Latest Institutional Sells of Utilities Sector Spdr (XLU)
This list provides information on the latest institutional transactions involving Utilities Sector Spdr (XLU) stock that were sells. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2023
Q3 2023
|
Rock Creek Group, LP
|
SELL
|
- |
-207- 31.7% |
$12.2K - $14.2K
|
446
$39.6K
|
|
|
Oct 26, 2023
Q3 2023
|
Comerica Securities,Inc.
|
SELL
|
- |
-207- 1.81% |
$12.2K - $14.2K
|
11.2K
$997K
|
|
|
Sep 05, 2024
Q3 2023
|
Granite Fo LLC
Bedford, NH |
SELL
|
- |
-200Closed |
$11.8K - $13.7K
|
0
$0
|
|
|
Nov 14, 2023
Q3 2023
|
Kenfarb & Co.
Ashland, KY |
SELL
|
- |
-200- 2.29% |
$11.8K - $13.7K
|
8.55K
$758K
|
|
|
Nov 09, 2023
Q3 2023
|
Db Wealth Management Group, LLC
San Diego, CA |
SELL
|
- |
-158- 65.29% |
$9.3K - $10.8K
|
84
$7.46K
|
|
|
Nov 13, 2023
Q3 2023
|
Sittner & Nelson, LLC
Eugene, OR |
SELL
|
- |
-75- 27.27% |
$4.41K - $5.13K
|
200
$17.8K
|
|
|
Nov 13, 2023
Q3 2023
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-41- 16.02% |
$2.41K - $2.81K
|
215
$19.1K
|
|
|
Nov 13, 2023
Q3 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-38Closed |
$2.24K - $2.6K
|
0
$0
|
|
|
Oct 12, 2023
Q3 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-24- 7.69% |
$1.41K - $1.64K
|
288
$25.6K
|
|
|
Nov 08, 2023
Q3 2023
|
Spinnaker Trust
|
SELL
|
- |
-17- 0.33% |
$1K - $1.16K
|
5.16K
$458K
|
|
|
Feb 07, 2024
Q3 2023
|
Wealth Advisory Solutions, LLC
|
SELL
|
- |
-14- 0.09% |
$824 - $958
|
15.1K
$1.34M
|
|
| Q2 2023 | |||||||
|
Jul 31, 2023
Q2 2023
|
Neirg Wealth Management, LLC
|
SELL
|
- |
-51.8K- 46.47% |
$3.33M - $3.62M
|
59.7K
$5.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-40.2K- 88.7% |
$2.59M - $2.81M
|
5.12K
$455K
|
|
|
Jul 19, 2023
Q2 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-29.6K- 60.28% |
$1.9M - $2.07M
|
19.5K
$1.73M
|
|
|
Jul 26, 2023
Q2 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-27.7K- 89.97% |
$1.78M - $1.94M
|
3.08K
$274K
|
|
|
Aug 04, 2023
Q2 2023
|
Tru Wealth Advisors, LLC
|
SELL
|
- |
-23.8K- 26.19% |
$1.53M - $1.67M
|
67.2K
$5.96M
|
|
|
Aug 03, 2023
Q2 2023
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
SELL
|
- |
-22.4K- 67.42% |
$1.44M - $1.57M
|
10.8K
$962K
|
|
|
Aug 15, 2023
Q2 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-18.3K- 79.0% |
$1.18M - $1.28M
|
4.86K
$432K
|
|
|
Jul 26, 2023
Q2 2023
|
Acute Investment Advisory, LLC
Mesa, AZ |
SELL
|
- |
-17.6K- 35.48% |
$1.13M - $1.23M
|
31.9K
$2.83M
|
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-12.4K- 3.93% |
$800K - $870K
|
304K
$27M
|
|
|
Jul 17, 2023
Q2 2023
|
Procyon Advisors, LLC
|
SELL
|
- |
-3.17K- 26.22% |
$204K - $222K
|
8.92K
$792K
|
|
|
Aug 14, 2023
Q2 2023
|
Alphadyne Asset Management LP
New York, NY |
SELL
|
- |
-3.17K- 22.48% |
$204K - $221K
|
10.9K
$969K
|
|
|
Jul 20, 2023
Q2 2023
|
Aj Wealth Strategies, LLC
|
SELL
|
- |
-3.08K- 11.82% |
$198K - $216K
|
23K
$2.04M
|
|
|
Aug 09, 2023
Q2 2023
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-3.05K- 12.95% |
$196K - $214K
|
20.5K
$1.82M
|
|
|
Jul 18, 2023
Q2 2023
|
Greystone Financial Group, LLC
|
SELL
|
- |
-2.34K- 33.49% |
$151K - $164K
|
4.65K
$413K
|
|
|
Jul 27, 2023
Q2 2023
|
Nixon Peabody Trust CO
Boston, MA |
SELL
|
- |
-2.32K- 13.45% |
$149K - $163K
|
15K
$1.33M
|
|
|
Jul 17, 2023
Q2 2023
|
Cmh Wealth Management LLC
|
SELL
|
- |
-2.24K- 5.88% |
$144K - $157K
|
35.8K
$3.18M
|
|
|
Jul 28, 2023
Q2 2023
|
Bnc Wealth Management, LLC
|
SELL
|
- |
-1.74K- 27.12% |
$112K - $121K
|
4.67K
$414K
|
|
|
Aug 08, 2023
Q2 2023
|
Catalyst Capital Advisors LLC
Huntington, NY |
SELL
|
- |
-1.73K- 10.87% |
$111K - $121K
|
14.2K
$1.26M
|
|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-1.33K- 5.81% |
$85.8K - $93.3K
|
21.6K
$1.92M
|
|
|
Aug 14, 2023
Q2 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-1.13K- 42.92% |
$72.6K - $78.9K
|
1.5K
$133K
|
|
|
Aug 03, 2023
Q2 2023
|
Emfo, LLC
|
SELL
|
- |
-1K- 71.43% |
$64.3K - $70K
|
400
$35.5K
|
|
|
Jul 27, 2023
Q2 2023
|
Cohen Lawrence B
Boston, MA |
SELL
|
- |
-797- 3.96% |
$51.3K - $55.8K
|
19.3K
$1.72M
|
|
|
Aug 07, 2023
Q2 2023
|
Cfo4 Life Group, LLC
|
SELL
|
- |
-631- 9.24% |
$40.6K - $44.2K
|
6.2K
$550K
|
|
|
Aug 23, 2023
Q2 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-572- 77.51% |
$36.8K - $40K
|
166
$14.7K
|
|
|
Aug 09, 2023
Q2 2023
|
Endurance Wealth Management, Inc.
|
SELL
|
- |
-540- 7.03% |
$34.7K - $37.8K
|
7.14K
$633K
|
|
|
Jul 12, 2023
Q2 2023
|
Beacon Capital Management, LLC
|
SELL
|
- |
-458- 96.02% |
$29.5K - $32K
|
19
$1.69K
|
|
|
Aug 15, 2023
Q2 2023
|
Holderness Investments CO
Greensboro, NC |
SELL
|
- |
-375- 9.46% |
$24.1K - $26.2K
|
3.59K
$319K
|
|
|
Aug 11, 2023
Q2 2023
|
V Wealth Advisors LLC
|
SELL
|
- |
-347- 6.3% |
$22.3K - $24.3K
|
5.16K
$458K
|
|
|
Jul 13, 2023
Q2 2023
|
Tuttle Capital Management, LLC
|
SELL
|
- |
-339- 8.33% |
$21.8K - $23.7K
|
3.73K
$331K
|
|
|
Aug 02, 2023
Q2 2023
|
Wambolt & Associates, LLC
|
SELL
|
- |
-306- 8.0% |
$19.7K - $21.4K
|
3.52K
$312K
|
|
|
Jul 24, 2023
Q2 2023
|
Royal Harbor Partners, LLC
|
SELL
|
- |
-185- 2.48% |
$11.9K - $12.9K
|
7.27K
$646K
|
|
|
Aug 07, 2023
Q2 2023
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-115- 11.59% |
$7.4K - $8.05K
|
877
$77.8K
|
|
|
May 20, 2024
Q2 2023
|
Petredis Investment Advisors LLC
Warrendale, PA |
SELL
|
- |
-112- 0.17% |
$7.21K - $7.84K
|
64.4K
$5.72M
|
|
|
Jul 27, 2023
Q2 2023
|
Connolly Sarah T.
Boston, MA |
SELL
|
- |
-105- 0.73% |
$6.76K - $7.35K
|
14.3K
$1.27M
|
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-79- 12.85% |
$5.08K - $5.53K
|
536
$47.6K
|
|
|
Aug 11, 2023
Q2 2023
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-41- 1.3% |
$2.64K - $2.87K
|
3.11K
$276K
|
|
|
Aug 01, 2023
Q2 2023
|
Patron Partners, LLC
|
SELL
|
- |
-23- 0.55% |
$1.48K - $1.61K
|
4.16K
$370K
|
|
|
Jul 27, 2023
Q2 2023
|
Horan Securities, Inc.
|
SELL
|
- |
-16- 3.59% |
$1.03K - $1.12K
|
430
$38.2K
|
|
| Q1 2023 | |||||||
|
May 09, 2023
Q1 2023
|
Hilltop Partners LLC
Mishawaka, IN |
SELL
|
- |
-134K- 95.37% |
$8.51M - $9.63M
|
6.49K
$576K
|
|