Signify Wealth Utilities Sector Spdr Transaction History

Signify Wealth

$77.7 Million
Q3 2024

A detailed history of Signify Wealth transactions in Utilities Sector Spdr stock. As of the latest transaction made, Signify Wealth holds 39,853 shares of XLU stock, worth $3.25 Million. This represents 4.14% of its overall portfolio holdings.

Number of Shares

39,853

Holding current value

$3.25 Million

% of portfolio

4.14%

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 29, 2024	BUY	$67.67 - $80.78 $2.7 Million - $3.22 Million	39,853 New	39,853 $3.22 Million
Q4 2023 Jan 12, 2024	BUY	$56.19 - $65.96 $419,907 - $492,919	7,473 New	7,473 $473,000
Q4 2022 Jan 18, 2023	BUY	$61.52 - $72.67 $2.25 Million - $2.66 Million	36,651 New	36,651 $0

Others Institutions Holding XLU

# of Institutions

1,482

Shares Held

180M

Call Options Held

13.1M

Put Options Held

41.1M

Morgan Stanley New York, NY

13.9M
Shares

$1.13 Billion
0.08% of portfolio
Bank Of America Corp Charlotte, NC

13.4M
Shares

$1.09 Billion
0.09% of portfolio
International Assets Investment Management, LLC Orlando, FL

11.9M
Shares

$966 Million
0.35% of portfolio
Goldman Sachs Group Inc New York, NY

8.63M
Shares

$703 Million
0.12% of portfolio
Lpl Financial LLC Fort Mill, SC

5.62M
Shares

$458 Million
0.21% of portfolio

View Full List

About UTILITIES SECTOR SPDR

Ticker XLU
Sector ETFs
Industry ETFs

More about XLU

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