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

About UTILITIES SECTOR SPDR


  • Ticker XLU
  • Sector ETFs
  • Industry ETFs
More about XLU
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