Lgt Financial Advisors LLC Utilities Sector Spdr Transaction History

Lgt Financial Advisors LLC

  • $47.4 Billion
  • Q2 2024

A detailed history of Lgt Financial Advisors LLC transactions in Utilities Sector Spdr stock. As of the latest transaction made, Lgt Financial Advisors LLC holds 2,055 shares of XLU stock, worth $165,263. This represents 0.3% of its overall portfolio holdings.

Number of Shares
2,055
Previous 2,470 16.8%
Holding current value
$165,263
Previous $162 Million 13.63%
% of portfolio
0.3%
Previous 0.19%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 05, 2024
SELL
$62.77 - $72.87 $26,049 - $30,241
-415 Reduced 16.8%
2,055 $140 Million
Q1 2024

May 02, 2024
BUY
$59.95 - $65.65 $1,199 - $1,313
20 Added 0.82%
2,470 $162 Million
Q4 2023

Feb 12, 2024
SELL
$56.19 - $65.96 $39,726 - $46,633
-707 Reduced 22.39%
2,450 $155 Million
Q3 2023

Nov 01, 2023
SELL
$58.83 - $68.46 $31,474 - $36,626
-535 Reduced 14.49%
3,157 $186 Million
Q2 2023

Aug 14, 2023
BUY
$64.34 - $69.97 $237,543 - $258,329
3,692 New
3,692 $242 Million
Q4 2022

Feb 14, 2023
BUY
$61.52 - $72.67 $190,773 - $225,349
3,101 New
3,101 $219 Million

Others Institutions Holding XLU

# of Institutions
1,365
Shares Held
151M
Call Options Held
21.4M
Put Options Held
26.5M
View Full List

About UTILITIES SECTOR SPDR

XLU Quotes by TradingView
  • Ticker XLU
  • Sector ETFs
  • Industry ETFs
More about XLU
Track This Portfolio

Track Lgt Financial Advisors LLC Portfolio

Follow Lgt Financial Advisors LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Lgt Financial Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Lgt Financial Advisors LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email