World Equity Group, Inc. Utilities Sector Spdr Transaction History

World Equity Group, Inc.

$358 Billion
Q4 2025

A detailed history of World Equity Group, Inc. transactions in Utilities Sector Spdr stock. As of the latest transaction made, World Equity Group, Inc. holds 7,970 shares of XLU stock, worth $707,417. This represents 0.09% of its overall portfolio holdings.

Number of Shares

7,970

Previous 4,087 95.01%

Holding current value

$707,417

Previous $356 Million 4.54%

% of portfolio

0.09%

Previous 0.08%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 12, 2026	BUY	$87.89 - $92.9 $341,276 - $360,730	3,883 Added 95.01%	7,970 $340 Million
Q3 2025 Oct 24, 2025	SELL	$81.14 - $87.32 $439,859 - $473,361	-5,421 Reduced 57.02%	4,087 $356 Million
Q2 2025 Jul 15, 2025	BUY	$73.09 - $82.77 $491,164 - $556,214	6,720 Added 241.03%	9,508 $776 Million
Q1 2025 Apr 22, 2025	SELL	$74.7 - $80.27 $695,905 - $747,795	-9,316 Reduced 76.97%	2,788 $220 Million
Q4 2024 Feb 04, 2025	BUY	$74.89 - $82.93 $623,908 - $690,889	8,331 Added 220.81%	12,104 $916 Million

Q3 2024 Oct 29, 2024	BUY	$67.67 - $80.78 $21,383 - $25,526	316 Added 9.14%	3,773 $305 Million
Q2 2024 Jul 18, 2024	BUY	$62.77 - $72.87 $216,995 - $251,911	3,457 New	3,457 $236 Million
Q4 2022 Sep 06, 2024	SELL	$61.52 - $72.67 $15,687 - $18,530	-255 Reduced 5.39%	4,479 $316 Million
Q3 2022 Sep 06, 2024	BUY	$65.51 - $78.12 $83,656 - $99,759	1,277 Added 36.94%	4,734 $310 Million

Others Institutions Holding XLU

# of Institutions

1,686

Shares Held

172M

Call Options Held

14.8M

Put Options Held

30.1M

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About UTILITIES SECTOR SPDR

Ticker XLU
Sector ETFs
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World Equity Group, Inc. Utilities Sector Spdr Transaction History