Meridian Financial, LLC Utilities Sector Spdr Transaction History

Meridian Financial, LLC

$155 Billion
Q2 2025

A detailed history of Meridian Financial, LLC transactions in Utilities Sector Spdr stock. As of the latest transaction made, Meridian Financial, LLC holds 10,407 shares of XLU stock, worth $896,875. This represents 0.55% of its overall portfolio holdings.

Number of Shares

10,407

Previous 9,781 6.4%

Holding current value

$896,875

Previous $771 Million 10.2%

% of portfolio

0.55%

Previous 0.54%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 15, 2025	BUY	$73.09 - $82.77 $45,754 - $51,814	626 Added 6.4%	10,407 $850 Million
Q1 2025 Apr 25, 2025	SELL	$74.7 - $80.27 $19,272 - $20,709	-258 Reduced 2.57%	9,781 $771 Million
Q4 2024 Jan 15, 2025	BUY	$74.89 - $82.93 $66,726 - $73,890	891 Added 9.74%	10,039 $760 Million
Q3 2024 Oct 15, 2024	BUY	$67.67 - $80.78 $30,045 - $35,866	444 Added 5.1%	9,148 $739 Million
Q2 2024 Aug 13, 2024	BUY	$62.77 - $72.87 $40,863 - $47,438	651 Added 8.08%	8,704 $593 Million
Q1 2024 Aug 13, 2024	BUY	$59.95 - $65.65 $3,177 - $3,479	53 Added 0.66%	8,053 $529 Million
Q4 2023 Aug 13, 2024	BUY	$56.19 - $65.96 $179,808 - $211,071	3,200 Added 66.67%	8,000 $507 Million
Q3 2023 Aug 13, 2024	BUY	$58.83 - $68.46 $11,766 - $13,691	200 Added 4.35%	4,800 $283 Million
Q2 2023 Aug 13, 2024	BUY	$64.34 - $69.97 $12,868 - $13,994	200 Added 4.55%	4,600 $301 Million
Q1 2023 Aug 13, 2024	BUY	$63.7 - $72.08 $44,590 - $50,456	700 Added 18.92%	4,400 $298 Million
Q4 2021 Aug 13, 2024	BUY	$63.88 - $71.58 $236,356 - $264,846	3,700 New	3,700 $265 Million

Others Institutions Holding XLU

# of Institutions

1,591

Shares Held

152M

Call Options Held

13.6M

Put Options Held

38.6M

View Full List

About UTILITIES SECTOR SPDR

Ticker XLU
Sector ETFs
Industry ETFs

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Meridian Financial, LLC Utilities Sector Spdr Transaction History