Ridgecrest Wealth Partners, LLC Utilities Sector Spdr Transaction History

Ridgecrest Wealth Partners, LLC

  • $219 Million
  • Q3 2025

A detailed history of Ridgecrest Wealth Partners, LLC transactions in Utilities Sector Spdr stock. As of the latest transaction made, Ridgecrest Wealth Partners, LLC holds 2,619 shares of XLU stock, worth $232,462. This represents 0.1% of its overall portfolio holdings.

Number of Shares
2,619
Previous 2,619 -0.0%
Holding current value
$232,462
Previous $213,000 7.04%
% of portfolio
0.1%
Previous 0.11%

Shares

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

Apr 22, 2025
BUY
$74.7 - $80.27 $195,639 - $210,227
2,619 New
2,619 $206,000
Q3 2024

Nov 04, 2024
BUY
$67.67 - $80.78 $177,295 - $211,643
2,620 New
2,620 $211,000
Q2 2022

Jul 29, 2022
BUY
$64.87 - $76.96 $1,232 - $1,462
19 Added 0.45%
4,220 $296,000
Q1 2022

Apr 26, 2022
SELL
$65.03 - $74.54 $24,061 - $27,579
-370 Reduced 8.09%
4,201 $313,000
Q4 2021

Jan 19, 2022
SELL
$63.88 - $71.58 $5,110 - $5,726
-80 Reduced 1.72%
4,571 $327,000
Q3 2021

Nov 03, 2021
BUY
$63.56 - $70.07 $63 - $70
1 Added 0.02%
4,651 $297,000
Q1 2021

May 19, 2021
BUY
$58.36 - $64.15 $271,374 - $298,297
4,650 New
4,650 $298,000

Others Institutions Holding XLU

# of Institutions
1,694
Shares Held
188M
Call Options Held
15.5M
Put Options Held
34.9M
View Full List

About UTILITIES SECTOR SPDR

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