A detailed history of Meridian Financial, LLC transactions in Utilities Sector Spdr stock. As of the latest transaction made, Meridian Financial, LLC holds 9,148 shares of XLU stock, worth $736,322. This represents 0.49% of its overall portfolio holdings.

Number of Shares
9,148
Previous 8,704 5.1%
Holding current value
$736,322
Previous $593 Million 24.61%
% of portfolio
0.49%
Previous 0.43%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About UTILITIES SECTOR SPDR


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