Lgt Financial Advisors LLC Utilities Sector Spdr Transaction History

Lgt Financial Advisors LLC

$39.4 Billion
Q2 2025

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 2,365 shares of XLU stock, worth $217,319. This represents 0.49% of its overall portfolio holdings.

Number of Shares

2,365

Previous 2,101 12.57%

Holding current value

$217,319

Previous $166 Million 16.51%

% of portfolio

0.49%

Previous 0.51%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 30, 2025	BUY	$73.09 - $82.77 $19,295 - $21,851	264 Added 12.57%	2,365 $193 Million
Q1 2025 May 08, 2025	BUY	$74.7 - $80.27 $1,120 - $1,204	15 Added 0.72%	2,101 $166 Million
Q4 2024 Feb 14, 2025	BUY	$74.89 - $82.93 $1,273 - $1,409	17 Added 0.82%	2,086 $158 Million
Q3 2024 Oct 31, 2024	BUY	$67.67 - $80.78 $947 - $1,130	14 Added 0.68%	2,069 $167 Million
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

1,644

Shares Held

154M

Call Options Held

15.4M

Put Options Held

35.9M

View Full List

About UTILITIES SECTOR SPDR

Ticker XLU
Sector ETFs
Industry ETFs

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Lgt Financial Advisors LLC Utilities Sector Spdr Transaction History