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 01, 2024
Q3 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
267+ 52.15% |
$18.1K - $21.6K
|
779
$58.9K
|
|
|
Nov 01, 2024
Q3 2024
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-85- 16.63% |
$5.75K - $6.87K
|
426
$32.2K
|
|
|
Nov 01, 2024
Q3 2024
|
Bray Capital Advisors
|
SELL
|
- |
-1.57K- 3.17% |
$106K - $127K
|
48K
$3.63M
|
|
|
Nov 01, 2024
Q3 2024
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
SELL
|
- |
-338- 1.35% |
$22.9K - $27.3K
|
24.8K
$1.87M
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
1.21K+ 0.96% |
$81.7K - $97.6K
|
127K
$9.64M
|
|
|
Nov 01, 2024
Q3 2024
|
Objective Capital Management, LLC
|
BUY
|
- |
158+ 1.65% |
$10.7K - $12.8K
|
9.72K
$735K
|
|
|
Nov 01, 2024
Q3 2024
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
3+ 0.09% |
$203 - $242
|
3.43K
$259K
|
|
|
Nov 01, 2024
Q3 2024
|
Primoris Wealth Advisors, LLC
|
BUY
|
- |
12.8K+ 22.47% |
$863K - $1.03M
|
69.5K
$5.25M
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
SELL
|
- |
-31.4K- 9.38% |
$2.12M - $2.54M
|
303K
$22.9M
|
|
|
Nov 01, 2024
Q3 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
4.45KNew |
$301K - $360K
|
4.45K
$337K
|
|
|
Nov 01, 2024
Q3 2024
|
Corrado Advisors, LLC
Ramsey, NJ |
BUY
|
- |
264+ 1.61% |
$17.9K - $21.3K
|
16.7K
$1.26M
|
|
|
Nov 01, 2024
Q3 2024
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
1.21K+ 2.46% |
$82.1K - $98K
|
50.6K
$3.83M
|
|
|
Nov 01, 2024
Q3 2024
|
Sequent Asset Management, LLC
|
BUY
|
- |
700+ 17.97% |
$47.4K - $56.5K
|
4.6K
$347K
|
|
|
Nov 01, 2024
Q3 2024
|
Arrow Financial Corp
|
BUY
|
- |
633+ 4.33% |
$42.8K - $51.1K
|
15.3K
$1.15M
|
|
|
Nov 01, 2024
Q3 2024
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
3.79KNew |
$256K - $306K
|
3.79K
$286K
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-845- 0.9% |
$57.2K - $68.3K
|
92.6K
$7M
|
|
|
Oct 31, 2024
Q3 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
283+ 9.24% |
$19.2K - $22.9K
|
3.35K
$253K
|
|
|
Oct 31, 2024
Q3 2024
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
BUY
|
- |
3.24K+ 28.45% |
$219K - $262K
|
14.6K
$1.11M
|
|
|
Oct 31, 2024
Q3 2024
|
Advisor Resource Council
|
BUY
|
- |
5.02KNew |
$340K - $406K
|
5.02K
$379K
|
|
|
Oct 31, 2024
Q3 2024
|
Aries Wealth Management
|
SELL
|
- |
-125- 2.95% |
$8.46K - $10.1K
|
4.11K
$311K
|
|
|
Oct 31, 2024
Q3 2024
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
1.82K+ 45.85% |
$123K - $147K
|
5.79K
$437K
|
|
|
Oct 31, 2024
Q3 2024
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
4.44KNew |
$300K - $359K
|
4.44K
$335K
|
|
|
Oct 31, 2024
Q3 2024
|
Keybank National Association
|
SELL
|
- |
-4.76K- 11.18% |
$322K - $385K
|
37.8K
$2.86M
|
|
|
Oct 31, 2024
Q3 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-3.7K- 6.47% |
$250K - $299K
|
53.5K
$4.04M
|
|
|
Oct 31, 2024
Q3 2024
|
Sharper & Granite LLC
El Segundo, CA |
BUY
|
- |
1.3K+ 6.76% |
$88K - $105K
|
20.5K
$1.55M
|
|
|
Oct 31, 2024
Q3 2024
|
D.B. Root & Company, LLC
|
BUY
|
- |
3.55KNew |
$240K - $287K
|
3.55K
$268K
|
|
|
Oct 31, 2024
Q3 2024
|
Forte Capital LLC
|
BUY
|
- |
2.55K+ 2.16% |
$172K - $206K
|
120K
$9.08M
|
|
|
Oct 31, 2024
Q3 2024
|
Prudent Investors Network, Inc.
Lake Forest, CA |
BUY
|
- |
17.8K+ 13.31% |
$1.21M - $1.44M
|
152K
$11.5M
|
|
|
Oct 31, 2024
Q3 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
14+ 0.68% |
$947 - $1.13K
|
2.07K
$156K
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
10.6K+ 33.21% |
$720K - $859K
|
42.7K
$3.22M
|
|
|
Oct 31, 2024
Q3 2024
|
Fpc Investment Advisory, Inc.
Petaluma, CA |
SELL
|
- |
-11- 0.14% |
$744 - $889
|
7.99K
$604K
|
|
|
Oct 31, 2024
Q3 2024
|
Stone Point Wealth LLC
|
SELL
|
- |
-350- 2.59% |
$23.7K - $28.3K
|
13.1K
$993K
|
|
|
Oct 31, 2024
Q3 2024
|
Hanseatic Management Services Inc
|
SELL
|
- |
-1.59K- 6.63% |
$108K - $129K
|
22.4K
$1.7M
|
|
|
Oct 31, 2024
Q3 2024
|
Smith Thornton Advisors LLC
Huntsville, AL |
BUY
|
- |
3.5K+ 13.87% |
$237K - $283K
|
28.8K
$2.17M
|
|
|
Oct 31, 2024
Q3 2024
|
David J Yvars Group
|
BUY
|
- |
21+ 0.19% |
$1.42K - $1.7K
|
11.3K
$857K
|
|
|
Oct 31, 2024
Q3 2024
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
BUY
|
- |
5.03K+ 27.71% |
$340K - $406K
|
23.2K
$1.75M
|
|
|
Oct 31, 2024
Q3 2024
|
Mont Vue Capital Management, Inc.
Lynchburg, VA |
SELL
|
- |
-266- 2.73% |
$18K - $21.5K
|
9.46K
$715K
|
|
|
Oct 31, 2024
Q3 2024
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
23.5K+ 316.95% |
$1.59M - $1.9M
|
30.9K
$2.34M
|
|
|
Oct 31, 2024
Q3 2024
|
Jmac Enterprises LLC
|
BUY
|
- |
34+ 0.29% |
$2.3K - $2.75K
|
11.6K
$875K
|
|
|
Oct 31, 2024
Q3 2024
|
Washington Trust Bank
|
SELL
|
- |
-41- 1.1% |
$2.77K - $3.31K
|
3.68K
$278K
|
|
|
Oct 31, 2024
Q3 2024
|
Montecito Bank & Trust
|
SELL
|
- |
-447- 3.38% |
$30.2K - $36.1K
|
12.8K
$966K
|
|
|
Oct 31, 2024
Q3 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
762+ 3.3% |
$51.6K - $61.6K
|
23.8K
$1.8M
|
|
|
Oct 31, 2024
Q3 2024
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
BUY
|
- |
475+ 0.73% |
$32.1K - $38.4K
|
66K
$4.99M
|
|
|
Oct 31, 2024
Q3 2024
|
Hollencrest Capital Management
|
BUY
|
- |
101+ 0.47% |
$6.83K - $8.16K
|
21.5K
$1.62M
|
|
|
Oct 31, 2024
Q3 2024
|
Sns Financial Group, LLC
|
SELL
|
- |
-358- 3.34% |
$24.2K - $28.9K
|
10.3K
$782K
|
|
|
Oct 31, 2024
Q3 2024
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
964+ 28.1% |
$65.2K - $77.9K
|
4.39K
$332K
|
|
|
Oct 30, 2024
Q3 2024
|
Central Bank & Trust CO
|
BUY
|
- |
51+ 0.41% |
$3.45K - $4.12K
|
12.3K
$933K
|
|
|
Oct 30, 2024
Q3 2024
|
Asset Management One Co., Ltd.
|
BUY
|
- |
180KNew |
$12.2M - $14.5M
|
180K
$13.6M
|
|
|
Oct 30, 2024
Q3 2024
|
Solitude Financial Services
|
SELL
|
- |
-501- 5.98% |
$33.9K - $40.5K
|
7.88K
$595K
|
|
|
Oct 30, 2024
Q3 2024
|
Madden Advisory Services, Inc.
|
BUY
|
- |
481+ 7.4% |
$32.5K - $38.9K
|
6.99K
$528K
|