A detailed history of Disciplined Investors, L.L.C. transactions in Utilities Sector Spdr stock. As of the latest transaction made, Disciplined Investors, L.L.C. holds 9,571 shares of XLU stock, worth $869,046. This represents 0.61% of its overall portfolio holdings.

Number of Shares
9,571
Previous 9,552 0.2%
Holding current value
$869,046
Previous $753 Million 3.77%
% of portfolio
0.61%
Previous 0.68%

Shares

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

Aug 06, 2025

BUY
$73.09 - $82.77 $1,388 - $1,572
19 Added 0.2%
9,571 $782 Million
Q1 2025

May 12, 2025

SELL
$74.7 - $80.27 $448 - $481
-6 Reduced 0.06%
9,552 $753 Million
Q4 2024

Feb 12, 2025

BUY
$74.89 - $82.93 $715,798 - $792,644
9,558 New
9,558 $714 Million

Others Institutions Holding XLU

About UTILITIES SECTOR SPDR


  • Ticker XLU
  • Sector ETFs
  • Industry ETFs
More about XLU
Track This Portfolio

Track Disciplined Investors, L.L.C. Portfolio

Follow Disciplined Investors, L.L.C. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Disciplined Investors, L.L.C., based on Form 13F filings with the SEC.

News

Stay updated on Disciplined Investors, L.L.C. with notifications on news.