A detailed history of Jsf Financial, LLC transactions in Utilities Sector Spdr stock. As of the latest transaction made, Jsf Financial, LLC holds 25,014 shares of XLU stock, worth $1.89 Million. This represents 0.53% of its overall portfolio holdings.

Number of Shares
25,014
Previous 22,649 10.44%
Holding current value
$1.89 Million
Previous $1.54 Million 30.91%
% of portfolio
0.53%
Previous 0.47%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024

BUY
$67.67 - $80.78 $160,039 - $191,044
2,365 Added 10.44%
25,014 $2.02 Million
Q2 2024

Aug 14, 2024

BUY
$62.77 - $72.87 $83,797 - $97,281
1,335 Added 6.26%
22,649 $1.54 Million
Q1 2024

May 13, 2024

SELL
$59.95 - $65.65 $3.15 Million - $3.45 Million
-52,576 Reduced 71.15%
21,314 $1.4 Million
Q4 2023

Feb 14, 2024

SELL
$56.19 - $65.96 $829,757 - $974,031
-14,767 Reduced 16.66%
73,890 $4.68 Million
Q3 2023

Nov 08, 2023

BUY
$58.83 - $68.46 $539,412 - $627,709
9,169 Added 11.54%
88,657 $5.22 Million
Q2 2023

Aug 02, 2023

BUY
$64.34 - $69.97 $4.64 Million - $5.04 Million
72,059 Added 969.97%
79,488 $5.2 Million
Q1 2023

May 12, 2023

BUY
$63.7 - $72.08 $473,227 - $535,482
7,429 New
7,429 $502,000

Others Institutions Holding XLU

About UTILITIES SECTOR SPDR


  • Ticker XLU
  • Sector ETFs
  • Industry ETFs
More about XLU
Track This Portfolio

Track Jsf Financial, LLC Portfolio

Follow Jsf Financial, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Jsf Financial, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Jsf Financial, LLC with notifications on news.