Meridian Investment Counsel Inc. Utilities Sector Spdr Transaction History

Meridian Investment Counsel Inc.

  • $325 Million
  • Q3 2024

A detailed history of Meridian Investment Counsel Inc. transactions in Utilities Sector Spdr stock. As of the latest transaction made, Meridian Investment Counsel Inc. holds 63,463 shares of XLU stock, worth $5.17 Million. This represents 1.58% of its overall portfolio holdings.

Number of Shares
63,463
Previous 54,138 17.22%
Holding current value
$5.17 Million
Previous $3.69 Million 38.99%
% of portfolio
1.58%
Previous 1.18%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 06, 2024
BUY
$67.67 - $80.78 $631,022 - $753,273
9,325 Added 17.22%
63,463 $5.13 Million
Q2 2024

Jul 19, 2024
BUY
$62.77 - $72.87 $761,149 - $883,621
12,126 Added 28.86%
54,138 $3.69 Million
Q1 2024

May 13, 2024
BUY
$59.95 - $65.65 $183,866 - $201,348
3,067 Added 7.88%
42,012 $2.76 Million
Q4 2023

Feb 09, 2024
BUY
$56.19 - $65.96 $452,048 - $530,648
8,045 Added 26.04%
38,945 $2.47 Million
Q3 2023

Nov 03, 2023
BUY
$58.83 - $68.46 $786,557 - $915,310
13,370 Added 76.27%
30,900 $1.82 Million
Q2 2023

Aug 09, 2023
BUY
$64.34 - $69.97 $105,839 - $115,100
1,645 Added 10.36%
17,530 $1.15 Million
Q3 2022

Nov 08, 2022
BUY
$65.51 - $78.12 $42,581 - $50,778
650 Added 4.27%
15,885 $1.04 Million
Q2 2021

Jul 23, 2021
SELL
$63.23 - $67.72 $44,261 - $47,404
-700 Reduced 4.39%
15,235 $963,000
Q4 2020

Feb 03, 2021
SELL
$59.98 - $66.76 $11,996 - $13,352
-200 Reduced 1.24%
15,935 $999,000
Q2 2019

Aug 13, 2019
SELL
N/A
-25 Reduced 0.15%
16,135 $962,000
Q1 2019

May 06, 2019
SELL
N/A
-50 Reduced 0.31%
16,160 $940,000
Q2 2018

Aug 08, 2018
SELL
N/A
-300 Reduced 1.82%
16,210 $842,000
Q1 2018

May 14, 2018
SELL
N/A
-400 Reduced 2.37%
16,510 $834,000
Q2 2017

Aug 14, 2017
BUY
N/A
16,910
16,910 $879,000

Others Institutions Holding XLU

# of Institutions
1,482
Shares Held
180M
Call Options Held
13.1M
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
Track This Portfolio

Track Meridian Investment Counsel Inc. Portfolio

Follow Meridian Investment Counsel Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Meridian Investment Counsel Inc., based on Form 13F filings with the SEC.

News

Stay updated on Meridian Investment Counsel Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email