A detailed history of Cvfg LLC transactions in Utilities Sector Spdr stock. As of the latest transaction made, Cvfg LLC holds 2,836 shares of XLU stock, worth $251,723. This represents 0.18% of its overall portfolio holdings.

Number of Shares
2,836
Previous 2,634 7.67%
Holding current value
$251,723
Previous $215 Million 14.99%
% of portfolio
0.18%
Previous 0.17%

Shares

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

Nov 10, 2025

BUY
$81.14 - $87.32 $16,390 - $17,638
202 Added 7.67%
2,836 $247 Million
Q2 2025

Aug 07, 2025

BUY
$73.09 - $82.77 $3,873 - $4,386
53 Added 2.05%
2,634 $215 Million
Q1 2025

Apr 23, 2025

BUY
$74.7 - $80.27 $192,800 - $207,176
2,581 New
2,581 $204 Million

Others Institutions Holding XLU

About UTILITIES SECTOR SPDR


  • Ticker XLU
  • Sector ETFs
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More about XLU
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