Jeppson Wealth Management, LLC Utilities Sector Spdr Transaction History

Jeppson Wealth Management, LLC

$262 Million
Q2 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2020 Mar 05, 2021	SELL	$59.98 - $66.76 $2,999 - $3,338	-50 Closed	0 $0
Q3 2020 Nov 19, 2020	BUY	$56.7 - $61.49 $2,835 - $3,074	50 New	50 $3,000

Others Institutions Holding XLU

# of Institutions

1,423

Shares Held

167M

Call Options Held

21.4M

Put Options Held

26.5M

Bank Of America Corp Charlotte, NC

14.1M
Shares

$1.12 Billion
0.09% of portfolio
International Assets Investment Management, LLC Orlando, FL

11.9M
Shares

$938 Million
0.35% of portfolio
Morgan Stanley New York, NY

11.1M
Shares

$875 Million
0.06% of portfolio
Goldman Sachs Group Inc New York, NY

7.64M
Shares

$605 Million
0.09% of portfolio
Lpl Financial LLC Fort Mill, SC

4.92M
Shares

$389 Million
0.17% of portfolio

About UTILITIES SECTOR SPDR

Ticker XLU
Sector ETFs
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