Lgl Partners, LLC Utilities Sector Spdr Transaction History

Lgl Partners, LLC

$213 Million
Q2 2025

A detailed history of Lgl Partners, LLC transactions in Utilities Sector Spdr stock. As of the latest transaction made, Lgl Partners, LLC holds 2,964 shares of XLU stock, worth $272,361. This represents 0.11% of its overall portfolio holdings.

Number of Shares

2,964

Previous 2,944 0.68%

Holding current value

$272,361

Previous $232,000 4.31%

% of portfolio

0.11%

Previous 0.12%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 15, 2025	BUY	$73.09 - $82.77 $1,461 - $1,655	20 Added 0.68%	2,964 $242,000
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

1,634

Shares Held

154M

Call Options Held

15.4M

Put Options Held

35.9M

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About UTILITIES SECTOR SPDR

Ticker XLU
Sector ETFs
Industry ETFs

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