Beacon Investment Advisory Services, Inc. Utilities Sector Spdr Transaction History

Beacon Investment Advisory Services, Inc.

$2.31 Billion
Q2 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2019 May 15, 2019	SELL	N/A	-4,700 Closed	0 $0
Q1 2018 Apr 26, 2018	BUY	N/A	4,700 New	4,700 $237,000

Others Institutions Holding XLU

# of Institutions

1,427

Shares Held

170M

Call Options Held

21.4M

Put Options Held

26.4M

Bank Of America Corp Charlotte, NC

14.1M
Shares

$1.1 Billion
0.09% of portfolio
International Assets Investment Management, LLC Orlando, FL

11.9M
Shares

$926 Million
0.35% of portfolio
Morgan Stanley New York, NY

11.1M
Shares

$864 Million
0.06% of portfolio
Goldman Sachs Group Inc New York, NY

7.64M
Shares

$597 Million
0.09% of portfolio
Lpl Financial LLC Fort Mill, SC

4.92M
Shares

$385 Million
0.17% of portfolio

About UTILITIES SECTOR SPDR

Ticker XLU
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