Gradient Capital Advisors, LLC Utilities Sector Spdr Transaction History
Gradient Capital Advisors, LLC
- $299 Million
- Q1 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 $246,217. This represents 0.08% of its overall portfolio holdings.
Number of Shares
3,048
Previous 3,048
-0.0%
Holding current value
$246,217
Previous $230,000
4.35%
% of portfolio
0.08%
Previous 0.08%
Shares
1 transactions
Others Institutions Holding XLU
# of Institutions
1,573Shares Held
148MCall Options Held
13.6MPut Options Held
38.2M-
Morgan Stanley New York, NY12.7MShares$1.03 Billion0.07% of portfolio
-
Bank Of America Corp Charlotte, NC9.92MShares$801 Million0.06% of portfolio
-
Goldman Sachs Group Inc New York, NY7.45MShares$602 Million0.1% of portfolio
-
Bessemer Group Inc Woodbridge, NJ6.06MShares$489 Million0.86% of portfolio
-
Lpl Financial LLC Fort Mill, SC5.84MShares$472 Million0.19% of portfolio