Caldwell Trust CO Utilities Sector Spdr Transaction History

Caldwell Trust CO

  • $1.07 Trillion
  • Q3 2025

A detailed history of Caldwell Trust CO transactions in Utilities Sector Spdr stock. As of the latest transaction made, Caldwell Trust CO holds 4,050 shares of XLU stock, worth $359,478. This represents 0.03% of its overall portfolio holdings.

Number of Shares
4,050
Previous 3,250 24.62%
Holding current value
$359,478
Previous $265 Million 33.09%
% of portfolio
0.03%
Previous 0.03%

Shares

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

Oct 23, 2025
BUY
$81.14 - $87.32 $64,912 - $69,856
800 Added 24.62%
4,050 $353 Million
Q2 2025

Sep 22, 2025
BUY
$73.09 - $82.77 $237,542 - $269,002
3,250 New
3,250 $265 Million
Q1 2025

Sep 23, 2025
BUY
$74.7 - $80.27 $14,267 - $15,331
191 Added 5.88%
3,441 $271 Million
Q4 2024

Sep 24, 2025
SELL
$74.89 - $82.93 $53,696 - $59,460
-717 Reduced 23.93%
2,279 $172 Million
Q3 2024

Sep 24, 2025
BUY
$67.67 - $80.78 $19,759 - $23,587
292 Added 10.8%
2,996 $242 Million
Q2 2024

Sep 24, 2025
SELL
$62.77 - $72.87 $1,569 - $1,821
-25 Reduced 0.92%
2,704 $184 Million
Q1 2024

Sep 24, 2025
SELL
$59.95 - $65.65 $31,233 - $34,203
-521 Reduced 16.03%
2,729 $179 Million
Q4 2023

Oct 01, 2025
SELL
$56.19 - $65.96 $5,619 - $6,595
-100 Reduced 3.53%
2,729 $173 Million
Q3 2023

Oct 01, 2025
SELL
$58.83 - $68.46 $1,647 - $1,916
-28 Reduced 0.98%
2,829 $167 Million
Q2 2023

Oct 01, 2025
BUY
$64.34 - $69.97 $8,235 - $8,956
128 Added 4.69%
2,857 $187 Million
Q1 2023

Oct 01, 2025
SELL
$63.7 - $72.08 $33,187 - $37,553
-521 Reduced 16.03%
2,729 $185 Million
Q4 2022

Oct 01, 2025
BUY
$61.52 - $72.67 $507,232 - $599,164
8,245 Added 121.18%
15,049 $1.06 Billion
Q3 2022

Oct 01, 2025
BUY
$65.51 - $78.12 $232,822 - $277,638
3,554 Added 109.35%
6,804 $446 Million
Q1 2022

Oct 01, 2025
BUY
$65.03 - $74.54 $229,490 - $263,051
3,529 Added 108.58%
6,779 $505 Million
Q1 2021

Oct 02, 2025
BUY
$58.36 - $64.15 $202,042 - $222,087
3,462 Added 106.52%
6,712 $430 Million
Q4 2020

Oct 02, 2025
BUY
$59.98 - $66.76 $207,650 - $231,123
3,462 Added 106.52%
6,712 $421 Million
Q3 2020

Oct 02, 2025
SELL
$56.7 - $61.49 $12,757 - $13,835
-225 Reduced 3.24%
6,712 $399 Million
Q2 2020

Oct 02, 2025
SELL
$51.79 - $62.83 $2,589 - $3,141
-50 Reduced 0.72%
6,937 $391 Million
Q1 2020

Oct 02, 2025
BUY
$44.93 - $70.98 $167,903 - $265,252
3,737 Added 114.98%
6,987 $387 Million
Q4 2019

Oct 06, 2025
BUY
$61.37 - $64.82 $226,884 - $239,639
3,697 Added 113.75%
6,947 $449 Million

Others Institutions Holding XLU

# of Institutions
1,692
Shares Held
186M
Call Options Held
15.5M
Put Options Held
34.9M
View Full List

About UTILITIES SECTOR SPDR

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