A detailed history of Graybill Bartz & Assoc LTD transactions in Utilities Sector Spdr stock. As of the latest transaction made, Graybill Bartz & Assoc LTD holds 3,178 shares of XLU stock, worth $273,880. This represents 0.09% of its overall portfolio holdings.

Number of Shares
3,178
Previous 2,401 32.36%
Holding current value
$273,880
Previous $189,000 37.04%
% of portfolio
0.09%
Previous 0.07%

Shares

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

Jul 31, 2025

BUY
$73.09 - $82.77 $56,790 - $64,312
777 Added 32.36%
3,178 $259,000
Q1 2025

May 02, 2025

SELL
$74.7 - $80.27 $9,337 - $10,033
-125 Reduced 4.95%
2,401 $189,000
Q3 2024

Oct 21, 2024

BUY
$67.67 - $80.78 $170,934 - $204,050
2,526 New
2,526 $204,000

Others Institutions Holding XLU

About UTILITIES SECTOR SPDR


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

Track Graybill Bartz & Assoc LTD Portfolio

Follow Graybill Bartz & Assoc LTD 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 Graybill Bartz & Assoc LTD, based on Form 13F filings with the SEC.

News

Stay updated on Graybill Bartz & Assoc LTD with notifications on news.