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 |
---|---|---|---|---|---|---|---|
Oct 21, 2024
Q3 2024
|
Townsend Asset Management Corp
|
SELL
|
- |
-27- 1.67% |
$1.83K - $2.18K
|
1.59K
$125K
|
|
Oct 11, 2024
Q3 2024
|
Novare Capital Management LLC
|
SELL
|
- |
-25- 0.71% |
$1.69K - $2.02K
|
3.52K
$275K
|
|
Oct 29, 2024
Q3 2024
|
Kg&L Capital Management,Llc
|
SELL
|
- |
-23- 0.48% |
$1.56K - $1.86K
|
4.78K
$374K
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO
|
SELL
|
- |
-23- 1.48% |
$1.56K - $1.86K
|
1.53K
$120K
|
|
Nov 12, 2024
Q3 2024
|
Broadleaf Partners, LLC
Hudson, OH |
SELL
|
- |
-22- 0.6% |
$1.49K - $1.78K
|
3.62K
$283K
|
|
Nov 06, 2024
Q3 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-20- 35.09% |
$1.35K - $1.62K
|
37
$2.9K
|
|
Oct 15, 2024
Q3 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-19- 0.5% |
$1.29K - $1.53K
|
3.79K
$297K
|
|
Nov 12, 2024
Q3 2024
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-18- 0.45% |
$1.22K - $1.45K
|
3.99K
$313K
|
|
Nov 18, 2024
Q3 2024
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-15- 1.19% |
$1.02K - $1.21K
|
1.25K
$97.7K
|
|
Oct 30, 2024
Q3 2024
|
Ballast Advisors LLC
|
SELL
|
- |
-15- 1.35% |
$1.02K - $1.21K
|
1.1K
$86.2K
|
|
Nov 08, 2024
Q3 2024
|
Ssi Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-14- 0.07% |
$947 - $1.13K
|
20.3K
$1.59M
|
|
Oct 31, 2024
Q3 2024
|
Fpc Investment Advisory, Inc.
Petaluma, CA |
SELL
|
- |
-11- 0.14% |
$744 - $889
|
7.99K
$626K
|
|
Oct 18, 2024
Q3 2024
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-11- 8.03% |
$744 - $889
|
126
$9.87K
|
|
Nov 12, 2024
Q3 2024
|
Investors Research Corp
|
SELL
|
- |
-10- 3.17% |
$677 - $808
|
305
$23.9K
|
|
Nov 12, 2024
Q3 2024
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-9- 0.29% |
$609 - $727
|
3.07K
$240K
|
|
Nov 13, 2024
Q3 2024
|
Scotia Capital Inc.
|
SELL
|
- |
-8- 0.1% |
$541 - $646
|
7.85K
$615K
|
|
Oct 30, 2024
Q3 2024
|
American Capital Advisory, LLC
Ketchum, ID |
SELL
|
- |
-5- 1.81% |
$338 - $404
|
271
$21.2K
|
|
Nov 13, 2024
Q3 2024
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-3- 0.02% |
$203 - $242
|
12.8K
$1M
|
|
Nov 07, 2024
Q3 2024
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-1- 1.01% |
$67.7 - $80.8
|
98
$7.68K
|
|
Q2 2024 | |||||||
Aug 14, 2024
Q2 2024
|
Caisse De Depot Et Placement Du Quebec
Montreal, A8 |
SELL
|
- |
-3.3M- 75.79% |
$207M - $240M
|
1.05M
$82.5M
|
|
Aug 14, 2024
Q2 2024
|
Peconic Partners LLC
New York, NY |
SELL
|
- |
-1.61M- 99.82% |
$101M - $117M
|
2.93K
$229K
|
|
Aug 13, 2024
Q2 2024
|
Twin Tree Management, LP
Dallas, TX |
SELL
|
PUT |
-755K- 35.63% |
$47.4M - $55M
|
1.36M
$107M
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-519K- 43.67% |
$32.6M - $37.8M
|
670K
$52.5M
|
|
Aug 05, 2024
Q2 2024
|
Capula Management LTD
Grand Cayman, E9 |
SELL
|
PUT |
-250K- 24.63% |
$15.7M - $18.2M
|
765K
$59.9M
|
|
Aug 14, 2024
Q2 2024
|
Man Group PLC
London, X0 |
SELL
|
- |
-158K- 98.49% |
$9.91M - $11.5M
|
2.42K
$190K
|
|
Jul 31, 2024
Q2 2024
|
Mizuho Markets Americas LLC
|
SELL
|
- |
-48.3K- 90.87% |
$3.03M - $3.52M
|
4.85K
$380K
|
|
Jul 25, 2024
Q2 2024
|
Amica Mutual Insurance CO
|
SELL
|
- |
-41K- 44.15% |
$2.58M - $2.99M
|
51.9K
$4.07M
|
|
Aug 14, 2024
Q2 2024
|
Zurich Insurance Group LTD
Zurich, V8 |
SELL
|
- |
-33.7K- 76.28% |
$2.12M - $2.46M
|
10.5K
$821K
|
|
Aug 01, 2024
Q2 2024
|
Privium Fund Management (Uk) LTD
|
SELL
|
- |
-24.2K- 43.89% |
$1.52M - $1.76M
|
30.9K
$2.42M
|
|
Aug 14, 2024
Q2 2024
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-19.8K- 15.6% |
$1.24M - $1.44M
|
107K
$8.39M
|
|
Jul 25, 2024
Q2 2024
|
Pettinga Financial Advisors, LLC
|
SELL
|
- |
-15.1K- 75.12% |
$945K - $1.1M
|
4.99K
$390K
|
|
Aug 14, 2024
Q2 2024
|
Sourcerock Group LLC
Denver, CO |
SELL
|
- |
-14.4K- 13.27% |
$905K - $1.05M
|
94.3K
$7.38M
|
|
Aug 14, 2024
Q2 2024
|
Atom Investors LP
Austin, TX |
SELL
|
- |
-11.8K- 48.06% |
$742K - $861K
|
12.8K
$1M
|
|
Aug 14, 2024
Q2 2024
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-9.74K- 42.83% |
$611K - $710K
|
13K
$1.02M
|
|
Aug 13, 2024
Q2 2024
|
Correct Capital Wealth Management
Clayton, MO |
SELL
|
- |
-9.3KClosed |
$584K - $678K
|
0
$0
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-7.96K- 5.92% |
$500K - $580K
|
126K
$9.91M
|
|
Jul 17, 2024
Q2 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-3.28K- 20.37% |
$206K - $239K
|
12.8K
$1M
|
|
Aug 08, 2024
Q2 2024
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-2.91K- 12.47% |
$182K - $212K
|
20.4K
$1.6M
|
|
Jul 31, 2024
Q2 2024
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-1.91K- 88.32% |
$120K - $139K
|
253
$19.8K
|
|
Jul 12, 2024
Q2 2024
|
Sendero Wealth Management, LLC
San Antonio, TX |
SELL
|
- |
-1.26K- 5.11% |
$79K - $91.7K
|
23.4K
$1.83M
|
|
Jul 10, 2024
Q2 2024
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
SELL
|
- |
-1.15K- 23.62% |
$72.4K - $84.1K
|
3.73K
$292K
|
|
Jul 12, 2024
Q2 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-985- 27.55% |
$61.8K - $71.8K
|
2.59K
$203K
|
|
Jul 15, 2024
Q2 2024
|
Ahl Investment Management, Inc.
|
SELL
|
- |
-935- 10.26% |
$58.7K - $68.1K
|
8.18K
$640K
|
|
Jul 25, 2024
Q2 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-921- 27.76% |
$57.8K - $67.1K
|
2.4K
$188K
|
|
Jul 18, 2024
Q2 2024
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
SELL
|
- |
-838- 17.29% |
$52.6K - $61.1K
|
4.01K
$314K
|
|
Aug 06, 2024
Q2 2024
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-790- 5.34% |
$49.6K - $57.6K
|
14K
$1.1M
|
|
Aug 12, 2024
Q2 2024
|
Girard Partners Ltd.
|
SELL
|
- |
-774- 13.55% |
$48.6K - $56.4K
|
4.94K
$387K
|
|
Nov 22, 2024
Q2 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-634- 1.01% |
$39.8K - $46.2K
|
62K
$4.86M
|
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-522- 2.75% |
$32.8K - $38K
|
18.5K
$1.45M
|
|
Aug 12, 2024
Q2 2024
|
Avalon Trust CO
Santa Fe, NM |
SELL
|
- |
-500- 50.0% |
$31.4K - $36.4K
|
500
$39.2K
|