Lm Advisors LLC Utilities Sector Spdr Transaction History

Lm Advisors LLC

$572 Million
Q4 2024

A detailed history of Lm Advisors LLC transactions in Utilities Sector Spdr stock. As of the latest transaction made, Lm Advisors LLC holds 28,244 shares of XLU stock, worth $2.19 Million. This represents 0.37% of its overall portfolio holdings.

Number of Shares

28,244

Previous 29,782 5.16%

Holding current value

$2.19 Million

Previous $2.3 Million 6.96%

% of portfolio

0.37%

Previous 0.47%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 12, 2025	SELL	$74.89 - $82.93 $115,180 - $127,546	-1,538 Reduced 5.16%	28,244 $2.14 Million
Q3 2024 Nov 07, 2024	SELL	$67.67 - $80.78 $263,236 - $314,234	-3,890 Reduced 11.55%	29,782 $2.3 Million
Q2 2024 Aug 14, 2024	BUY	$62.77 - $72.87 $14,311 - $16,614	228 Added 0.68%	33,672 $2.2 Million
Q1 2024 May 15, 2024	SELL	$59.95 - $65.65 $111,566 - $122,174	-1,861 Reduced 5.27%	33,444 $2.11 Million
Q4 2023 Feb 14, 2024	BUY	$56.19 - $65.96 $1.98 Million - $2.33 Million	35,305 New	35,305 $2.24 Billion

Others Institutions Holding XLU

# of Institutions

1,546

Shares Held

153M

Call Options Held

18.3M

Put Options Held

37.5M

View Full List

About UTILITIES SECTOR SPDR

Ticker XLU
Sector ETFs
Industry ETFs

More about XLU

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Lm Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Lm Advisors LLC with notifications on news.

Account