Kcm Investment Advisors LLC Utilities Sector Spdr Transaction History

Kcm Investment Advisors LLC

  • $3.05 Billion
  • Q3 2025

A detailed history of Kcm Investment Advisors LLC transactions in Utilities Sector Spdr stock. As of the latest transaction made, Kcm Investment Advisors LLC holds 134,571 shares of XLU stock, worth $11.9 Million. This represents 0.38% of its overall portfolio holdings.

Number of Shares
134,571
Previous 130,192 3.36%
Holding current value
$11.9 Million
Previous $10.6 Million 10.38%
% of portfolio
0.38%
Previous 0.36%

Shares

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

Nov 12, 2025
BUY
$81.14 - $87.32 $355,312 - $382,374
4,379 Added 3.36%
134,571 $11.7 Million
Q2 2025

Aug 06, 2025
BUY
$73.09 - $82.77 $218,685 - $247,647
2,992 Added 2.35%
130,192 $10.6 Million
Q1 2025

May 14, 2025
BUY
$74.7 - $80.27 $655,641 - $704,529
8,777 Added 7.41%
127,200 $10 Million
Q4 2024

Feb 12, 2025
SELL
$74.89 - $82.93 $202,652 - $224,408
-2,706 Reduced 2.23%
118,423 $8.96 Million
Q3 2024

Nov 06, 2024
BUY
$67.67 - $80.78 $934,116 - $1.12 Million
13,804 Added 12.86%
121,129 $9.78 Million
Q2 2024

Jul 29, 2024
BUY
$62.77 - $72.87 $746,084 - $866,132
11,886 Added 12.45%
107,325 $7.31 Million
Q1 2024

May 07, 2024
SELL
$59.95 - $65.65 $822,633 - $900,849
-13,722 Reduced 12.57%
95,439 $6.27 Million
Q4 2023

Feb 13, 2024
SELL
$56.19 - $65.96 $1.8 Million - $2.11 Million
-31,990 Reduced 22.66%
109,161 $6.91 Million
Q3 2023

Nov 08, 2023
BUY
$58.83 - $68.46 $1.05 Million - $1.22 Million
17,820 Added 14.45%
141,151 $8.32 Million
Q2 2023

Aug 09, 2023
BUY
$64.34 - $69.97 $822,972 - $894,986
12,791 Added 11.57%
123,331 $8.07 Million
Q1 2023

May 09, 2023
BUY
$63.7 - $72.08 $7.04 Million - $7.97 Million
110,540 New
110,540 $7.48 Million
Q4 2022

Jan 31, 2023
BUY
$61.52 - $72.67 $503,295 - $594,513
8,181 Added 8.44%
105,137 $7.41 Million
Q3 2022

Nov 10, 2022
BUY
$65.51 - $78.12 $1.86 Million - $2.22 Million
28,396 Added 41.42%
96,956 $6.35 Million
Q2 2022

Aug 15, 2022
BUY
$64.87 - $76.96 $2.07 Million - $2.46 Million
31,948 Added 87.26%
68,560 $4.81 Million
Q1 2022

May 13, 2022
SELL
$65.03 - $74.54 $201,788 - $231,297
-3,103 Reduced 7.81%
36,612 $2.73 Million
Q4 2021

Feb 14, 2022
SELL
$63.88 - $71.58 $810,445 - $908,135
-12,687 Reduced 24.21%
39,715 $2.84 Million
Q3 2021

Nov 12, 2021
BUY
$63.56 - $70.07 $478,352 - $527,346
7,526 Added 16.77%
52,402 $3.35 Million
Q2 2021

Aug 12, 2021
BUY
$63.23 - $67.72 $16,629 - $17,810
263 Added 0.59%
44,876 $2.84 Million
Q1 2021

May 13, 2021
SELL
$58.36 - $64.15 $698,394 - $767,683
-11,967 Reduced 21.15%
44,613 $2.86 Million
Q4 2020

Feb 19, 2021
BUY
$59.98 - $66.76 $4,438 - $4,940
74 Added 0.13%
56,580 $3.55 Million
Q3 2020

Nov 16, 2020
SELL
$56.7 - $61.49 $55,339 - $60,014
-976 Reduced 1.7%
56,506 $3.36 Million
Q2 2020

Aug 14, 2020
SELL
$51.79 - $62.83 $4,091 - $4,963
-79 Reduced 0.14%
57,482 $3.24 Million
Q1 2020

Apr 27, 2020
BUY
$44.93 - $70.98 $2.59 Million - $4.09 Million
57,561 New
57,561 $3.19 Million
Q4 2019

Feb 18, 2020
BUY
$61.37 - $64.82 $506,057 - $534,505
8,246 Added 5.94%
147,134 $9.51 Million
Q3 2019

Nov 15, 2019
BUY
$62.5 - $64.93 $635,375 - $660,078
10,166 Added 7.9%
138,888 $8.99 Million
Q2 2019

Aug 14, 2019
BUY
N/A
30,815 Added 31.47%
128,722 $7.68 Million
Q1 2019

May 16, 2019
SELL
N/A
-50,850 Closed
0 $0
Q4 2018

Feb 12, 2019
BUY
N/A
14,093 Added 38.34%
50,850 $2.69 Million
Q3 2018

Nov 07, 2018
BUY
N/A
9,959 Added 37.16%
36,757 $0
Q2 2018

Aug 10, 2018
SELL
N/A
-50,949 Reduced 65.53%
26,798 $1.39 Million
Q1 2018

May 09, 2018
SELL
N/A
-1,854 Reduced 2.33%
77,747 $3.93 Million
Q4 2017

Feb 22, 2018
BUY
N/A
17,014 Added 27.18%
79,601 $4.19 Million
Q3 2017

Nov 13, 2017
BUY
N/A
62,587
62,587 $3.32 Million

Others Institutions Holding XLU

# of Institutions
1,664
Shares Held
156M
Call Options Held
14.8M
Put Options Held
30.1M
View Full List

About UTILITIES SECTOR SPDR

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