Beacon Investment Advisory Services, Inc. Utilities Sector Spdr Transaction History

Beacon Investment Advisory Services, Inc.

$2.29 Billion
Q1 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2019 May 15, 2019	SELL	N/A	-4,700 Closed	0 $0
Q1 2018 Apr 26, 2018	BUY	N/A	4,700 New	4,700 $237,000

Others Institutions Holding XLU

# of Institutions

1,253

Shares Held

138M

Call Options Held

17.4M

Put Options Held

29.3M

Bank Of America Corp Charlotte, NC

12.7M
Shares

$884 Million
0.08% of portfolio
Morgan Stanley New York, NY

11M
Shares

$765 Million
0.06% of portfolio
Goldman Sachs Group Inc New York, NY

6.02M
Shares

$418 Million
0.07% of portfolio
Caisse De Depot Et Placement Du Quebec Montreal, A8

4.35M
Shares

$302 Million
0.7% of portfolio
Harel Insurance Investments & Financial Services Ltd.

4.05M
Shares

$281 Million
5.14% of portfolio

About UTILITIES SECTOR SPDR

Ticker XLU
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