Lgt Financial Advisors LLC Utilities Sector Spdr Transaction History

Lgt Financial Advisors LLC

  • $46.4 Billion
  • Q3 2025

A detailed history of Lgt Financial Advisors LLC transactions in Utilities Sector Spdr stock. As of the latest transaction made, Lgt Financial Advisors LLC holds 2,180 shares of XLU stock, worth $193,496. This represents 0.41% of its overall portfolio holdings.

Number of Shares
2,180
Previous 2,365 7.82%
Holding current value
$193,496
Previous $193 Million 1.53%
% of portfolio
0.41%
Previous 0.49%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 17, 2025
SELL
$81.14 - $87.32 $15,010 - $16,154
-185 Reduced 7.82%
2,180 $190 Million
Q2 2025

Jul 30, 2025
BUY
$73.09 - $82.77 $19,295 - $21,851
264 Added 12.57%
2,365 $193 Million
Q1 2025

May 08, 2025
BUY
$74.7 - $80.27 $1,120 - $1,204
15 Added 0.72%
2,101 $166 Million
Q4 2024

Feb 14, 2025
BUY
$74.89 - $82.93 $1,273 - $1,409
17 Added 0.82%
2,086 $158 Million
Q3 2024

Oct 31, 2024
BUY
$67.67 - $80.78 $947 - $1,130
14 Added 0.68%
2,069 $167 Million
Q2 2024

Aug 05, 2024
SELL
$62.77 - $72.87 $26,049 - $30,241
-415 Reduced 16.8%
2,055 $140 Million
Q1 2024

May 02, 2024
BUY
$59.95 - $65.65 $1,199 - $1,313
20 Added 0.82%
2,470 $162 Million
Q4 2023

Feb 12, 2024
SELL
$56.19 - $65.96 $39,726 - $46,633
-707 Reduced 22.39%
2,450 $155 Million
Q3 2023

Nov 01, 2023
SELL
$58.83 - $68.46 $31,474 - $36,626
-535 Reduced 14.49%
3,157 $186 Million
Q2 2023

Aug 14, 2023
BUY
$64.34 - $69.97 $237,543 - $258,329
3,692 New
3,692 $242 Million
Q4 2022

Feb 14, 2023
BUY
$61.52 - $72.67 $190,773 - $225,349
3,101 New
3,101 $219 Million

Others Institutions Holding XLU

# of Institutions
1,692
Shares Held
186M
Call Options Held
15.5M
Put Options Held
34.9M
View Full List

About UTILITIES SECTOR SPDR

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