Latest Institutional Transactions on Utilities Sector Spdr (XLU)
This table provides information on the latest institutional transactions involving Utilities Sector Spdr (XLU) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Mar 12, 2025
Q4 2024
|
Wealthedge Investment Advisors, LLC
New York, NY |
BUY
|
- |
18.6KNew |
$1.39M - $1.54M
|
18.6K
$1.43M
|
|
|
Mar 12, 2025
Q4 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-1.3K- 2.23% |
$97.5K - $108K
|
57.1K
$4.4M
|
|
|
Mar 12, 2025
Q4 2024
|
Northstar Financial Companies, Inc.
Conshohocken, PA |
BUY
|
- |
4.46KNew |
$334K - $370K
|
4.46K
$344K
|
|
|
Mar 07, 2025
Q4 2024
|
Mattson Financial Services, LLC
Kentwood, MI |
BUY
|
- |
5New |
$374 - $415
|
5
$386
|
|
|
Mar 06, 2025
Q4 2024
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
487New |
$36.5K - $40.4K
|
487
$37.6K
|
|
|
Mar 06, 2025
Q4 2024
|
Copia Wealth Management
Bend, OR |
BUY
|
- |
171New |
$12.8K - $14.2K
|
171
$13.2K
|
|
|
Mar 04, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
433+ 12.77% |
$32.4K - $35.9K
|
3.82K
$295K
|
|
|
Mar 04, 2025
Q4 2024
|
Buska Wealth Management, LLC
Wausau, WI |
SELL
|
- |
-448- 11.21% |
$33.6K - $37.2K
|
3.55K
$274K
|
|
|
Mar 03, 2025
Q4 2024
|
Fluent Financial, LLC
|
BUY
|
- |
62.8KNew |
$4.7M - $5.21M
|
62.8K
$4.85M
|
|
|
Feb 28, 2025
Q4 2024
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
5.42KNew |
$406K - $449K
|
5.42K
$418K
|
|
|
Feb 27, 2025
Q4 2024
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
129+ 2.94% |
$9.66K - $10.7K
|
4.52K
$349K
|
|
|
Feb 27, 2025
Q4 2024
|
Omnia Family Wealth, LLC
|
SELL
|
- |
-4.15K- 7.09% |
$311K - $344K
|
54.4K
$4.2M
|
|
|
Feb 26, 2025
Q4 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
9.69K+ 10.96% |
$726K - $803K
|
98K
$7.57M
|
|
|
Feb 26, 2025
Q4 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
1+ 0.29% |
$74.9 - $82.9
|
340
$26.2K
|
|
|
Feb 25, 2025
Q4 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
8.7K+ 28.93% |
$651K - $721K
|
38.8K
$2.99M
|
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-24.8K- 14.92% |
$1.86M - $2.06M
|
141K
$10.9M
|
|
|
Feb 25, 2025
Q4 2024
|
Leigh Baldwin & Co., LLC
Cazenovia, NY |
SELL
|
- |
-434K- 98.68% |
$32.5M - $36M
|
5.81K
$449K
|
|
|
Feb 24, 2025
Q4 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
226+ 5.99% |
$16.9K - $18.7K
|
4K
$309K
|
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
2.02KNew |
$151K - $168K
|
2.02K
$156K
|
|
|
Feb 24, 2025
Q4 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-20K- 45.64% |
$1.5M - $1.66M
|
23.8K
$1.84M
|
|
|
Feb 24, 2025
Q4 2024
|
H&H Retirement Design & Management Inc
|
SELL
|
- |
-1.75K- 3.38% |
$131K - $145K
|
50.1K
$3.87M
|
|
|
Feb 24, 2025
Q4 2024
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
950+ 47.5% |
$71.1K - $78.8K
|
2.95K
$228K
|
|
|
Feb 21, 2025
Q4 2024
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-196K- 97.38% |
$14.7M - $16.2M
|
5.26K
$406K
|
|
|
Feb 19, 2025
Q4 2024
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
SELL
|
- |
-1.37M- 99.9% |
$103M - $114M
|
1.43K
$111K
|
|
|
Feb 19, 2025
Q4 2024
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
PUT |
977KNew |
$73.2M - $81M
|
977K
$75.4M
|
|
|
Feb 18, 2025
Q4 2024
|
Nepc LLC
Boston, MA |
BUY
|
- |
53New |
$3.97K - $4.4K
|
53
$4.09K
|
|
|
Feb 18, 2025
Q4 2024
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
18.7K+ 249.6% |
$1.4M - $1.55M
|
26.2K
$2.02M
|
|
|
Feb 18, 2025
Q4 2024
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
13.1KNew |
$983K - $1.09M
|
13.1K
$1.01M
|
|
|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-98- 3.48% |
$7.34K - $8.13K
|
2.72K
$210K
|
|
|
Feb 18, 2025
Q4 2024
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-179K- 70.26% |
$13.4M - $14.9M
|
75.9K
$5.85M
|
|
|
Feb 18, 2025
Q4 2024
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
SELL
|
- |
-155- 3.01% |
$11.6K - $12.9K
|
4.99K
$385K
|
|
|
Feb 18, 2025
Q4 2024
|
Investment Management Corp /Va/ /Adv
Roanoke, VA |
BUY
|
- |
6.19KNew |
$463K - $513K
|
6.19K
$478K
|
|
|
Feb 18, 2025
Q4 2024
|
Helium Advisors LLC
Everett, WA |
BUY
|
- |
3.06KNew |
$229K - $254K
|
3.06K
$236K
|
|
|
Feb 18, 2025
Q4 2024
|
Wilson & Boucher Capital Management, LLC
|
SELL
|
- |
-526- 1.71% |
$39.4K - $43.6K
|
30.3K
$2.34M
|
|
|
Feb 18, 2025
Q4 2024
|
Ctc Alternative Strategies, Ltd.
Chicago, IL |
BUY
|
- |
19.8KNew |
$1.48M - $1.64M
|
19.8K
$1.53M
|
|
|
Feb 14, 2025
Q4 2024
|
Brevan Howard Capital Management LP
St. Helier, Y9 |
SELL
|
- |
-9.38K- 16.88% |
$702K - $778K
|
46.2K
$3.57M
|
|
|
Feb 14, 2025
Q4 2024
|
Graham Capital Management, L.P.
Rowayton, CT |
SELL
|
- |
-125K- 62.76% |
$9.34M - $10.3M
|
74K
$5.71M
|
|
|
Feb 14, 2025
Q4 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
587K+ 277.18% |
$43.9M - $48.6M
|
798K
$61.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Cercano Management LLC
Bellevue, WA |
BUY
|
- |
342KNew |
$25.6M - $28.4M
|
342K
$26.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
24.9K+ 46.33% |
$1.87M - $2.07M
|
78.7K
$6.08M
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-124K- 21.68% |
$9.3M - $10.3M
|
448K
$34.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Canal Capital Management, LLC
|
BUY
|
- |
43.9KNew |
$3.28M - $3.64M
|
43.9K
$3.38M
|
|
|
Feb 14, 2025
Q4 2024
|
Fwl Investment Management, LLC
|
BUY
|
- |
424+ 8.3% |
$31.8K - $35.2K
|
5.53K
$427K
|
|
|
Feb 14, 2025
Q4 2024
|
Credit Agricole S A
|
SELL
|
- |
-10.1K- 29.08% |
$754K - $835K
|
24.6K
$1.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Credit Agricole S A
|
BUY
|
PUT |
75K+ 12.61% |
$5.62M - $6.22M
|
670K
$51.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Fosun International LTD
|
BUY
|
- |
7.7KNew |
$577K - $639K
|
7.7K
$594K
|
|
|
Feb 14, 2025
Q4 2024
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-4.34K- 1.91% |
$325K - $360K
|
223K
$17.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
PUT |
8.4K+ 4.41% |
$629K - $697K
|
199K
$15.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
10.8K+ 14.3% |
$808K - $895K
|
86.2K
$6.66M
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-268K- 39.14% |
$20.1M - $22.2M
|
417K
$32.2M
|