-5,918 Reduced 6.83%	80,752 $6.11 Million
Q4 2024 Feb 11, 2025	BUY	$74.89 - $82.93 $6.16 Million - $6.83 Million	82,319 New	82,319 $6.5 Billion

Others Institutions Holding XLU

# of Institutions

1,665

Shares Held

155M

Call Options Held

14.8M

Put Options Held

30.1M

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About UTILITIES SECTOR SPDR

Ticker XLU
Sector ETFs
Industry ETFs

More about XLU

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Modern Wealth Management, LLC Utilities Sector Spdr Transaction History