Optimum Investment Advisors Utilities Sector Spdr Call Options Transaction History

Optimum Investment Advisors

$220 Million
Q2 2024

Call Options

1 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form
Q1 2023 May 03, 2023	BUY	$63.7 - $72.08 $63,700 - $72,080	1,000 New	1,000 $67,000

Others Institutions Holding XLU

# of Institutions

1,364

Shares Held

151M

Call Options Held

21.4M

Put Options Held

26.5M

Bank Of America Corp Charlotte, NC

14.1M
Shares

$1.08 Billion
0.09% of portfolio
Morgan Stanley New York, NY

11.1M
Shares

$848 Million
0.06% of portfolio
Goldman Sachs Group Inc New York, NY

7.64M
Shares

$586 Million
0.09% of portfolio
Lpl Financial LLC Fort Mill, SC

4.92M
Shares

$377 Million
0.17% of portfolio
Harel Insurance Investments & Financial Services Ltd.

4.04M
Shares

$310 Million
5.19% of portfolio

About UTILITIES SECTOR SPDR

Ticker XLU
Sector ETFs
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