A detailed history of Joel Isaacson & Co., LLC transactions in Utilities Sector Spdr stock. As of the latest transaction made, Joel Isaacson & Co., LLC holds 3,306 shares of XLU stock, worth $303,788. This represents 0.01% of its overall portfolio holdings.

Number of Shares
3,306
Previous 3,289 0.52%
Holding current value
$303,788
Previous $259,000 3.86%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Jul 23, 2025

BUY
$73.09 - $82.77 $1,242 - $1,407
17 Added 0.52%
3,306 $269,000
Q1 2025

Apr 24, 2025

BUY
$74.7 - $80.27 $1,344 - $1,444
18 Added 0.55%
3,289 $259,000
Q4 2024

Jan 28, 2025

BUY
$74.89 - $82.93 $244,965 - $271,264
3,271 New
3,271 $247,000

Others Institutions Holding XLU

About UTILITIES SECTOR SPDR


  • Ticker XLU
  • Sector ETFs
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More about XLU
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