Castleview Partners, LLC Utilities Sector Spdr Transaction History

Castleview Partners, LLC

  • $112 Million
  • Q2 2025

A detailed history of Castleview Partners, LLC transactions in Utilities Sector Spdr stock. As of the latest transaction made, Castleview Partners, LLC holds 3,122 shares of XLU stock, worth $269,053. This represents 0.23% of its overall portfolio holdings.

Number of Shares
3,122
Holding current value
$269,053
% of portfolio
0.23%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 15, 2025
BUY
$73.09 - $82.77 $228,186 - $258,407
3,122 New
3,122 $254,000
Q4 2024

Jan 21, 2025
SELL
$74.89 - $82.93 $83,352 - $92,301
-1,113 Reduced 7.33%
14,064 $1.06 Million
Q3 2024

Oct 21, 2024
SELL
$67.67 - $80.78 $108,948 - $130,055
-1,610 Reduced 9.59%
15,177 $1.23 Million
Q2 2024

Jul 31, 2024
SELL
$62.77 - $72.87 $25,170 - $29,220
-401 Reduced 2.33%
16,787 $1.14 Million
Q1 2024

May 09, 2024
SELL
$59.95 - $65.65 $23,080 - $25,275
-385 Reduced 2.19%
17,188 $1.13 Million
Q4 2023

Feb 05, 2024
BUY
$56.19 - $65.96 $985,010 - $1.16 Million
17,530 Added 40767.44%
17,573 $1.11 Million
Q3 2023

Oct 26, 2023
BUY
$58.83 - $68.46 $117 - $136
2 Added 4.88%
43 $2,000
Q2 2023

Aug 14, 2023
SELL
$64.34 - $69.97 $386 - $419
-6 Reduced 12.77%
41 $2,000
Q1 2023

May 15, 2023
SELL
$63.7 - $72.08 $191 - $216
-3 Reduced 6.0%
47 $3,000
Q4 2022

Feb 01, 2023
SELL
$61.52 - $72.67 $73,024 - $86,259
-1,187 Reduced 95.96%
50 $3,000
Q3 2022

Nov 10, 2022
BUY
$65.51 - $78.12 $19,194 - $22,889
293 Added 31.04%
1,237 $81,000
Q2 2022

Aug 17, 2022
SELL
$64.87 - $76.96 $14.3 Million - $17 Million
-220,596 Reduced 99.57%
944 $0
Q2 2022

Aug 16, 2022
BUY
$64.87 - $76.96 $14.2 Million - $16.8 Million
218,257 Added 6648.1%
221,540 $0
Q1 2022

May 16, 2022
BUY
$65.03 - $74.54 $27,312 - $31,306
420 Added 14.67%
3,283 $244,000
Q4 2021

Feb 17, 2022
BUY
$63.88 - $71.58 $180,333 - $202,070
2,823 Added 7057.5%
2,863 $0
Q2 2021

Aug 17, 2021
BUY
$63.23 - $67.72 $2,529 - $2,708
40 New
40 $3,000

Others Institutions Holding XLU

# of Institutions
1,597
Shares Held
155M
Call Options Held
14.1M
Put Options Held
38.6M
View Full List

About UTILITIES SECTOR SPDR

XLU Quotes by TradingView
  • Ticker XLU
  • Sector ETFs
  • Industry ETFs
More about XLU
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