A detailed history of North Rock Partners, LLC transactions in Utilities Sector Spdr stock. As of the latest transaction made, North Rock Partners, LLC holds 449 shares of XLU stock, worth $36,395. This represents 0.0% of its overall portfolio holdings.

Number of Shares
449
Previous 408 10.05%
Holding current value
$36,395
Previous $30,000 16.67%
% of portfolio
0.0%
Previous 0.0%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 08, 2025

BUY
$74.7 - $80.27 $3,062 - $3,291
41 Added 10.05%
449 $35,000
Q4 2024

Apr 22, 2025

BUY
$74.89 - $82.93 $599 - $663
8 Added 2.0%
408 $30,000
Q2 2024

Apr 22, 2025

BUY
$62.77 - $72.87 $25,108 - $29,148
400 New
400 $27,000
Q1 2024

Apr 22, 2025

SELL
$59.95 - $65.65 $5,575 - $6,105
-93 Reduced 23.66%
300 $19,000
Q4 2023

Apr 22, 2025

BUY
$56.19 - $65.96 $22,082 - $25,922
393 New
393 $24,000

Others Institutions Holding XLU

About UTILITIES SECTOR SPDR


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