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 |
---|---|---|---|---|---|---|---|
Feb 06, 2023
Q4 2022
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
SELL
|
- |
-930- 1.88% |
$57.2K - $67.6K
|
48.6K
$3.78M
|
|
Jan 17, 2023
Q4 2022
|
Harrison & CO Wealth Management, LLC
|
SELL
|
- |
-748- 5.43% |
$46K - $54.4K
|
13K
$1.01M
|
|
Jan 31, 2023
Q4 2022
|
Bank Of The West
|
SELL
|
- |
-503- 13.4% |
$30.9K - $36.6K
|
3.25K
$253K
|
|
Feb 07, 2023
Q4 2022
|
Highland Capital Management, LLC
|
SELL
|
- |
-500- 6.61% |
$30.8K - $36.3K
|
7.07K
$551K
|
|
Jan 19, 2023
Q4 2022
|
S.C. Financial Services, Inc.
|
SELL
|
- |
-243- 6.0% |
$14.9K - $17.7K
|
3.81K
$296K
|
|
Feb 13, 2023
Q4 2022
|
Apriem Advisors
Irvine, CA |
SELL
|
- |
-209- 0.46% |
$12.9K - $15.2K
|
45.1K
$3.51M
|
|
Jan 23, 2023
Q4 2022
|
Rovin Capital
|
SELL
|
- |
-180- 5.76% |
$11.1K - $13.1K
|
2.94K
$229K
|
|
Feb 14, 2023
Q4 2022
|
United Bank
Vienna, VA |
SELL
|
- |
-176- 1.23% |
$10.8K - $12.8K
|
14.1K
$1.1M
|
|
Jan 20, 2023
Q4 2022
|
Newton One Investments LLC
|
SELL
|
- |
-143- 49.83% |
$8.8K - $10.4K
|
144
$11.2K
|
|
Nov 07, 2023
Q4 2022
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-132- 8.01% |
$8.12K - $9.59K
|
1.52K
$118K
|
|
Nov 17, 2023
Q4 2022
|
National Wealth Management Group, LLC
Cincinnati, OH |
SELL
|
- |
-74- 0.98% |
$4.55K - $5.38K
|
7.46K
$581K
|
|
Feb 13, 2023
Q4 2022
|
Resolute Financial, LLC
|
SELL
|
- |
-28- 0.15% |
$1.72K - $2.03K
|
18.6K
$1.45M
|
|
Feb 02, 2023
Q4 2022
|
Principle Wealth Partners LLC
|
SELL
|
- |
-23- 0.72% |
$1.41K - $1.67K
|
3.16K
$246K
|
|
Jan 31, 2023
Q4 2022
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-23- 71.88% |
$1.41K - $1.67K
|
9
$701
|
|
Feb 06, 2023
Q4 2022
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-14- 12.17% |
$861 - $1.02K
|
101
$7.87K
|
|
Feb 01, 2023
Q4 2022
|
Schneider Downs Wealth Management Advisors, LP
|
SELL
|
- |
-10- 0.24% |
$615 - $727
|
4.1K
$319K
|
|
Jan 24, 2023
Q4 2022
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-6- 85.71% |
$369 - $436
|
1
$77.9
|
|
Jan 17, 2023
Q4 2022
|
Fsc Wealth Advisors, LLC
|
SELL
|
- |
-1- 50.0% |
$61.5 - $72.7
|
1
$77.9
|
|
Q3 2022 | |||||||
Nov 14, 2022
Q3 2022
|
Hbk Investments L P
Dallas, TX |
SELL
|
PUT |
-350K- 35.0% |
$22.9M - $27.3M
|
650K
$50.6M
|
|
Oct 27, 2022
Q3 2022
|
Strs Ohio
|
SELL
|
- |
-105K- 51.22% |
$6.88M - $8.2M
|
100K
$7.79M
|
|
Oct 18, 2022
Q3 2022
|
Karp Capital Management Corp
|
SELL
|
- |
-104KClosed |
$6.81M - $8.12M
|
0
$0
|
|
Sep 25, 2024
Q3 2022
|
Paragon Capital Management Inc
Provo, UT |
SELL
|
- |
-49.4KClosed |
$3.23M - $3.86M
|
0
$0
|
|
Nov 07, 2022
Q3 2022
|
Hanlon Investment Management, Inc.
|
SELL
|
- |
-39.7K- 92.83% |
$2.6M - $3.1M
|
3.07K
$239K
|
|
Nov 14, 2022
Q3 2022
|
Continental Advisors LLC
Chicago, IL |
SELL
|
PUT |
-33K- 46.48% |
$2.16M - $2.58M
|
38K
$2.96M
|
|
Nov 15, 2022
Q3 2022
|
State Street Corp
Boston, MA |
SELL
|
- |
-24.6K- 1.92% |
$1.61M - $1.92M
|
1.26M
$98M
|
|
Feb 01, 2023
Q3 2022
|
Keebeck Alpha, LP
Stamford, CT |
SELL
|
- |
-24.1K- 50.29% |
$1.58M - $1.88M
|
23.8K
$1.86M
|
|
Nov 14, 2022
Q3 2022
|
Meristem Family Wealth, LLC
Minnetonka, MN |
SELL
|
- |
-11.6KClosed |
$760K - $906K
|
0
$0
|
|
Oct 31, 2022
Q3 2022
|
Antonetti Capital Management LLC
|
SELL
|
- |
-10.9K- 99.23% |
$714K - $851K
|
85
$6.62K
|
|
Nov 15, 2022
Q3 2022
|
Verity Asset Management, Inc.
Durham, NC |
SELL
|
- |
-6.26KClosed |
$410K - $489K
|
0
$0
|
|
Nov 14, 2022
Q3 2022
|
Cumberland Partners LTD
Toronto, A6 |
SELL
|
- |
-5.82K- 42.0% |
$381K - $455K
|
8.04K
$626K
|
|
Nov 02, 2022
Q3 2022
|
Mc Alister, Sweet & Associates, Inc.
|
SELL
|
- |
-5.52K- 12.48% |
$361K - $431K
|
38.7K
$3.01M
|
|
Nov 08, 2022
Q3 2022
|
Brr Op Co, LLC
|
SELL
|
- |
-4.63K- 30.21% |
$303K - $362K
|
10.7K
$833K
|
|
Nov 14, 2022
Q3 2022
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-3.75K- 44.32% |
$245K - $293K
|
4.71K
$367K
|
|
Nov 14, 2022
Q3 2022
|
Gm Advisory Group, Inc.
Melville, NY |
SELL
|
- |
-2.73K- 19.91% |
$179K - $213K
|
11K
$854K
|
|
Oct 04, 2022
Q3 2022
|
Bowling Portfolio Management LLC
|
SELL
|
- |
-2.03K- 4.0% |
$133K - $158K
|
48.6K
$3.79M
|
|
Oct 19, 2022
Q3 2022
|
Empirical Asset Management, LLC
|
SELL
|
- |
-1.78K- 6.6% |
$117K - $139K
|
25.2K
$1.96M
|
|
Nov 07, 2022
Q3 2022
|
Moneda S.A. Administradora General De Fondos
|
SELL
|
- |
-1.6K- 32.99% |
$105K - $125K
|
3.26K
$254K
|
|
Oct 31, 2022
Q3 2022
|
Concorde Asset Management, LLC
|
SELL
|
- |
-1.59K- 21.08% |
$104K - $124K
|
5.95K
$464K
|
|
Oct 27, 2022
Q3 2022
|
Strategic Investment Advisors
Farmington Hills, MI |
SELL
|
- |
-1.26K- 13.3% |
$82.4K - $98.3K
|
8.2K
$639K
|
|
Oct 13, 2022
Q3 2022
|
Newfound Research LLC
|
SELL
|
- |
-814- 11.93% |
$53.3K - $63.6K
|
6.01K
$468K
|
|
Nov 14, 2022
Q3 2022
|
Stevens Capital Management LP
Radnor, PA |
SELL
|
- |
-798- 13.11% |
$52.3K - $62.3K
|
5.29K
$412K
|
|
Oct 13, 2022
Q3 2022
|
Financial Sense Advisors, Inc.
|
SELL
|
- |
-538- 2.95% |
$35.2K - $42K
|
17.7K
$1.38M
|
|
Oct 12, 2022
Q3 2022
|
Btr Capital Management Inc
|
SELL
|
- |
-390- 3.33% |
$25.5K - $30.5K
|
11.3K
$882K
|
|
Nov 14, 2022
Q3 2022
|
Highlander Capital Management, LLC
Short Hills, NJ |
SELL
|
- |
-275- 24.44% |
$18K - $21.5K
|
850
$66.2K
|
|
Oct 14, 2022
Q3 2022
|
Danda Trouve Investment Management, Inc.
|
SELL
|
- |
-275- 0.68% |
$18K - $21.5K
|
40.3K
$3.14M
|
|
Nov 10, 2022
Q3 2022
|
Legacy Wealth Planning, LLC
|
SELL
|
- |
-200- 6.03% |
$13.1K - $15.6K
|
3.12K
$243K
|
|
Nov 14, 2022
Q3 2022
|
Kore Private Wealth LLC
New York, NY |
SELL
|
- |
-163- 0.85% |
$10.7K - $12.7K
|
19K
$1.48M
|
|
Nov 02, 2022
Q3 2022
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-94- 13.15% |
$6.16K - $7.34K
|
621
$48.4K
|
|
Nov 14, 2022
Q3 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-12- 0.06% |
$786 - $937
|
21.1K
$1.64M
|
|
Q2 2022 | |||||||
Aug 15, 2022
Q2 2022
|
Tairen Capital LTD
Grand Cayman, E9 |
SELL
|
- |
-1.23M- 79.08% |
$80M - $94.9M
|
326K
$25.4M
|