Northstar Asset Management LLC Utilities Sector Spdr Transaction History

Northstar Asset Management LLC

$404 Million
Q2 2024

Shares

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2018 May 02, 2018	SELL	N/A	-3,895 Closed	0 $0
Q4 2017 Jan 26, 2018	SELL	N/A	-350 Reduced 8.24%	3,895 $205,000
Q3 2017 Oct 25, 2017	BUY	N/A	4,245	4,245 $225,000

Others Institutions Holding XLU

# of Institutions

1,369

Shares Held

151M

Call Options Held

21.4M

Put Options Held

26.5M

Bank Of America Corp Charlotte, NC

14.1M
Shares

$1.15 Billion
0.09% of portfolio
Morgan Stanley New York, NY

11.1M
Shares

$899 Million
0.06% of portfolio
Goldman Sachs Group Inc New York, NY

7.64M
Shares

$621 Million
0.09% of portfolio
Lpl Financial LLC Fort Mill, SC

4.92M
Shares

$400 Million
0.17% of portfolio
Harel Insurance Investments & Financial Services Ltd.

4.04M
Shares

$329 Million
5.19% of portfolio

About UTILITIES SECTOR SPDR

Ticker XLU
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