A detailed history of Lm Advisors LLC transactions in Utilities Sector Spdr stock. As of the latest transaction made, Lm Advisors LLC holds 33,672 shares of XLU stock, worth $2.74 Million. This represents 0.0% of its overall portfolio holdings.

Number of Shares
33,672
Previous 33,444 0.68%
Holding current value
$2.74 Million
Previous $2.11 Million 4.51%
% of portfolio
0.0%
Previous 0.33%

Shares

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

Aug 14, 2024

BUY
$62.77 - $72.87 $14,311 - $16,614
228 Added 0.68%
33,672 $2.2 Million
Q1 2024

May 15, 2024

SELL
$59.95 - $65.65 $111,566 - $122,174
-1,861 Reduced 5.27%
33,444 $2.11 Million
Q4 2023

Feb 14, 2024

BUY
$56.19 - $65.96 $1.98 Million - $2.33 Million
35,305 New
35,305 $2.24 Billion

Others Institutions Holding XLU

About UTILITIES SECTOR SPDR


  • Ticker XLU
  • Sector ETFs
  • Industry ETFs
More about XLU
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