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 |
|---|---|---|---|---|---|---|---|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
19+ 0.33% |
$1.42K - $1.58K
|
5.77K
$436K
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
5.4K+ 2.83% |
$404K - $447K
|
196K
$14.8M
|
|
|
Jan 10, 2025
Q4 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
2.27K+ 6.55% |
$170K - $188K
|
36.9K
$2.79M
|
|
|
Jan 10, 2025
Q4 2024
|
Sage Capital Advisors,Llc
|
BUY
|
- |
193+ 0.65% |
$14.5K - $16K
|
29.7K
$2.25M
|
|
|
Jan 10, 2025
Q4 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
550+ 28.84% |
$41.2K - $45.6K
|
2.46K
$186K
|
|
|
Jan 10, 2025
Q4 2024
|
Hbw Advisory Services LLC
|
BUY
|
- |
275+ 3.07% |
$20.6K - $22.8K
|
9.23K
$697K
|
|
|
Jan 10, 2025
Q4 2024
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-175- 15.77% |
$13.1K - $14.5K
|
935
$70.7K
|
|
|
Jan 10, 2025
Q4 2024
|
Graypoint LLC
|
BUY
|
- |
18.7K+ 24.1% |
$1.4M - $1.55M
|
96.2K
$7.27M
|
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-11.8M- 99.88% |
$887M - $982M
|
14.8K
$1.11M
|
|
|
Jan 08, 2025
Q4 2024
|
Fulton Bank, N.A.
|
BUY
|
- |
51+ 1.75% |
$3.82K - $4.23K
|
2.96K
$224K
|
|
|
Jan 08, 2025
Q4 2024
|
Worth Asset Management, LLC
|
SELL
|
- |
-2.73K- 47.76% |
$205K - $227K
|
2.99K
$226K
|
|
|
Jan 08, 2025
Q4 2024
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
649+ 24.56% |
$48.6K - $53.8K
|
3.29K
$249K
|
|
|
Jan 08, 2025
Q4 2024
|
Farmers Trust CO
|
SELL
|
- |
-476- 2.98% |
$35.6K - $39.5K
|
15.5K
$1.17M
|
|
|
Jan 08, 2025
Q4 2024
|
Legacy Private Trust Co.
|
BUY
|
- |
3.25K+ 6.39% |
$243K - $269K
|
54.1K
$4.09M
|
|
|
Jan 08, 2025
Q4 2024
|
Hudson Valley Investment Advisors Inc
|
SELL
|
- |
-153- 0.68% |
$11.5K - $12.7K
|
22.3K
$1.69M
|
|
|
Jan 07, 2025
Q4 2024
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-175- 3.19% |
$13.1K - $14.5K
|
5.32K
$402K
|
|
|
Jan 07, 2025
Q4 2024
|
Rise Advisors, LLC
|
SELL
|
- |
-49- 98.0% |
$3.67K - $4.06K
|
1
$75.6
|
|
|
Jan 07, 2025
Q4 2024
|
Innova Wealth Partners
|
BUY
|
- |
68.9KNew |
$5.16M - $5.72M
|
68.9K
$5.21M
|
|
|
Jan 06, 2025
Q4 2024
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
6.71KNew |
$503K - $557K
|
6.71K
$507K
|
|
|
Jan 06, 2025
Q4 2024
|
Boltwood Capital Management
|
BUY
|
- |
63+ 0.58% |
$4.72K - $5.22K
|
11K
$830K
|
|
|
Jan 06, 2025
Q4 2024
|
Silverleafe Capital Partners, LLC
Memphis, TN |
BUY
|
- |
35.5K+ 99.56% |
$2.66M - $2.95M
|
71.2K
$5.38M
|
|
|
Jan 06, 2025
Q4 2024
|
Fortem Financial Group, LLC
|
BUY
|
- |
525+ 2.15% |
$39.3K - $43.5K
|
25K
$1.89M
|
|
|
Jan 06, 2025
Q4 2024
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
238+ 6.82% |
$17.8K - $19.7K
|
3.73K
$282K
|
|
|
Jan 03, 2025
Q4 2024
|
Modus Advisors, LLC
|
BUY
|
- |
31New |
$2.32K - $2.57K
|
31
$2.34K
|
|
|
Jan 02, 2025
Q4 2024
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-3.21K- 1.62% |
$241K - $266K
|
195K
$14.7M
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
67+ 5.19% |
$5.02K - $5.56K
|
1.36K
$103K
|
|
| Q3 2024 | |||||||
|
Jan 10, 2025
Q3 2024
|
Florida Financial Advisors, LLC
Tampa, FL |
BUY
|
- |
3.43K+ 56.87% |
$232K - $277K
|
9.45K
$714K
|
|
|
Jan 03, 2025
Q3 2024
|
Allie Family Office LLC
|
BUY
|
- |
1.26K+ 11.22% |
$85K - $101K
|
12.4K
$941K
|
|
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-1.46M- 48.82% |
$98.6M - $118M
|
1.53M
$115M
|
|
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
47.5K+ 40.05% |
$3.22M - $3.84M
|
166K
$12.6M
|
|
|
Dec 13, 2024
Q3 2024
|
Smart Wealth LLC
Omaha, NE |
BUY
|
- |
10.5K+ 55.86% |
$714K - $852K
|
29.4K
$2.22M
|
|
|
Dec 02, 2024
Q3 2024
|
Capasso Planning Partners LLC
Charleston, SC |
BUY
|
- |
4.05K+ 43.66% |
$274K - $327K
|
13.3K
$1.01M
|
|
|
Nov 26, 2024
Q3 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
4.52K+ 4.23% |
$306K - $365K
|
111K
$8.4M
|
|
|
Nov 26, 2024
Q3 2024
|
Asset Advisors Investment Management, LLC
|
BUY
|
- |
5.41K+ 44.61% |
$366K - $437K
|
17.6K
$1.33M
|
|
|
Nov 25, 2024
Q3 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
2.33K+ 32.74% |
$158K - $188K
|
9.45K
$714K
|
|
|
Nov 25, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-7.42K- 17.68% |
$502K - $599K
|
34.5K
$2.61M
|
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
108KNew |
$7.34M - $8.76M
|
108K
$8.19M
|
|
|
Nov 25, 2024
Q3 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
4.82KNew |
$326K - $389K
|
4.82K
$364K
|
|
|
Nov 25, 2024
Q3 2024
|
Cim Investment Management Inc
Pittsburgh, PA |
SELL
|
- |
-637- 1.75% |
$43.1K - $51.5K
|
35.8K
$2.71M
|
|
|
Nov 22, 2024
Q3 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-560- 6.68% |
$37.9K - $45.2K
|
7.82K
$591K
|
|
|
Nov 21, 2024
Q3 2024
|
Fulcrum Equity Management
|
BUY
|
- |
4.83K+ 68.99% |
$327K - $390K
|
11.8K
$895K
|
|
|
Nov 20, 2024
Q3 2024
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
125KNew |
$8.48M - $10.1M
|
125K
$9.47M
|
|
|
Nov 20, 2024
Q3 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
150+ 0.92% |
$10.2K - $12.1K
|
16.5K
$1.25M
|
|
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
4+ 0.14% |
$271 - $323
|
2.82K
$213K
|
|
|
Nov 18, 2024
Q3 2024
|
Asset Allocation Strategies LLC
Farmington, MI |
SELL
|
- |
-13.6K- 21.33% |
$921K - $1.1M
|
50.2K
$3.8M
|
|
|
Nov 18, 2024
Q3 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
60.2K+ 213.55% |
$4.07M - $4.86M
|
88.4K
$6.68M
|
|
|
Nov 18, 2024
Q3 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
SELL
|
- |
-462- 13.59% |
$31.3K - $37.3K
|
2.94K
$222K
|
|
|
Nov 18, 2024
Q3 2024
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-15- 1.19% |
$1.02K - $1.21K
|
1.25K
$94.2K
|
|
|
Nov 18, 2024
Q3 2024
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-1.42K- 18.11% |
$96.1K - $115K
|
6.42K
$485K
|
|
|
Nov 18, 2024
Q3 2024
|
Second Line Capital, LLC
Metairie, LA |
BUY
|
- |
2+ 0.04% |
$135 - $162
|
4.6K
$348K
|
|