Morningstar Investment Management LLC Utilities Sector Spdr Transaction History

Morningstar Investment Management LLC

  • $922 Million
  • Q1 2024

A detailed history of Morningstar Investment Management LLC transactions in Utilities Sector Spdr stock. As of the latest transaction made, Morningstar Investment Management LLC holds 73,927 shares of XLU stock, worth $5.04 Million. This represents 0.53% of its overall portfolio holdings.

Number of Shares
73,927
Previous 45,007 64.26%
Holding current value
$5.04 Million
Previous $2.85 Million 70.28%
% of portfolio
0.53%
Previous 0.33%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 13, 2024
BUY
$59.95 - $65.65 $1.73 Million - $1.9 Million
28,920 Added 64.26%
73,927 $4.85 Million
Q4 2023

Feb 13, 2024
BUY
$56.19 - $65.96 $2.53 Million - $2.97 Million
45,007 New
45,007 $2.85 Million

Others Institutions Holding XLU

# of Institutions
1,249
Shares Held
138M
Call Options Held
17.4M
Put Options Held
29.3M
View Full List

About UTILITIES SECTOR SPDR

XLU Quotes by TradingView
  • Ticker XLU
  • Sector ETFs
  • Industry ETFs
More about XLU
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