Gradient Capital Advisors, LLC Utilities Sector Spdr Transaction History
Gradient Capital Advisors, LLC
- $358 Million
- Q3 2025
A detailed history of Gradient Capital Advisors, LLC transactions in Utilities Sector Spdr stock. As of the latest transaction made, Gradient Capital Advisors, LLC holds 3,048 shares of XLU stock, worth $280,080. This represents 0.07% of its overall portfolio holdings.
Number of Shares
3,048
Previous 3,048
-0.0%
Holding current value
$280,080
Previous $248,000
6.85%
% of portfolio
0.07%
Previous 0.08%
Shares
1 transactions
Others Institutions Holding XLU
# of Institutions
1,641Shares Held
156MCall Options Held
15.4MPut Options Held
35.9M-
Morgan Stanley New York, NY12.9MShares$1.19 Billion0.07% of portfolio
-
Bank Of America Corp Charlotte, NC11.9MShares$1.09 Billion0.07% of portfolio
-
Proficio Capital Partners LLC Newton, MA8.83MShares$811 Million3.58% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.21MShares$662 Million0.21% of portfolio
-
Wells Fargo & Company San Francisco, CA6.24MShares$574 Million0.11% of portfolio