Lgl Partners, LLC Utilities Sector Spdr Transaction History

Lgl Partners, LLC

  • $200 Million
  • Q1 2025

A detailed history of Lgl Partners, LLC transactions in Utilities Sector Spdr stock. As of the latest transaction made, Lgl Partners, LLC holds 2,944 shares of XLU stock, worth $253,713. This represents 0.12% of its overall portfolio holdings.

Number of Shares
2,944
Previous 2,922 0.75%
Holding current value
$253,713
Previous $221,000 4.98%
% of portfolio
0.12%
Previous 0.03%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 15, 2025
BUY
$74.7 - $80.27 $1,643 - $1,765
22 Added 0.75%
2,944 $232,000
Q4 2024

Feb 04, 2025
SELL
$74.89 - $82.93 $9,436 - $10,449
-126 Reduced 4.13%
2,922 $221,000
Q3 2024

Nov 12, 2024
SELL
$67.67 - $80.78 $11,233 - $13,409
-166 Reduced 5.16%
3,048 $246,000
Q2 2024

Aug 01, 2024
BUY
$62.77 - $72.87 $201,742 - $234,204
3,214 New
3,214 $219,000
Q4 2023

Feb 05, 2024
BUY
$56.19 - $65.96 $181,606 - $213,182
3,232 New
3,232 $204,000
Q4 2022

Feb 14, 2023
BUY
$61.52 - $72.67 $180,868 - $213,649
2,940 New
2,940 $207,000
Q2 2022

Aug 12, 2022
SELL
$64.87 - $76.96 $207,584 - $246,271
-3,200 Closed
0 $0
Q1 2022

May 16, 2022
BUY
$65.03 - $74.54 $208,096 - $238,528
3,200 New
3,200 $238,000

Others Institutions Holding XLU

# of Institutions
1,591
Shares Held
152M
Call Options Held
13.6M
Put Options Held
38.6M
View Full List

About UTILITIES SECTOR SPDR

XLU Quotes by TradingView
  • Ticker XLU
  • Sector ETFs
  • Industry ETFs
More about XLU
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