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 13, 2025
Q4 2024
|
Townsquare Capital LLC
|
BUY
|
- |
1.64K+ 54.75% |
$123K - $136K
|
4.65K
$362K
|
|
|
Feb 13, 2025
Q4 2024
|
Menora Mivtachim Holdings Ltd.
|
SELL
|
- |
-136K- 3.37% |
$10.2M - $11.3M
|
3.92M
$306M
|
|
|
Feb 13, 2025
Q4 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
54.8K+ 82.29% |
$4.1M - $4.54M
|
121K
$9.46M
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
97+ 2.27% |
$7.26K - $8.04K
|
4.37K
$341K
|
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
24+ 0.19% |
$1.8K - $1.99K
|
13K
$1.01M
|
|
|
Feb 13, 2025
Q4 2024
|
Rock Point Advisors, LLC
Burlington, VT |
BUY
|
- |
14.3KNew |
$1.07M - $1.19M
|
14.3K
$1.12M
|
|
|
Feb 13, 2025
Q4 2024
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-25.1K- 46.82% |
$1.88M - $2.08M
|
28.5K
$2.23M
|
|
|
Feb 13, 2025
Q4 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
42.7KNew |
$3.2M - $3.54M
|
42.7K
$3.33M
|
|
|
Feb 13, 2025
Q4 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
155+ 0.83% |
$11.6K - $12.9K
|
18.9K
$1.47M
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.73K+ 11.27% |
$129K - $143K
|
17K
$1.33M
|
|
|
Feb 13, 2025
Q4 2024
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
BUY
|
- |
11.7K+ 113.71% |
$877K - $971K
|
22K
$1.72M
|
|
|
Feb 13, 2025
Q4 2024
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
504+ 6.3% |
$37.7K - $41.8K
|
8.51K
$663K
|
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
16.6K+ 11.45% |
$1.25M - $1.38M
|
162K
$12.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Stamos Capital Partners, L.P.
Menlo Park, CA |
BUY
|
- |
6.95K+ 54.0% |
$520K - $576K
|
19.8K
$1.55M
|
|
|
Feb 13, 2025
Q4 2024
|
Cim Investment Management Inc
Pittsburgh, PA |
BUY
|
- |
164+ 0.46% |
$12.3K - $13.6K
|
36K
$2.81M
|
|
|
Feb 13, 2025
Q4 2024
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
BUY
|
- |
344+ 7.84% |
$25.8K - $28.5K
|
4.73K
$369K
|
|
|
Feb 13, 2025
Q4 2024
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
BUY
|
- |
549+ 8.47% |
$41.1K - $45.5K
|
7.03K
$548K
|
|
|
Feb 13, 2025
Q4 2024
|
Belmont Capital, LLC
|
BUY
|
- |
156+ 85.25% |
$11.7K - $12.9K
|
339
$26.4K
|
|
|
Feb 13, 2025
Q4 2024
|
Coastline Trust CO
|
BUY
|
- |
25+ 4.17% |
$1.87K - $2.07K
|
625
$48.7K
|
|
|
Feb 13, 2025
Q4 2024
|
Demars Financial Group, LLC
|
BUY
|
- |
3.77MNew |
$283M - $313M
|
3.77M
$294M
|
|
|
Feb 13, 2025
Q4 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
30+ 0.85% |
$2.25K - $2.49K
|
3.56K
$278K
|
|
|
Feb 13, 2025
Q4 2024
|
Capital Square, LLC
|
SELL
|
- |
-963- 9.14% |
$72.1K - $79.9K
|
9.58K
$747K
|
|
|
Feb 13, 2025
Q4 2024
|
Allred Capital Management, LLC
Dallas, TX |
BUY
|
- |
6.28K+ 70.07% |
$470K - $520K
|
15.2K
$1.19M
|
|
|
Feb 13, 2025
Q4 2024
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
3.63KNew |
$272K - $301K
|
3.63K
$283K
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-5.69K- 4.93% |
$426K - $472K
|
110K
$8.55M
|
|
|
Feb 13, 2025
Q4 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-2.31K- 3.17% |
$173K - $192K
|
70.6K
$5.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-11.1K- 42.99% |
$833K - $922K
|
14.8K
$1.15M
|
|
|
Feb 13, 2025
Q4 2024
|
Walleye Capital LLC
Plymouth, MN |
SELL
|
- |
-50.4K- 27.18% |
$3.78M - $4.18M
|
135K
$10.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Walleye Capital LLC
Plymouth, MN |
SELL
|
PUT |
-178K- 7.61% |
$13.3M - $14.7M
|
2.16M
$168M
|
|
|
Feb 13, 2025
Q4 2024
|
Walleye Trading LLC
Plymouth, MN |
BUY
|
PUT |
61.5K+ 6.33% |
$4.61M - $5.1M
|
1.03M
$80.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Ally Invest Advisors Inc.
Charlotte, NC |
BUY
|
- |
259+ 8.91% |
$19.4K - $21.5K
|
3.17K
$247K
|
|
|
Feb 13, 2025
Q4 2024
|
Hap Trading, LLC
New York, NY |
BUY
|
PUT |
13.7KNew |
$1.03M - $1.14M
|
13.7K
$1.07M
|
|
|
Feb 13, 2025
Q4 2024
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-923- 3.31% |
$69.1K - $76.5K
|
27K
$2.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
2.5KNew |
$187K - $207K
|
2.5K
$195K
|
|
|
Feb 13, 2025
Q4 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-3.12K- 14.77% |
$234K - $259K
|
18K
$1.41M
|
|
|
Feb 13, 2025
Q4 2024
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
10.6KNew |
$790K - $875K
|
10.6K
$823K
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-82.9K- 28.82% |
$6.21M - $6.87M
|
205K
$16M
|
|
|
Feb 13, 2025
Q4 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
16+ 100.0% |
$1.2K - $1.33K
|
32
$2.5K
|
|
|
Feb 13, 2025
Q4 2024
|
State Of Tennessee, Treasury Department
Nashville, TN |
SELL
|
- |
-16.9K- 13.24% |
$1.27M - $1.4M
|
111K
$8.64M
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-36.9K- 8.31% |
$2.77M - $3.06M
|
407K
$31.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-839- 18.15% |
$62.8K - $69.6K
|
3.78K
$295K
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-73.2K- 8.71% |
$5.48M - $6.07M
|
767K
$59.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
5.89K+ 6.36% |
$441K - $489K
|
98.6K
$7.69M
|
|
|
Feb 13, 2025
Q4 2024
|
Cornerstone Capital, Inc.
Palo Alto, CA |
SELL
|
- |
-22.5K- 10.58% |
$1.68M - $1.86M
|
190K
$14.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
352K+ 972.64% |
$26.4M - $29.2M
|
389K
$30.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Marshall Wace, LLP
London, X0 |
BUY
|
CALL |
12.1KNew |
$906K - $1M
|
12.1K
$944K
|
|
|
Feb 13, 2025
Q4 2024
|
Greenwood Gearhart Inc
Fayetteville, AR |
BUY
|
- |
8.63K+ 4.37% |
$646K - $716K
|
206K
$16.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
13.3K+ 3.12% |
$998K - $1.1M
|
440K
$34.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-17.9K- 84.52% |
$1.34M - $1.49M
|
3.28K
$256K
|
|
|
Feb 13, 2025
Q4 2024
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-241- 16.82% |
$18K - $20K
|
1.19K
$93K
|