Perissos Private Wealth Management, LLC Utilities Sector Spdr Transaction History

Perissos Private Wealth Management, LLC

  • $137 Billion
  • Q3 2025

A detailed history of Perissos Private Wealth Management, LLC transactions in Utilities Sector Spdr stock. As of the latest transaction made, Perissos Private Wealth Management, LLC holds 2,955 shares of XLU stock, worth $262,285. This represents 0.19% of its overall portfolio holdings.

Number of Shares
2,955
Previous 2,955 -0.0%
Holding current value
$262,285
Previous $241 Million 6.8%
% of portfolio
0.19%
Previous 0.19%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 25, 2025
BUY
$74.7 - $80.27 $1,269 - $1,364
17 Added 0.58%
2,955 $233 Million
Q3 2024

Nov 12, 2024
BUY
$67.67 - $80.78 $198,814 - $237,331
2,938 New
2,938 $237 Million

Others Institutions Holding XLU

# of Institutions
1,669
Shares Held
156M
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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