A detailed history of Lynx Investment Advisory transactions in Utilities Sector Spdr stock. As of the latest transaction made, Lynx Investment Advisory holds 10,897 shares of XLU stock, worth $967,217. This represents 0.57% of its overall portfolio holdings.

Number of Shares
10,897
Previous 12,504 12.85%
Holding current value
$967,217
Previous $1.02 Billion 6.93%
% of portfolio
0.57%
Previous 0.67%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 06, 2025

SELL
$81.14 - $87.32 $130,391 - $140,323
-1,607 Reduced 12.85%
10,897 $950 Million
Q2 2025

Jul 18, 2025

BUY
$73.09 - $82.77 $5,920 - $6,704
81 Added 0.65%
12,504 $1.02 Billion
Q1 2025

Jun 16, 2025

BUY
$74.7 - $80.27 $132,592 - $142,479
1,775 Added 16.67%
12,423 $980 Million
Q4 2024

Feb 11, 2025

BUY
$74.89 - $82.93 $34,599 - $38,313
462 Added 4.54%
10,648 $806 Million
Q3 2024

Nov 04, 2024

BUY
$67.67 - $80.78 $224,732 - $268,270
3,321 Added 48.38%
10,186 $823 Million
Q2 2024

Jul 09, 2024

BUY
$62.77 - $72.87 $430,916 - $500,252
6,865 New
6,865 $468 Million

Others Institutions Holding XLU

About UTILITIES SECTOR SPDR


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