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 |
|---|---|---|---|---|---|---|---|
|
Oct 29, 2024
Q3 2024
|
Lodestone Wealth Management LLC
Spokane, WA |
SELL
|
- |
-3.27K- 51.03% |
$221K - $264K
|
3.14K
$237K
|
|
|
Oct 29, 2024
Q3 2024
|
Signify Wealth
|
BUY
|
- |
39.9KNew |
$2.7M - $3.22M
|
39.9K
$3.01M
|
|
|
Oct 29, 2024
Q3 2024
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
316+ 9.14% |
$21.4K - $25.5K
|
3.77K
$285K
|
|
|
Oct 28, 2024
Q3 2024
|
Ayalon Insurance Comp Ltd.
|
BUY
|
- |
22.2K+ 82.19% |
$1.5M - $1.79M
|
49.2K
$3.72M
|
|
|
Oct 28, 2024
Q3 2024
|
Palumbo Wealth Management LLC
Great Neck, NY |
BUY
|
- |
21+ 0.65% |
$1.42K - $1.7K
|
3.23K
$244K
|
|
|
Oct 28, 2024
Q3 2024
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-889- 40.69% |
$60.2K - $71.8K
|
1.3K
$98K
|
|
|
Oct 28, 2024
Q3 2024
|
Meitav Dash Investments LTD
|
BUY
|
- |
1.27M+ 449.55% |
$85.7M - $102M
|
1.55M
$117M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
188K+ 48.9% |
$12.7M - $15.2M
|
573K
$43.3M
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
SELL
|
- |
-5.52K- 1.31% |
$374K - $446K
|
415K
$31.4M
|
|
|
Oct 28, 2024
Q3 2024
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-145- 1.55% |
$9.81K - $11.7K
|
9.23K
$697K
|
|
|
Oct 28, 2024
Q3 2024
|
Cordatus Wealth Management LLC
Newtown, PA |
BUY
|
- |
491+ 1.49% |
$33.2K - $39.7K
|
33.6K
$2.54M
|
|
|
Oct 28, 2024
Q3 2024
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
1.35K+ 20.21% |
$91K - $109K
|
8K
$605K
|
|
|
Oct 28, 2024
Q3 2024
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-106- 1.94% |
$7.17K - $8.56K
|
5.34K
$404K
|
|
|
Oct 28, 2024
Q3 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-44.9K- 36.78% |
$3.04M - $3.63M
|
77.1K
$5.83M
|
|
|
Oct 28, 2024
Q3 2024
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
473+ 1.76% |
$32K - $38.2K
|
27.4K
$2.07M
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
420+ 8.76% |
$28.4K - $33.9K
|
5.21K
$394K
|
|
|
Oct 28, 2024
Q3 2024
|
Stephens Inc
|
SELL
|
- |
-1.71K- 7.18% |
$116K - $138K
|
22.1K
$1.67M
|
|
|
Oct 28, 2024
Q3 2024
|
Penobscot Wealth Management
|
BUY
|
- |
799+ 7.86% |
$54.1K - $64.5K
|
11K
$829K
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
4.34K+ 57.32% |
$294K - $351K
|
11.9K
$901K
|
|
|
Oct 28, 2024
Q3 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
3.74KNew |
$253K - $302K
|
3.74K
$283K
|
|
|
Oct 28, 2024
Q3 2024
|
Lcm Capital Management Inc
|
BUY
|
- |
861+ 2.37% |
$58.3K - $69.6K
|
37.1K
$2.81M
|
|
|
Oct 28, 2024
Q3 2024
|
Hills Bank & Trust CO
|
SELL
|
- |
-66- 0.54% |
$4.47K - $5.33K
|
12.1K
$917K
|
|
|
Oct 28, 2024
Q3 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
3.05K+ 12.31% |
$207K - $247K
|
27.9K
$2.11M
|
|
|
Oct 28, 2024
Q3 2024
|
Private Wealth Group, LLC
|
BUY
|
- |
248+ 1.65% |
$16.8K - $20K
|
15.3K
$1.16M
|
|
|
Oct 28, 2024
Q3 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
2+ 0.03% |
$135 - $162
|
7.49K
$566K
|
|
|
Oct 28, 2024
Q3 2024
|
Phillips Wealth Planners LLC
Starkville, MS |
SELL
|
- |
-538- 12.0% |
$36.4K - $43.5K
|
3.94K
$298K
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
2.02K+ 75.45% |
$137K - $163K
|
4.7K
$355K
|
|
|
Oct 25, 2024
Q3 2024
|
West End Advisors, LLC
|
SELL
|
- |
-150K- 10.84% |
$10.2M - $12.1M
|
1.24M
$93.4M
|
|
|
Oct 25, 2024
Q3 2024
|
Sandy Spring Bank
|
SELL
|
- |
-35.2K- 48.24% |
$2.38M - $2.84M
|
37.8K
$2.85M
|
|
|
Oct 25, 2024
Q3 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-1.99K- 6.17% |
$135K - $161K
|
30.2K
$2.28M
|
|
|
Oct 25, 2024
Q3 2024
|
Vista Finance, LLC
|
BUY
|
- |
234+ 0.3% |
$15.8K - $18.9K
|
78.2K
$5.91M
|
|
|
Oct 25, 2024
Q3 2024
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
2.86KNew |
$194K - $231K
|
2.86K
$216K
|
|
|
Oct 25, 2024
Q3 2024
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-400- 70.18% |
$27.1K - $32.3K
|
170
$12.8K
|
|
|
Oct 25, 2024
Q3 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
523+ 3.31% |
$35.4K - $42.2K
|
16.3K
$1.23M
|
|
|
Oct 25, 2024
Q3 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-3.07K- 13.39% |
$208K - $248K
|
19.8K
$1.5M
|
|
|
Oct 25, 2024
Q3 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-19.3K- 31.64% |
$1.31M - $1.56M
|
41.8K
$3.16M
|
|
|
Oct 25, 2024
Q3 2024
|
Avitas Wealth Management LLC
|
BUY
|
- |
503+ 0.93% |
$34K - $40.6K
|
54.4K
$4.11M
|
|
|
Oct 25, 2024
Q3 2024
|
American Financial Advisors, LLC
|
BUY
|
- |
210+ 4.29% |
$14.2K - $17K
|
5.11K
$386K
|
|
|
Oct 25, 2024
Q3 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
16K+ 117.38% |
$1.08M - $1.29M
|
29.5K
$2.23M
|
|
|
Oct 25, 2024
Q3 2024
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
2.68KNew |
$181K - $216K
|
2.68K
$202K
|
|
|
Oct 25, 2024
Q3 2024
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
26+ 0.31% |
$1.76K - $2.1K
|
8.53K
$645K
|
|
|
Oct 25, 2024
Q3 2024
|
Cornerstone Wealth Group, LLC
|
SELL
|
- |
-67.5K- 50.96% |
$4.57M - $5.46M
|
65K
$4.91M
|
|
|
Oct 25, 2024
Q3 2024
|
Solidarilty Wealth, LLC
Lehi, UT |
BUY
|
- |
3.6KNew |
$244K - $291K
|
3.6K
$272K
|
|
|
Oct 25, 2024
Q3 2024
|
Oak Harvest Investment Services
|
SELL
|
- |
-43.7K- 35.38% |
$2.96M - $3.53M
|
79.9K
$6.04M
|
|
|
Oct 25, 2024
Q3 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
637+ 38.17% |
$43.1K - $51.5K
|
2.31K
$174K
|
|
|
Oct 25, 2024
Q3 2024
|
Pinnacle Associates LTD
|
SELL
|
- |
-151- 3.02% |
$10.2K - $12.2K
|
4.84K
$366K
|
|
|
Oct 25, 2024
Q3 2024
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-75.7K- 90.04% |
$5.12M - $6.11M
|
8.37K
$632K
|
|
|
Oct 25, 2024
Q3 2024
|
Measured Wealth Private Client Group, LLC
|
BUY
|
- |
23.5K+ 93.2% |
$1.59M - $1.9M
|
48.7K
$3.68M
|
|
|
Oct 24, 2024
Q3 2024
|
Sageworth Trust CO
|
SELL
|
- |
-84- 1.32% |
$5.68K - $6.79K
|
6.28K
$475K
|
|
|
Oct 24, 2024
Q3 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
2.74K+ 20.14% |
$185K - $221K
|
16.4K
$1.24M
|