Donaldson Capital Management, LLC Utilities Sector Spdr Transaction History

Donaldson Capital Management, LLC

  • $2.57 Billion
  • Q4 2024

A detailed history of Donaldson Capital Management, LLC transactions in Utilities Sector Spdr stock. As of the latest transaction made, Donaldson Capital Management, LLC holds 3,944 shares of XLU stock, worth $308,184. This represents 0.01% of its overall portfolio holdings.

Number of Shares
3,944
Holding current value
$308,184
% of portfolio
0.01%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 07, 2025
BUY
$74.89 - $82.93 $295,366 - $327,075
3,944 New
3,944 $298,000
Q4 2023

Jan 30, 2024
BUY
$56.19 - $65.96 $464,635 - $545,423
8,269 New
8,269 $523,000
Q4 2022

Feb 08, 2023
BUY
$61.52 - $72.67 $593,791 - $701,410
9,652 New
9,652 $680,000

Others Institutions Holding XLU

# of Institutions
1,501
Shares Held
157M
Call Options Held
13.2M
Put Options Held
41.1M
View Full List

About UTILITIES SECTOR SPDR

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