Ownership history in Transform Wealth, LLC · 19 quarters on record
This page tracks every 13F SEC filing in which Transform Wealth, LLC reported a position in SELECT SECTOR SPDR TR (XLU). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2024 Q4 | REDUCED | 7,635 | -1,112 | -12.7% | 0.03% | $578K | $36.79 |
| 2024 Q3 | REDUCED | 8,747 | -230 | -2.6% | 0.05% | $707K | $38.95 |
| 2024 Q2 | REDUCED | 8,977 | -206 | -2.2% | 0.05% | $612K | $32.63 |
| 2024 Q1 | REDUCED | 9,183 | -821 | -8.2% | 0.06% | $603K | $31.19 |
| 2023 Q4 | REDUCED | 10,004 | -303 | -2.9% | 0.06% | $634K | $29.84 |
| 2023 Q1 | REDUCED | 10,307 | -33,078 | -76.2% | 0.07% | $698K | $31.09 |
| 2022 Q4 | REDUCED | 43,385 | -12,479 | -22.3% | 0.34% | $3.1M | $32.14 |
| 2022 Q3 | ADDED | 55,864 | +52,315 | +1474.1% | 0.48% | $3.7M | $29.63 |
| 2022 Q2 | REDUCED | 3,549 | -1,247 | -26.0% | 0.04% | $249K | $31.50 |
| 2021 Q1 | REDUCED | 4,796 | -30,913 | -86.6% | 0.06% | $307K | $27.70 |
As of 2025 Q4 — sorted by position size