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 08, 2024
Q3 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-545- 4.02% |
$36.9K - $44K
|
13K
$1.02M
|
|
|
Oct 28, 2024
Q3 2024
|
Phillips Wealth Planners LLC
Starkville, MS |
SELL
|
- |
-538- 12.0% |
$36.4K - $43.5K
|
3.94K
$309K
|
|
|
Oct 23, 2024
Q3 2024
|
Country Club Bank
|
SELL
|
- |
-525- 3.37% |
$35.5K - $42.4K
|
15K
$1.18M
|
|
|
Oct 30, 2024
Q3 2024
|
Solitude Financial Services
|
SELL
|
- |
-501- 5.98% |
$33.9K - $40.5K
|
7.88K
$617K
|
|
|
Nov 12, 2024
Q3 2024
|
Estate Counselors, LLC
|
SELL
|
- |
-495- 0.35% |
$33.5K - $40K
|
142K
$11.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Ascent Group, LLC
|
SELL
|
- |
-491- 12.53% |
$33.2K - $39.7K
|
3.43K
$269K
|
|
|
Oct 30, 2024
Q3 2024
|
Lee Danner & Bass Inc
|
SELL
|
- |
-485- 2.89% |
$32.8K - $39.2K
|
16.3K
$1.28M
|
|
|
Nov 14, 2024
Q3 2024
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-480- 20.86% |
$32.5K - $38.8K
|
1.82K
$143K
|
|
|
Oct 08, 2024
Q3 2024
|
Marcum Wealth, LLC
|
SELL
|
- |
-477- 9.7% |
$32.3K - $38.5K
|
4.44K
$348K
|
|
|
Nov 13, 2024
Q3 2024
|
All Terrain Financial Advisors, LLC
Coon Rapids, MN |
SELL
|
- |
-463- 9.44% |
$31.3K - $37.4K
|
4.44K
$348K
|
|
|
Nov 18, 2024
Q3 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
SELL
|
- |
-462- 13.59% |
$31.3K - $37.3K
|
2.94K
$230K
|
|
|
Nov 15, 2024
Q3 2024
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
SELL
|
- |
-457- 2.18% |
$30.9K - $36.9K
|
20.5K
$1.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-454- 25.08% |
$30.7K - $36.7K
|
1.36K
$106K
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
SELL
|
- |
-453- 0.7% |
$30.7K - $36.6K
|
64.3K
$5.04M
|
|
|
Oct 31, 2024
Q3 2024
|
Montecito Bank & Trust
|
SELL
|
- |
-447- 3.38% |
$30.2K - $36.1K
|
12.8K
$1M
|
|
|
Oct 22, 2024
Q3 2024
|
Spectrum Asset Management, Inc.
|
SELL
|
- |
-438- 1.23% |
$29.6K - $35.4K
|
35.3K
$2.76M
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-400- 9.16% |
$27.1K - $32.3K
|
3.97K
$311K
|
|
|
Oct 25, 2024
Q3 2024
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-400- 70.18% |
$27.1K - $32.3K
|
170
$13.3K
|
|
|
Oct 18, 2024
Q3 2024
|
E&G Advisors, LP
|
SELL
|
- |
-400- 8.3% |
$27.1K - $32.3K
|
4.42K
$346K
|
|
|
Nov 15, 2024
Q3 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-385- 2.09% |
$26.1K - $31.1K
|
18.1K
$1.42M
|
|
|
Nov 13, 2024
Q3 2024
|
Diversified, LLC
|
SELL
|
- |
-378- 2.42% |
$25.6K - $30.5K
|
15.2K
$1.19M
|
|
|
Oct 18, 2024
Q3 2024
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-371- 62.25% |
$25.1K - $30K
|
225
$17.6K
|
|
|
Oct 31, 2024
Q3 2024
|
Sns Financial Group, LLC
|
SELL
|
- |
-358- 3.34% |
$24.2K - $28.9K
|
10.3K
$810K
|
|
|
Oct 21, 2024
Q3 2024
|
Telos Capital Management, Inc.
|
SELL
|
- |
-354- 2.69% |
$24K - $28.6K
|
12.8K
$1M
|
|
|
Nov 14, 2024
Q3 2024
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-351- 58.5% |
$23.8K - $28.4K
|
249
$19.5K
|
|
|
Nov 07, 2024
Q3 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-350- 0.15% |
$23.7K - $28.3K
|
239K
$18.7M
|
|
|
Oct 31, 2024
Q3 2024
|
Stone Point Wealth LLC
|
SELL
|
- |
-350- 2.59% |
$23.7K - $28.3K
|
13.1K
$1.03M
|
|
|
Oct 29, 2024
Q3 2024
|
Klingenstein Fields & CO LP
|
SELL
|
- |
-326- 10.08% |
$22.1K - $26.3K
|
2.91K
$228K
|
|
|
Nov 14, 2024
Q3 2024
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-323- 4.09% |
$21.9K - $26.1K
|
7.58K
$593K
|
|
|
Nov 04, 2024
Q3 2024
|
Investment Partners, Ltd.
|
SELL
|
- |
-321- 0.82% |
$21.7K - $25.9K
|
38.8K
$3.04M
|
|
|
Nov 14, 2024
Q3 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-318- 0.78% |
$21.5K - $25.7K
|
40.6K
$3.18M
|
|
|
Nov 05, 2024
Q3 2024
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-318- 0.95% |
$21.5K - $25.7K
|
33K
$2.58M
|
|
|
Nov 13, 2024
Q3 2024
|
Ally Invest Advisors Inc.
Charlotte, NC |
SELL
|
- |
-293- 9.15% |
$19.8K - $23.7K
|
2.91K
$228K
|
|
|
Oct 31, 2024
Q3 2024
|
Mont Vue Capital Management, Inc.
Lynchburg, VA |
SELL
|
- |
-266- 2.73% |
$18K - $21.5K
|
9.46K
$741K
|
|
|
Oct 21, 2024
Q3 2024
|
Maple Capital Management, Inc.
|
SELL
|
- |
-255- 3.28% |
$17.3K - $20.6K
|
7.53K
$589K
|
|
|
Nov 04, 2024
Q3 2024
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-241- 1.61% |
$16.3K - $19.5K
|
14.7K
$1.15M
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-239- 0.69% |
$16.2K - $19.3K
|
34.3K
$2.69M
|
|
|
Nov 12, 2024
Q3 2024
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-234- 5.29% |
$15.8K - $18.9K
|
4.19K
$328K
|
|
|
Nov 05, 2024
Q3 2024
|
Martin & CO Inc
Knoxville, TN |
SELL
|
- |
-232- 0.36% |
$15.7K - $18.7K
|
64.8K
$5.08M
|
|
|
Oct 23, 2024
Q3 2024
|
Hudock, Inc.
|
SELL
|
- |
-229- 1.35% |
$15.5K - $18.5K
|
16.7K
$1.31M
|
|
|
Nov 13, 2024
Q3 2024
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-215- 2.26% |
$14.5K - $17.4K
|
9.28K
$727K
|
|
|
Oct 21, 2024
Q3 2024
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
SELL
|
- |
-215- 5.33% |
$14.5K - $17.4K
|
3.82K
$299K
|
|
|
Nov 08, 2024
Q3 2024
|
Cypress Capital Group
|
SELL
|
- |
-211- 1.56% |
$14.3K - $17K
|
13.3K
$1.04M
|
|
|
Nov 04, 2024
Q3 2024
|
Intrepid Financial Planning Group LLC
Carmel, IN |
SELL
|
- |
-209- 0.87% |
$14.1K - $16.9K
|
23.7K
$1.86M
|
|
|
Nov 13, 2024
Q3 2024
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-200- 0.74% |
$13.5K - $16.2K
|
26.8K
$2.1M
|
|
|
Nov 06, 2024
Q3 2024
|
Cutler Investment Counsel LLC
|
SELL
|
- |
-200- 3.07% |
$13.5K - $16.2K
|
6.32K
$495K
|
|
|
Nov 12, 2024
Q3 2024
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-192- 0.98% |
$13K - $15.5K
|
19.3K
$1.51M
|
|
|
Oct 09, 2024
Q3 2024
|
Hoese & CO LLP
|
SELL
|
- |
-190- 19.19% |
$12.9K - $15.3K
|
800
$62.7K
|
|
|
Nov 14, 2024
Q3 2024
|
Ieq Capital, LLC
|
SELL
|
- |
-188- 6.16% |
$12.7K - $15.2K
|
2.87K
$224K
|
|
|
Nov 06, 2024
Q3 2024
|
Mount Lucas Management LP
Newtown, PA |
SELL
|
- |
-184- 1.99% |
$12.5K - $14.9K
|
9.04K
$708K
|