Eldridge Investment Advisors, Inc. Utilities Sector Spdr Transaction History

Eldridge Investment Advisors, Inc.

  • $402 Million
  • Q1 2025

A detailed history of Eldridge Investment Advisors, Inc. transactions in Utilities Sector Spdr stock. As of the latest transaction made, Eldridge Investment Advisors, Inc. holds 8,470 shares of XLU stock, worth $686,747. This represents 0.17% of its overall portfolio holdings.

Number of Shares
8,470
Previous 8,560 1.05%
Holding current value
$686,747
Previous $648,000 2.93%
% of portfolio
0.17%
Previous 0.15%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 13, 2025
SELL
$74.7 - $80.27 $6,723 - $7,224
-90 Reduced 1.05%
8,470 $667,000
Q2 2024

Aug 01, 2024
BUY
$62.77 - $72.87 $10,357 - $12,023
165 Added 1.97%
8,560 $583,000
Q1 2024

May 10, 2024
BUY
$59.95 - $65.65 $20,982 - $22,977
350 Added 4.35%
8,395 $551,000
Q3 2023

Nov 06, 2023
BUY
$58.83 - $68.46 $47,064 - $54,767
800 Added 11.04%
8,045 $474,000
Q2 2022

Aug 11, 2022
SELL
$64.87 - $76.96 $5,189 - $6,156
-80 Reduced 1.09%
7,245 $508,000
Q4 2021

Feb 14, 2022
SELL
$63.88 - $71.58 $15,970 - $17,895
-250 Reduced 3.3%
7,325 $524,000
Q2 2021

Aug 05, 2021
BUY
$63.23 - $67.72 $15,807 - $16,930
250 Added 3.41%
7,575 $479,000
Q2 2020

Aug 07, 2020
SELL
$51.79 - $62.83 $56,710 - $68,798
-1,095 Reduced 13.0%
7,325 $413,000
Q1 2020

May 08, 2020
SELL
$44.93 - $70.98 $6,964 - $11,001
-155 Reduced 1.81%
8,420 $467,000
Q4 2019

Feb 03, 2020
SELL
$61.37 - $64.82 $13,808 - $14,584
-225 Reduced 2.56%
8,575 $554,000
Q3 2019

Nov 01, 2019
BUY
$62.5 - $64.93 $23,437 - $24,348
375 Added 4.45%
8,800 $570,000
Q1 2018

May 11, 2018
BUY
N/A
1,870 Added 28.53%
8,425 $425,000
Q4 2017

Feb 09, 2018
BUY
N/A
6,555
6,555 $342,000

Others Institutions Holding XLU

# of Institutions
1,571
Shares Held
148M
Call Options Held
13.6M
Put Options Held
38.2M
View Full List

About UTILITIES SECTOR SPDR

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