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 |
|---|---|---|---|---|---|---|---|
|
Feb 10, 2025
Q4 2024
|
Hilton Capital Management, LLC
|
SELL
|
- |
-39.1K- 11.34% |
$2.93M - $3.24M
|
306K
$23.9M
|
|
|
Feb 10, 2025
Q4 2024
|
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD
|
BUY
|
- |
29.6K+ 92.94% |
$2.21M - $2.45M
|
61.4K
$4.79M
|
|
|
Feb 10, 2025
Q4 2024
|
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD
|
BUY
|
- |
85.1K+ 92.23% |
$6.38M - $7.06M
|
177K
$13.9M
|
|
|
Feb 10, 2025
Q4 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
SELL
|
- |
-31- 6.35% |
$2.32K - $2.57K
|
457
$35.7K
|
|
|
Feb 10, 2025
Q4 2024
|
Penobscot Wealth Management
|
BUY
|
- |
616+ 5.62% |
$46.1K - $51.1K
|
11.6K
$905K
|
|
|
Feb 10, 2025
Q4 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
2.93K+ 16.76% |
$220K - $243K
|
20.4K
$1.6M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
39.8K+ 5.73% |
$2.98M - $3.3M
|
733K
$57.3M
|
|
|
Feb 10, 2025
Q4 2024
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
3.05K+ 13.55% |
$228K - $253K
|
25.5K
$1.99M
|
|
|
Feb 10, 2025
Q4 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
240+ 7.89% |
$18K - $19.9K
|
3.28K
$257K
|
|
|
Feb 10, 2025
Q4 2024
|
Founders Financial Securities LLC
|
BUY
|
- |
2.23K+ 11.85% |
$167K - $185K
|
21K
$1.64M
|
|
|
Feb 10, 2025
Q4 2024
|
May Barnhard Investments LLC
Bethesda, MD |
BUY
|
- |
11.9KNew |
$889K - $985K
|
11.9K
$928K
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
30.7K+ 17.62% |
$2.3M - $2.54M
|
205K
$16M
|
|
|
Feb 10, 2025
Q4 2024
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
14+ 0.04% |
$1.05K - $1.16K
|
39.7K
$3.1M
|
|
|
Feb 10, 2025
Q4 2024
|
Hills Bank & Trust CO
|
SELL
|
- |
-1.04K- 8.59% |
$78K - $86.4K
|
11.1K
$866K
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
232+ 5.79% |
$17.4K - $19.2K
|
4.24K
$331K
|
|
|
Feb 10, 2025
Q4 2024
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-2.68K- 10.0% |
$201K - $222K
|
24.1K
$1.88M
|
|
|
Feb 10, 2025
Q4 2024
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-77- 78.57% |
$5.77K - $6.39K
|
21
$1.64K
|
|
|
Feb 10, 2025
Q4 2024
|
One8zero8, LLC
Greensboro, NC |
BUY
|
- |
1.41KNew |
$106K - $117K
|
1.41K
$110K
|
|
|
Feb 10, 2025
Q4 2024
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
384+ 2.52% |
$28.8K - $31.8K
|
15.6K
$1.22M
|
|
|
Feb 10, 2025
Q4 2024
|
First Financial Group Corp
Raleigh, NC |
BUY
|
- |
3.92KNew |
$293K - $325K
|
3.92K
$306K
|
|
|
Feb 10, 2025
Q4 2024
|
Patten & Patten Inc
|
SELL
|
- |
-368- 1.33% |
$27.6K - $30.5K
|
27.4K
$2.14M
|
|
|
Feb 10, 2025
Q4 2024
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-1.47K- 4.19% |
$110K - $122K
|
33.6K
$2.63M
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
507New |
$38K - $42K
|
507
$39.6K
|
|
|
Feb 10, 2025
Q4 2024
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
BUY
|
- |
325+ 1.4% |
$24.3K - $27K
|
23.5K
$1.84M
|
|
|
Feb 10, 2025
Q4 2024
|
Basso Capital Management, L.P.
Stamford, CT |
SELL
|
- |
-6.25K- 88.65% |
$468K - $518K
|
800
$62.5K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
12.7K+ 31.78% |
$954K - $1.06M
|
52.8K
$4.13M
|
|
|
Feb 10, 2025
Q4 2024
|
Intrepid Financial Planning Group LLC
Carmel, IN |
SELL
|
- |
-926- 3.9% |
$69.3K - $76.8K
|
22.8K
$1.78M
|
|
|
Feb 10, 2025
Q4 2024
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
2.6K+ 6.03% |
$195K - $216K
|
45.8K
$3.58M
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-16.8K- 9.78% |
$1.26M - $1.39M
|
155K
$12.1M
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-17.7K- 41.59% |
$1.33M - $1.47M
|
24.9K
$1.95M
|
|
|
Feb 10, 2025
Q4 2024
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
5.97KNew |
$447K - $495K
|
5.97K
$467K
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-385- 7.38% |
$28.8K - $31.9K
|
4.83K
$377K
|
|
|
Feb 10, 2025
Q4 2024
|
Rockport Wealth LLC
Fairview Park, OH |
SELL
|
- |
-173K- 84.92% |
$12.9M - $14.3M
|
30.6K
$2.39M
|
|
|
Feb 10, 2025
Q4 2024
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
49New |
$3.67K - $4.06K
|
49
$3.83K
|
|
|
Feb 10, 2025
Q4 2024
|
Evoke Wealth, LLC
|
BUY
|
- |
3.08KNew |
$231K - $256K
|
3.08K
$241K
|
|
|
Feb 10, 2025
Q4 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
2.44K+ 14.23% |
$183K - $203K
|
19.6K
$1.53M
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
5.67K+ 1.29% |
$425K - $470K
|
444K
$34.7M
|
|
|
Feb 10, 2025
Q4 2024
|
South State Corp
|
BUY
|
- |
106+ 11.86% |
$7.94K - $8.79K
|
1K
$78.1K
|
|
|
Feb 10, 2025
Q4 2024
|
Twin Tree Management, LP
Dallas, TX |
BUY
|
- |
2.95KNew |
$221K - $244K
|
2.95K
$230K
|
|
|
Feb 10, 2025
Q4 2024
|
Twin Tree Management, LP
Dallas, TX |
BUY
|
PUT |
442KNew |
$33.1M - $36.6M
|
442K
$34.5M
|
|
|
Feb 10, 2025
Q4 2024
|
Ssi Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-13- 0.06% |
$974 - $1.08K
|
20.3K
$1.58M
|
|
|
Feb 10, 2025
Q4 2024
|
Cibc World Markets Corp
New York, NY |
BUY
|
- |
12.1K+ 43.39% |
$905K - $1M
|
39.9K
$3.12M
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-755- 5.04% |
$56.5K - $62.6K
|
14.2K
$1.11M
|
|
|
Feb 10, 2025
Q4 2024
|
Passaic Partners LLC
|
BUY
|
- |
33.6K+ 18.1% |
$2.51M - $2.78M
|
219K
$17.1M
|
|
|
Feb 10, 2025
Q4 2024
|
1 St Source Bank
|
SELL
|
- |
-169- 0.83% |
$12.7K - $14K
|
20.3K
$1.58M
|
|
|
Feb 10, 2025
Q4 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
8.84K+ 25.67% |
$662K - $733K
|
43.3K
$3.38M
|
|
|
Feb 10, 2025
Q4 2024
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-1.63K- 13.4% |
$122K - $136K
|
10.6K
$825K
|
|
|
Feb 10, 2025
Q4 2024
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
BUY
|
- |
2.14KNew |
$160K - $177K
|
2.14K
$167K
|
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-84- 9.96% |
$6.29K - $6.97K
|
759
$59.3K
|
|
|
Feb 10, 2025
Q4 2024
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
15+ 0.24% |
$1.12K - $1.24K
|
6.19K
$484K
|