Eldridge Investment Advisors, Inc. Utilities Sector Spdr Transaction History

Eldridge Investment Advisors, Inc.

$385 Million
Q3 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 8,800 shares of XLU stock, worth $781,088. This represents 0.2% of its overall portfolio holdings.

Number of Shares

8,800

Previous 8,470 3.9%

Holding current value

$781,088

Previous $667,000 14.99%

% of portfolio

0.2%

Previous 0.17%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 13, 2025	BUY	$81.14 - $87.32 $26,776 - $28,815	330 Added 3.9%	8,800 $767,000
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

1,665

Shares Held

153M

Call Options Held

15.2M

Put Options Held

33.4M

View Full List

About UTILITIES SECTOR SPDR

Ticker XLU
Sector ETFs
Industry ETFs

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Eldridge Investment Advisors, Inc. Utilities Sector Spdr Transaction History