Worth Pointe, LLC Utilities Sector Spdr Transaction History

Worth Pointe, LLC

$235 Million
Q3 2024

A detailed history of Worth Pointe, LLC transactions in Utilities Sector Spdr stock. As of the latest transaction made, Worth Pointe, LLC holds 17,279 shares of XLU stock, worth $1.32 Million. This represents 0.59% of its overall portfolio holdings.

Number of Shares

17,279

Holding current value

$1.32 Million

% of portfolio

0.59%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Nov 13, 2024	BUY	$67.67 - $80.78 $1.17 Million - $1.4 Million	17,279 New	17,279 $1.4 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

$1.07 Billion
0.08% of portfolio
Bank Of America Corp Charlotte, NC

13.4M
Shares

$1.03 Billion
0.09% of portfolio
International Assets Investment Management, LLC Orlando, FL

11.9M
Shares

$907 Million
0.35% of portfolio
Goldman Sachs Group Inc New York, NY

8.63M
Shares

$660 Million
0.12% of portfolio
Lpl Financial LLC Fort Mill, SC

5.62M
Shares

$430 Million
0.21% of portfolio

View Full List

About UTILITIES SECTOR SPDR

Ticker XLU
Sector ETFs
Industry ETFs

More about XLU

Track This Portfolio

Portfolio Update

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

News

Stay updated on Worth Pointe, LLC with notifications on news.

Account