Wealth Enhancement Advisory Services, LLC Utilities Sector Spdr Transaction History

Wealth Enhancement Advisory Services, LLC

$49 Billion
Q1 2025

A detailed history of Wealth Enhancement Advisory Services, LLC transactions in Utilities Sector Spdr stock. As of the latest transaction made, Wealth Enhancement Advisory Services, LLC holds 209,807 shares of XLU stock, worth $16.3 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares

209,807

Previous 206,267 1.72%

Holding current value

$16.3 Million

Previous $15.6 Million 4.79%

% of portfolio

0.03%

Previous 0.03%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 16, 2025	BUY	$74.7 - $80.27 $264,438 - $284,155	3,540 Added 1.72%	209,807 $16.4 Million
Q4 2024 Mar 17, 2025	BUY	$74.89 - $82.93 $756,613 - $837,841	10,103 Added 5.15%	206,267 $15.6 Million
Q4 2024 Jan 10, 2025	BUY	$74.89 - $82.93 $404,031 - $447,407	5,395 Added 2.83%	196,164 $14.8 Million
Q3 2024 Oct 23, 2024	BUY	$67.67 - $80.78 $761,219 - $908,694	11,249 Added 6.27%	190,769 $15.4 Million
Q2 2024 Jul 16, 2024	BUY	$62.77 - $72.87 $2.07 Million - $2.41 Million	33,049 Added 22.56%	179,520 $12.2 Million
Q1 2024 Apr 15, 2024	BUY	$59.95 - $65.65 $480,199 - $525,856	8,010 Added 5.79%	146,471 $9.62 Million
Q4 2023 Jan 30, 2024	BUY	$56.19 - $65.96 $181,662 - $213,248	3,233 Added 2.39%	138,461 $8.77 Million
Q3 2023 Nov 13, 2023	BUY	$58.83 - $68.46 $7.73 Million - $9 Million	131,422 Added 3453.02%	135,228 $7.97 Million
Q2 2023 Jul 21, 2023	SELL	$64.34 - $69.97 $61,444 - $66,821	-955 Reduced 20.06%	3,806 $249,000
Q1 2023 Apr 25, 2023	BUY	$63.7 - $72.08 $99,308 - $112,372	1,559 Added 48.69%	4,761 $322,000
Q4 2022 Feb 01, 2023	BUY	$61.52 - $72.67 $2,460 - $2,906	40 Added 1.27%	3,202 $225,000
Q3 2022 Oct 17, 2022	BUY	$65.51 - $78.12 $18,866 - $22,498	288 Added 10.02%	3,162 $202,000
Q2 2022 Jul 18, 2022	BUY	$64.87 - $76.96 $186,436 - $221,183	2,874 New	2,874 $201,000

Others Institutions Holding XLU

# of Institutions

1,547

Shares Held

152M

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 Wealth Enhancement Advisory Services, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealth Enhancement Advisory Services, LLC with notifications on news.

Account

Wealth Enhancement Advisory Services, LLC Utilities Sector Spdr Transaction History