Number of Shares
77,347.00
Current Holdings Value*
$6.32 Mil
% of Portfolio
1.72%
Total Estimate Gain
$1.61 Mil
% of Total Estimate Gain
30.90%

MERIDIAN INVESTMENT COUNSEL INC.'s Utilities Select Sector SPDR ETF Holding Summary

As of 2025-06-30, MERIDIAN INVESTMENT COUNSEL INC. held 77,347.00 shares of Utilities Select Sector SPDR ETF(XLU), totaling $6.32 Mil. This investment constitutes 1.72% of their stock portfolio, and MERIDIAN INVESTMENT COUNSEL INC. now holds 0.03% of the outstanding Utilities Select Sector SPDR ETF(XLU) stock.

The initial trade took place in 2014Q1. And since then MERIDIAN INVESTMENT COUNSEL INC. has made 12 purchases of XLU, at an average price of $61.77, for a total of 84,522.00 shares. In addition, there have been 9 sales at an average price of $49.70 for 7,175.00 shares. Based on historical transaction data and XLU's current price of $83.75, MERIDIAN INVESTMENT COUNSEL INC.'s estimated gain on his XLU holdings is $1.61 Mil, reflecting a 30.90% gain to date.

MERIDIAN INVESTMENT COUNSEL INC. XLU ($83.75) Holding Chart

MERIDIAN INVESTMENT COUNSEL INC. XLU ($83.75) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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