Kcm Investment Advisors LLC Utilities Sector Spdr Transaction History

Kcm Investment Advisors LLC

$2.74 Billion
Q1 2025

A detailed history of Kcm Investment Advisors LLC transactions in Utilities Sector Spdr stock. As of the latest transaction made, Kcm Investment Advisors LLC holds 127,200 shares of XLU stock, worth $10 Million. This represents 0.37% of its overall portfolio holdings.

Number of Shares

127,200

Previous 118,423 7.41%

Holding current value

$10 Million

Previous $8.96 Million 11.89%

% of portfolio

0.37%

Previous 0.31%

31 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 14, 2025	BUY	$74.7 - $80.27 $655,641 - $704,529	8,777 Added 7.41%	127,200 $10 Million
Q4 2024 Feb 12, 2025	SELL	$74.89 - $82.93 $202,652 - $224,408	-2,706 Reduced 2.23%	118,423 $8.96 Million
Q3 2024 Nov 06, 2024	BUY	$67.67 - $80.78 $934,116 - $1.12 Million	13,804 Added 12.86%	121,129 $9.78 Million
Q2 2024 Jul 29, 2024	BUY	$62.77 - $72.87 $746,084 - $866,132	11,886 Added 12.45%	107,325 $7.31 Million
Q1 2024 May 07, 2024	SELL	$59.95 - $65.65 $822,633 - $900,849	-13,722 Reduced 12.57%	95,439 $6.27 Million
Q4 2023 Feb 13, 2024	SELL	$56.19 - $65.96 $1.8 Million - $2.11 Million	-31,990 Reduced 22.66%	109,161 $6.91 Million
Q3 2023 Nov 08, 2023	BUY	$58.83 - $68.46 $1.05 Million - $1.22 Million	17,820 Added 14.45%	141,151 $8.32 Million
Q2 2023 Aug 09, 2023	BUY	$64.34 - $69.97 $822,972 - $894,986	12,791 Added 11.57%	123,331 $8.07 Million
Q1 2023 May 09, 2023	BUY	$63.7 - $72.08 $7.04 Million - $7.97 Million	110,540 New	110,540 $7.48 Million
Q4 2022 Jan 31, 2023	BUY	$61.52 - $72.67 $503,295 - $594,513	8,181 Added 8.44%	105,137 $7.41 Million
Q3 2022 Nov 10, 2022	BUY	$65.51 - $78.12 $1.86 Million - $2.22 Million	28,396 Added 41.42%	96,956 $6.35 Million
Q2 2022 Aug 15, 2022	BUY	$64.87 - $76.96 $2.07 Million - $2.46 Million	31,948 Added 87.26%	68,560 $4.81 Million
Q1 2022 May 13, 2022	SELL	$65.03 - $74.54 $201,788 - $231,297	-3,103 Reduced 7.81%	36,612 $2.73 Million
Q4 2021 Feb 14, 2022	SELL	$63.88 - $71.58 $810,445 - $908,135	-12,687 Reduced 24.21%	39,715 $2.84 Million
Q3 2021 Nov 12, 2021	BUY	$63.56 - $70.07 $478,352 - $527,346	7,526 Added 16.77%	52,402 $3.35 Million
Q2 2021 Aug 12, 2021	BUY	$63.23 - $67.72 $16,629 - $17,810	263 Added 0.59%	44,876 $2.84 Million
Q1 2021 May 13, 2021	SELL	$58.36 - $64.15 $698,394 - $767,683	-11,967 Reduced 21.15%	44,613 $2.86 Million
Q4 2020 Feb 19, 2021	BUY	$59.98 - $66.76 $4,438 - $4,940	74 Added 0.13%	56,580 $3.55 Million
Q3 2020 Nov 16, 2020	SELL	$56.7 - $61.49 $55,339 - $60,014	-976 Reduced 1.7%	56,506 $3.36 Million
Q2 2020 Aug 14, 2020	SELL	$51.79 - $62.83 $4,091 - $4,963	-79 Reduced 0.14%	57,482 $3.24 Million
Q1 2020 Apr 27, 2020	BUY	$44.93 - $70.98 $2.59 Million - $4.09 Million	57,561 New	57,561 $3.19 Million
Q4 2019 Feb 18, 2020	BUY	$61.37 - $64.82 $506,057 - $534,505	8,246 Added 5.94%	147,134 $9.51 Million
Q3 2019 Nov 15, 2019	BUY	$62.5 - $64.93 $635,375 - $660,078	10,166 Added 7.9%	138,888 $8.99 Million
Q2 2019 Aug 14, 2019	BUY	N/A	30,815 Added 31.47%	128,722 $7.68 Million
Q1 2019 May 16, 2019	SELL	N/A	-50,850 Closed	0 $0
Q4 2018 Feb 12, 2019	BUY	N/A	14,093 Added 38.34%	50,850 $2.69 Million
Q3 2018 Nov 07, 2018	BUY	N/A	9,959 Added 37.16%	36,757 $0
Q2 2018 Aug 10, 2018	SELL	N/A	-50,949 Reduced 65.53%	26,798 $1.39 Million
Q1 2018 May 09, 2018	SELL	N/A	-1,854 Reduced 2.33%	77,747 $3.93 Million
Q4 2017 Feb 22, 2018	BUY	N/A	17,014 Added 27.18%	79,601 $4.19 Million
Q3 2017 Nov 13, 2017	BUY	N/A	62,587	62,587 $3.32 Million

Others Institutions Holding XLU

# of Institutions

1,573

Shares Held

150M

Call Options Held

16.8M

Put Options Held

34.5M

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About UTILITIES SECTOR SPDR

Ticker XLU
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Kcm Investment Advisors LLC Utilities Sector Spdr Transaction History