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 |
|---|---|---|---|---|---|---|---|
|
May 04, 2023
Q1 2023
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
SELL
|
- |
-350- 22.46% |
$22.3K - $25.2K
|
1.21K
$107K
|
|
|
Apr 12, 2023
Q1 2023
|
Old Port Advisors
|
SELL
|
- |
-339- 9.92% |
$21.6K - $24.4K
|
3.08K
$273K
|
|
|
May 03, 2023
Q1 2023
|
Le Jeune Puetz Investment Counsel LLC
|
SELL
|
- |
-300- 4.41% |
$19.1K - $21.6K
|
6.5K
$577K
|
|
|
Apr 03, 2023
Q1 2023
|
M&R Capital Management Inc
|
SELL
|
- |
-203- 36.12% |
$12.9K - $14.6K
|
359
$31.9K
|
|
|
May 12, 2023
Q1 2023
|
Trustees Of Dartmouth College
Hanover, NH |
SELL
|
- |
-196Closed |
$12.5K - $14.1K
|
0
$0
|
|
|
May 09, 2023
Q1 2023
|
Sawgrass Asset Management LLC
|
SELL
|
- |
-107- 2.58% |
$6.82K - $7.71K
|
4.03K
$358K
|
|
|
May 12, 2023
Q1 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-76- 2.41% |
$4.84K - $5.48K
|
3.08K
$274K
|
|
|
May 10, 2023
Q1 2023
|
Powell Investment Advisors, LLC
|
SELL
|
- |
-24- 0.23% |
$1.53K - $1.73K
|
10.2K
$907K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Claraphi Advisory Network, LLC
|
SELL
|
- |
-1.09M- 98.58% |
$66.8M - $78.9M
|
15.6K
$1.39M
|
|
|
Jan 26, 2023
Q4 2022
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-162K- 99.52% |
$9.97M - $11.8M
|
777
$69K
|
|
|
Jan 20, 2023
Q4 2022
|
Florin Court Capital LLP
|
SELL
|
- |
-116K- 58.49% |
$7.16M - $8.46M
|
82.6K
$7.33M
|
|
|
Feb 07, 2023
Q4 2022
|
Precision Wealth Strategies, LLC
|
SELL
|
- |
-5.93K- 17.17% |
$365K - $431K
|
28.6K
$2.54M
|
|
|
Feb 06, 2023
Q4 2022
|
Greenwich Wealth Management LLC
Greenwich, CT |
SELL
|
- |
-4.73K- 54.06% |
$291K - $344K
|
4.02K
$357K
|
|
|
Feb 02, 2023
Q4 2022
|
Mgo Private Wealth, LLC
Irvine, CA |
SELL
|
- |
-4.12K- 18.09% |
$253K - $299K
|
18.6K
$1.66M
|
|
|
Dec 11, 2023
Q4 2022
|
Burns Matteson Capital Management, LLC
Corning, NY |
SELL
|
- |
-3.96KClosed |
$243K - $288K
|
0
$0
|
|
|
May 15, 2024
Q4 2022
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-3.56K- 93.96% |
$219K - $259K
|
229
$20.3K
|
|
|
Feb 13, 2023
Q4 2022
|
Pictet Asset Management Sa
Geneva 73, V8 |
SELL
|
- |
-3.5K- 8.21% |
$215K - $254K
|
39.1K
$3.47M
|
|
|
Jan 19, 2023
Q4 2022
|
Stapp Wealth Management, Pllc
Olympia, WA |
SELL
|
- |
-3.06K- 11.09% |
$188K - $222K
|
24.5K
$2.18M
|
|
|
Jan 25, 2023
Q4 2022
|
Boenning & Scattergood, Inc.
|
SELL
|
- |
-2.79K- 35.38% |
$172K - $203K
|
5.1K
$452K
|
|
|
Feb 07, 2023
Q4 2022
|
Journey Advisory Group, LLC
|
SELL
|
- |
-2.49K- 42.3% |
$153K - $181K
|
3.4K
$302K
|
|
|
Feb 09, 2023
Q4 2022
|
Augustine Asset Management Inc
|
SELL
|
- |
-2.3K- 25.27% |
$141K - $167K
|
6.8K
$604K
|
|
|
Feb 13, 2023
Q4 2022
|
Inscription Capital, LLC
Houston, TX |
SELL
|
- |
-1.24K- 20.1% |
$76.3K - $90.1K
|
4.93K
$438K
|
|
|
Feb 14, 2023
Q4 2022
|
F3 Logic, LLC
|
SELL
|
- |
-1.04K- 14.58% |
$63.7K - $75.2K
|
6.06K
$538K
|
|
|
Feb 06, 2023
Q4 2022
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
SELL
|
- |
-930- 1.88% |
$57.2K - $67.6K
|
48.6K
$4.31M
|
|
|
Jan 17, 2023
Q4 2022
|
Harrison & CO Wealth Management, LLC
|
SELL
|
- |
-748- 5.43% |
$46K - $54.4K
|
13K
$1.16M
|
|
|
Jan 31, 2023
Q4 2022
|
Bank Of The West
|
SELL
|
- |
-503- 13.4% |
$30.9K - $36.6K
|
3.25K
$288K
|
|
|
Feb 07, 2023
Q4 2022
|
Highland Capital Management, LLC
|
SELL
|
- |
-500- 6.61% |
$30.8K - $36.3K
|
7.07K
$628K
|
|
|
Jan 19, 2023
Q4 2022
|
S.C. Financial Services, Inc.
|
SELL
|
- |
-243- 6.0% |
$14.9K - $17.7K
|
3.81K
$338K
|
|
|
Jan 23, 2023
Q4 2022
|
Rovin Capital
|
SELL
|
- |
-180- 5.76% |
$11.1K - $13.1K
|
2.94K
$261K
|
|
|
Feb 14, 2023
Q4 2022
|
United Bank
Vienna, VA |
SELL
|
- |
-176- 1.23% |
$10.8K - $12.8K
|
14.1K
$1.25M
|
|
|
Jan 20, 2023
Q4 2022
|
Newton One Investments LLC
|
SELL
|
- |
-143- 49.83% |
$8.8K - $10.4K
|
144
$12.8K
|
|
|
Nov 07, 2023
Q4 2022
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-132- 8.01% |
$8.12K - $9.59K
|
1.52K
$134K
|
|
|
Nov 17, 2023
Q4 2022
|
National Wealth Management Group, LLC
Cincinnati, OH |
SELL
|
- |
-74- 0.98% |
$4.55K - $5.38K
|
7.46K
$662K
|
|
|
Feb 13, 2023
Q4 2022
|
Resolute Financial, LLC
|
SELL
|
- |
-28- 0.15% |
$1.72K - $2.03K
|
18.6K
$1.65M
|
|
|
Feb 02, 2023
Q4 2022
|
Principle Wealth Partners LLC
|
SELL
|
- |
-23- 0.72% |
$1.41K - $1.67K
|
3.16K
$281K
|
|
|
Jan 31, 2023
Q4 2022
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-23- 71.88% |
$1.41K - $1.67K
|
9
$799
|
|
|
Feb 06, 2023
Q4 2022
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-14- 12.17% |
$861 - $1.02K
|
101
$8.96K
|
|
|
Jan 24, 2023
Q4 2022
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-6- 85.71% |
$369 - $436
|
1
$88.8
|
|
|
Jan 17, 2023
Q4 2022
|
Fsc Wealth Advisors, LLC
|
SELL
|
- |
-1- 50.0% |
$61.5 - $72.7
|
1
$88.8
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Hbk Investments L P
Dallas, TX |
SELL
|
PUT |
-350K- 35.0% |
$22.9M - $27.3M
|
650K
$57.7M
|
|
|
Oct 27, 2022
Q3 2022
|
Strs Ohio
|
SELL
|
- |
-105K- 51.22% |
$6.88M - $8.2M
|
100K
$8.88M
|
|
|
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
$272K
|
|
|
Nov 14, 2022
Q3 2022
|
Continental Advisors LLC
Chicago, IL |
SELL
|
PUT |
-33K- 46.48% |
$2.16M - $2.58M
|
38K
$3.37M
|
|
|
Feb 01, 2023
Q3 2022
|
Keebeck Alpha, LP
Stamford, CT |
SELL
|
- |
-24.1K- 50.29% |
$1.58M - $1.88M
|
23.8K
$2.12M
|
|
|
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
$7.54K
|
|
|
Nov 14, 2022
Q3 2022
|
Cumberland Partners LTD
Toronto, A6 |
SELL
|
- |
-5.82K- 42.0% |
$381K - $455K
|
8.04K
$713K
|
|
|
Nov 02, 2022
Q3 2022
|
Mc Alister, Sweet & Associates, Inc.
|
SELL
|
- |
-5.52K- 12.48% |
$361K - $431K
|
38.7K
$3.43M
|
|