Wedmont Private Capital Utilities Sector Spdr Transaction History

Wedmont Private Capital

  • $2.73 Billion
  • Q4 2025

A detailed history of Wedmont Private Capital transactions in Utilities Sector Spdr stock. As of the latest transaction made, Wedmont Private Capital holds 9,615 shares of XLU stock, worth $853,427. This represents 0.03% of its overall portfolio holdings.

Number of Shares
9,615
Previous 4,770 101.57%
Holding current value
$853,427
Previous $415,000 105.54%
% of portfolio
0.03%
Previous 0.02%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 08, 2026
BUY
$87.89 - $92.9 $425,827 - $450,100
4,845 Added 101.57%
9,615 $853,000
Q3 2025

Oct 08, 2025
BUY
$81.14 - $87.32 $162,685 - $175,076
2,005 Added 72.51%
4,770 $415,000
Q2 2025

Jul 10, 2025
BUY
$73.09 - $82.77 $365 - $413
5 Added 0.18%
2,765 $225,000
Q1 2025

Apr 14, 2025
BUY
$74.7 - $80.27 $206,172 - $221,545
2,760 New
2,760 $215,000

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 Wedmont Private Capital Portfolio

Follow Wedmont Private Capital 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 Wedmont Private Capital, based on Form 13F filings with the SEC.

News

Stay updated on Wedmont Private Capital with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email