Monument Capital Management Utilities Sector Spdr Transaction History

Monument Capital Management

  • $393 Million
  • Q4 2025

A detailed history of Monument Capital Management transactions in Utilities Sector Spdr stock. As of the latest transaction made, Monument Capital Management holds 114,825 shares of XLU stock, worth $10.2 Million. This represents 2.59% of its overall portfolio holdings.

Number of Shares
114,825
Previous 54,774 109.63%
Holding current value
$10.2 Million
Previous $4.78 Million 113.38%
% of portfolio
2.59%
Previous 1.22%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 23, 2026
BUY
$87.89 - $92.9 $5.28 Million - $5.58 Million
60,051 Added 109.63%
114,825 $10.2 Million
Q3 2025

Oct 14, 2025
SELL
$81.14 - $87.32 $303,220 - $326,314
-3,737 Reduced 6.39%
54,774 $4.78 Million
Q2 2025

Jul 24, 2025
BUY
$73.09 - $82.77 $33,840 - $38,322
463 Added 0.8%
58,511 $4.78 Million
Q1 2025

Apr 25, 2025
BUY
$74.7 - $80.27 $4.34 Million - $4.66 Million
58,048 New
58,048 $4.58 Million
Q3 2024

Oct 15, 2024
BUY
$67.67 - $80.78 $4.22 Million - $5.04 Million
62,396 New
62,396 $5.04 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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