Glass Jacobson Investment Advisors LLC Utilities Sector Spdr Transaction History

Glass Jacobson Investment Advisors LLC

  • $260 Billion
  • Q2 2025

A detailed history of Glass Jacobson Investment Advisors LLC transactions in Utilities Sector Spdr stock. As of the latest transaction made, Glass Jacobson Investment Advisors LLC holds 169 shares of XLU stock, worth $15,345. This represents 0.01% of its overall portfolio holdings.

Number of Shares
169
Previous 17,199 99.02%
Holding current value
$15,345
Previous $1.3 Billion 98.94%
% of portfolio
0.01%
Previous 0.43%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 31, 2025
SELL
$73.09 - $82.77 $1.24 Million - $1.41 Million
-17,030 Reduced 99.02%
169 $13.8 Million
Q4 2024

Feb 13, 2025
SELL
$74.89 - $82.93 $65,154 - $72,149
-870 Reduced 4.81%
17,199 $1.3 Billion
Q3 2024

Nov 15, 2024
SELL
$67.67 - $80.78 $26,052 - $31,100
-385 Reduced 2.09%
18,069 $1.46 Billion
Q2 2024

Aug 12, 2024
SELL
$62.77 - $72.87 $1,569 - $1,821
-25 Reduced 0.14%
18,454 $1.26 Billion
Q1 2024

Apr 26, 2024
SELL
$59.95 - $65.65 $51,377 - $56,262
-857 Reduced 4.43%
18,479 $1.21 Billion
Q4 2023

Jan 22, 2024
BUY
$56.19 - $65.96 $15,845 - $18,600
282 Added 1.48%
19,336 $1.22 Billion
Q3 2023

Nov 07, 2023
BUY
$58.83 - $68.46 $13,530 - $15,745
230 Added 1.22%
19,054 $1.12 Billion
Q2 2023

Jul 25, 2023
SELL
$64.34 - $69.97 $31,333 - $34,075
-487 Reduced 2.52%
18,824 $1.23 Billion
Q4 2022

Feb 06, 2023
BUY
$61.52 - $72.67 $1.19 Million - $1.4 Million
19,311 New
19,311 $1.36 Billion

Others Institutions Holding XLU

# of Institutions
1,625
Shares Held
153M
Call Options Held
15.4M
Put Options Held
35.8M
View Full List

About UTILITIES SECTOR SPDR

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