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 |
|---|---|---|---|---|---|---|---|
|
Feb 10, 2025
Q4 2024
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
2.6K+ 6.03% |
$195K - $216K
|
45.8K
$3.6M
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-16.8K- 9.78% |
$1.26M - $1.39M
|
155K
$12.2M
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-17.7K- 41.59% |
$1.33M - $1.47M
|
24.9K
$1.96M
|
|
|
Feb 10, 2025
Q4 2024
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
5.97KNew |
$447K - $495K
|
5.97K
$470K
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-385- 7.38% |
$28.8K - $31.9K
|
4.83K
$380K
|
|
|
Feb 10, 2025
Q4 2024
|
Rockport Wealth LLC
Fairview Park, OH |
SELL
|
- |
-173K- 84.92% |
$12.9M - $14.3M
|
30.6K
$2.41M
|
|
|
Feb 10, 2025
Q4 2024
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
49New |
$3.67K - $4.06K
|
49
$3.86K
|
|
|
Feb 10, 2025
Q4 2024
|
Evoke Wealth, LLC
|
BUY
|
- |
3.08KNew |
$231K - $256K
|
3.08K
$243K
|
|
|
Feb 10, 2025
Q4 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
2.44K+ 14.23% |
$183K - $203K
|
19.6K
$1.54M
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
5.67K+ 1.29% |
$425K - $470K
|
444K
$35M
|
|
|
Feb 10, 2025
Q4 2024
|
South State Corp
|
BUY
|
- |
106+ 11.86% |
$7.94K - $8.79K
|
1K
$78.8K
|
|
|
Feb 10, 2025
Q4 2024
|
Twin Tree Management, LP
Dallas, TX |
BUY
|
- |
2.95KNew |
$221K - $244K
|
2.95K
$232K
|
|
|
Feb 10, 2025
Q4 2024
|
Twin Tree Management, LP
Dallas, TX |
BUY
|
PUT |
442KNew |
$33.1M - $36.6M
|
442K
$34.8M
|
|
|
Feb 10, 2025
Q4 2024
|
Ssi Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-13- 0.06% |
$974 - $1.08K
|
20.3K
$1.6M
|
|
|
Feb 10, 2025
Q4 2024
|
Cibc World Markets Corp
New York, NY |
BUY
|
- |
12.1K+ 43.39% |
$905K - $1M
|
39.9K
$3.15M
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-755- 5.04% |
$56.5K - $62.6K
|
14.2K
$1.12M
|
|
|
Feb 10, 2025
Q4 2024
|
Passaic Partners LLC
|
BUY
|
- |
33.6K+ 18.1% |
$2.51M - $2.78M
|
219K
$17.2M
|
|
|
Feb 10, 2025
Q4 2024
|
1 St Source Bank
|
SELL
|
- |
-169- 0.83% |
$12.7K - $14K
|
20.3K
$1.6M
|
|
|
Feb 10, 2025
Q4 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
8.84K+ 25.67% |
$662K - $733K
|
43.3K
$3.41M
|
|
|
Feb 10, 2025
Q4 2024
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-1.63K- 13.4% |
$122K - $136K
|
10.6K
$832K
|
|
|
Feb 10, 2025
Q4 2024
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
BUY
|
- |
2.14KNew |
$160K - $177K
|
2.14K
$168K
|
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-84- 9.96% |
$6.29K - $6.97K
|
759
$59.8K
|
|
|
Feb 10, 2025
Q4 2024
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
15+ 0.24% |
$1.12K - $1.24K
|
6.19K
$488K
|
|
|
Feb 10, 2025
Q4 2024
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
SELL
|
- |
-578- 14.42% |
$43.3K - $47.9K
|
3.43K
$270K
|
|
|
Feb 10, 2025
Q4 2024
|
Provident CO Of The Employees Of The Hebrew University LTD
Jerusalem, L3 |
BUY
|
- |
490+ 1.17% |
$36.7K - $40.6K
|
42.4K
$3.34M
|
|
|
Feb 10, 2025
Q4 2024
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
3.04KNew |
$228K - $252K
|
3.04K
$240K
|
|
|
Feb 10, 2025
Q4 2024
|
Bank Of Marin
Novato, CA |
BUY
|
- |
24+ 0.34% |
$1.8K - $1.99K
|
7.12K
$560K
|
|
|
Feb 10, 2025
Q4 2024
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
BUY
|
- |
129K+ 1954.18% |
$9.67M - $10.7M
|
136K
$10.7M
|
|
|
Feb 10, 2025
Q4 2024
|
Fox Hill Wealth Management
Dedham, MA |
SELL
|
- |
-314- 1.15% |
$23.5K - $26K
|
27K
$2.13M
|
|
|
Feb 07, 2025
Q4 2024
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
272New |
$20.4K - $22.6K
|
272
$21.4K
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-32K- 8.92% |
$2.39M - $2.65M
|
327K
$25.7M
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
BUY
|
- |
3.66K+ 27.35% |
$274K - $304K
|
17K
$1.34M
|
|
|
Feb 07, 2025
Q4 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
928+ 71.6% |
$69.5K - $77K
|
2.22K
$175K
|
|
|
Feb 07, 2025
Q4 2024
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
320New |
$24K - $26.5K
|
320
$25.2K
|
|
|
Feb 07, 2025
Q4 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
2.64KNew |
$198K - $219K
|
2.64K
$208K
|
|
|
Feb 07, 2025
Q4 2024
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
SELL
|
- |
-220- 29.89% |
$16.5K - $18.2K
|
516
$40.6K
|
|
|
Feb 07, 2025
Q4 2024
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
4.08KNew |
$306K - $339K
|
4.08K
$322K
|
|
|
Feb 07, 2025
Q4 2024
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
2.95K+ 25.01% |
$221K - $245K
|
14.7K
$1.16M
|
|
|
Feb 07, 2025
Q4 2024
|
Jackson Hole Capital Partners, LLC
|
SELL
|
- |
-107- 1.24% |
$8.01K - $8.87K
|
8.51K
$670K
|
|
|
Feb 07, 2025
Q4 2024
|
Axis Wealth Partners, LLC
East Providence, RI |
BUY
|
- |
5.87KNew |
$440K - $487K
|
5.87K
$462K
|
|
|
Feb 07, 2025
Q4 2024
|
Altfest L J & CO Inc
|
BUY
|
- |
47.6K+ 687.92% |
$3.56M - $3.94M
|
54.5K
$4.29M
|
|
|
Feb 07, 2025
Q4 2024
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
288+ 1.39% |
$21.6K - $23.9K
|
21K
$1.65M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-119K- 11.62% |
$8.92M - $9.88M
|
906K
$71.3M
|
|
|
Feb 07, 2025
Q4 2024
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-1.63K- 53.25% |
$122K - $135K
|
1.43K
$113K
|
|
|
Feb 07, 2025
Q4 2024
|
Creekside Partners
Petaluma, CA |
BUY
|
- |
1.41K+ 11.99% |
$106K - $117K
|
13.2K
$1.04M
|
|
|
Feb 07, 2025
Q4 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-11.1K- 48.11% |
$835K - $924K
|
12K
$947K
|
|
|
Feb 07, 2025
Q4 2024
|
Solitude Financial Services
|
BUY
|
- |
70+ 0.89% |
$5.24K - $5.81K
|
7.95K
$626K
|
|
|
Feb 07, 2025
Q4 2024
|
Nbt Bank N A
|
SELL
|
- |
-841- 2.08% |
$63K - $69.7K
|
39.6K
$3.12M
|
|
|
Feb 07, 2025
Q4 2024
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
4.6K+ 7.46% |
$344K - $381K
|
66.2K
$5.22M
|
|
|
Feb 07, 2025
Q4 2024
|
Mount Lucas Management LP
Newtown, PA |
SELL
|
- |
-1.03K- 11.36% |
$76.9K - $85.2K
|
8.02K
$631K
|