Harrell Investment Partners, LLC Utilities Sector Spdr Transaction History

Harrell Investment Partners, LLC

$423 Billion
Q3 2025

A detailed history of Harrell Investment Partners, LLC transactions in Utilities Sector Spdr stock. As of the latest transaction made, Harrell Investment Partners, LLC holds 14,914 shares of XLU stock, worth $1.32 Million. This represents 0.31% of its overall portfolio holdings.

Number of Shares

14,914

Holding current value

$1.32 Million

% of portfolio

0.31%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 23, 2025	BUY	$81.14 - $87.32 $1.21 Million - $1.3 Million	14,914 New	14,914 $1.3 Billion
Q3 2024 Oct 11, 2024	BUY	$67.67 - $80.78 $147,926 - $176,585	2,186 Added 4.64%	49,292 $3.98 Billion
Q2 2024 Jul 18, 2024	BUY	$62.77 - $72.87 $1.03 Million - $1.19 Million	16,350 Added 53.16%	47,106 $3.21 Billion
Q1 2024 May 10, 2024	SELL	$59.95 - $65.65 $88,546 - $96,965	-1,477 Reduced 4.58%	30,756 $2.02 Billion
Q4 2023 Jan 22, 2024	SELL	$56.19 - $65.96 $868,809 - $1.02 Million	-15,462 Reduced 32.42%	32,233 $2.04 Billion

Q3 2023 Oct 30, 2023	BUY	$58.83 - $68.46 $109,776 - $127,746	1,866 Added 4.07%	47,695 $2.68 Billion
Q2 2023 Aug 08, 2023	SELL	$64.34 - $69.97 $26,572 - $28,897	-413 Reduced 0.89%	45,829 $3 Billion
Q1 2023 May 04, 2023	SELL	$63.7 - $72.08 $184,921 - $209,248	-2,903 Reduced 5.91%	46,242 $3.13 Billion
Q4 2022 Feb 13, 2023	BUY	$61.52 - $72.67 $246,572 - $291,261	4,008 Added 8.88%	49,145 $3.46 Billion
Q3 2022 Nov 14, 2022	BUY	$65.51 - $78.12 $2.96 Million - $3.53 Million	45,137 New	45,137 $2.96 Million
Q2 2020 Aug 14, 2020	SELL	$51.79 - $62.83 $1.69 Million - $2.05 Million	-32,584 Closed	0 $0
Q1 2020 May 14, 2020	BUY	$44.93 - $70.98 $314,914 - $497,498	7,009 Added 27.41%	32,584 $1.81 Million
Q4 2019 Feb 13, 2020	BUY	$61.37 - $64.82 $1.57 Million - $1.66 Million	25,575 New	25,575 $1.65 Million

Others Institutions Holding XLU

# of Institutions

1,666

Shares Held

155M

Call Options Held

14.8M

Put Options Held

30.1M

View Full List

About UTILITIES SECTOR SPDR

Ticker XLU
Sector ETFs
Industry ETFs

More about XLU

Track This Portfolio

Portfolio Update

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

News

Stay updated on Harrell Investment Partners, LLC with notifications on news.

Account

Harrell Investment Partners, LLC Utilities Sector Spdr Transaction History