Jsf Financial, LLC Utilities Sector Spdr Transaction History

Jsf Financial, LLC

$418 Million
Q2 2025

A detailed history of Jsf Financial, LLC transactions in Utilities Sector Spdr stock. As of the latest transaction made, Jsf Financial, LLC holds 29,334 shares of XLU stock, worth $2.51 Million. This represents 0.57% of its overall portfolio holdings.

Number of Shares

29,334

Previous 27,373 7.16%

Holding current value

$2.51 Million

Previous $2.16 Million 10.98%

% of portfolio

0.57%

Previous 0.57%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 22, 2025	BUY	$73.09 - $82.77 $143,329 - $162,311	1,961 Added 7.16%	29,334 $2.4 Million
Q1 2025 May 07, 2025	BUY	$74.7 - $80.27 $112,050 - $120,405	1,500 Added 5.8%	27,373 $2.16 Million
Q4 2024 Jan 29, 2025	BUY	$74.89 - $82.93 $64,330 - $71,236	859 Added 3.43%	25,873 $1.96 Million
Q3 2024 Nov 12, 2024	BUY	$67.67 - $80.78 $160,039 - $191,044	2,365 Added 10.44%	25,014 $2.02 Million
Q2 2024 Aug 14, 2024	BUY	$62.77 - $72.87 $83,797 - $97,281	1,335 Added 6.26%	22,649 $1.54 Million
Q1 2024 May 13, 2024	SELL	$59.95 - $65.65 $3.15 Million - $3.45 Million	-52,576 Reduced 71.15%	21,314 $1.4 Million
Q4 2023 Feb 14, 2024	SELL	$56.19 - $65.96 $829,757 - $974,031	-14,767 Reduced 16.66%	73,890 $4.68 Million
Q3 2023 Nov 08, 2023	BUY	$58.83 - $68.46 $539,412 - $627,709	9,169 Added 11.54%	88,657 $5.22 Million
Q2 2023 Aug 02, 2023	BUY	$64.34 - $69.97 $4.64 Million - $5.04 Million	72,059 Added 969.97%	79,488 $5.2 Million
Q1 2023 May 12, 2023	BUY	$63.7 - $72.08 $473,227 - $535,482	7,429 New	7,429 $502,000

Others Institutions Holding XLU

# of Institutions

1,623

Shares Held

153M

Call Options Held

15.4M

Put Options Held

35.8M

View Full List

About UTILITIES SECTOR SPDR

Ticker XLU
Sector ETFs
Industry ETFs

More about XLU

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Jsf Financial, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Jsf Financial, LLC with notifications on news.

Account

Jsf Financial, LLC Utilities Sector Spdr Transaction History