A detailed history of Lgl Partners, LLC transactions in Utilities Sector Spdr stock. As of the latest transaction made, Lgl Partners, LLC holds 3,048 shares of XLU stock, worth $233,111. This represents 0.04% of its overall portfolio holdings.

Number of Shares
3,048
Previous 3,214 5.16%
Holding current value
$233,111
Previous $219,000 12.33%
% of portfolio
0.04%
Previous 0.04%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About UTILITIES SECTOR SPDR


  • Ticker XLU
  • Sector ETFs
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More about XLU
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