Theory Financial LLC Utilities Sector Spdr Transaction History

Theory Financial LLC

  • $261 Million
  • Q3 2024

A detailed history of Theory Financial LLC transactions in Utilities Sector Spdr stock. As of the latest transaction made, Theory Financial LLC holds 59,631 shares of XLU stock, worth $4.54 Million. This represents 1.85% of its overall portfolio holdings.

Number of Shares
59,631
Previous 42,324 40.89%
Holding current value
$4.54 Million
Previous $2.88 Million 67.05%
% of portfolio
1.85%
Previous 1.37%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 07, 2024
BUY
$67.67 - $80.78 $1.17 Million - $1.4 Million
17,307 Added 40.89%
59,631 $4.82 Million
Q2 2024

Jul 23, 2024
BUY
$62.77 - $72.87 $2.66 Million - $3.08 Million
42,324 New
42,324 $2.88 Million

Others Institutions Holding XLU

# of Institutions
1,486
Shares Held
180M
Call Options Held
13.1M
Put Options Held
41.1M
View Full List

About UTILITIES SECTOR SPDR

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