Colony Family Offices, LLC Utilities Sector Spdr Transaction History

Colony Family Offices, LLC

  • $287 Million
  • Q1 2025

A detailed history of Colony Family Offices, LLC transactions in Utilities Sector Spdr stock. As of the latest transaction made, Colony Family Offices, LLC holds 6,550 shares of XLU stock, worth $510,900. This represents 0.18% of its overall portfolio holdings.

Number of Shares
6,550
Previous 5,876 11.47%
Holding current value
$510,900
Previous $444,000 16.22%
% of portfolio
0.18%
Previous 0.15%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 21, 2025
BUY
$74.7 - $80.27 $50,347 - $54,101
674 Added 11.47%
6,550 $516,000
Q4 2023

Feb 08, 2024
BUY
$56.19 - $65.96 $330,172 - $387,580
5,876 New
5,876 $372,000

Others Institutions Holding XLU

# of Institutions
1,551
Shares Held
152M
Call Options Held
18.3M
Put Options Held
37.5M
View Full List

About UTILITIES SECTOR SPDR

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