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 |
|---|---|---|---|---|---|---|---|
|
Feb 05, 2025
Q4 2024
|
Mma Asset Management LLC
New York, NY |
SELL
|
- |
-9.48K- 69.71% |
$710K - $787K
|
4.12K
$321K
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
319+ 14.96% |
$23.9K - $26.5K
|
2.45K
$191K
|
|
|
Feb 05, 2025
Q4 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
1+ 0.55% |
$74.9 - $82.9
|
183
$14.3K
|
|
|
Feb 05, 2025
Q4 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
154New |
$11.5K - $12.8K
|
154
$12K
|
|
|
Feb 05, 2025
Q4 2024
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 05, 2025
Q4 2024
|
Private Wealth Advisors, LLC
Fresno, CA |
BUY
|
- |
164+ 0.24% |
$12.3K - $13.6K
|
69K
$5.38M
|
|
|
Feb 05, 2025
Q4 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-661- 2.24% |
$49.5K - $54.8K
|
28.9K
$2.25M
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
35.1K+ 80.4% |
$2.63M - $2.91M
|
78.7K
$6.14M
|
|
|
Feb 05, 2025
Q4 2024
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
6.41KNew |
$480K - $532K
|
6.41K
$500K
|
|
|
Feb 04, 2025
Q4 2024
|
Lgl Partners, LLC
West Conshohocken, PA |
SELL
|
- |
-126- 4.13% |
$9.44K - $10.4K
|
2.92K
$228K
|
|
|
Feb 04, 2025
Q4 2024
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
8.33K+ 220.81% |
$624K - $691K
|
12.1K
$944K
|
|
|
Feb 04, 2025
Q4 2024
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
15.6KNew |
$1.17M - $1.29M
|
15.6K
$1.22M
|
|
|
Feb 04, 2025
Q4 2024
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
SELL
|
- |
-126- 2.45% |
$9.44K - $10.4K
|
5.02K
$392K
|
|
|
Feb 04, 2025
Q4 2024
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-368- 6.27% |
$27.6K - $30.5K
|
5.5K
$429K
|
|
|
Feb 04, 2025
Q4 2024
|
Asset Advisors Investment Management, LLC
|
BUY
|
- |
547+ 3.12% |
$41K - $45.4K
|
18.1K
$1.41M
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
9.65K+ 15.73% |
$723K - $800K
|
71K
$5.54M
|
|
|
Feb 04, 2025
Q4 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-250- 1.75% |
$18.7K - $20.7K
|
14K
$1.09M
|
|
|
Feb 04, 2025
Q4 2024
|
Crestwood Advisors Group LLC
|
BUY
|
- |
259+ 6.21% |
$19.4K - $21.5K
|
4.43K
$345K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
6.92K+ 3.08% |
$518K - $574K
|
231K
$18M
|
|
|
Feb 04, 2025
Q4 2024
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-2.26K- 2.18% |
$169K - $187K
|
101K
$7.89M
|
|
|
Feb 04, 2025
Q4 2024
|
Addison Advisors LLC
|
SELL
|
- |
-78- 9.79% |
$5.84K - $6.47K
|
719
$56.1K
|
|
|
Feb 04, 2025
Q4 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
1.05K+ 11.14% |
$78.9K - $87.3K
|
10.5K
$819K
|
|
|
Feb 04, 2025
Q4 2024
|
Transcendent Capital Group LLC
Edmond, OK |
SELL
|
- |
-109- 11.11% |
$8.16K - $9.04K
|
872
$68K
|
|
|
Feb 04, 2025
Q4 2024
|
Canton Hathaway, LLC
|
BUY
|
- |
5.01K+ 16.45% |
$375K - $415K
|
35.5K
$2.77M
|
|
|
Feb 04, 2025
Q4 2024
|
David R. Rahn & Associates Inc.
|
SELL
|
- |
-18.8K- 16.48% |
$1.41M - $1.56M
|
95.1K
$7.42M
|
|
|
Feb 04, 2025
Q4 2024
|
Vaughan David Investments LLC
Peoria, IL |
BUY
|
- |
2.28K+ 1.31% |
$171K - $189K
|
176K
$13.7M
|
|
|
Feb 04, 2025
Q4 2024
|
Schneider Downs Wealth Management Advisors, LP
|
SELL
|
- |
-1.15K- 27.91% |
$85.7K - $95K
|
2.96K
$231K
|
|
|
Feb 04, 2025
Q4 2024
|
Sabal Trust CO
|
SELL
|
- |
-1.01K- 2.0% |
$75.9K - $84.1K
|
49.6K
$3.87M
|
|
|
Feb 04, 2025
Q4 2024
|
Simmons Bank
|
SELL
|
- |
-33- 0.1% |
$2.47K - $2.74K
|
33.7K
$2.63M
|
|
|
Feb 04, 2025
Q4 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
7.62K+ 85.24% |
$571K - $632K
|
16.6K
$1.29M
|
|
|
Feb 04, 2025
Q4 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-40.9K- 88.67% |
$3.07M - $3.4M
|
5.23K
$408K
|
|
|
Feb 04, 2025
Q4 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
1.04K+ 11.36% |
$78K - $86.3K
|
10.2K
$796K
|
|
|
Feb 04, 2025
Q4 2024
|
Apriem Advisors
Irvine, CA |
SELL
|
- |
-250- 0.55% |
$18.7K - $20.7K
|
44.8K
$3.49M
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-13K- 21.47% |
$974K - $1.08M
|
47.6K
$3.71M
|
|
|
Feb 04, 2025
Q4 2024
|
Corrado Advisors, LLC
Ramsey, NJ |
BUY
|
- |
3.7K+ 22.17% |
$277K - $307K
|
20.4K
$1.59M
|
|
|
Feb 04, 2025
Q4 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
1.08K+ 8.56% |
$80.7K - $89.3K
|
13.7K
$1.07M
|
|
|
Feb 03, 2025
Q4 2024
|
Mcdaniel Terry & CO
|
SELL
|
- |
-45- 0.55% |
$3.37K - $3.73K
|
8.09K
$631K
|
|
|
Feb 03, 2025
Q4 2024
|
Meitav Dash Investments LTD
|
SELL
|
- |
-311K- 20.05% |
$23.3M - $25.8M
|
1.24M
$96.6M
|
|
|
Feb 03, 2025
Q4 2024
|
Forte Capital LLC
|
BUY
|
- |
2.7K+ 2.24% |
$202K - $224K
|
123K
$9.58M
|
|
|
Feb 03, 2025
Q4 2024
|
Citizens National Bank Trust Department
|
SELL
|
- |
-100- 4.55% |
$7.49K - $8.29K
|
2.1K
$164K
|
|
|
Feb 03, 2025
Q4 2024
|
Zullo Investment Group, Inc.
Scranton, PA |
SELL
|
- |
-429- 1.46% |
$32.1K - $35.6K
|
29K
$2.26M
|
|
|
Feb 03, 2025
Q4 2024
|
Morningstar Investment Management LLC
Chicago, IL |
BUY
|
- |
9.51K+ 20.49% |
$712K - $788K
|
55.9K
$4.36M
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-75.8K- 44.95% |
$5.68M - $6.29M
|
92.8K
$7.24M
|
|
|
Feb 03, 2025
Q4 2024
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
2.77K+ 13.63% |
$207K - $229K
|
23.1K
$1.8M
|
|
|
Feb 03, 2025
Q4 2024
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
3.24KNew |
$242K - $268K
|
3.24K
$252K
|
|
|
Feb 03, 2025
Q4 2024
|
Bray Capital Advisors
|
SELL
|
- |
-6.63K- 13.81% |
$496K - $550K
|
41.4K
$3.23M
|
|
|
Feb 03, 2025
Q4 2024
|
Wp Advisors, LLC
|
SELL
|
- |
-24- 0.13% |
$1.8K - $1.99K
|
18.4K
$1.44M
|
|
|
Feb 03, 2025
Q4 2024
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
22.1K+ 263.1% |
$1.66M - $1.83M
|
30.5K
$2.38M
|
|
|
Feb 03, 2025
Q4 2024
|
Cordatus Wealth Management LLC
Newtown, PA |
BUY
|
- |
70.4K+ 209.74% |
$5.27M - $5.84M
|
104K
$8.1M
|
|
|
Feb 03, 2025
Q4 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-19.9K- 77.12% |
$1.49M - $1.65M
|
5.89K
$459K
|