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 12, 2024
Q3 2024
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-18- 0.45% |
$1.22K - $1.45K
|
3.99K
$317K
|
|
|
Nov 12, 2024
Q3 2024
|
9258 Wealth Management, LLC
|
SELL
|
- |
-67- 1.15% |
$4.53K - $5.41K
|
5.74K
$456K
|
|
|
Nov 12, 2024
Q3 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
21.5K+ 41.91% |
$1.46M - $1.74M
|
72.9K
$5.79M
|
|
|
Nov 12, 2024
Q3 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
135+ 45.0% |
$9.14K - $10.9K
|
435
$34.6K
|
|
|
Nov 12, 2024
Q3 2024
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-7.98K- 3.82% |
$540K - $645K
|
201K
$16M
|
|
|
Nov 12, 2024
Q3 2024
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-192- 0.98% |
$13K - $15.5K
|
19.3K
$1.54M
|
|
|
Nov 12, 2024
Q3 2024
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-19.4K- 4.19% |
$1.31M - $1.56M
|
442K
$35.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
1.02K+ 5.01% |
$69.3K - $82.7K
|
21.5K
$1.71M
|
|
|
Nov 12, 2024
Q3 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
1.03K+ 17.89% |
$69.4K - $82.8K
|
6.75K
$537K
|
|
|
Nov 12, 2024
Q3 2024
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-9- 0.29% |
$609 - $727
|
3.07K
$244K
|
|
|
Nov 12, 2024
Q3 2024
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
152K+ 100.39% |
$10.3M - $12.3M
|
304K
$24.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Sykon Capital LLC
Harrison, NY |
BUY
|
- |
137+ 0.69% |
$9.27K - $11.1K
|
19.9K
$1.58M
|
|
|
Nov 12, 2024
Q3 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
37.2K+ 98.44% |
$2.52M - $3M
|
74.9K
$5.96M
|
|
|
Nov 12, 2024
Q3 2024
|
Naples Money Management LLC
Naples, FL |
SELL
|
- |
-143- 10.21% |
$9.68K - $11.6K
|
1.26K
$99.9K
|
|
|
Nov 12, 2024
Q3 2024
|
Stone X Group Inc.
|
BUY
|
- |
16.2K+ 117.84% |
$1.1M - $1.31M
|
30K
$2.39M
|
|
|
Nov 12, 2024
Q3 2024
|
Estate Counselors, LLC
|
SELL
|
- |
-495- 0.35% |
$33.5K - $40K
|
142K
$11.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
18.2K+ 71.61% |
$1.23M - $1.47M
|
43.6K
$3.47M
|
|
|
Nov 12, 2024
Q3 2024
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
BUY
|
- |
5.73K+ 3.17% |
$387K - $463K
|
187K
$14.8M
|
|
|
Nov 12, 2024
Q3 2024
|
Hap Trading, LLC
New York, NY |
SELL
|
CALL |
-191K- 90.4% |
$12.9M - $15.4M
|
20.3K
$1.61M
|
|
|
Nov 12, 2024
Q3 2024
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
6KNew |
$406K - $485K
|
6K
$477K
|
|
|
Nov 12, 2024
Q3 2024
|
Exodus Point Capital Management, LP
New York, NY |
BUY
|
PUT |
1MNew |
$67.7M - $80.8M
|
1M
$79.5M
|
|
|
Nov 12, 2024
Q3 2024
|
One Charles Private Wealth Services, LLC
|
SELL
|
- |
-3.5K- 45.88% |
$237K - $282K
|
4.12K
$328K
|
|
|
Nov 12, 2024
Q3 2024
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-234- 5.29% |
$15.8K - $18.9K
|
4.19K
$333K
|
|
|
Nov 12, 2024
Q3 2024
|
Crewe Advisors LLC
|
BUY
|
- |
2.02K+ 580.46% |
$137K - $163K
|
2.37K
$188K
|
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
BUY
|
- |
6.61K+ 97.58% |
$447K - $534K
|
13.4K
$1.06M
|
|
|
Nov 12, 2024
Q3 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
69.4K+ 384.52% |
$4.7M - $5.61M
|
87.4K
$6.95M
|
|
|
Nov 12, 2024
Q3 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
55.7K+ 48409.57% |
$3.77M - $4.5M
|
55.8K
$4.43M
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
2.25K+ 1.33% |
$152K - $182K
|
172K
$13.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
300+ 300.0% |
$20.3K - $24.2K
|
400
$31.8K
|
|
|
Nov 12, 2024
Q3 2024
|
Wespac Advisors, LLC
|
BUY
|
- |
24.1KNew |
$1.63M - $1.95M
|
24.1K
$1.92M
|
|
|
Nov 12, 2024
Q3 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
6.63K+ 12.8% |
$448K - $535K
|
58.4K
$4.64M
|
|
|
Nov 12, 2024
Q3 2024
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
112K+ 445.08% |
$7.57M - $9.03M
|
137K
$10.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
8.44K+ 167.51% |
$571K - $682K
|
13.5K
$1.07M
|
|
|
Nov 12, 2024
Q3 2024
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
8.4KNew |
$568K - $679K
|
8.4K
$668K
|
|
|
Nov 12, 2024
Q3 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-691- 95.97% |
$46.8K - $55.8K
|
29
$2.31K
|
|
|
Nov 12, 2024
Q3 2024
|
Perissos Private Wealth Management, LLC
Bethany, OK |
BUY
|
- |
2.94KNew |
$199K - $237K
|
2.94K
$234K
|
|
|
Nov 08, 2024
Q3 2024
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
453New |
$30.7K - $36.6K
|
453
$36K
|
|
|
Nov 08, 2024
Q3 2024
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
SELL
|
- |
-5.71K- 5.85% |
$386K - $461K
|
91.9K
$7.31M
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-1.64K- 0.46% |
$111K - $133K
|
358K
$28.5M
|
|
|
Nov 08, 2024
Q3 2024
|
South State Corp
|
BUY
|
- |
33+ 3.83% |
$2.23K - $2.67K
|
894
$71.1K
|
|
|
Nov 08, 2024
Q3 2024
|
Redwood Financial Network Corp
|
BUY
|
- |
303+ 8.45% |
$20.5K - $24.5K
|
3.89K
$309K
|
|
|
Nov 08, 2024
Q3 2024
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
605+ 3.07% |
$40.9K - $48.9K
|
20.3K
$1.61M
|
|
|
Nov 08, 2024
Q3 2024
|
New Potomac Partners, LLC
|
BUY
|
- |
200New |
$13.5K - $16.2K
|
200
$15.9K
|
|
|
Nov 08, 2024
Q3 2024
|
Second Half Financial Partners, LLC
Sebring, FL |
SELL
|
- |
-40.5K- 40.65% |
$2.74M - $3.28M
|
59.2K
$4.71M
|
|
|
Nov 08, 2024
Q3 2024
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
BUY
|
- |
125+ 0.46% |
$8.46K - $10.1K
|
27K
$2.15M
|
|
|
Nov 08, 2024
Q3 2024
|
Counterweight Ventures, LLC
Wilmington, NC |
BUY
|
- |
18.7KNew |
$1.26M - $1.51M
|
18.7K
$1.48M
|
|
|
Nov 08, 2024
Q3 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-1K- 2.15% |
$67.7K - $80.9K
|
45.6K
$3.62M
|
|
|
Nov 08, 2024
Q3 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
1.66KNew |
$112K - $134K
|
1.66K
$132K
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-9.48K- 17.47% |
$642K - $766K
|
44.8K
$3.56M
|
|
|
Nov 08, 2024
Q3 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
2+ 0.1% |
$135 - $162
|
2.01K
$160K
|