Alan B. Lancz & Associates, Inc. Utilities Sector Spdr Transaction History

Alan B. Lancz & Associates, Inc.

  • $92.8 Million
  • Q1 2025

A detailed history of Alan B. Lancz & Associates, Inc. transactions in Utilities Sector Spdr stock. As of the latest transaction made, Alan B. Lancz & Associates, Inc. holds 2,709 shares of XLU stock, worth $228,964. This represents 0.23% of its overall portfolio holdings.

Number of Shares
2,709
Previous 2,705 0.15%
Holding current value
$228,964
Previous $204,000 4.41%
% of portfolio
0.23%
Previous 0.21%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 30, 2025
BUY
$74.7 - $80.27 $298 - $321
4 Added 0.15%
2,709 $213,000
Q4 2024

Jan 21, 2025
BUY
$74.89 - $82.93 $202,577 - $224,325
2,705 New
2,705 $204,000

Others Institutions Holding XLU

# of Institutions
1,587
Shares Held
148M
Call Options Held
13.2M
Put Options Held
37.8M
View Full List

About UTILITIES SECTOR SPDR

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