Lex Aurum Advisors, LLC Utilities Sector Spdr Transaction History

Lex Aurum Advisors, LLC

$476 Million
Q4 2024

A detailed history of Lex Aurum Advisors, LLC transactions in Utilities Sector Spdr stock. As of the latest transaction made, Lex Aurum Advisors, LLC holds 5,368 shares of XLU stock, worth $425,414. This represents 0.09% of its overall portfolio holdings.

Number of Shares

5,368

Previous 5,368 -0.0%

Holding current value

$425,414

Previous $433,000 6.24%

% of portfolio

0.09%

Previous 0.1%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 16, 2024	BUY	$67.67 - $80.78 $40,602 - $48,468	600 Added 12.58%	5,368 $433,000
Q2 2024 Jul 15, 2024	BUY	$62.77 - $72.87 $8,662 - $10,056	138 Added 2.98%	4,768 $324,000
Q1 2024 Apr 10, 2024	SELL	$59.95 - $65.65 $1,199 - $1,313	-20 Reduced 0.43%	4,630 $303,000
Q4 2023 Jan 10, 2024	BUY	$56.19 - $65.96 $1,123 - $1,319	20 Added 0.43%	4,650 $294,000
Q3 2023 Oct 16, 2023	SELL	$58.83 - $68.46 $12,530 - $14,581	-213 Reduced 4.4%	4,630 $272,000
Q2 2023 Jul 25, 2023	BUY	$64.34 - $69.97 $93,293 - $101,456	1,450 Added 42.74%	4,843 $316,000
Q1 2023 Apr 11, 2023	BUY	$63.7 - $72.08 $216,134 - $244,567	3,393 New	3,393 $229,000

Others Institutions Holding XLU

# of Institutions

1,524

Shares Held

154M

Call Options Held

14.7M

Put Options Held

40.3M

View Full List

About UTILITIES SECTOR SPDR

Ticker XLU
Sector ETFs
Industry ETFs

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Lex Aurum Advisors, LLC Utilities Sector Spdr Transaction History