Uma Financial Services, Inc. Utilities Sector Spdr Transaction History

Uma Financial Services, Inc.

  • $648 Million
  • Q3 2025

A detailed history of Uma Financial Services, Inc. transactions in Utilities Sector Spdr stock. As of the latest transaction made, Uma Financial Services, Inc. holds 965 shares of XLU stock, worth $85,653. This represents 0.01% of its overall portfolio holdings.

Number of Shares
965
Previous 965 -0.0%
Holding current value
$85,653
Previous $78,000 7.69%
% of portfolio
0.01%
Previous 0.01%

Shares

1 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 12, 2025
BUY
$74.89 - $82.93 $72,268 - $80,027
965 New
965 $73,000

Others Institutions Holding XLU

# of Institutions
1,686
Shares Held
172M
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
Track This Portfolio

Track Uma Financial Services, Inc. Portfolio

Follow Uma Financial Services, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

Stay updated on Uma Financial Services, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email