Shaker Investments LLC Utilities Sector Spdr Transaction History

Shaker Investments LLC

  • $231 Million
  • Q4 2025

A detailed history of Shaker Investments LLC transactions in Utilities Sector Spdr stock. As of the latest transaction made, Shaker Investments LLC holds 74,509 shares of XLU stock, worth $6.61 Million. This represents 2.86% of its overall portfolio holdings.

Number of Shares
74,509
Previous 37,483 98.78%
Holding current value
$6.61 Million
Previous $3.27 Million 102.36%
% of portfolio
2.86%
Previous 1.35%

Shares

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

Jan 30, 2026
BUY
$87.89 - $92.9 $3.25 Million - $3.44 Million
37,026 Added 98.78%
74,509 $6.61 Million
Q3 2025

Oct 17, 2025
SELL
$81.14 - $87.32 $5,598 - $6,025
-69 Reduced 0.18%
37,483 $3.27 Million
Q2 2025

Jul 31, 2025
BUY
$73.09 - $82.77 $2.74 Million - $3.11 Million
37,552 New
37,552 $3.07 Million

Others Institutions Holding XLU

# of Institutions
1,694
Shares Held
188M
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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