Oak Harvest Investment Services Utilities Sector Spdr Transaction History

Oak Harvest Investment Services

  • $771 Million
  • Q2 2025

A detailed history of Oak Harvest Investment Services transactions in Utilities Sector Spdr stock. As of the latest transaction made, Oak Harvest Investment Services holds 37,576 shares of XLU stock, worth $3.24 Million. This represents 0.4% of its overall portfolio holdings.

Number of Shares
37,576
Previous 61,815 39.21%
Holding current value
$3.24 Million
Previous $4.87 Million 37.05%
% of portfolio
0.4%
Previous 0.7%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 08, 2025
SELL
$73.09 - $82.77 $1.77 Million - $2.01 Million
-24,239 Reduced 39.21%
37,576 $3.07 Million
Q1 2025

May 14, 2025
BUY
$74.7 - $80.27 $4.62 Million - $4.96 Million
61,815 New
61,815 $4.87 Million
Q3 2024

Oct 25, 2024
SELL
$67.67 - $80.78 $2.96 Million - $3.53 Million
-43,731 Reduced 35.38%
79,874 $6.45 Million
Q2 2024

Oct 24, 2024
SELL
$62.77 - $72.87 $247,062 - $286,816
-3,936 Reduced 3.09%
123,605 $8.42 Million
Q2 2024

Jul 22, 2024
SELL
$62.77 - $72.87 $247,062 - $286,816
-3,936 Reduced 3.09%
123,605 $8.42 Million
Q1 2024

Oct 24, 2024
BUY
$59.95 - $65.65 $235,963 - $258,398
3,936 Added 3.18%
127,541 $8.37 Million
Q1 2024

Apr 19, 2024
SELL
$59.95 - $65.65 $224,632 - $245,990
-3,747 Reduced 2.85%
127,541 $8.37 Million
Q4 2023

Jan 12, 2024
SELL
$56.19 - $65.96 $158,231 - $185,743
-2,816 Reduced 2.1%
131,288 $8.31 Million
Q3 2023

Oct 25, 2023
BUY
$58.83 - $68.46 $7.89 Million - $9.18 Million
134,104 New
134,104 $7.9 Million

Others Institutions Holding XLU

# of Institutions
1,604
Shares Held
153M
Call Options Held
13.8M
Put Options Held
37.4M
View Full List

About UTILITIES SECTOR SPDR

XLU Quotes by TradingView
  • Ticker XLU
  • Sector ETFs
  • Industry ETFs
More about XLU
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