Okabena Investment Services Inc Utilities Sector Spdr Transaction History

Okabena Investment Services Inc

  • $357 Million
  • Q4 2024

A detailed history of Okabena Investment Services Inc transactions in Utilities Sector Spdr stock. As of the latest transaction made, Okabena Investment Services Inc holds 5,408 shares of XLU stock, worth $427,772. This represents 0.11% of its overall portfolio holdings.

Number of Shares
5,408
Previous 4,995 8.27%
Holding current value
$427,772
Previous $403,000 1.49%
% of portfolio
0.11%
Previous 0.11%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 12, 2025
BUY
$74.89 - $82.93 $30,929 - $34,250
413 Added 8.27%
5,408 $409,000
Q4 2023

Feb 14, 2024
BUY
$56.19 - $65.96 $280,669 - $329,470
4,995 New
4,995 $316,000

Others Institutions Holding XLU

# of Institutions
1,539
Shares Held
155M
Call Options Held
15.5M
Put Options Held
41.3M
View Full List

About UTILITIES SECTOR SPDR

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