Strategic Equity Management Utilities Sector Spdr Transaction History

Strategic Equity Management

  • $240 Million
  • Q3 2025

A detailed history of Strategic Equity Management transactions in Utilities Sector Spdr stock. As of the latest transaction made, Strategic Equity Management holds 129,192 shares of XLU stock, worth $11.5 Million. This represents 4.7% of its overall portfolio holdings.

Number of Shares
129,192
Previous 48,375 167.06%
Holding current value
$11.5 Million
Previous $3.95 Million 185.22%
% of portfolio
4.7%
Previous 1.62%

Shares

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

Nov 05, 2025
BUY
$81.14 - $87.32 $6.56 Million - $7.06 Million
80,817 Added 167.06%
129,192 $11.3 Million
Q2 2025

Aug 11, 2025
BUY
$73.09 - $82.77 $3.54 Million - $4 Million
48,375 New
48,375 $3.95 Million

Others Institutions Holding XLU

# of Institutions
1,669
Shares Held
156M
Call Options Held
14.8M
Put Options Held
30.1M
View Full List

About UTILITIES SECTOR SPDR

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