Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P. Utilities Sector Spdr Transaction History
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
- $467 Million
- Q2 2024
A detailed history of Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P. transactions in Utilities Sector Spdr stock. As of the latest transaction made, Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P. holds 11,463 shares of XLU stock, worth $921,854. This represents 0.17% of its overall portfolio holdings.
Number of Shares
11,463
Previous 12,255
6.46%
Holding current value
$921,854
Previous $804,000
2.86%
% of portfolio
0.17%
Previous 0.13%
Shares
21 transactions
Others Institutions Holding XLU
# of Institutions
1,365Shares Held
151MCall Options Held
21.4MPut Options Held
26.5M-
Bank Of America Corp Charlotte, NC14.1MShares$1.14 Billion0.09% of portfolio
-
Morgan Stanley New York, NY11.1MShares$889 Million0.06% of portfolio
-
Goldman Sachs Group Inc New York, NY7.64MShares$615 Million0.09% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.92MShares$396 Million0.17% of portfolio
-
Harel Insurance Investments & Financial Services Ltd.4.04MShares$325 Million5.19% of portfolio