Kkm Financial LLC Utilities Sector Spdr Transaction History

Kkm Financial LLC

$288 Billion
Q2 2025

A detailed history of Kkm Financial LLC transactions in Utilities Sector Spdr stock. As of the latest transaction made, Kkm Financial LLC holds 3,364 shares of XLU stock, worth $303,365. This represents 0.1% of its overall portfolio holdings.

Number of Shares

3,364

Holding current value

$303,365

% of portfolio

0.1%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2025 Aug 14, 2025	BUY	$73.09 - $82.77 $245,874 - $278,438	3,364 New	3,364 $275 Million

Others Institutions Holding XLU

# of Institutions

1,625

Shares Held

153M

Call Options Held

15.4M

Put Options Held

35.8M

Morgan Stanley New York, NY

12.9M
Shares

$1.16 Billion
0.07% of portfolio
Bank Of America Corp Charlotte, NC

11.9M
Shares

$1.07 Billion
0.07% of portfolio
Proficio Capital Partners LLC Newton, MA

8.83M
Shares

$796 Million
3.58% of portfolio
Lpl Financial LLC Fort Mill, SC

7.21M
Shares

$650 Million
0.21% of portfolio
Wells Fargo & Company San Francisco, CA

6.24M
Shares

$563 Million
0.11% of portfolio

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About UTILITIES SECTOR SPDR

Ticker XLU
Sector ETFs
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