Ownership history in MCDANIEL TERRY & CO · 15 quarters on record
This page tracks every 13F SEC filing in which MCDANIEL TERRY & CO reported a position in Select Sector Spdr Tr Sbi Int- (XLU). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q3 | UNCHANGED | 5,744 | — | 0% | 0.04% | $501K | $43.28 |
| 2025 Q2 | UNCHANGED | 5,744 | — | 0% | 0.04% | $469K | $40.26 |
| 2025 Q1 | REDUCED | 5,744 | -2,344 | -29.0% | 0.04% | $453K | $38.60 |
| 2024 Q4 | REDUCED | 8,088 | -45 | -0.6% | 0.05% | $612K | $36.79 |
| 2024 Q3 | ADDED | 8,133 | +45 | +0.6% | 0.06% | $657K | $38.95 |
| 2024 Q2 | UNCHANGED | 8,088 | — | 0% | 0.05% | $551K | $32.63 |
| 2024 Q1 | ADDED | 8,088 | +1,028 | +14.6% | 0.05% | $531K | $31.19 |
| 2023 Q3 | UNCHANGED | 7,060 | — | 0% | 0.04% | $416K | $27.51 |
| 2023 Q2 | ADDED | 7,060 | +2,079 | +41.7% | 0.05% | $462K | $30.30 |
| 2023 Q1 | ADDED | 4,981 | +1,608 | +47.7% | 0.04% | $337K | $31.09 |
As of 2025 Q4 — sorted by position size