Mc Elhenny Sheffield Capital Management, LLC Utilities Sector Spdr Transaction History

Mc Elhenny Sheffield Capital Management, LLC

  • $297 Million
  • Q4 2024

A detailed history of Mc Elhenny Sheffield Capital Management, LLC transactions in Utilities Sector Spdr stock. As of the latest transaction made, Mc Elhenny Sheffield Capital Management, LLC holds 279,891 shares of XLU stock, worth $21.8 Million. This represents 7.14% of its overall portfolio holdings.

Number of Shares
279,891
Previous 277,655 0.81%
Holding current value
$21.8 Million
Previous $22.4 Million 5.55%
% of portfolio
7.14%
Previous 7.39%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 15, 2025
BUY
$74.89 - $82.93 $167,454 - $185,431
2,236 Added 0.81%
279,891 $21.2 Million
Q3 2024

Oct 18, 2024
BUY
$67.67 - $80.78 $18.8 Million - $22.4 Million
277,655 New
277,655 $22.4 Million

Others Institutions Holding XLU

# of Institutions
1,487
Shares Held
158M
Call Options Held
13.2M
Put Options Held
41.1M
View Full List

About UTILITIES SECTOR SPDR

XLU Quotes by TradingView
  • Ticker XLU
  • Sector ETFs
  • Industry ETFs
More about XLU
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