Jsf Financial, LLC Utilities Sector Spdr Transaction History

Jsf Financial, LLC

$343 Million
Q4 2024

A detailed history of Jsf Financial, LLC transactions in Utilities Sector Spdr stock. As of the latest transaction made, Jsf Financial, LLC holds 25,873 shares of XLU stock, worth $2.05 Million. This represents 0.57% of its overall portfolio holdings.

Number of Shares

25,873

Previous 25,014 3.43%

Holding current value

$2.05 Million

Previous $2.02 Million 3.07%

% of portfolio

0.57%

Previous 0.53%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

1,539

Shares Held

155M

Call Options Held

15.5M

Put Options Held

41.3M

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About UTILITIES SECTOR SPDR

Ticker XLU
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Jsf Financial, LLC Utilities Sector Spdr Transaction History