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 4,087 shares of XLU stock, worth $362,762. This represents 0.08% of its overall portfolio holdings.

Number of Shares
4,087
Previous 9,508 57.02%
Holding current value
$362,762
Previous $776 Million 54.1%
% of portfolio
0.08%
Previous 0.21%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About UTILITIES SECTOR SPDR


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