Wcg Wealth Advisors LLC Utilities Sector Spdr Transaction History

Wcg Wealth Advisors LLC

  • $1.48 Billion
  • Q3 2025

A detailed history of Wcg Wealth Advisors LLC transactions in Utilities Sector Spdr stock. As of the latest transaction made, Wcg Wealth Advisors LLC holds 79,716 shares of XLU stock, worth $7.08 Million. This represents 0.47% of its overall portfolio holdings.

Number of Shares
79,716
Previous 86,812 8.17%
Holding current value
$7.08 Million
Previous $7.09 Million 1.93%
% of portfolio
0.47%
Previous 0.5%

Shares

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

Nov 13, 2025
SELL
$81.14 - $87.32 $575,769 - $619,622
-7,096 Reduced 8.17%
79,716 $6.95 Million
Q2 2025

Aug 13, 2025
BUY
$73.09 - $82.77 $6.35 Million - $7.19 Million
86,812 New
86,812 $7.09 Million
Q4 2023

Feb 08, 2024
BUY
$56.19 - $65.96 $681,416 - $799,896
12,127 New
12,127 $768,000

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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