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 |
|---|---|---|---|---|---|---|---|
|
Jan 21, 2025
Q4 2024
|
Patriot Investment Management Inc.
|
SELL
|
- |
-144- 0.92% |
$10.8K - $11.9K
|
15.5K
$1.21M
|
|
|
Jan 31, 2025
Q4 2024
|
Advanced Asset Management Advisors Inc
Dublin, OH |
SELL
|
- |
-138- 3.94% |
$10.3K - $11.4K
|
3.36K
$262K
|
|
|
Jan 22, 2025
Q4 2024
|
Barry Investment Advisors, LLC
|
SELL
|
- |
-135- 2.26% |
$10.1K - $11.2K
|
5.83K
$454K
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-133- 6.02% |
$9.96K - $11K
|
2.08K
$162K
|
|
|
Jan 14, 2025
Q4 2024
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-130- 3.08% |
$9.74K - $10.8K
|
4.09K
$319K
|
|
|
Jan 31, 2025
Q4 2024
|
Cra Financial Services, LLC
|
SELL
|
- |
-125- 0.99% |
$9.36K - $10.4K
|
12.6K
$978K
|
|
|
Jan 13, 2025
Q4 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-125- 1.31% |
$9.36K - $10.4K
|
9.44K
$735K
|
|
|
Jan 28, 2025
Q4 2024
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-120- 49.59% |
$8.99K - $9.95K
|
122
$9.5K
|
|
|
Jan 23, 2025
Q4 2024
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-120- 1.2% |
$8.99K - $9.95K
|
9.91K
$771K
|
|
|
Jan 29, 2025
Q4 2024
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-111- 26.06% |
$8.31K - $9.21K
|
315
$24.5K
|
|
|
Jan 14, 2025
Q4 2024
|
Winch Advisory Services, LLC
Appleton, WI |
SELL
|
- |
-107- 16.46% |
$8.01K - $8.87K
|
543
$42.3K
|
|
|
Jan 27, 2025
Q4 2024
|
Oakworth Capital, Inc.
|
SELL
|
- |
-106- 1.49% |
$7.94K - $8.79K
|
6.99K
$544K
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-105- 0.71% |
$7.86K - $8.71K
|
14.6K
$1.14M
|
|
|
Jan 27, 2025
Q4 2024
|
Tyche Wealth Partners LLC
Plano, TX |
SELL
|
- |
-97- 1.14% |
$7.26K - $8.04K
|
8.43K
$657K
|
|
|
Jan 17, 2025
Q4 2024
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
SELL
|
- |
-95- 0.7% |
$7.11K - $7.88K
|
13.5K
$1.05M
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-89- 36.93% |
$6.67K - $7.38K
|
152
$11.8K
|
|
|
Jan 14, 2025
Q4 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-86- 1.18% |
$6.44K - $7.13K
|
7.23K
$563K
|
|
|
Jan 15, 2025
Q4 2024
|
Triangle Securities Wealth Management
|
SELL
|
- |
-75- 0.6% |
$5.62K - $6.22K
|
12.4K
$968K
|
|
|
Jan 29, 2025
Q4 2024
|
Mont Vue Capital Management, Inc.
Lynchburg, VA |
SELL
|
- |
-71- 0.75% |
$5.32K - $5.89K
|
9.39K
$731K
|
|
|
Jan 27, 2025
Q4 2024
|
Avitas Wealth Management LLC
|
SELL
|
- |
-68- 0.12% |
$5.09K - $5.64K
|
54.3K
$4.23M
|
|
|
Jan 23, 2025
Q4 2024
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-60- 4.78% |
$4.49K - $4.98K
|
1.2K
$93.1K
|
|
|
Jan 14, 2025
Q4 2024
|
Paradigm, Strategies In Wealth Management, LLC
|
SELL
|
- |
-60- 0.86% |
$4.49K - $4.98K
|
6.94K
$541K
|
|
|
Jan 27, 2025
Q4 2024
|
Spirit Of America Management Corp
|
SELL
|
- |
-51- 1.06% |
$3.82K - $4.23K
|
4.74K
$369K
|
|
|
Jan 07, 2025
Q4 2024
|
Rise Advisors, LLC
|
SELL
|
- |
-49- 98.0% |
$3.67K - $4.06K
|
1
$77.9
|
|
|
Jan 28, 2025
Q4 2024
|
Mwa Asset Management
Lexington, MA |
SELL
|
- |
-45- 0.5% |
$3.37K - $3.73K
|
8.96K
$697K
|
|
|
Jan 28, 2025
Q4 2024
|
Windsor Capital Management, LLC
|
SELL
|
- |
-39- 0.5% |
$2.92K - $3.23K
|
7.76K
$604K
|
|
|
Jan 28, 2025
Q4 2024
|
Stone Point Wealth LLC
|
SELL
|
- |
-30- 0.23% |
$2.25K - $2.49K
|
13.1K
$1.02M
|
|
|
Jan 30, 2025
Q4 2024
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
SELL
|
- |
-29- 0.13% |
$2.17K - $2.4K
|
22.8K
$1.77M
|
|
|
Jan 23, 2025
Q4 2024
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
SELL
|
- |
-28- 17.5% |
$2.1K - $2.32K
|
132
$10.3K
|
|
|
Jan 14, 2025
Q4 2024
|
Smith Thornton Advisors LLC
Huntsville, AL |
SELL
|
- |
-24- 0.08% |
$1.8K - $1.99K
|
28.7K
$2.24M
|
|
|
Jan 29, 2025
Q4 2024
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-23- 0.55% |
$1.72K - $1.91K
|
4.18K
$325K
|
|
|
Jan 29, 2025
Q4 2024
|
Jmac Enterprises LLC
|
SELL
|
- |
-22- 0.19% |
$1.65K - $1.82K
|
11.6K
$900K
|
|
|
Jan 22, 2025
Q4 2024
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-19- 0.47% |
$1.42K - $1.58K
|
4.03K
$314K
|
|
|
Jan 14, 2025
Q4 2024
|
Shulman De Meo Asset Management LLC
|
SELL
|
- |
-18- 0.13% |
$1.35K - $1.49K
|
13.7K
$1.07M
|
|
|
Jan 27, 2025
Q4 2024
|
Nova Point Capital, LLC
|
SELL
|
- |
-15- 0.26% |
$1.12K - $1.24K
|
5.66K
$441K
|
|
|
Jan 24, 2025
Q4 2024
|
Resonant Capital Advisors, LLC
|
SELL
|
- |
-13- 0.1% |
$974 - $1.08K
|
13.5K
$1.05M
|
|
|
Jan 13, 2025
Q4 2024
|
Pacifica Partners Inc.
|
SELL
|
- |
-10- 0.33% |
$749 - $829
|
2.99K
$232K
|
|
|
Jan 17, 2025
Q4 2024
|
First Premier Bank
|
SELL
|
- |
-5- 14.71% |
$374 - $415
|
29
$2.26K
|
|
|
Jan 14, 2025
Q4 2024
|
Peoples Financial Services Corp.
|
SELL
|
- |
-5- 0.02% |
$374 - $415
|
20.2K
$1.57M
|
|
|
Jan 16, 2025
Q4 2024
|
Chesapeake Wealth Management
|
SELL
|
- |
-3- 0.03% |
$225 - $249
|
11.3K
$884K
|
|
|
Jan 28, 2025
Q4 2024
|
American Capital Advisory, LLC
Ketchum, ID |
SELL
|
- |
-1- 0.37% |
$74.9 - $82.9
|
270
$21K
|
|
| Q3 2024 | |||||||
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-2.9M- 90.6% |
$196M - $234M
|
301K
$23.4M
|
|
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-1.46M- 48.82% |
$98.6M - $118M
|
1.53M
$119M
|
|
|
Nov 14, 2024
Q3 2024
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-1.38M- 94.71% |
$93.2M - $111M
|
77K
$6M
|
|
|
Nov 14, 2024
Q3 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
SELL
|
- |
-1.09M- 81.91% |
$73.8M - $88.1M
|
241K
$18.8M
|
|
|
Nov 15, 2024
Q3 2024
|
Barclays PLC
London, X0 |
SELL
|
- |
-884K- 27.81% |
$59.8M - $71.4M
|
2.29M
$179M
|
|
|
Nov 13, 2024
Q3 2024
|
Natixis
Paris, I0 |
SELL
|
- |
-814K- 47.49% |
$55.1M - $65.8M
|
900K
$70.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
SELL
|
PUT |
-760K- 80.12% |
$51.4M - $61.4M
|
189K
$14.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-728K- 5.15% |
$49.2M - $58.8M
|
13.4M
$1.04B
|
|
|
Nov 12, 2024
Q3 2024
|
Clal Insurance Enterprises Holdings LTD
Tel Aviv, L3 |
SELL
|
- |
-677K- 33.84% |
$45.8M - $54.7M
|
1.32M
$103M
|
|