A detailed history of Jbr CO Financial Management Inc transactions in Utilities Sector Spdr stock. As of the latest transaction made, Jbr CO Financial Management Inc holds 16,751 shares of XLU stock, worth $1.27 Million. This represents 0.8% of its overall portfolio holdings.

Number of Shares
16,751
Previous 8,456 98.1%
Holding current value
$1.27 Million
Previous $555 Million 105.61%
% of portfolio
0.8%
Previous 0.44%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 15, 2024

BUY
$62.77 - $72.87 $520,677 - $604,456
8,295 Added 98.1%
16,751 $1.14 Billion
Q1 2024

May 09, 2024

SELL
$59.95 - $65.65 $19,723 - $21,598
-329 Reduced 3.75%
8,456 $555 Million
Q4 2023

Apr 18, 2024

BUY
$56.19 - $65.96 $493,629 - $579,458
8,785 New
8,785 $556 Million

Others Institutions Holding XLU

About UTILITIES SECTOR SPDR


  • Ticker XLU
  • Sector ETFs
  • Industry ETFs
More about XLU
Track This Portfolio

Track Jbr CO Financial Management Inc Portfolio

Follow Jbr CO Financial Management Inc and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Jbr CO Financial Management Inc, based on Form 13F filings with the SEC.

News

Stay updated on Jbr CO Financial Management Inc with notifications on news.