Sunbelt Securities, Inc. Utilities Sector Spdr Transaction History

Sunbelt Securities, Inc.

$1.28 Billion
Q3 2025

A detailed history of Sunbelt Securities, Inc. transactions in Utilities Sector Spdr stock. As of the latest transaction made, Sunbelt Securities, Inc. holds 2,732 shares of XLU stock, worth $242,492. This represents 0.02% of its overall portfolio holdings.

Number of Shares

2,732

Previous 2,719 0.48%

Holding current value

$242,492

Previous $222,000 7.21%

% of portfolio

0.02%

Previous 0.02%

27 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 19, 2025	BUY	$81.14 - $87.32 $1,054 - $1,135	13 Added 0.48%	2,732 $238,000
Q2 2025 Aug 14, 2025	BUY	$73.09 - $82.77 $37,348 - $42,295	511 Added 23.14%	2,719 $222,000
Q1 2025 Apr 24, 2025	SELL	$74.7 - $80.27 $38,171 - $41,017	-511 Reduced 18.79%	2,208 $174,000
Q4 2024 Feb 18, 2025	SELL	$74.89 - $82.93 $7,339 - $8,127	-98 Reduced 3.48%	2,719 $205,000
Q3 2024 Nov 18, 2024	BUY	$67.67 - $80.78 $270 - $323	4 Added 0.14%	2,817 $227,000

Q2 2024 Aug 15, 2024	SELL	$62.77 - $72.87 $44,190 - $51,300	-704 Reduced 20.02%	2,813 $191,000
Q1 2024 Apr 15, 2024	SELL	$59.95 - $65.65 $4,316 - $4,726	-72 Reduced 2.01%	3,517 $230,000
Q4 2023 Feb 14, 2024	SELL	$56.19 - $65.96 $31,803 - $37,333	-566 Reduced 13.62%	3,589 $227,000
Q3 2023 Dec 11, 2023	SELL	$58.83 - $68.46 $94,951 - $110,494	-1,614 Reduced 27.98%	4,155 $244,000
Q2 2023 Aug 15, 2023	SELL	$64.34 - $69.97 $29,210 - $31,766	-454 Reduced 7.3%	5,769 $377,000
Q1 2023 May 17, 2023	SELL	$63.7 - $72.08 $8,344 - $9,442	-131 Reduced 2.06%	6,223 $421,000
Q4 2022 Feb 08, 2023	SELL	$61.52 - $72.67 $10,335 - $12,208	-168 Reduced 2.58%	6,354 $447,000
Q3 2022 Nov 21, 2022	BUY	$65.51 - $78.12 $17,491 - $20,858	267 Added 4.27%	6,522 $427,000
Q2 2022 Oct 03, 2022	BUY	$64.87 - $76.96 $18,877 - $22,395	291 Added 4.88%	6,255 $439,000
Q1 2022 May 16, 2022	BUY	$65.03 - $74.54 $44,740 - $51,283	688 Added 13.04%	5,964 $445,000
Q4 2021 Feb 14, 2022	BUY	$63.88 - $71.58 $15,458 - $17,322	242 Added 4.81%	5,276 $361,000
Q2 2021 Jul 29, 2021	SELL	$63.23 - $67.72 $25,418 - $27,223	-402 Reduced 7.4%	5,034 $334,000
Q1 2021 May 27, 2021	SELL	$58.36 - $64.15 $817 - $898	-14 Reduced 0.26%	5,436 $348,000
Q4 2020 Feb 09, 2021	BUY	$59.98 - $66.76 $13,495 - $15,021	225 Added 4.31%	5,450 $342,000
Q3 2020 Nov 17, 2020	SELL	$56.7 - $61.49 $28,803 - $31,236	-508 Reduced 8.86%	5,225 $311,000
Q2 2020 Aug 14, 2020	SELL	$51.79 - $62.83 $26,412 - $32,043	-510 Reduced 8.17%	5,733 $323,000
Q1 2020 May 15, 2020	SELL	$44.93 - $70.98 $85,951 - $135,784	-1,913 Reduced 23.46%	6,243 $344,000
Q4 2019 Feb 14, 2020	SELL	$61.37 - $64.82 $22,522 - $23,788	-367 Reduced 4.31%	8,156 $132 Million
Q3 2019 Nov 15, 2019	BUY	$62.5 - $64.93 $292,187 - $303,547	4,675 Added 121.49%	8,523 $552,000
Q2 2019 Aug 01, 2019	BUY	N/A	3,848 New	3,848 $229,000
Q1 2018 May 09, 2018	SELL	N/A	-4,877 Closed	0 $0
Q4 2017 Feb 06, 2018	BUY	N/A	4,877	4,877 $257,000

Others Institutions Holding XLU

# of Institutions

1,666

Shares Held

155M

Call Options Held

14.8M

Put Options Held

30.1M

View Full List

About UTILITIES SECTOR SPDR

Ticker XLU
Sector ETFs
Industry ETFs

More about XLU

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Sunbelt Securities, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Sunbelt Securities, Inc. with notifications on news.

Account

Sunbelt Securities, Inc. Utilities Sector Spdr Transaction History