Eldridge Investment Advisors, Inc. Utilities Sector Spdr Transaction History

Eldridge Investment Advisors, Inc.

$390 Million
Q1 2024

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 8,395 shares of XLU stock, worth $576,064. This represents 0.14% of its overall portfolio holdings.

Number of Shares

8,395

Previous 8,045 4.35%

Holding current value

$576,064

Previous $509,000 8.25%

% of portfolio

0.14%

Previous 0.13%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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	N/A	-80 Reduced 1.09%	7,245 $508,000
Q4 2021 Feb 14, 2022	SELL	N/A	-250 Reduced 3.3%	7,325 $524,000
Q2 2021 Aug 05, 2021	BUY	N/A	250 Added 3.41%	7,575 $479,000

Q2 2020 Aug 07, 2020	SELL	N/A	-1,095 Reduced 13.0%	7,325 $413,000
Q1 2020 May 08, 2020	SELL	N/A	-155 Reduced 1.81%	8,420 $467,000
Q4 2019 Feb 03, 2020	SELL	N/A	-225 Reduced 2.56%	8,575 $554,000
Q3 2019 Nov 01, 2019	BUY	N/A	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

1,252

Shares Held

138M

Call Options Held

17.4M

Put Options Held

29.3M

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