Cvfg LLC Utilities Sector Spdr Transaction History

Cvfg LLC

$110 Billion
Q1 2025

A detailed history of Cvfg LLC transactions in Utilities Sector Spdr stock. As of the latest transaction made, Cvfg LLC holds 2,581 shares of XLU stock, worth $204,673. This represents 0.19% of its overall portfolio holdings.

Number of Shares

2,581

Holding current value

$204,673

% of portfolio

0.19%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 Apr 23, 2025	BUY	$74.7 - $80.27 $192,800 - $207,176	2,581 New	2,581 $204 Million

Others Institutions Holding XLU

# of Institutions

1,565

Shares Held

153M

Call Options Held

18.3M

Put Options Held

37.5M

Morgan Stanley New York, NY

13.5M
Shares

$1.07 Billion
0.07% of portfolio
Bank Of America Corp Charlotte, NC

10.2M
Shares

$805 Million
0.07% of portfolio
Goldman Sachs Group Inc New York, NY

7.36M
Shares

$583 Million
0.09% of portfolio
Bessemer Group Inc Woodbridge, NJ

6.06M
Shares

$480 Million
0.86% of portfolio
Lpl Financial LLC Fort Mill, SC

5.59M
Shares

$443 Million
0.18% of portfolio

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About UTILITIES SECTOR SPDR

Ticker XLU
Sector ETFs
Industry ETFs

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