A detailed history of Consolidated Capital Management, LLC transactions in Utilities Sector Spdr stock. As of the latest transaction made, Consolidated Capital Management, LLC holds 65,037 shares of XLU stock, worth $5.77 Million. This represents 2.08% of its overall portfolio holdings.

Number of Shares
65,037
Previous 65,344 0.47%
Holding current value
$5.77 Million
Previous $5.34 Million 6.3%
% of portfolio
2.08%
Previous 1.99%

Shares

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

Nov 13, 2025

SELL
$81.14 - $87.32 $24,909 - $26,807
-307 Reduced 0.47%
65,037 $5.67 Million
Q2 2025

Jul 16, 2025

BUY
$73.09 - $82.77 $157,655 - $178,534
2,157 Added 3.41%
65,344 $5.34 Million
Q1 2025

Apr 29, 2025

BUY
$74.7 - $80.27 $4.72 Million - $5.07 Million
63,187 New
63,187 $4.98 Million
Q1 2018

Apr 18, 2018

SELL
N/A
-19,590 Closed
0 $0
Q4 2017

Jan 23, 2018

BUY
N/A
19,590
19,590 $1.03 Million

Others Institutions Holding XLU

About UTILITIES SECTOR SPDR


  • Ticker XLU
  • Sector ETFs
  • Industry ETFs
More about XLU
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