Steph & CO Utilities Sector Spdr Transaction History

Steph & CO

$276 Million
Q3 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2023 Oct 26, 2023	BUY	$58.83 - $68.46 $2,941 - $3,422	50 New	50 $2,000

Others Institutions Holding XLU

# of Institutions

1,484

Shares Held

180M

Call Options Held

13.1M

Put Options Held

41.1M

Morgan Stanley New York, NY

13.9M
Shares

$1.16 Billion
0.08% of portfolio
Bank Of America Corp Charlotte, NC

13.4M
Shares

$1.11 Billion
0.09% of portfolio
International Assets Investment Management, LLC Orlando, FL

11.9M
Shares

$983 Million
0.35% of portfolio
Goldman Sachs Group Inc New York, NY

8.63M
Shares

$715 Million
0.12% of portfolio
Lpl Financial LLC Fort Mill, SC

5.62M
Shares

$466 Million
0.21% of portfolio

About UTILITIES SECTOR SPDR

Ticker XLU
Sector ETFs
Industry ETFs

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Steph & CO, based on Form 13F filings with the SEC.

News

Stay updated on Steph & CO with notifications on news.