Stonebridge Financial Planning Group, LLC Utilities Sector Spdr Transaction History

Stonebridge Financial Planning Group, LLC

  • $254 Million
  • Q3 2025

A detailed history of Stonebridge Financial Planning Group, LLC transactions in Utilities Sector Spdr stock. As of the latest transaction made, Stonebridge Financial Planning Group, LLC holds 7,849 shares of XLU stock, worth $696,677. This represents 0.27% of its overall portfolio holdings.

Number of Shares
7,849
Previous 4,041 94.23%
Holding current value
$696,677
Previous $329,000 107.9%
% of portfolio
0.27%
Previous 0.14%

Shares

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

Nov 17, 2025
BUY
$81.14 - $87.32 $308,981 - $332,514
3,808 Added 94.23%
7,849 $684,000
Q2 2025

Aug 05, 2025
BUY
$73.09 - $82.77 $8,770 - $9,932
120 Added 3.06%
4,041 $329,000
Q1 2025

May 08, 2025
BUY
$74.7 - $80.27 $292,898 - $314,738
3,921 New
3,921 $309,000
Q4 2023

Feb 05, 2024
SELL
$56.19 - $65.96 $128,113 - $150,388
-2,280 Reduced 38.16%
3,695 $234,000
Q3 2023

Nov 07, 2023
SELL
$58.83 - $68.46 $47,652 - $55,452
-810 Reduced 11.94%
5,975 $352,000
Q2 2023

Aug 11, 2023
SELL
$64.34 - $69.97 $78,623 - $85,503
-1,222 Reduced 15.26%
6,785 $444,000
Q1 2023

May 03, 2023
SELL
$63.7 - $72.08 $67,139 - $75,972
-1,054 Reduced 11.63%
8,007 $541,000
Q4 2022

Jan 18, 2023
BUY
$61.52 - $72.67 $76,715 - $90,619
1,247 Added 15.96%
9,061 $0
Q3 2022

Oct 31, 2022
BUY
$65.51 - $78.12 $238,390 - $284,278
3,639 Added 87.16%
7,814 $512,000
Q2 2022

Aug 01, 2022
SELL
$64.87 - $76.96 $54,166 - $64,261
-835 Reduced 16.67%
4,175 $293,000
Q4 2021

Feb 02, 2022
SELL
$63.88 - $71.58 $51,104 - $57,264
-800 Reduced 13.77%
5,010 $340,000
Q3 2021

Nov 08, 2021
SELL
$63.56 - $70.07 $41,314 - $45,545
-650 Reduced 10.06%
5,810 $389,000
Q2 2021

Jul 28, 2021
SELL
$63.23 - $67.72 $19,917 - $21,331
-315 Reduced 4.65%
6,460 $419,000
Q1 2021

May 06, 2021
SELL
$58.36 - $64.15 $30,639 - $33,678
-525 Reduced 7.19%
6,775 $440,000
Q4 2020

Jan 27, 2021
SELL
$59.98 - $66.76 $109,463 - $121,837
-1,825 Reduced 20.0%
7,300 $458,000
Q3 2020

Oct 26, 2020
SELL
$56.7 - $61.49 $201,001 - $217,982
-3,545 Reduced 27.98%
9,125 $584,000
Q2 2020

Jul 24, 2020
BUY
$51.79 - $62.83 $38,946 - $47,248
752 Added 6.31%
12,670 $734,000
Q1 2020

Apr 15, 2020
BUY
$44.93 - $70.98 $7,188 - $11,356
160 Added 1.36%
11,918 $692,000
Q4 2019

Feb 07, 2020
BUY
$61.37 - $64.82 $721,588 - $762,153
11,758 New
11,758 $760,000

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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