A detailed history of Custom Index Systems, LLC transactions in Utilities Sector Spdr stock. As of the latest transaction made, Custom Index Systems, LLC holds 12,358 shares of XLU stock, worth $1.1 Million. This represents 0.32% of its overall portfolio holdings.

Number of Shares
12,358
Previous 5,125 141.13%
Holding current value
$1.1 Million
Previous $419 Million 157.52%
% of portfolio
0.32%
Previous 0.2%

Shares

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

Oct 29, 2025

BUY
$81.14 - $87.32 $586,885 - $631,585
7,233 Added 141.13%
12,358 $1.08 Billion
Q2 2025

Aug 13, 2025

SELL
$73.09 - $82.77 $158,312 - $179,279
-2,166 Reduced 29.71%
5,125 $419 Million
Q4 2024

Jan 23, 2025

BUY
$74.89 - $82.93 $10,409 - $11,527
139 Added 1.94%
7,291 $552 Million
Q3 2024

Oct 24, 2024

BUY
$67.67 - $80.78 $483,975 - $577,738
7,152 New
7,152 $578 Million

Others Institutions Holding XLU

About UTILITIES SECTOR SPDR


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