A detailed history of Sage Guard Financial Group, LLC transactions in Utilities Sector Spdr stock. As of the latest transaction made, Sage Guard Financial Group, LLC holds 19,066 shares of XLU stock, worth $1.69 Million. This represents 0.13% of its overall portfolio holdings.

Number of Shares
19,066
Holding current value
$1.69 Million
% of portfolio
0.13%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 27, 2026

BUY
$87.89 - $92.9 $1.68 Million - $1.77 Million
19,066 New
19,066 $814 Million
Q3 2021

Nov 15, 2021

SELL
$63.56 - $70.07 $1.79 Million - $1.98 Million
-28,189 Closed
0 $0
Q2 2021

Aug 16, 2021

BUY
$63.23 - $67.72 $26,493 - $28,374
419 Added 1.51%
28,189 $1.78 Million
Q1 2021

May 17, 2021

BUY
$58.36 - $64.15 $48,147 - $52,923
825 Added 3.06%
27,770 $1.78 Million
Q4 2020

May 14, 2021

BUY
$59.98 - $66.76 $1.62 Million - $1.8 Million
26,945 New
26,945 $1.69 Million

Others Institutions Holding XLU

About UTILITIES SECTOR SPDR


  • Ticker XLU
  • Sector ETFs
  • Industry ETFs
More about XLU
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