Kwb Wealth Utilities Sector Spdr Transaction History

Kwb Wealth

$789 Million
Q4 2024

A detailed history of Kwb Wealth transactions in Utilities Sector Spdr stock. As of the latest transaction made, Kwb Wealth holds 6,422 shares of XLU stock, worth $502,971. This represents 0.06% of its overall portfolio holdings.

Number of Shares

6,422

Holding current value

$502,971

% of portfolio

0.06%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Jan 13, 2025	BUY	$74.89 - $82.93 $480,943 - $532,576	6,422 New	6,422 $486,000

Others Institutions Holding XLU

# of Institutions

1,482

Shares Held

165M

Call Options Held

13.1M

Put Options Held

41.1M

Morgan Stanley New York, NY

13.9M
Shares

$1.09 Billion
0.08% of portfolio
Bank Of America Corp Charlotte, NC

13.4M
Shares

$1.05 Billion
0.09% of portfolio
Goldman Sachs Group Inc New York, NY

8.63M
Shares

$676 Million
0.12% of portfolio
Lpl Financial LLC Fort Mill, SC

5.62M
Shares

$441 Million
0.21% of portfolio
Bessemer Group Inc Woodbridge, NJ

5.19M
Shares

$407 Million
0.69% of portfolio

View Full List

About UTILITIES SECTOR SPDR

Ticker XLU
Sector ETFs
Industry ETFs

More about XLU

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