Theory Financial LLC Utilities Sector Spdr Transaction History

Theory Financial LLC

  • $232 Million
  • Q4 2024

A detailed history of Theory Financial LLC transactions in Utilities Sector Spdr stock. As of the latest transaction made, Theory Financial LLC holds 60,927 shares of XLU stock, worth $4.76 Million. This represents 1.98% of its overall portfolio holdings.

Number of Shares
60,927
Previous 59,631 2.17%
Holding current value
$4.76 Million
Previous $4.82 Million 4.26%
% of portfolio
1.98%
Previous 1.85%

Shares

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

Feb 03, 2025
BUY
$74.89 - $82.93 $97,057 - $107,477
1,296 Added 2.17%
60,927 $4.61 Million
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
1,501
Shares Held
157M
Call Options Held
13.2M
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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