Optima Capital LLC Utilities Sector Spdr Transaction History

Optima Capital LLC

$231 Billion
Q4 2025

A detailed history of Optima Capital LLC transactions in Utilities Sector Spdr stock. As of the latest transaction made, Optima Capital LLC holds 726 shares of XLU stock, worth $64,439. This represents 0.01% of its overall portfolio holdings.

Number of Shares

726

Holding current value

$64,439

% of portfolio

0.01%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2025 Jan 23, 2026	BUY	$87.89 - $92.9 $63,808 - $67,445	726 New	726 $31 Million

Others Institutions Holding XLU

# of Institutions

1,680

Shares Held

167M

Call Options Held

14.8M

Put Options Held

30.1M

Bank Of America Corp Charlotte, NC

13.6M
Shares

$1.2 Billion
0.08% of portfolio
Morgan Stanley New York, NY

11.3M
Shares

$1 Billion
0.06% of portfolio
Jpmorgan Chase & CO New York, NY

8.47M
Shares

$752 Million
0.05% of portfolio
Lpl Financial LLC Fort Mill, SC

7.36M
Shares

$653 Million
0.2% of portfolio
Wells Fargo & Company San Francisco, CA

5.63M
Shares

$499 Million
0.1% of portfolio

View Full List

About UTILITIES SECTOR SPDR

Ticker XLU
Sector ETFs
Industry ETFs

More about XLU

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