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 |
|---|---|---|---|---|---|---|---|
|
Nov 08, 2024
Q3 2024
|
Westover Capital Advisors, LLC
Wilmington, DE |
BUY
|
- |
6.6KNew |
$447K - $533K
|
6.6K
$499K
|
|
|
Nov 08, 2024
Q3 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
29.3K+ 2654.35% |
$1.98M - $2.37M
|
30.4K
$2.3M
|
|
|
Nov 08, 2024
Q3 2024
|
Adviser Investments LLC
|
BUY
|
- |
2+ 0.02% |
$135 - $162
|
8.52K
$644K
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
701K+ 14.24% |
$47.4M - $56.6M
|
5.62M
$425M
|
|
|
Nov 08, 2024
Q3 2024
|
Cypress Capital Group
|
SELL
|
- |
-211- 1.56% |
$14.3K - $17K
|
13.3K
$1.01M
|
|
|
Nov 08, 2024
Q3 2024
|
German American Bancorp, Inc.
Jasper, IN |
BUY
|
- |
10.6K+ 7.44% |
$720K - $859K
|
154K
$11.6M
|
|
|
Nov 08, 2024
Q3 2024
|
Ssi Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-14- 0.07% |
$947 - $1.13K
|
20.3K
$1.53M
|
|
|
Nov 08, 2024
Q3 2024
|
One River Asset Management, LLC
Stamford, CT |
BUY
|
- |
935New |
$63.3K - $75.5K
|
935
$70.7K
|
|
|
Nov 08, 2024
Q3 2024
|
One River Asset Management, LLC
Stamford, CT |
BUY
|
PUT |
41.3K+ 199.52% |
$2.79M - $3.34M
|
62K
$4.69M
|
|
|
Nov 08, 2024
Q3 2024
|
John G Ullman & Associates Inc
|
BUY
|
- |
390+ 5.76% |
$26.4K - $31.5K
|
7.16K
$541K
|
|
|
Nov 08, 2024
Q3 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
1.46K+ 7.99% |
$99K - $118K
|
19.8K
$1.49M
|
|
|
Nov 08, 2024
Q3 2024
|
Cornerstone Advisors, LLC
Asheville, NC |
BUY
|
- |
5.7KNew |
$386K - $460K
|
5.7K
$431K
|
|
|
Nov 08, 2024
Q3 2024
|
Darwin Advisors, LLC
|
BUY
|
- |
616New |
$41.7K - $49.8K
|
616
$46.6K
|
|
|
Nov 08, 2024
Q3 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
6.21K+ 71.45% |
$420K - $501K
|
14.9K
$1.13M
|
|
|
Nov 08, 2024
Q3 2024
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
525+ 30.88% |
$35.5K - $42.4K
|
2.23K
$168K
|
|
|
Nov 08, 2024
Q3 2024
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
1+ 0.24% |
$67.7 - $80.8
|
426
$32.2K
|
|
|
Nov 08, 2024
Q3 2024
|
Hilton Capital Management, LLC
|
BUY
|
- |
169K+ 96.05% |
$11.4M - $13.6M
|
345K
$26.1M
|
|
|
Nov 08, 2024
Q3 2024
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
2.01K+ 7.74% |
$136K - $162K
|
27.9K
$2.11M
|
|
|
Nov 08, 2024
Q3 2024
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-40- 1.49% |
$2.71K - $3.23K
|
2.64K
$200K
|
|
|
Nov 08, 2024
Q3 2024
|
Mwa Asset Management
Lexington, MA |
BUY
|
- |
255+ 2.92% |
$17.3K - $20.6K
|
9K
$680K
|
|
|
Nov 08, 2024
Q3 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-545- 4.02% |
$36.9K - $44K
|
13K
$983K
|
|
|
Nov 08, 2024
Q3 2024
|
Beck Bode, LLC
|
BUY
|
- |
25.9KNew |
$1.76M - $2.1M
|
25.9K
$1.96M
|
|
|
Nov 08, 2024
Q3 2024
|
Private Portfolio Partners LLC
|
BUY
|
- |
217+ 1.09% |
$14.7K - $17.5K
|
20.1K
$1.52M
|
|
|
Nov 07, 2024
Q3 2024
|
Lm Advisors LLC
San Diego, CA |
SELL
|
- |
-3.89K- 11.55% |
$263K - $314K
|
29.8K
$2.25M
|
|
|
Nov 07, 2024
Q3 2024
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
20+ 80.0% |
$1.35K - $1.62K
|
45
$3.4K
|
|
|
Nov 07, 2024
Q3 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
1.52K+ 57.71% |
$103K - $123K
|
4.15K
$314K
|
|
|
Nov 07, 2024
Q3 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
261K+ 147.24% |
$17.7M - $21.1M
|
438K
$33.1M
|
|
|
Nov 07, 2024
Q3 2024
|
Investment House LLC
Las Vegas, NV |
SELL
|
- |
-150- 1.38% |
$10.2K - $12.1K
|
10.7K
$809K
|
|
|
Nov 07, 2024
Q3 2024
|
Absolute Gestao De Investimentos Ltda.
Sao Paulo, D5 |
BUY
|
- |
3.5KNew |
$237K - $283K
|
3.5K
$265K
|
|
|
Nov 07, 2024
Q3 2024
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
75+ 1.11% |
$5.08K - $6.06K
|
6.86K
$518K
|
|
|
Nov 07, 2024
Q3 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
213+ 4.3% |
$14.4K - $17.2K
|
5.17K
$390K
|
|
|
Nov 07, 2024
Q3 2024
|
Clear Street Markets LLC
|
BUY
|
- |
2.1KNew |
$142K - $170K
|
2.1K
$159K
|
|
|
Nov 07, 2024
Q3 2024
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
BUY
|
- |
181KNew |
$12.2M - $14.6M
|
181K
$13.7M
|
|
|
Nov 07, 2024
Q3 2024
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
43.2KNew |
$2.92M - $3.49M
|
43.2K
$3.26M
|
|
|
Nov 07, 2024
Q3 2024
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
BUY
|
- |
2.57KNew |
$174K - $208K
|
2.57K
$194K
|
|
|
Nov 07, 2024
Q3 2024
|
Mai Capital Management
|
BUY
|
- |
7.82K+ 6.69% |
$529K - $632K
|
125K
$9.43M
|
|
|
Nov 07, 2024
Q3 2024
|
Planning Directions Inc
|
SELL
|
- |
-955- 12.48% |
$64.6K - $77.1K
|
6.7K
$506K
|
|
|
Nov 07, 2024
Q3 2024
|
Amg National Trust Bank
|
SELL
|
- |
-9.46K- 26.09% |
$640K - $764K
|
26.8K
$2.02M
|
|
|
Nov 07, 2024
Q3 2024
|
Theory Financial LLC
Fort Collins, CO |
BUY
|
- |
17.3K+ 40.89% |
$1.17M - $1.4M
|
59.6K
$4.51M
|
|
|
Nov 07, 2024
Q3 2024
|
Banco Btg Pactual S.A.
Rio De Janeiro, D5 |
SELL
|
- |
-19.3K- 33.28% |
$1.31M - $1.56M
|
38.7K
$2.93M
|
|
|
Nov 07, 2024
Q3 2024
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-2.03K- 8.02% |
$137K - $164K
|
23.3K
$1.76M
|
|
|
Nov 07, 2024
Q3 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
21.9K+ 48.88% |
$1.48M - $1.77M
|
66.6K
$5.03M
|
|
|
Nov 07, 2024
Q3 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
5KNew |
$339K - $404K
|
5K
$378K
|
|
|
Nov 07, 2024
Q3 2024
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-1- 1.01% |
$67.7 - $80.8
|
98
$7.41K
|
|
|
Nov 07, 2024
Q3 2024
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
2+ 0.59% |
$135 - $162
|
341
$25.8K
|
|
|
Nov 07, 2024
Q3 2024
|
Wp Advisors, LLC
|
SELL
|
- |
-2.8K- 13.17% |
$189K - $226K
|
18.5K
$1.4M
|
|
|
Nov 07, 2024
Q3 2024
|
Lmr Partners LLP
London, X0 |
BUY
|
- |
6.74KNew |
$456K - $544K
|
6.74K
$509K
|
|
|
Nov 07, 2024
Q3 2024
|
Braun Stacey Associates Inc
|
BUY
|
- |
23+ 0.73% |
$1.56K - $1.86K
|
3.19K
$241K
|
|
|
Nov 07, 2024
Q3 2024
|
Chesapeake Wealth Management
|
SELL
|
- |
-498- 4.2% |
$33.7K - $40.2K
|
11.3K
$858K
|
|
|
Nov 07, 2024
Q3 2024
|
Tranquility Partners, LLC
|
SELL
|
- |
-114- 1.2% |
$7.71K - $9.21K
|
9.4K
$710K
|