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 |
|---|---|---|---|---|---|---|---|
|
Apr 23, 2025
Q1 2025
|
Gen Trust, LLC
|
BUY
|
- |
31.4KNew |
$2.35M - $2.52M
|
31.4K
$2.79M
|
|
|
Apr 23, 2025
Q1 2025
|
Capasso Planning Partners LLC
Charleston, SC |
BUY
|
- |
1.76K+ 30.27% |
$131K - $141K
|
7.56K
$671K
|
|
|
Apr 23, 2025
Q1 2025
|
Wright Fund Management, LLC
Santa Monica, CA |
BUY
|
- |
12.7K+ 20.03% |
$949K - $1.02M
|
76.1K
$6.75M
|
|
|
Apr 22, 2025
Q1 2025
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
BUY
|
- |
4.13KNew |
$308K - $331K
|
4.13K
$366K
|
|
|
Apr 22, 2025
Q1 2025
|
Lvz, Inc.
|
BUY
|
- |
12.8KNew |
$953K - $1.02M
|
12.8K
$1.13M
|
|
|
Apr 22, 2025
Q1 2025
|
Pennsylvania Capital Management Inc
|
BUY
|
- |
3.98KNew |
$297K - $320K
|
3.98K
$353K
|
|
|
Apr 22, 2025
Q1 2025
|
Ridgecrest Wealth Partners, LLC
|
BUY
|
- |
2.62KNew |
$196K - $210K
|
2.62K
$232K
|
|
|
Apr 22, 2025
Q1 2025
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
BUY
|
- |
2.57KNew |
$192K - $206K
|
2.57K
$228K
|
|
|
Apr 22, 2025
Q1 2025
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
SELL
|
- |
-74- 10.74% |
$5.53K - $5.94K
|
615
$54.6K
|
|
|
Apr 22, 2025
Q1 2025
|
Cabana LLC
Fayetteville, AR |
SELL
|
- |
-13.3K- 53.22% |
$996K - $1.07M
|
11.7K
$1.04M
|
|
|
Apr 22, 2025
Q1 2025
|
Brueske Advisory Services, LLC
Bellevue, WA |
BUY
|
- |
16.5KNew |
$1.23M - $1.32M
|
16.5K
$1.46M
|
|
|
Apr 21, 2025
Q1 2025
|
Friedenthal Financial
|
SELL
|
- |
-42- 8.06% |
$3.14K - $3.37K
|
479
$42.5K
|
|
|
Apr 21, 2025
Q1 2025
|
E Rn Financial, LLC
|
BUY
|
- |
66+ 0.65% |
$4.93K - $5.3K
|
10.3K
$912K
|
|
|
Apr 21, 2025
Q1 2025
|
Colony Family Offices, LLC
|
BUY
|
- |
674+ 11.47% |
$50.3K - $54.1K
|
6.55K
$581K
|
|
|
Apr 21, 2025
Q1 2025
|
Advisor Resource Council
|
BUY
|
- |
38.7KNew |
$2.89M - $3.11M
|
38.7K
$3.44M
|
|
|
Apr 18, 2025
Q1 2025
|
Financial Partners Group, LLC
Gallatin, TN |
SELL
|
- |
-9.17K- 22.33% |
$685K - $736K
|
31.9K
$2.83M
|
|
|
Apr 16, 2025
Q1 2025
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-124- 41.75% |
$9.26K - $9.95K
|
173
$15.4K
|
|
|
Apr 16, 2025
Q1 2025
|
Sowa Financial Group, Inc.
Lincoln, RI |
SELL
|
- |
-3.29K- 24.3% |
$246K - $264K
|
10.2K
$909K
|
|
|
Apr 16, 2025
Q1 2025
|
Hoey Investments, Inc
Coatesville, PA |
SELL
|
- |
-50- 28.57% |
$3.74K - $4.01K
|
125
$11.1K
|
|
|
Apr 16, 2025
Q1 2025
|
Prentice Wealth Management LLC
|
BUY
|
- |
10.6KNew |
$788K - $847K
|
10.6K
$937K
|
|
|
Apr 14, 2025
Q1 2025
|
Cedar Mountain Advisors, LLC
|
SELL
|
- |
-37- 34.91% |
$2.76K - $2.97K
|
69
$6.12K
|
|
|
Apr 11, 2025
Q1 2025
|
626 Financial, LLC
|
BUY
|
- |
4.9KNew |
$366K - $393K
|
4.9K
$435K
|
|
|
Apr 10, 2025
Q1 2025
|
Peak Financial Advisors LLC
|
SELL
|
- |
-17- 0.08% |
$1.27K - $1.36K
|
21.2K
$1.88M
|
|
|
Apr 10, 2025
Q1 2025
|
Retireful, LLC
|
SELL
|
- |
-7.34K- 21.08% |
$548K - $589K
|
27.5K
$2.44M
|
|
|
Apr 10, 2025
Q1 2025
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
BUY
|
- |
5.02KNew |
$375K - $403K
|
5.02K
$445K
|
|
|
Apr 09, 2025
Q1 2025
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
32KNew |
$2.39M - $2.57M
|
32K
$2.84M
|
|
|
Apr 09, 2025
Q1 2025
|
Ewg Elevate Inc.
|
BUY
|
- |
3.13KNew |
$234K - $251K
|
3.13K
$278K
|
|
|
Apr 08, 2025
Q1 2025
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
21+ 0.64% |
$1.57K - $1.69K
|
3.31K
$294K
|
|
|
Apr 03, 2025
Q1 2025
|
Magnolia Capital Management LTD
|
BUY
|
- |
3.72KNew |
$278K - $299K
|
3.72K
$330K
|
|
| Q4 2024 | |||||||
|
Mar 07, 2025
Q4 2024
|
Mattson Financial Services, LLC
Kentwood, MI |
BUY
|
- |
5New |
$374 - $415
|
5
$444
|
|
|
Feb 27, 2025
Q4 2024
|
Omnia Family Wealth, LLC
|
SELL
|
- |
-4.15K- 7.09% |
$311K - $344K
|
54.4K
$4.83M
|
|
|
Feb 24, 2025
Q4 2024
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
950+ 47.5% |
$71.1K - $78.8K
|
2.95K
$262K
|
|
|
Feb 21, 2025
Q4 2024
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-196K- 97.38% |
$14.7M - $16.2M
|
5.26K
$467K
|
|
|
Feb 18, 2025
Q4 2024
|
Nepc LLC
Boston, MA |
BUY
|
- |
53New |
$3.97K - $4.4K
|
53
$4.7K
|
|
|
Feb 18, 2025
Q4 2024
|
Ctc Alternative Strategies, Ltd.
Chicago, IL |
BUY
|
- |
19.8KNew |
$1.48M - $1.64M
|
19.8K
$1.76M
|
|
|
Feb 14, 2025
Q4 2024
|
Canal Capital Management, LLC
|
BUY
|
- |
43.9KNew |
$3.28M - $3.64M
|
43.9K
$3.89M
|
|
|
Feb 14, 2025
Q4 2024
|
Fosun International LTD
|
BUY
|
- |
7.7KNew |
$577K - $639K
|
7.7K
$683K
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
20+ 1.48% |
$1.5K - $1.66K
|
1.37K
$122K
|
|
|
Feb 14, 2025
Q4 2024
|
Eisler Capital Management Ltd.
London, X0 |
BUY
|
- |
36.8KNew |
$2.76M - $3.05M
|
36.8K
$3.27M
|
|
|
Feb 14, 2025
Q4 2024
|
Legacy Advisors, LLC
|
BUY
|
- |
3.04KNew |
$228K - $252K
|
3.04K
$270K
|
|
|
Feb 14, 2025
Q4 2024
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
518+ 13.68% |
$38.8K - $43K
|
4.31K
$382K
|
|
|
Feb 14, 2025
Q4 2024
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
BUY
|
- |
3.66K+ 1.96% |
$274K - $304K
|
190K
$16.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Family Management Corp
New York, NY |
BUY
|
- |
16New |
$1.2K - $1.33K
|
16
$1.42K
|
|
|
Feb 14, 2025
Q4 2024
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-229K- 27.41% |
$17.2M - $19M
|
608K
$54M
|
|
|
Feb 14, 2025
Q4 2024
|
Tolleson Wealth Management, Inc.
Dallas, TX |
BUY
|
- |
4.21KNew |
$316K - $349K
|
4.21K
$374K
|
|
|
Feb 14, 2025
Q4 2024
|
Centiva Capital, LP
New York, NY |
BUY
|
- |
54.5KNew |
$4.08M - $4.52M
|
54.5K
$4.84M
|
|
|
Feb 14, 2025
Q4 2024
|
Greenline Partners, LLC
New York, NY |
BUY
|
- |
2New |
$150 - $166
|
2
$178
|
|
|
Feb 14, 2025
Q4 2024
|
Chapman Financial Group, LLC
Kailua, HI |
BUY
|
- |
150New |
$11.2K - $12.4K
|
150
$13.3K
|
|
|
Feb 14, 2025
Q4 2024
|
Caisse De Depot Et Placement Du Quebec
Montreal, A8 |
BUY
|
- |
3.41MNew |
$255M - $283M
|
3.41M
$303M
|
|
|
Feb 14, 2025
Q4 2024
|
George Soros
Soros Fund Management LLC | New York, Ny
|
BUY
|
- |
72KNew |
$5.39M - $5.97M
|
72K
$6.39M
|
|