Creative Planning Utilities Sector Spdr Put Options Transaction History

Creative Planning

$101 Billion
Q3 2024

Put Options

3 transactions

Quarter	Operation	Price Per put	puts change	puts Held	SEC Form
Q2 2020 Jul 23, 2020	BUY	$51.79 - $62.83 $10,358 - $12,566	200 Added 50.0%	600 $0
Q1 2020 May 05, 2020	SELL	$44.93 - $70.98 $8,986 - $14,196	-200 Reduced 33.33%	400 $3,000
Q1 2019 Apr 24, 2019	BUY	N/A	600 New	600 $0

Others Institutions Holding XLU

# of Institutions

1,484

Shares Held

180M

Call Options Held

13.1M

Put Options Held

41.1M

Morgan Stanley New York, NY

13.9M
Shares

$1.16 Billion
0.08% of portfolio
Bank Of America Corp Charlotte, NC

13.4M
Shares

$1.11 Billion
0.09% of portfolio
International Assets Investment Management, LLC Orlando, FL

11.9M
Shares

$983 Million
0.35% of portfolio
Goldman Sachs Group Inc New York, NY

8.63M
Shares

$715 Million
0.12% of portfolio
Lpl Financial LLC Fort Mill, SC

5.62M
Shares

$466 Million
0.21% of portfolio

About UTILITIES SECTOR SPDR

Ticker XLU
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