Shares

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

Aug 19, 2025

BUY
$73.09 - $82.77 $73 - $82
1 Added 0.54%
185 $15.1 Million
Q1 2025

May 16, 2025

BUY
$74.7 - $80.27 $74 - $80
1 Added 0.55%
184 $14.5 Million
Q4 2024

Feb 05, 2025

BUY
$74.89 - $82.93 $74 - $82
1 Added 0.55%
183 $13.9 Million
Q3 2024

Nov 14, 2024

BUY
$67.67 - $80.78 $2,097 - $2,504
31 Added 20.53%
182 $14.7 Million
Q2 2024

Aug 14, 2024

BUY
$62.77 - $72.87 $9,478 - $11,003
151 New
151 $10.3 Million

Others Institutions Holding XLU

About UTILITIES SECTOR SPDR


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

Track Cape Investment Advisory, Inc. Portfolio

Follow Cape Investment Advisory, Inc. 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 Cape Investment Advisory, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Cape Investment Advisory, Inc. with notifications on news.