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 10, 2024
Q3 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
69+ 40.12% |
$4.67K - $5.57K
|
241
$18.2K
|
|
|
Oct 10, 2024
Q3 2024
|
Perfromance Wealth Partners, LLC
|
SELL
|
- |
-1.41K- 5.83% |
$95.6K - $114K
|
22.8K
$1.73M
|
|
|
Oct 10, 2024
Q3 2024
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
1.85K+ 20.65% |
$125K - $149K
|
10.8K
$815K
|
|
|
Oct 10, 2024
Q3 2024
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
SELL
|
- |
-4.8K- 39.08% |
$324K - $387K
|
7.48K
$565K
|
|
|
Oct 10, 2024
Q3 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
2.13K+ 9.05% |
$144K - $172K
|
25.6K
$1.93M
|
|
|
Oct 10, 2024
Q3 2024
|
Brave Asset Management Inc
|
BUY
|
- |
932+ 1.41% |
$63.1K - $75.3K
|
67.2K
$5.08M
|
|
|
Oct 10, 2024
Q3 2024
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-45.8K- 13.59% |
$3.1M - $3.7M
|
291K
$22M
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-629- 12.84% |
$42.6K - $50.8K
|
4.27K
$323K
|
|
|
Oct 10, 2024
Q3 2024
|
Sowa Financial Group, Inc.
Lincoln, RI |
SELL
|
- |
-553- 3.79% |
$37.4K - $44.7K
|
14K
$1.06M
|
|
|
Oct 10, 2024
Q3 2024
|
City State Bank
Norwalk, IA |
BUY
|
- |
30+ 5.61% |
$2.03K - $2.42K
|
565
$42.7K
|
|
|
Oct 10, 2024
Q3 2024
|
Cra Financial Services, LLC
|
BUY
|
- |
510+ 4.19% |
$34.5K - $41.2K
|
12.7K
$959K
|
|
|
Oct 10, 2024
Q3 2024
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
1.26K+ 2.57% |
$84.9K - $101K
|
50.1K
$3.79M
|
|
|
Oct 10, 2024
Q3 2024
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-1.03K- 5.83% |
$69.5K - $83K
|
16.6K
$1.25M
|
|
|
Oct 10, 2024
Q3 2024
|
Mechanics Bank Trust Department
|
SELL
|
- |
-541- 2.12% |
$36.6K - $43.7K
|
25K
$1.89M
|
|
|
Oct 10, 2024
Q3 2024
|
Factory Mutual Insurance CO
Waltham, MA |
BUY
|
- |
106K+ 4.93% |
$7.18M - $8.57M
|
2.26M
$171M
|
|
|
Oct 10, 2024
Q3 2024
|
Lake Hills Wealth Management, LLC
|
BUY
|
- |
26KNew |
$1.76M - $2.1M
|
26K
$1.97M
|
|
|
Oct 09, 2024
Q3 2024
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 09, 2024
Q3 2024
|
Strategic Advisors LLC
|
SELL
|
- |
-1.68K- 20.43% |
$114K - $136K
|
6.56K
$495K
|
|
|
Oct 09, 2024
Q3 2024
|
Moller Financial Services
|
BUY
|
- |
8.26KNew |
$559K - $667K
|
8.26K
$624K
|
|
|
Oct 09, 2024
Q3 2024
|
Independence Bank Of Kentucky
|
BUY
|
- |
476+ 23.84% |
$32.2K - $38.5K
|
2.47K
$187K
|
|
|
Oct 09, 2024
Q3 2024
|
Ferguson Shapiro LLC
|
BUY
|
- |
10.4KNew |
$702K - $838K
|
10.4K
$784K
|
|
|
Oct 09, 2024
Q3 2024
|
Foguth Wealth Management, Llc.
Brighton, MI |
SELL
|
- |
-2.22K- 7.59% |
$150K - $179K
|
27.1K
$2.05M
|
|
|
Oct 09, 2024
Q3 2024
|
Stolper CO
|
SELL
|
- |
-256- 2.71% |
$17.3K - $20.7K
|
9.18K
$693K
|
|
|
Oct 09, 2024
Q3 2024
|
Hoese & CO LLP
|
SELL
|
- |
-190- 19.19% |
$12.9K - $15.3K
|
800
$60.5K
|
|
|
Oct 09, 2024
Q3 2024
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
BUY
|
- |
553+ 14.72% |
$37.4K - $44.7K
|
4.31K
$326K
|
|
|
Oct 09, 2024
Q3 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-8- 0.17% |
$541 - $646
|
4.62K
$349K
|
|
|
Oct 09, 2024
Q3 2024
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
BUY
|
- |
200+ 5.58% |
$13.5K - $16.2K
|
3.79K
$286K
|
|
|
Oct 09, 2024
Q3 2024
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
2.15KNew |
$145K - $173K
|
2.15K
$162K
|
|
|
Oct 09, 2024
Q3 2024
|
Nvest Financial, LLC
|
BUY
|
- |
130+ 0.79% |
$8.8K - $10.5K
|
16.6K
$1.26M
|
|
|
Oct 09, 2024
Q3 2024
|
Successful Portfolios LLC
|
BUY
|
- |
140+ 3.49% |
$9.47K - $11.3K
|
4.16K
$314K
|
|
|
Oct 09, 2024
Q3 2024
|
Tap Consulting, LLC
|
SELL
|
- |
-1.43K- 4.02% |
$97K - $116K
|
34.2K
$2.59M
|
|
|
Oct 09, 2024
Q3 2024
|
Pacific Sun Financial Corp
|
BUY
|
- |
2.67KNew |
$181K - $216K
|
2.67K
$202K
|
|
|
Oct 09, 2024
Q3 2024
|
Peak Financial Advisors LLC
|
BUY
|
- |
101+ 0.48% |
$6.83K - $8.16K
|
21.1K
$1.6M
|
|
|
Oct 09, 2024
Q3 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
123+ 2.58% |
$8.32K - $9.94K
|
4.9K
$370K
|
|
|
Oct 08, 2024
Q3 2024
|
Country Trust Bank
|
BUY
|
- |
80+ 5.76% |
$5.41K - $6.46K
|
1.47K
$111K
|
|
|
Oct 08, 2024
Q3 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
5.26K+ 53.37% |
$356K - $425K
|
15.1K
$1.14M
|
|
|
Oct 08, 2024
Q3 2024
|
Patten Group, Inc.
|
SELL
|
- |
-114- 2.3% |
$7.71K - $9.21K
|
4.84K
$366K
|
|
|
Oct 08, 2024
Q3 2024
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-313- 4.98% |
$21.2K - $25.3K
|
5.97K
$451K
|
|
|
Oct 08, 2024
Q3 2024
|
Adirondack Trust CO
|
SELL
|
- |
-77- 8.68% |
$5.21K - $6.22K
|
810
$61.2K
|
|
|
Oct 08, 2024
Q3 2024
|
Marcum Wealth, LLC
|
SELL
|
- |
-477- 9.7% |
$32.3K - $38.5K
|
4.44K
$335K
|
|
|
Oct 08, 2024
Q3 2024
|
Marquette Asset Management, LLC
|
BUY
|
- |
405New |
$27.4K - $32.7K
|
405
$30.6K
|
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
BUY
|
- |
49.9K+ 207.92% |
$3.38M - $4.03M
|
73.9K
$5.58M
|
|
|
Oct 08, 2024
Q3 2024
|
City Holding CO
|
BUY
|
- |
1.69K+ 9.79% |
$114K - $136K
|
18.9K
$1.43M
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
25.2K+ 12.65% |
$1.7M - $2.04M
|
224K
$17M
|
|
|
Oct 08, 2024
Q3 2024
|
West Financial Advisors, LLC
|
BUY
|
- |
33.2KNew |
$2.24M - $2.68M
|
33.2K
$2.51M
|
|
|
Oct 08, 2024
Q3 2024
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-103- 17.0% |
$6.97K - $8.32K
|
503
$38K
|
|
|
Oct 08, 2024
Q3 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
33New |
$2.23K - $2.67K
|
33
$2.49K
|
|
|
Oct 08, 2024
Q3 2024
|
Connective Portfolio Management, LLC
|
BUY
|
- |
1.1KNew |
$74.4K - $88.9K
|
1.1K
$83.1K
|
|
|
Oct 08, 2024
Q3 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
20.9K+ 239.23% |
$1.41M - $1.69M
|
29.6K
$2.24M
|
|
|
Oct 08, 2024
Q3 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
746+ 11.35% |
$50.5K - $60.3K
|
7.32K
$553K
|