Forbes J M & CO LLP Utilities Sector Spdr Transaction History

Forbes J M & CO LLP

  • $1 Billion
  • Q3 2024

A detailed history of Forbes J M & CO LLP transactions in Utilities Sector Spdr stock. As of the latest transaction made, Forbes J M & CO LLP holds 43,342 shares of XLU stock, worth $3.53 Million. This represents 0.35% of its overall portfolio holdings.

Number of Shares
43,342
Previous 43,342 -0.0%
Holding current value
$3.53 Million
Previous $2.95 Million 18.56%
% of portfolio
0.35%
Previous 0.31%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 30, 2024
SELL
$62.77 - $72.87 $16,445 - $19,091
-262 Reduced 0.6%
43,342 $2.95 Million
Q4 2023

Feb 08, 2024
SELL
$56.19 - $65.96 $27,420 - $32,188
-488 Reduced 1.11%
43,604 $2.76 Million
Q3 2023

Nov 02, 2023
BUY
$58.83 - $68.46 $205,728 - $239,404
3,497 Added 8.61%
44,092 $2.6 Million
Q2 2023

Aug 03, 2023
BUY
$64.34 - $69.97 $2.61 Million - $2.84 Million
40,595 New
40,595 $2.66 Million

Others Institutions Holding XLU

# of Institutions
1,482
Shares Held
180M
Call Options Held
13.1M
Put Options Held
41.1M
View Full List

About UTILITIES SECTOR SPDR

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