Spinnaker Investment Group, LLC Utilities Sector Spdr Transaction History

Spinnaker Investment Group, LLC

  • $500 Million
  • Q4 2025

A detailed history of Spinnaker Investment Group, LLC transactions in Utilities Sector Spdr stock. As of the latest transaction made, Spinnaker Investment Group, LLC holds 30,410 shares of XLU stock, worth $2.7 Million. This represents 0.54% of its overall portfolio holdings.

Number of Shares
30,410
Previous 13,132 131.57%
Holding current value
$2.7 Million
Previous $1.15 Million 135.72%
% of portfolio
0.54%
Previous 0.23%

Shares

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

Jan 12, 2026
BUY
$87.89 - $92.9 $1.52 Million - $1.61 Million
17,278 Added 131.57%
30,410 $2.7 Million
Q3 2025

Oct 10, 2025
BUY
$81.14 - $87.32 $276,038 - $297,062
3,402 Added 34.96%
13,132 $1.15 Million
Q2 2025

Jul 16, 2025
BUY
$73.09 - $82.77 $314,067 - $355,662
4,297 Added 79.09%
9,730 $794,000
Q1 2025

Apr 22, 2025
BUY
$74.7 - $80.27 $37,275 - $40,054
499 Added 10.11%
5,433 $428,000
Q4 2024

Jan 17, 2025
BUY
$74.89 - $82.93 $369,507 - $409,176
4,934 New
4,934 $373,000

Others Institutions Holding XLU

# of Institutions
1,680
Shares Held
163M
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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