Smart Wealth LLC Utilities Sector Spdr Transaction History

Smart Wealth LLC

  • $265 Billion
  • Q3 2025

A detailed history of Smart Wealth LLC transactions in Utilities Sector Spdr stock. As of the latest transaction made, Smart Wealth LLC holds 5,705 shares of XLU stock, worth $506,375. This represents 0.19% of its overall portfolio holdings.

Number of Shares
5,705
Previous 65,271 91.26%
Holding current value
$506,375
Previous $5.33 Billion 90.67%
% of portfolio
0.19%
Previous 1.67%

Shares

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

Nov 07, 2025
SELL
$81.14 - $87.32 $4.83 Million - $5.2 Million
-59,566 Reduced 91.26%
5,705 $498 Million
Q2 2025

Aug 13, 2025
BUY
$73.09 - $82.77 $1.91 Million - $2.16 Million
26,075 Added 66.52%
65,271 $5.33 Billion
Q1 2025

Apr 29, 2025
BUY
$74.7 - $80.27 $1.88 Million - $2.02 Million
25,140 Added 178.86%
39,196 $3.09 Billion
Q4 2024

Jan 28, 2025
SELL
$74.89 - $82.93 $1.15 Million - $1.28 Million
-15,378 Reduced 52.25%
14,056 $1.06 Billion
Q3 2024

Dec 13, 2024
BUY
$67.67 - $80.78 $713,850 - $852,148
10,549 Added 55.86%
29,434 $2.38 Billion
Q2 2024

Dec 13, 2024
BUY
$62.77 - $72.87 $754,118 - $875,460
12,014 Added 174.85%
18,885 $1.29 Billion
Q1 2024

Dec 13, 2024
BUY
$59.95 - $65.65 $411,916 - $451,081
6,871 New
6,871 $451 Million
Q3 2023

Dec 13, 2024
SELL
$58.83 - $68.46 $1.01 Million - $1.18 Million
-17,195 Closed
0 $0
Q2 2023

Dec 13, 2024
BUY
$64.34 - $69.97 $124,304 - $135,182
1,932 Added 12.66%
17,195 $1.13 Billion
Q1 2023

Dec 13, 2024
SELL
$63.7 - $72.08 $446,855 - $505,641
-7,015 Reduced 31.49%
15,263 $1.03 Billion
Q4 2022

Dec 13, 2024
BUY
$61.52 - $72.67 $1.37 Million - $1.62 Million
22,278 New
22,278 $1.57 Billion

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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