Tortoise Investment Management, LLC Utilities Sector Spdr Transaction History

Tortoise Investment Management, LLC

  • $981 Million
  • Q2 2025

A detailed history of Tortoise Investment Management, LLC transactions in Utilities Sector Spdr stock. As of the latest transaction made, Tortoise Investment Management, LLC holds 974 shares of XLU stock, worth $86,598. This represents 0.01% of its overall portfolio holdings.

Number of Shares
974
Previous 884 10.18%
Holding current value
$86,598
Previous $69,000 14.49%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Aug 08, 2025
BUY
$73.09 - $82.77 $6,578 - $7,449
90 Added 10.18%
974 $79,000
Q2 2024

Aug 07, 2025
SELL
$62.77 - $72.87 $9,415 - $10,930
-150 Reduced 14.51%
884 $60,000
Q2 2024

Aug 01, 2024
SELL
$62.77 - $72.87 $9,415 - $10,930
-150 Reduced 14.51%
884 $60,000
Q1 2024

Aug 07, 2025
SELL
$59.95 - $65.65 $12,589 - $13,786
-210 Reduced 16.88%
1,034 $67,000
Q1 2024

May 09, 2024
SELL
$59.95 - $65.65 $12,589 - $13,786
-210 Reduced 16.88%
1,034 $67,000
Q4 2023

Aug 07, 2025
BUY
$56.19 - $65.96 $20,228 - $23,745
360 Added 40.72%
1,244 $78,000
Q4 2023

Feb 29, 2024
SELL
$56.19 - $65.96 $62,651 - $73,545
-1,115 Reduced 47.27%
1,244 $78,000
Q4 2023

Feb 08, 2024
BUY
$56.19 - $65.96 $57,763 - $67,806
1,028 Added 77.24%
2,359 $149,000
Q3 2023

Aug 07, 2025
BUY
$58.83 - $68.46 $26,297 - $30,601
447 Added 50.57%
1,331 $78,000
Q3 2021

Nov 04, 2021
SELL
$63.56 - $70.07 $15,381 - $16,956
-242 Reduced 15.38%
1,331 $85,000
Q2 2021

Jul 30, 2021
BUY
$63.23 - $67.72 $12,393 - $13,273
196 Added 14.23%
1,573 $99,000
Q4 2020

Feb 05, 2021
BUY
$59.98 - $66.76 $5,578 - $6,208
93 Added 7.24%
1,377 $86,000
Q3 2020

Nov 04, 2020
BUY
$56.7 - $61.49 $27,726 - $30,068
489 Added 61.51%
1,284 $76,000
Q2 2020

Aug 06, 2020
SELL
$51.79 - $62.83 $40,655 - $49,321
-785 Reduced 49.68%
795 $45,000
Q4 2019

Feb 06, 2020
BUY
$61.37 - $64.82 $15,342 - $16,204
250 Added 18.8%
1,580 $102,000
Q1 2019

May 07, 2019
SELL
N/A
-250 Reduced 15.82%
1,330 $77,000
Q3 2017

Nov 15, 2017
BUY
N/A
1,580
1,580 $84,000

Others Institutions Holding XLU

# of Institutions
1,625
Shares Held
153M
Call Options Held
15.4M
Put Options Held
35.8M
View Full List

About UTILITIES SECTOR SPDR

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