Journey Strategic Wealth LLC Utilities Sector Spdr Transaction History

Journey Strategic Wealth LLC

$2.25 Billion
Q1 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 May 16, 2022	SELL	N/A	-2,789 Closed	0 $0
Q4 2021 Feb 14, 2022	BUY	N/A	2,789 New	2,789 $200,000

Others Institutions Holding XLU

# of Institutions

1,249

Shares Held

138M

Call Options Held

17.4M

Put Options Held

29.3M

Bank Of America Corp Charlotte, NC

12.7M
Shares

$865 Million
0.08% of portfolio
Morgan Stanley New York, NY

11M
Shares

$749 Million
0.06% of portfolio
Goldman Sachs Group Inc New York, NY

6.02M
Shares

$410 Million
0.07% of portfolio
Caisse De Depot Et Placement Du Quebec Montreal, A8

4.35M
Shares

$296 Million
0.7% of portfolio
Harel Insurance Investments & Financial Services Ltd.

4.05M
Shares

$275 Million
5.14% of portfolio

About UTILITIES SECTOR SPDR

Ticker XLU
Sector ETFs
Industry ETFs

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