Tilia Fiduciary Partners, Inc. Utilities Sector Spdr Transaction History

Tilia Fiduciary Partners, Inc.

$142 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Aug 01, 2022	SELL	$64.87 - $76.96 $1,167 - $1,385	-18 Closed	0 $0
Q4 2021 Feb 14, 2022	BUY	$63.88 - $71.58 $1,149 - $1,288	18 New	18 $1,000

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

$1.12 Billion
0.08% of portfolio
Bank Of America Corp Charlotte, NC

13.4M
Shares

$1.08 Billion
0.09% of portfolio
International Assets Investment Management, LLC Orlando, FL

11.9M
Shares

$954 Million
0.35% of portfolio
Goldman Sachs Group Inc New York, NY

8.63M
Shares

$695 Million
0.12% of portfolio
Lpl Financial LLC Fort Mill, SC

5.62M
Shares

$453 Million
0.21% of portfolio

About UTILITIES SECTOR SPDR

Ticker XLU
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