Forbes J M & CO LLP Utilities Sector Spdr Transaction History

Forbes J M & CO LLP

$1.16 Billion
Q3 2025

A detailed history of Forbes J M & CO LLP transactions in Utilities Sector Spdr stock. As of the latest transaction made, Forbes J M & CO LLP holds 42,689 shares of XLU stock, worth $3.79 Million. This represents 0.32% of its overall portfolio holdings.

Number of Shares

42,689

Previous 42,689 -0.0%

Holding current value

$3.79 Million

Previous $3.49 Million 6.8%

% of portfolio

0.32%

Previous 0.33%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 18, 2025	SELL	$73.09 - $82.77 $6,139 - $6,952	-84 Reduced 0.2%	42,689 $3.49 Million
Q1 2025 May 06, 2025	SELL	$74.7 - $80.27 $42,504 - $45,673	-569 Reduced 1.31%	42,773 $3.37 Million
Q2 2024 Jul 30, 2024	SELL	$62.77 - $72.87 $16,445 - $19,091	-262 Reduced 0.6%	43,342 $2.95 Million
Q4 2023 Feb 08, 2024	SELL	$56.19 - $65.96 $27,420 - $32,188	-488 Reduced 1.11%	43,604 $2.76 Million
Q3 2023 Nov 02, 2023	BUY	$58.83 - $68.46 $205,728 - $239,404	3,497 Added 8.61%	44,092 $2.6 Million

Q2 2023 Aug 03, 2023	BUY	$64.34 - $69.97 $2.61 Million - $2.84 Million	40,595 New	40,595 $2.66 Million

Others Institutions Holding XLU

# of Institutions

1,669

Shares Held

156M

Call Options Held

14.8M

Put Options Held

30.1M

View Full List

About UTILITIES SECTOR SPDR

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