A detailed history of North Capital, Inc. transactions in Utilities Sector Spdr stock. As of the latest transaction made, North Capital, Inc. holds 234 shares of XLU stock, worth $20,769. This represents 0.02% of its overall portfolio holdings.

Number of Shares
234
Previous 233 0.43%
Holding current value
$20,769
Previous $19 Million 7.25%
% of portfolio
0.02%
Previous 0.02%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 09, 2025

BUY
$81.14 - $87.32 $81 - $87
1 Added 0.43%
234 $20.4 Million
Q2 2025

Aug 06, 2025

SELL
$73.09 - $82.77 $1,242 - $1,407
-17 Reduced 6.8%
233 $19 Million
Q1 2025

Apr 28, 2025

BUY
$74.7 - $80.27 $18,675 - $20,067
250 New
250 $19.7 Million

Others Institutions Holding XLU

About UTILITIES SECTOR SPDR


  • Ticker XLU
  • Sector ETFs
  • Industry ETFs
More about XLU
Track This Portfolio

Track North Capital, Inc. Portfolio

Follow North Capital, 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 North Capital, Inc., based on Form 13F filings with the SEC.

News

Stay updated on North Capital, Inc. with notifications on news.