Spire Wealth Management Utilities Sector Spdr Transaction History

Spire Wealth Management

$2.82 Billion
Q4 2025

A detailed history of Spire Wealth Management transactions in Utilities Sector Spdr stock. As of the latest transaction made, Spire Wealth Management holds 150,818 shares of XLU stock, worth $13.4 Million. This represents 0.48% of its overall portfolio holdings.

Number of Shares

150,818

Previous 87,732 71.91%

Holding current value

$13.4 Million

Previous $7.65 Million 74.96%

% of portfolio

0.48%

Previous 0.28%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 14, 2026	BUY	$87.89 - $92.9 $5.54 Million - $5.86 Million	63,086 Added 71.91%	150,818 $13.4 Million
Q3 2025 Oct 23, 2025	BUY	$81.14 - $87.32 $64,506 - $69,419	795 Added 0.91%	87,732 $7.65 Million
Q2 2025 Aug 04, 2025	SELL	$73.09 - $82.77 $1.08 Million - $1.22 Million	-14,759 Reduced 14.51%	86,937 $7.1 Million
Q1 2025 Apr 23, 2025	BUY	$74.7 - $80.27 $1.96 Million - $2.11 Million	26,292 Added 34.87%	101,696 $8.02 Million
Q4 2024 Jan 24, 2025	BUY	$74.89 - $82.93 $108,440 - $120,082	1,448 Added 1.96%	75,404 $5.71 Million

Q3 2024 Oct 15, 2024	SELL	$67.67 - $80.78 $175,197 - $209,139	-2,589 Reduced 3.38%	73,956 $5.97 Million
Q2 2024 Jul 31, 2024	SELL	$62.77 - $72.87 $472,846 - $548,929	-7,533 Reduced 8.96%	76,545 $5.22 Million
Q1 2024 Apr 24, 2024	BUY	$59.95 - $65.65 $17,925 - $19,629	299 Added 0.36%	84,078 $5.52 Million
Q4 2023 Feb 06, 2024	SELL	$56.19 - $65.96 $1.81 Million - $2.12 Million	-32,168 Reduced 27.74%	83,779 $5.31 Million
Q3 2023 Nov 08, 2023	BUY	$58.83 - $68.46 $854,446 - $994,313	14,524 Added 14.32%	115,947 $6.83 Million
Q2 2023 Aug 09, 2023	BUY	$64.34 - $69.97 $825,996 - $898,274	12,838 Added 14.49%	101,423 $6.64 Million
Q1 2023 May 09, 2023	BUY	$63.7 - $72.08 $1.27 Million - $1.43 Million	19,891 Added 28.96%	88,585 $6 Million
Q4 2022 Feb 03, 2023	BUY	$61.52 - $72.67 $229,838 - $271,495	3,736 Added 5.75%	68,694 $4.84 Million
Q3 2022 Nov 07, 2022	SELL	$65.51 - $78.12 $83,394 - $99,446	-1,273 Reduced 1.92%	64,958 $4.26 Million
Q2 2022 Jul 22, 2022	BUY	$64.87 - $76.96 $3.22 Million - $3.82 Million	49,592 Added 298.05%	66,231 $4.65 Million
Q1 2022 Apr 18, 2022	SELL	$65.03 - $74.54 $1.04 Million - $1.19 Million	-15,986 Reduced 49.0%	16,639 $1.24 Million
Q4 2021 Jan 14, 2022	BUY	$63.88 - $71.58 $966,185 - $1.08 Million	15,125 Added 86.43%	32,625 $2.34 Million
Q3 2021 Oct 22, 2021	SELL	$63.56 - $70.07 $440,597 - $485,725	-6,932 Reduced 28.37%	17,500 $1.12 Million
Q2 2021 Jul 26, 2021	SELL	$63.23 - $67.72 $752,184 - $805,597	-11,896 Reduced 32.75%	24,432 $1.55 Million
Q1 2021 May 21, 2021	BUY	$58.36 - $64.15 $2.12 Million - $2.33 Million	36,328 New	36,328 $2.25 Million

Others Institutions Holding XLU

# of Institutions

1,672

Shares Held

161M

Call Options Held

14.8M

Put Options Held

30.1M

View Full List

About UTILITIES SECTOR SPDR

Ticker XLU
Sector ETFs
Industry ETFs

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Spire Wealth Management Utilities Sector Spdr Transaction History