Concord Wealth Partners Utilities Sector Spdr Transaction History

Concord Wealth Partners

$591 Million
Q3 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2022 Jan 27, 2023	BUY	$61.52 - $72.67 $8,182 - $9,665	133 New	133 $9,000

Others Institutions Holding XLU

# of Institutions

1,482

Shares Held

180M

Call Options Held

13.1M

Put Options Held

41.1M

Morgan Stanley New York, NY

13.9M
Shares

$1.13 Billion
0.08% of portfolio
Bank Of America Corp Charlotte, NC

13.4M
Shares

$1.09 Billion
0.09% of portfolio
International Assets Investment Management, LLC Orlando, FL

11.9M
Shares

$966 Million
0.35% of portfolio
Goldman Sachs Group Inc New York, NY

8.63M
Shares

$703 Million
0.12% of portfolio
Lpl Financial LLC Fort Mill, SC

5.62M
Shares

$458 Million
0.21% of portfolio

About UTILITIES SECTOR SPDR

Ticker XLU
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