Woodley Farra Manion Portfolio Management Inc Utilities Sector Spdr Transaction History

Woodley Farra Manion Portfolio Management Inc

$2.1 Billion
Q2 2025

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2020 Nov 05, 2020	SELL	$56.7 - $61.49 $1,701 - $1,844	-30 Closed	0 $0
Q2 2020 Aug 12, 2020	BUY	$51.79 - $62.83 $1,553 - $1,884	30 New	30 $2,000

Others Institutions Holding XLU

# of Institutions

1,625

Shares Held

153M

Call Options Held

15.4M

Put Options Held

35.8M

Morgan Stanley New York, NY

12.9M
Shares

$1.17 Billion
0.07% of portfolio
Bank Of America Corp Charlotte, NC

11.9M
Shares

$1.08 Billion
0.07% of portfolio
Proficio Capital Partners LLC Newton, MA

8.83M
Shares

$801 Million
3.58% of portfolio
Lpl Financial LLC Fort Mill, SC

7.21M
Shares

$654 Million
0.21% of portfolio
Wells Fargo & Company San Francisco, CA

6.24M
Shares

$567 Million
0.11% of portfolio

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About UTILITIES SECTOR SPDR

Ticker XLU
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