Gallagher Fiduciary Advisors, LLC Utilities Sector Spdr Transaction History

Gallagher Fiduciary Advisors, LLC

$485 Million
Q4 2024

A detailed history of Gallagher Fiduciary Advisors, LLC transactions in Utilities Sector Spdr stock. As of the latest transaction made, Gallagher Fiduciary Advisors, LLC holds 5,239 shares of XLU stock, worth $414,404. This represents 0.08% of its overall portfolio holdings.

Number of Shares

5,239

Previous 4,998 4.82%

Holding current value

$414,404

Previous $403,000 1.74%

% of portfolio

0.08%

Previous 0.09%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 14, 2025	BUY	$74.89 - $82.93 $18,048 - $19,986	241 Added 4.82%	5,239 $396,000
Q3 2024 Nov 14, 2024	SELL	$67.67 - $80.78 $99,880 - $119,231	-1,476 Reduced 22.8%	4,998 $403,000
Q2 2024 Aug 14, 2024	SELL	$62.77 - $72.87 $24,794 - $28,783	-395 Reduced 5.75%	6,474 $441,000
Q1 2024 May 15, 2024	SELL	$59.95 - $65.65 $11,270 - $12,342	-188 Reduced 2.66%	6,869 $450,000
Q4 2023 Feb 14, 2024	SELL	$56.19 - $65.96 $13,710 - $16,094	-244 Reduced 3.34%	7,057 $446,000
Q3 2023 Nov 14, 2023	BUY	$58.83 - $68.46 $99,893 - $116,245	1,698 Added 30.31%	7,301 $430,000
Q2 2023 Aug 14, 2023	SELL	$64.34 - $69.97 $13,575 - $14,763	-211 Reduced 3.63%	5,603 $366,000
Q1 2023 May 15, 2023	BUY	$63.7 - $72.08 $370,351 - $419,073	5,814 New	5,814 $393,000

Others Institutions Holding XLU

# of Institutions

1,539

Shares Held

155M

Call Options Held

15.5M

Put Options Held

41.3M

View Full List

About UTILITIES SECTOR SPDR

Ticker XLU
Sector ETFs
Industry ETFs

More about XLU

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Gallagher Fiduciary Advisors, LLC Utilities Sector Spdr Transaction History