A detailed history of New Harbor Financial Group, LLC transactions in Utilities Sector Spdr stock. As of the latest transaction made, New Harbor Financial Group, LLC holds 253,695 shares of XLU stock, worth $22.5 Million. This represents 4.54% of its overall portfolio holdings.

Number of Shares
253,695
Previous 245,941 3.15%
Holding current value
$22.5 Million
Previous $20.1 Million 10.16%
% of portfolio
4.54%
Previous 4.65%

Shares

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

Nov 06, 2025

BUY
$81.14 - $87.32 $629,159 - $677,079
7,754 Added 3.15%
253,695 $22.1 Million
Q2 2025

Aug 13, 2025

BUY
$73.09 - $82.77 $18 Million - $20.4 Million
245,941 New
245,941 $20.1 Million
Q4 2024

Jan 17, 2025

BUY
$74.89 - $82.93 $124,841 - $138,244
1,667 Added 0.52%
319,538 $24.2 Million
Q3 2024

Oct 16, 2024

BUY
$67.67 - $80.78 $1.41 Million - $1.69 Million
20,862 Added 7.02%
317,871 $25.7 Million
Q2 2024

Aug 01, 2024

BUY
$62.77 - $72.87 $18.6 Million - $21.6 Million
297,009 New
297,009 $20.2 Million

Others Institutions Holding XLU

About UTILITIES SECTOR SPDR


  • Ticker XLU
  • Sector ETFs
  • Industry ETFs
More about XLU
Track This Portfolio

Track New Harbor Financial Group, LLC Portfolio

Follow New Harbor Financial Group, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of New Harbor Financial Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on New Harbor Financial Group, LLC with notifications on news.