Bbjs Financial Advisors, LLC Utilities Sector Spdr Transaction History

Bbjs Financial Advisors, LLC

$280 Billion
Q3 2024

A detailed history of Bbjs Financial Advisors, LLC transactions in Utilities Sector Spdr stock. As of the latest transaction made, Bbjs Financial Advisors, LLC holds 60,341 shares of XLU stock, worth $4.6 Million. This represents 1.74% of its overall portfolio holdings.

Number of Shares

60,341

Previous 59,873 0.78%

Holding current value

$4.6 Million

Previous $4.08 Billion 19.48%

% of portfolio

1.74%

Previous 1.52%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 15, 2024	BUY	$67.67 - $80.78 $31,669 - $37,805	468 Added 0.78%	60,341 $4.87 Billion
Q2 2024 Jul 15, 2024	SELL	$62.77 - $72.87 $623,808 - $724,182	-9,938 Reduced 14.24%	59,873 $4.08 Billion
Q1 2024 May 03, 2024	BUY	$59.95 - $65.65 $309,162 - $338,557	5,157 Added 7.98%	69,811 $4.58 Billion
Q4 2023 Feb 28, 2024	SELL	$56.19 - $65.96 $122,999 - $144,386	-2,189 Reduced 3.27%	64,654 $4.09 Billion
Q3 2023 Nov 08, 2023	BUY	$58.83 - $68.46 $1.93 Million - $2.25 Million	32,878 Added 96.8%	66,843 $3.94 Billion
Q2 2023 Aug 03, 2023	BUY	$64.34 - $69.97 $2.19 Million - $2.38 Million	33,965 New	33,965 $2.22 Billion

Others Institutions Holding XLU

# of Institutions

1,486

Shares Held

180M

Call Options Held

13.1M

Put Options Held

41.1M

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About UTILITIES SECTOR SPDR

Ticker XLU
Sector ETFs
Industry ETFs

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Bbjs Financial Advisors, LLC Utilities Sector Spdr Transaction History