Schmidt P J Investment Management Inc Utilities Sector Spdr Transaction History

Schmidt P J Investment Management Inc

  • $562 Million
  • Q2 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 3,224 shares of XLU stock, worth $277,844. This represents 0.05% of its overall portfolio holdings.

Number of Shares
3,224
Previous 2,768 16.47%
Holding current value
$277,844
Previous $218,000 20.64%
% of portfolio
0.05%
Previous 0.04%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,591
Shares Held
152M
Call Options Held
13.6M
Put Options Held
38.6M
View Full List

About UTILITIES SECTOR SPDR

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