Fortem Financial Group, LLC Utilities Sector Spdr Transaction History

Fortem Financial Group, LLC

  • $249 Million
  • Q1 2025

A detailed history of Fortem Financial Group, LLC transactions in Utilities Sector Spdr stock. As of the latest transaction made, Fortem Financial Group, LLC holds 15,482 shares of XLU stock, worth $1.22 Million. This represents 0.49% of its overall portfolio holdings.

Number of Shares
15,482
Previous 24,992 38.05%
Holding current value
$1.22 Million
Previous $1.89 Million 35.48%
% of portfolio
0.49%
Previous 0.75%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 01, 2025
SELL
$74.7 - $80.27 $710,397 - $763,367
-9,510 Reduced 38.05%
15,482 $1.22 Million
Q4 2024

Jan 06, 2025
BUY
$74.89 - $82.93 $39,317 - $43,538
525 Added 2.15%
24,992 $1.89 Million
Q3 2024

Nov 12, 2024
BUY
$67.67 - $80.78 $1.66 Million - $1.98 Million
24,467 New
24,467 $1.98 Million

Others Institutions Holding XLU

# of Institutions
1,575
Shares Held
154M
Call Options Held
17.9M
Put Options Held
36.4M
View Full List

About UTILITIES SECTOR SPDR

XLU Quotes by TradingView
  • Ticker XLU
  • Sector ETFs
  • Industry ETFs
More about XLU
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