Wayfinding Financial, LLC Utilities Sector Spdr Transaction History

Wayfinding Financial, LLC

$187 Million
Q4 2024

A detailed history of Wayfinding Financial, LLC transactions in Utilities Sector Spdr stock. As of the latest transaction made, Wayfinding Financial, LLC holds 34,503 shares of XLU stock, worth $2.67 Million. This represents 1.4% of its overall portfolio holdings.

Number of Shares

34,503

Previous 38,337 10.0%

Holding current value

$2.67 Million

Previous $3.1 Million 15.67%

% of portfolio

1.4%

Previous 2.3%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 11, 2025	SELL	$74.89 - $82.93 $287,128 - $317,953	-3,834 Reduced 10.0%	34,503 $2.61 Million
Q3 2024 Nov 04, 2024	SELL	$67.67 - $80.78 $120,723 - $144,111	-1,784 Reduced 4.45%	38,337 $3.1 Million
Q2 2024 Aug 09, 2024	SELL	$62.77 - $72.87 $59,819 - $69,445	-953 Reduced 2.32%	40,121 $2.73 Million
Q1 2024 May 09, 2024	SELL	$59.95 - $65.65 $1.11 Million - $1.22 Million	-18,595 Reduced 31.16%	41,074 $2.7 Million
Q4 2023 Jan 09, 2024	BUY	$56.19 - $65.96 $22,588 - $26,515	402 Added 0.68%	59,669 $3.78 Million
Q3 2023 Nov 02, 2023	SELL	$58.83 - $68.46 $95,775 - $111,452	-1,628 Reduced 2.67%	59,267 $3.49 Million
Q2 2023 Jul 31, 2023	SELL	$64.34 - $69.97 $121,602 - $132,243	-1,890 Reduced 3.01%	60,895 $3.98 Million
Q1 2023 May 04, 2023	BUY	$63.7 - $72.08 $4 Million - $4.53 Million	62,785 New	62,785 $4.25 Million

Others Institutions Holding XLU

# of Institutions

1,551

Shares Held

153M

Call Options Held

18.3M

Put Options Held

37.5M

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 Wayfinding Financial, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wayfinding Financial, LLC with notifications on news.

Account

Wayfinding Financial, LLC Utilities Sector Spdr Transaction History