Welch Capital Partners LLC Utilities Sector Spdr Transaction History

Welch Capital Partners LLC

$447 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2018 May 09, 2018	SELL	N/A	-106,020 Closed	0 $0
Q3 2017 Nov 08, 2017	BUY	N/A	106,020	106,020 $5.62 Million

Others Institutions Holding XLU

# of Institutions

1,486

Shares Held

180M

Call Options Held

13.1M

Put Options Held

41.1M

Morgan Stanley New York, NY

13.9M
Shares

$1.06 Billion
0.08% of portfolio
Bank Of America Corp Charlotte, NC

13.4M
Shares

$1.02 Billion
0.09% of portfolio
International Assets Investment Management, LLC Orlando, FL

11.9M
Shares

$902 Million
0.35% of portfolio
Goldman Sachs Group Inc New York, NY

8.63M
Shares

$657 Million
0.12% of portfolio
Lpl Financial LLC Fort Mill, SC

5.62M
Shares

$428 Million
0.21% of portfolio

About UTILITIES SECTOR SPDR

Ticker XLU
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