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 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-128- 7.57% |
$8.66K - $10.3K
|
1.56K
$118K
|
|
|
Oct 17, 2024
Q3 2024
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-20.2K- 17.09% |
$1.36M - $1.63M
|
97.8K
$7.39M
|
|
|
Oct 17, 2024
Q3 2024
|
D. Scott Neal, Inc.
|
BUY
|
- |
209KNew |
$14.2M - $16.9M
|
209K
$15.8M
|
|
|
Oct 17, 2024
Q3 2024
|
Pachira Investments Inc.
|
BUY
|
- |
3.64KNew |
$247K - $294K
|
3.64K
$275K
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-3.36K- 22.95% |
$228K - $272K
|
11.3K
$854K
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
2.27K+ 14.03% |
$154K - $183K
|
18.5K
$1.39M
|
|
|
Oct 17, 2024
Q3 2024
|
Aspiriant, LLC
|
BUY
|
- |
2.9KNew |
$196K - $234K
|
2.9K
$219K
|
|
|
Oct 17, 2024
Q3 2024
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
78+ 0.98% |
$5.28K - $6.3K
|
8K
$605K
|
|
|
Oct 17, 2024
Q3 2024
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
694KNew |
$47M - $56.1M
|
694K
$52.5M
|
|
|
Oct 16, 2024
Q3 2024
|
Peoples Financial Services Corp.
|
SELL
|
- |
-396- 1.92% |
$26.8K - $32K
|
20.2K
$1.53M
|
|
|
Oct 16, 2024
Q3 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
27.6K+ 392.25% |
$1.87M - $2.23M
|
34.6K
$2.62M
|
|
|
Oct 16, 2024
Q3 2024
|
Butensky & Cohen Financial Security, Inc
|
SELL
|
- |
-762- 2.65% |
$51.6K - $61.6K
|
28K
$2.12M
|
|
|
Oct 16, 2024
Q3 2024
|
Ars Investment Partners, LLC
|
BUY
|
- |
467+ 10.61% |
$31.6K - $37.7K
|
4.87K
$368K
|
|
|
Oct 16, 2024
Q3 2024
|
H&H Retirement Design & Management Inc
|
BUY
|
- |
257+ 0.5% |
$17.4K - $20.8K
|
51.9K
$3.92M
|
|
|
Oct 16, 2024
Q3 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
50New |
$3.38K - $4.04K
|
50
$3.78K
|
|
|
Oct 16, 2024
Q3 2024
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
3.05KNew |
$206K - $246K
|
3.05K
$230K
|
|
|
Oct 16, 2024
Q3 2024
|
Bfsg, LLC
|
BUY
|
- |
163+ 1.28% |
$11K - $13.2K
|
12.9K
$975K
|
|
|
Oct 16, 2024
Q3 2024
|
Bar Harbor Wealth Management
Concord, NH |
BUY
|
- |
38+ 0.05% |
$2.57K - $3.07K
|
76.3K
$5.77M
|
|
|
Oct 16, 2024
Q3 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-1.33K- 2.73% |
$89.9K - $107K
|
47.3K
$3.58M
|
|
|
Oct 16, 2024
Q3 2024
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-371- 1.8% |
$25.1K - $30K
|
20.2K
$1.53M
|
|
|
Oct 16, 2024
Q3 2024
|
New Harbor Financial Group, LLC
Leominster, MA |
BUY
|
- |
20.9K+ 7.02% |
$1.41M - $1.69M
|
318K
$24M
|
|
|
Oct 16, 2024
Q3 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
1.62K+ 19.33% |
$110K - $131K
|
9.99K
$755K
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-10.5K- 21.88% |
$710K - $847K
|
37.4K
$2.83M
|
|
|
Oct 16, 2024
Q3 2024
|
Gruss & Co., LLC
|
BUY
|
- |
6.5KNew |
$440K - $525K
|
6.5K
$491K
|
|
|
Oct 16, 2024
Q3 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
2.48KNew |
$168K - $200K
|
2.48K
$188K
|
|
|
Oct 16, 2024
Q3 2024
|
Nottingham Advisors, Inc.
Amherst, NY |
BUY
|
- |
12.9K+ 16.78% |
$876K - $1.05M
|
90.1K
$6.81M
|
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
522+ 1.17% |
$35.3K - $42.2K
|
45.1K
$3.41M
|
|
|
Oct 16, 2024
Q3 2024
|
Howard Capital Management Group, LLC
|
BUY
|
- |
12K+ 58.62% |
$815K - $973K
|
32.6K
$2.46M
|
|
|
Oct 16, 2024
Q3 2024
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
158KNew |
$10.7M - $12.7M
|
158K
$11.9M
|
|
|
Oct 16, 2024
Q3 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
600+ 12.58% |
$40.6K - $48.5K
|
5.37K
$406K
|
|
|
Oct 16, 2024
Q3 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
43.1K+ 118.22% |
$2.92M - $3.49M
|
79.6K
$6.02M
|
|
|
Oct 15, 2024
Q3 2024
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
5.31K+ 0.13% |
$359K - $429K
|
4.05M
$306M
|
|
|
Oct 15, 2024
Q3 2024
|
Grant
|
SELL
|
- |
-610- 17.94% |
$41.3K - $49.3K
|
2.79K
$211K
|
|
|
Oct 15, 2024
Q3 2024
|
Apexium Financial, LP
|
SELL
|
- |
-196- 1.56% |
$13.3K - $15.8K
|
12.4K
$936K
|
|
|
Oct 15, 2024
Q3 2024
|
Atticus Wealth Management, LLC
|
BUY
|
- |
557+ 18.65% |
$37.7K - $45K
|
3.54K
$268K
|
|
|
Oct 15, 2024
Q3 2024
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
28.4KNew |
$1.92M - $2.29M
|
28.4K
$2.14M
|
|
|
Oct 15, 2024
Q3 2024
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
80+ 0.27% |
$5.41K - $6.46K
|
29.4K
$2.22M
|
|
|
Oct 15, 2024
Q3 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
10+ 0.5% |
$677 - $808
|
2.01K
$152K
|
|
|
Oct 15, 2024
Q3 2024
|
Accel Wealth Management
|
BUY
|
- |
6.43K+ 45.39% |
$435K - $519K
|
20.6K
$1.56M
|
|
|
Oct 15, 2024
Q3 2024
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-1.57K- 3.28% |
$106K - $127K
|
46.3K
$3.5M
|
|
|
Oct 15, 2024
Q3 2024
|
Churchill Management Corp
|
BUY
|
- |
23.8K+ 2.53% |
$1.61M - $1.92M
|
964K
$72.9M
|
|
|
Oct 15, 2024
Q3 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-1.3K- 4.8% |
$87.9K - $105K
|
25.7K
$1.95M
|
|
|
Oct 15, 2024
Q3 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-19- 0.5% |
$1.29K - $1.53K
|
3.79K
$287K
|
|
|
Oct 15, 2024
Q3 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
1.7K+ 7.43% |
$115K - $137K
|
24.6K
$1.86M
|
|
|
Oct 15, 2024
Q3 2024
|
Arkfeld Wealth Strategies, L.L.C.
|
BUY
|
- |
31+ 0.22% |
$2.1K - $2.5K
|
14.3K
$1.08M
|
|
|
Oct 15, 2024
Q3 2024
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
82+ 2.72% |
$5.55K - $6.62K
|
3.09K
$234K
|
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.61K- 10.17% |
$109K - $130K
|
14.2K
$1.07M
|
|
|
Oct 15, 2024
Q3 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-650- 6.37% |
$44K - $52.5K
|
9.56K
$723K
|
|
|
Oct 15, 2024
Q3 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
632+ 12.05% |
$42.8K - $51.1K
|
5.88K
$444K
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
SELL
|
- |
-2.59K- 3.38% |
$175K - $209K
|
74K
$5.59M
|