Fundamentun, LLC Utilities Sector Spdr Transaction History

Fundamentun, LLC

$958 Million
Q1 2024

Shares

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2019 Jan 29, 2020	SELL	N/A	-3,658 Closed	0 $0
Q3 2019 Nov 12, 2019	SELL	N/A	-1,200 Reduced 24.7%	3,658 $237,000
Q2 2019 Aug 06, 2019	BUY	N/A	302 Added 6.63%	4,858 $290,000
Q1 2019 May 07, 2019	BUY	N/A	4,556 New	4,556 $265,000

Others Institutions Holding XLU

# of Institutions

1,250

Shares Held

138M

Call Options Held

17.4M

Put Options Held

29.3M

Bank Of America Corp Charlotte, NC

12.7M
Shares

$872 Million
0.08% of portfolio
Morgan Stanley New York, NY

11M
Shares

$755 Million
0.06% of portfolio
Goldman Sachs Group Inc New York, NY

6.02M
Shares

$413 Million
0.07% of portfolio
Caisse De Depot Et Placement Du Quebec Montreal, A8

4.35M
Shares

$298 Million
0.7% of portfolio
Harel Insurance Investments & Financial Services Ltd.

4.05M
Shares

$277 Million
5.14% of portfolio

About UTILITIES SECTOR SPDR

Ticker XLU
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