Spinnaker Investment Group, LLC Utilities Sector Spdr Transaction History

Spinnaker Investment Group, LLC

  • $395 Million
  • Q2 2025

A detailed history of Spinnaker Investment Group, LLC transactions in Utilities Sector Spdr stock. As of the latest transaction made, Spinnaker Investment Group, LLC holds 9,730 shares of XLU stock, worth $838,531. This represents 0.2% of its overall portfolio holdings.

Number of Shares
9,730
Previous 5,433 79.09%
Holding current value
$838,531
Previous $428,000 85.51%
% of portfolio
0.2%
Previous 0.1%

Shares

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

Jul 16, 2025
BUY
$73.09 - $82.77 $314,067 - $355,662
4,297 Added 79.09%
9,730 $794,000
Q1 2025

Apr 22, 2025
BUY
$74.7 - $80.27 $37,275 - $40,054
499 Added 10.11%
5,433 $428,000
Q4 2024

Jan 17, 2025
BUY
$74.89 - $82.93 $369,507 - $409,176
4,934 New
4,934 $373,000

Others Institutions Holding XLU

# of Institutions
1,594
Shares Held
152M
Call Options Held
14.1M
Put Options Held
38.6M
View Full List

About UTILITIES SECTOR SPDR

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