Steigerwald, Gordon & Koch Inc. Utilities Sector Spdr Transaction History

Steigerwald, Gordon & Koch Inc.

$977 Million
Q3 2025

A detailed history of Steigerwald, Gordon & Koch Inc. transactions in Utilities Sector Spdr stock. As of the latest transaction made, Steigerwald, Gordon & Koch Inc. holds 2,862 shares of XLU stock, worth $254,031. This represents 0.03% of its overall portfolio holdings.

Number of Shares

2,862

Previous 3,062 6.53%

Holding current value

$254,031

Previous $250,000 0.4%

% of portfolio

0.03%

Previous 0.03%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 23, 2025	SELL	$81.14 - $87.32 $16,228 - $17,464	-200 Reduced 6.53%	2,862 $249,000
Q1 2024 Apr 16, 2024	BUY	$59.95 - $65.65 $183,566 - $201,020	3,062 New	3,062 $201,000
Q1 2023 Apr 19, 2023	SELL	$63.7 - $72.08 $9,618 - $10,884	-151 Reduced 4.07%	3,562 $241,000
Q4 2022 Jan 17, 2023	BUY	$61.52 - $72.67 $9,289 - $10,973	151 Added 4.24%	3,713 $0
Q2 2020 Jul 14, 2020	BUY	$51.79 - $62.83 $184,475 - $223,800	3,562 New	3,562 $201,000
Q1 2020 Apr 20, 2020	SELL	$44.93 - $70.98 $160,040 - $252,830	-3,562 Closed	0 $0
Q2 2019 Jul 15, 2019	SELL	N/A	-300 Reduced 7.77%	3,562 $212,000
Q2 2018 Sep 14, 2018	BUY	N/A	3,862 New	3,862 $201,000
Q1 2018 Sep 14, 2018	SELL	N/A	-3,862 Closed	0 $0
Q4 2017 Sep 14, 2018	SELL	N/A	-200 Reduced 4.92%	3,862 $203,000
Q1 2017 Sep 13, 2018	BUY	N/A	4,062	4,062 $208,000

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

Ticker XLU
Sector ETFs
Industry ETFs

More about XLU

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Steigerwald, Gordon & Koch Inc., based on Form 13F filings with the SEC.

News

Stay updated on Steigerwald, Gordon & Koch Inc. with notifications on news.

Account

Steigerwald, Gordon & Koch Inc. Utilities Sector Spdr Transaction History