A detailed history of Wincap Financial LLC transactions in Utilities Sector Spdr stock. As of the latest transaction made, Wincap Financial LLC holds 14,695 shares of XLU stock, worth $1.16 Million. This represents 1.1% of its overall portfolio holdings.

Number of Shares
14,695
Previous 14,577 0.81%
Holding current value
$1.16 Million
Previous $1.1 Billion 5.02%
% of portfolio
1.1%
Previous 1.12%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 07, 2025

BUY
$74.7 - $80.27 $8,814 - $9,471
118 Added 0.81%
14,695 $1.16 Billion
Q4 2024

May 07, 2025

BUY
$74.89 - $82.93 $1.09 Million - $1.21 Million
14,577 New
14,577 $1.1 Billion

Others Institutions Holding XLU

About UTILITIES SECTOR SPDR


  • Ticker XLU
  • Sector ETFs
  • Industry ETFs
More about XLU
Track This Portfolio

Track Wincap Financial LLC Portfolio

Follow Wincap Financial LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Wincap Financial LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wincap Financial LLC with notifications on news.