A detailed history of Iii Capital Management transactions in Utilities Sector Spdr stock. As of the latest transaction made, Iii Capital Management holds 7,500 shares of XLU stock, worth $665,700. This represents 0.17% of its overall portfolio holdings.

Number of Shares
7,500
Previous 4,000 87.5%
Holding current value
$665,700
Previous $326,000 100.61%
% of portfolio
0.17%
Previous 0.07%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 14, 2025

BUY
$81.14 - $87.32 $283,990 - $305,620
3,500 Added 87.5%
7,500 $654,000
Q2 2025

Aug 14, 2025

BUY
$73.09 - $82.77 $292,360 - $331,080
4,000 New
4,000 $326,000

Others Institutions Holding XLU

About UTILITIES SECTOR SPDR


  • Ticker XLU
  • Sector ETFs
  • Industry ETFs
More about XLU
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