Latest Institutional Transactions on Utilities Sector Spdr (XLU)
This table provides information on the latest institutional transactions involving Utilities Sector Spdr (XLU) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 20, 2024
Q3 2024
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
125KNew |
$8.48M - $10.1M
|
125K
$10.1M
|
|
|
Nov 20, 2024
Q3 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
150+ 0.92% |
$10.2K - $12.1K
|
16.5K
$1.33M
|
|
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
4+ 0.14% |
$271 - $323
|
2.82K
$227K
|
|
|
Nov 18, 2024
Q3 2024
|
Asset Allocation Strategies LLC
Farmington, MI |
SELL
|
- |
-13.6K- 21.33% |
$921K - $1.1M
|
50.2K
$4.04M
|
|
|
Nov 18, 2024
Q3 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
60.2K+ 213.55% |
$4.07M - $4.86M
|
88.4K
$7.11M
|
|
|
Nov 18, 2024
Q3 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
SELL
|
- |
-462- 13.59% |
$31.3K - $37.3K
|
2.94K
$236K
|
|
|
Nov 18, 2024
Q3 2024
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-15- 1.19% |
$1.02K - $1.21K
|
1.25K
$100K
|
|
|
Nov 18, 2024
Q3 2024
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-1.42K- 18.11% |
$96.1K - $115K
|
6.42K
$517K
|
|
|
Nov 18, 2024
Q3 2024
|
Second Line Capital, LLC
Metairie, LA |
BUY
|
- |
2+ 0.04% |
$135 - $162
|
4.6K
$370K
|
|
|
Nov 15, 2024
Q3 2024
|
M&T Bank Corp
|
BUY
|
- |
12.2K+ 47.92% |
$822K - $982K
|
37.5K
$3.02M
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
105K+ 57.9% |
$7.14M - $8.52M
|
288K
$23.1M
|
|
|
Nov 15, 2024
Q3 2024
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
2.59KNew |
$175K - $209K
|
2.59K
$209K
|
|
|
Nov 15, 2024
Q3 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-385- 2.09% |
$26.1K - $31.1K
|
18.1K
$1.45M
|
|
|
Nov 15, 2024
Q3 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-1.02K- 29.58% |
$68.9K - $82.2K
|
2.42K
$195K
|
|
|
Nov 15, 2024
Q3 2024
|
Barclays PLC
London, X0 |
SELL
|
- |
-884K- 27.81% |
$59.8M - $71.4M
|
2.29M
$185M
|
|
|
Nov 15, 2024
Q3 2024
|
Barclays PLC
London, X0 |
BUY
|
PUT |
1.01MNew |
$68.3M - $81.6M
|
1.01M
$81.3M
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
605+ 17.6% |
$40.9K - $48.9K
|
4.04K
$325K
|
|
|
Nov 15, 2024
Q3 2024
|
Nabity Jensen Investment Management Inc
Omaha, NE |
BUY
|
- |
3.49KNew |
$236K - $282K
|
3.49K
$281K
|
|
|
Nov 15, 2024
Q3 2024
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
606+ 13.23% |
$41K - $49K
|
5.19K
$418K
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
19.6K+ 15.49% |
$1.33M - $1.58M
|
146K
$11.8M
|
|
|
Nov 15, 2024
Q3 2024
|
Main Management Fund Advisors LLC
San Francisco, CA |
BUY
|
- |
63.2K+ 8.43% |
$4.28M - $5.11M
|
813K
$65.4M
|
|
|
Nov 15, 2024
Q3 2024
|
Main Management LLC
San Francisco, CA |
SELL
|
- |
-2.3K- 0.97% |
$156K - $186K
|
234K
$18.9M
|
|
|
Nov 15, 2024
Q3 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
111New |
$7.51K - $8.97K
|
111
$8.93K
|
|
|
Nov 15, 2024
Q3 2024
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
SELL
|
- |
-457- 2.18% |
$30.9K - $36.9K
|
20.5K
$1.65M
|
|
|
Nov 15, 2024
Q3 2024
|
Wilson & Boucher Capital Management, LLC
|
SELL
|
- |
-152- 0.49% |
$10.3K - $12.3K
|
30.8K
$2.48M
|
|
|
Nov 15, 2024
Q3 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
439K+ 76.68% |
$29.7M - $35.4M
|
1.01M
$81.3M
|
|
|
Nov 15, 2024
Q3 2024
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
SELL
|
- |
-8.87K- 63.27% |
$600K - $716K
|
5.15K
$414K
|
|
|
Nov 14, 2024
Q3 2024
|
Noesis Capital Mangement Corp
|
BUY
|
- |
927+ 7.69% |
$62.7K - $74.9K
|
13K
$1.04M
|
|
|
Nov 14, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
16.8K+ 66.7% |
$1.14M - $1.36M
|
42K
$3.38M
|
|
|
Nov 14, 2024
Q3 2024
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
4.88KNew |
$330K - $394K
|
4.88K
$392K
|
|
|
Nov 14, 2024
Q3 2024
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
23.2K+ 11.33% |
$1.57M - $1.87M
|
228K
$18.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
47.6K+ 767.46% |
$3.22M - $3.84M
|
53.8K
$4.33M
|
|
|
Nov 14, 2024
Q3 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-201K- 48.7% |
$13.6M - $16.2M
|
212K
$17M
|
|
|
Nov 14, 2024
Q3 2024
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
BUY
|
- |
1.39K+ 3.32% |
$93.9K - $112K
|
43.2K
$3.48M
|
|
|
Nov 14, 2024
Q3 2024
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-71- 0.6% |
$4.8K - $5.74K
|
11.8K
$950K
|
|
|
Nov 14, 2024
Q3 2024
|
Fwl Investment Management, LLC
|
BUY
|
- |
1.94K+ 60.94% |
$131K - $156K
|
5.11K
$411K
|
|
|
Nov 14, 2024
Q3 2024
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
672+ 1.33% |
$45.5K - $54.3K
|
51.3K
$4.13M
|
|
|
Nov 14, 2024
Q3 2024
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
2.6KNew |
$176K - $210K
|
2.6K
$209K
|
|
|
Nov 14, 2024
Q3 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-1.91K- 6.05% |
$129K - $154K
|
29.7K
$2.39M
|
|
|
Nov 14, 2024
Q3 2024
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
2.92KNew |
$197K - $236K
|
2.92K
$235K
|
|
|
Nov 14, 2024
Q3 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-318- 0.78% |
$21.5K - $25.7K
|
40.6K
$3.26M
|
|
|
Nov 14, 2024
Q3 2024
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
81.8KNew |
$5.54M - $6.61M
|
81.8K
$6.59M
|
|
|
Nov 14, 2024
Q3 2024
|
Jefferies Financial Group Inc.
New York, NY |
SELL
|
- |
-4.91K- 27.43% |
$332K - $397K
|
13K
$1.05M
|
|
|
Nov 14, 2024
Q3 2024
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
PUT |
16KNew |
$1.08M - $1.29M
|
16K
$1.29M
|
|
|
Nov 14, 2024
Q3 2024
|
Centric Wealth Management
|
BUY
|
- |
30.8K+ 394.57% |
$2.08M - $2.49M
|
38.6K
$3.11M
|
|
|
Nov 14, 2024
Q3 2024
|
Triangle Securities Wealth Management
|
SELL
|
- |
-1.18K- 8.61% |
$79.7K - $95.2K
|
12.5K
$1.01M
|
|
|
Nov 14, 2024
Q3 2024
|
Ieq Capital, LLC
|
SELL
|
- |
-188- 6.16% |
$12.7K - $15.2K
|
2.87K
$231K
|
|
|
Nov 14, 2024
Q3 2024
|
Texas Capital Bank Wealth Management Services Inc
|
SELL
|
- |
-1.24K- 27.81% |
$83.6K - $99.8K
|
3.21K
$258K
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
133K+ 5.18% |
$9.02M - $10.8M
|
2.71M
$218M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
PUT |
540K+ 360.27% |
$36.6M - $43.7M
|
690K
$55.6M
|