Schmidt P J Investment Management Inc Utilities Sector Spdr Transaction History

Schmidt P J Investment Management Inc

  • $587 Million
  • Q3 2025

A detailed history of Schmidt P J Investment Management Inc transactions in Utilities Sector Spdr stock. As of the latest transaction made, Schmidt P J Investment Management Inc holds 3,633 shares of XLU stock, worth $322,465. This represents 0.05% of its overall portfolio holdings.

Number of Shares
3,633
Previous 3,224 12.69%
Holding current value
$322,465
Previous $263,000 20.15%
% of portfolio
0.05%
Previous 0.05%

Shares

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

Oct 27, 2025
BUY
$81.14 - $87.32 $33,186 - $35,713
409 Added 12.69%
3,633 $316,000
Q2 2025

Aug 01, 2025
BUY
$73.09 - $82.77 $33,329 - $37,743
456 Added 16.47%
3,224 $263,000
Q1 2025

May 21, 2025
BUY
$74.7 - $80.27 $206,769 - $222,187
2,768 New
2,768 $218,000

Others Institutions Holding XLU

# of Institutions
1,671
Shares Held
156M
Call Options Held
15.2M
Put Options Held
35.1M
View Full List

About UTILITIES SECTOR SPDR

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