Private Wealth Asset Management, LLC Utilities Sector Spdr Transaction History

Private Wealth Asset Management, LLC

  • $800 Million
  • Q3 2025

A detailed history of Private Wealth Asset Management, LLC transactions in Utilities Sector Spdr stock. As of the latest transaction made, Private Wealth Asset Management, LLC holds 3,580 shares of XLU stock, worth $317,760. This represents 0.04% of its overall portfolio holdings.

Number of Shares
3,580
Previous 3,940 9.14%
Holding current value
$317,760
Previous $322 Million 99.9%
% of portfolio
0.04%
Previous 0.04%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 03, 2025
SELL
$81.14 - $87.32 $29,210 - $31,435
-360 Reduced 9.14%
3,580 $312,000
Q2 2025

Jul 28, 2025
BUY
$73.09 - $82.77 $26,312 - $29,797
360 Added 10.06%
3,940 $322 Million
Q1 2025

May 15, 2025
BUY
$74.7 - $80.27 $267,426 - $287,366
3,580 New
3,580 $282 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

XLU Quotes by TradingView
  • Ticker XLU
  • Sector ETFs
  • Industry ETFs
More about XLU
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