Nfp Retirement, Inc. Utilities Sector Spdr Transaction History

Nfp Retirement, Inc.

$2.18 Trillion
Q3 2025

A detailed history of Nfp Retirement, Inc. transactions in Utilities Sector Spdr stock. As of the latest transaction made, Nfp Retirement, Inc. holds 9,981 shares of XLU stock, worth $885,913. This represents 0.04% of its overall portfolio holdings.

Number of Shares

9,981

Previous 7,191 38.8%

Holding current value

$885,913

Previous $567 Million 43.73%

% of portfolio

0.04%

Previous 0.04%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 14, 2025	BUY	$81.14 - $87.32 $226,380 - $243,622	2,790 Added 38.8%	9,981 $815 Million
Q1 2025 May 13, 2025	BUY	$74.7 - $80.27 $12,026 - $12,923	161 Added 2.29%	7,191 $567 Million
Q4 2024 Feb 13, 2025	BUY	$74.89 - $82.93 $41,114 - $45,528	549 Added 8.47%	7,030 $532 Million
Q3 2024 Feb 13, 2025	BUY	$67.67 - $80.78 $438,569 - $523,535	6,481 New	6,481 $524 Million
Q2 2022 Feb 13, 2025	SELL	$64.87 - $76.96 $275,048 - $326,310	-4,240 Closed	0 $0

Q3 2021 Feb 13, 2025	SELL	$63.56 - $70.07 $1,144 - $1,261	-18 Reduced 0.42%	4,240 $271 Million
Q3 2020 Feb 13, 2025	BUY	$56.7 - $61.49 $241,428 - $261,824	4,258 New	4,258 $253 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

Ticker XLU
Sector ETFs
Industry ETFs

More about XLU

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Nfp Retirement, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Nfp Retirement, Inc. with notifications on news.

Account

Nfp Retirement, Inc. Utilities Sector Spdr Transaction History