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 07, 2024
Q3 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-350- 0.15% |
$23.7K - $28.3K
|
239K
$18.1M
|
|
|
Nov 07, 2024
Q3 2024
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
432+ 2.13% |
$29.2K - $34.9K
|
20.7K
$1.56M
|
|
|
Nov 07, 2024
Q3 2024
|
Esg Planning
Santa Clara, CA |
BUY
|
- |
3.45K+ 23.14% |
$234K - $279K
|
18.4K
$1.39M
|
|
|
Nov 06, 2024
Q3 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-793- 2.33% |
$53.7K - $64.1K
|
33.3K
$2.51M
|
|
|
Nov 06, 2024
Q3 2024
|
Black Diamond Financial, LLC
|
SELL
|
- |
-150- 4.98% |
$10.2K - $12.1K
|
2.86K
$216K
|
|
|
Nov 06, 2024
Q3 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
541+ 54.21% |
$36.6K - $43.7K
|
1.54K
$116K
|
|
|
Nov 06, 2024
Q3 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
320New |
$21.7K - $25.8K
|
320
$24.2K
|
|
|
Nov 06, 2024
Q3 2024
|
Dearborn Partners LLC
|
BUY
|
- |
700+ 10.3% |
$47.4K - $56.5K
|
7.5K
$566K
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
2.15K+ 19.96% |
$146K - $174K
|
12.9K
$978K
|
|
|
Nov 06, 2024
Q3 2024
|
Omnia Family Wealth, LLC
|
SELL
|
- |
-547- 0.93% |
$37K - $44.2K
|
58.6K
$4.43M
|
|
|
Nov 06, 2024
Q3 2024
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
2.51KNew |
$170K - $202K
|
2.51K
$189K
|
|
|
Nov 06, 2024
Q3 2024
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
100+ 2.45% |
$6.77K - $8.08K
|
4.18K
$316K
|
|
|
Nov 06, 2024
Q3 2024
|
Koa Wealth Management, LLC
Encinitas, CA |
SELL
|
- |
-1.59K- 4.06% |
$108K - $128K
|
37.5K
$2.84M
|
|
|
Nov 06, 2024
Q3 2024
|
Meridian Investment Counsel Inc.
Lafayette, CA |
BUY
|
- |
9.33K+ 17.22% |
$631K - $753K
|
63.5K
$4.8M
|
|
|
Nov 06, 2024
Q3 2024
|
Coastline Trust CO
|
BUY
|
- |
600New |
$40.6K - $48.5K
|
600
$45.3K
|
|
|
Nov 06, 2024
Q3 2024
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
13.8K+ 12.86% |
$934K - $1.12M
|
121K
$9.15M
|
|
|
Nov 06, 2024
Q3 2024
|
Bank Of Marin
Novato, CA |
BUY
|
- |
594+ 9.14% |
$40.2K - $48K
|
7.09K
$536K
|
|
|
Nov 06, 2024
Q3 2024
|
Hallmark Capital Management Inc
|
SELL
|
- |
-48- 5.44% |
$3.25K - $3.88K
|
835
$63.1K
|
|
|
Nov 06, 2024
Q3 2024
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
SELL
|
- |
-8.62K- 62.6% |
$583K - $696K
|
5.15K
$389K
|
|
|
Nov 06, 2024
Q3 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
516K+ 11784.06% |
$34.9M - $41.7M
|
520K
$39.3M
|
|
|
Nov 06, 2024
Q3 2024
|
Vectors Research Management, LLC
New York, NY |
SELL
|
- |
-2.42K- 2.84% |
$164K - $196K
|
83K
$6.28M
|
|
|
Nov 06, 2024
Q3 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-20- 35.09% |
$1.35K - $1.62K
|
37
$2.8K
|
|
|
Nov 06, 2024
Q3 2024
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
BUY
|
- |
7.39KNew |
$500K - $597K
|
7.39K
$558K
|
|
|
Nov 06, 2024
Q3 2024
|
Wespac Advisors So Cal, LLC
|
BUY
|
- |
6.23K+ 34.3% |
$421K - $503K
|
24.4K
$1.84M
|
|
|
Nov 06, 2024
Q3 2024
|
Mount Lucas Management LP
Newtown, PA |
SELL
|
- |
-184- 1.99% |
$12.5K - $14.9K
|
9.04K
$683K
|
|
|
Nov 06, 2024
Q3 2024
|
Cutler Investment Counsel LLC
|
SELL
|
- |
-200- 3.07% |
$13.5K - $16.2K
|
6.32K
$478K
|
|
|
Nov 06, 2024
Q3 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-63- 2.87% |
$4.26K - $5.09K
|
2.13K
$161K
|
|
|
Nov 06, 2024
Q3 2024
|
Ria Advisory Group LLC
Ames, IA |
BUY
|
- |
501+ 10.11% |
$33.9K - $40.5K
|
5.46K
$412K
|
|
|
Nov 06, 2024
Q3 2024
|
Destiny Capital Corp/Co
Golden, CO |
SELL
|
- |
-74- 0.71% |
$5.01K - $5.98K
|
10.4K
$782K
|
|
|
Nov 06, 2024
Q3 2024
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
43+ 0.76% |
$2.91K - $3.47K
|
5.73K
$433K
|
|
|
Nov 06, 2024
Q3 2024
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
50.9K+ 4925.65% |
$3.44M - $4.11M
|
51.9K
$3.92M
|
|
|
Nov 06, 2024
Q3 2024
|
Mirae Asset Securities (Usa) Inc.
New York, NY |
SELL
|
- |
-600K- 80.0% |
$40.6M - $48.5M
|
150K
$11.3M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
586K+ 18.29% |
$39.7M - $47.3M
|
3.79M
$287M
|
|
|
Nov 05, 2024
Q3 2024
|
Sumitomo Mitsui Trust Holdings, Inc.
|
BUY
|
- |
9.84K+ 34.04% |
$666K - $795K
|
38.7K
$2.93M
|
|
|
Nov 05, 2024
Q3 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
431+ 756.14% |
$29.2K - $34.8K
|
488
$36.9K
|
|
|
Nov 05, 2024
Q3 2024
|
First National Trust CO
|
BUY
|
- |
2.56KNew |
$173K - $207K
|
2.56K
$194K
|
|
|
Nov 05, 2024
Q3 2024
|
Phoenix Holdings Ltd.
Givatayim, L3 |
SELL
|
- |
-633K- 65.32% |
$42.9M - $51.2M
|
336K
$25.4M
|
|
|
Nov 05, 2024
Q3 2024
|
Miller Howard Investments Inc
|
SELL
|
- |
-13.9K- 43.12% |
$941K - $1.12M
|
18.3K
$1.39M
|
|
|
Nov 05, 2024
Q3 2024
|
Cypress Capital Management LLC (Wy)
|
BUY
|
- |
2.06K+ 1460.99% |
$139K - $166K
|
2.2K
$166K
|
|
|
Nov 05, 2024
Q3 2024
|
Altfest L J & CO Inc
|
SELL
|
- |
-45.5K- 86.81% |
$3.08M - $3.68M
|
6.91K
$522K
|
|
|
Nov 05, 2024
Q3 2024
|
Spirepoint Private Client, LLC
Vero Beach, FL |
BUY
|
- |
16.7K+ 18.45% |
$1.13M - $1.35M
|
107K
$8.09M
|
|
|
Nov 05, 2024
Q3 2024
|
Beaumont Capital Management, LLC
Boston, MA |
SELL
|
- |
-3K- 4.76% |
$203K - $242K
|
59.9K
$4.53M
|
|
|
Nov 05, 2024
Q3 2024
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
SELL
|
- |
-584- 2.53% |
$39.5K - $47.2K
|
22.5K
$1.7M
|
|
|
Nov 05, 2024
Q3 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-1.46K- 0.95% |
$98.9K - $118K
|
152K
$11.5M
|
|
|
Nov 05, 2024
Q3 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
14.1K+ 51.18% |
$955K - $1.14M
|
41.7K
$3.15M
|
|
|
Nov 05, 2024
Q3 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
1.08K+ 4.29% |
$72.7K - $86.8K
|
26.1K
$1.97M
|
|
|
Nov 05, 2024
Q3 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
5.95K+ 19.56% |
$403K - $480K
|
36.4K
$2.75M
|
|
|
Nov 05, 2024
Q3 2024
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
4.51K+ 14.11% |
$305K - $364K
|
36.5K
$2.76M
|
|
|
Nov 05, 2024
Q3 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
3.53KNew |
$239K - $285K
|
3.53K
$267K
|
|
|
Nov 05, 2024
Q3 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
702+ 8.52% |
$47.5K - $56.7K
|
8.94K
$676K
|