Lm Advisors LLC Utilities Sector Spdr Transaction History

Lm Advisors LLC

  • $492 Million
  • Q3 2024

A detailed history of Lm Advisors LLC transactions in Utilities Sector Spdr stock. As of the latest transaction made, Lm Advisors LLC holds 29,782 shares of XLU stock, worth $2.29 Million. This represents 0.47% of its overall portfolio holdings.

Number of Shares
29,782
Previous 33,672 11.55%
Holding current value
$2.29 Million
Previous $2.2 Million 4.31%
% of portfolio
0.47%
Previous 0.0%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,482
Shares Held
159M
Call Options Held
13.1M
Put Options Held
41.1M
View Full List

About UTILITIES SECTOR SPDR

XLU Quotes by TradingView
  • Ticker XLU
  • Sector ETFs
  • Industry ETFs
More about XLU
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