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 07, 2025
Q4 2024
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
4.6K+ 7.46% |
$344K - $381K
|
66.2K
$5.24M
|
|
|
Feb 07, 2025
Q4 2024
|
Mount Lucas Management LP
Newtown, PA |
SELL
|
- |
-1.03K- 11.36% |
$76.9K - $85.2K
|
8.02K
$634K
|
|
|
Feb 07, 2025
Q4 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
4+ 0.8% |
$300 - $332
|
507
$40.1K
|
|
|
Feb 07, 2025
Q4 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-130- 8.2% |
$9.74K - $10.8K
|
1.46K
$115K
|
|
|
Feb 07, 2025
Q4 2024
|
Midland Wealth Advisors LLC
Rockford, IL |
SELL
|
- |
-1.22K- 11.12% |
$91K - $101K
|
9.71K
$768K
|
|
|
Feb 07, 2025
Q4 2024
|
Marathon Trading Investment Management LLC
Radnor, PA |
BUY
|
- |
6New |
$449 - $498
|
6
$475
|
|
|
Feb 07, 2025
Q4 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
1.88K+ 7.76% |
$140K - $155K
|
26K
$2.06M
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
285KNew |
$21.3M - $23.6M
|
285K
$22.5M
|
|
|
Feb 07, 2025
Q4 2024
|
Ranch Capital Advisors Inc.
Sarasota, FL |
BUY
|
- |
1.64K+ 6.52% |
$123K - $136K
|
26.8K
$2.12M
|
|
|
Feb 07, 2025
Q4 2024
|
Morton Community Bank
East Peoria, IL |
BUY
|
- |
30+ 0.04% |
$2.25K - $2.49K
|
85.4K
$6.75M
|
|
|
Feb 07, 2025
Q4 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
637+ 3.22% |
$47.7K - $52.8K
|
20.4K
$1.61M
|
|
|
Feb 07, 2025
Q4 2024
|
Global View Capital Management LLC
Waukesha, WI |
BUY
|
- |
9.59KNew |
$718K - $795K
|
9.59K
$759K
|
|
|
Feb 07, 2025
Q4 2024
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
3.94KNew |
$295K - $327K
|
3.94K
$312K
|
|
|
Feb 07, 2025
Q4 2024
|
Agf Management LTD
Toronto Ontario Canada, A6 |
SELL
|
- |
-173K- 57.16% |
$13M - $14.4M
|
130K
$10.3M
|
|
|
Feb 07, 2025
Q4 2024
|
Pfg Advisors
|
SELL
|
- |
-3.14K- 2.13% |
$235K - $261K
|
144K
$11.4M
|
|
|
Feb 07, 2025
Q4 2024
|
Wealthfront Advisers LLC
|
SELL
|
- |
-16.6K- 79.31% |
$1.24M - $1.38M
|
4.33K
$343K
|
|
|
Feb 07, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
172K+ 1863.21% |
$12.9M - $14.3M
|
182K
$14.4M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-61.9K- 18.75% |
$4.64M - $5.13M
|
268K
$21.2M
|
|
|
Feb 07, 2025
Q4 2024
|
Glaxis Capital Management, LLC
Sarasota, FL |
BUY
|
- |
11KNew |
$824K - $912K
|
11K
$870K
|
|
|
Feb 07, 2025
Q4 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
1.37K+ 9.18% |
$102K - $113K
|
16.3K
$1.29M
|
|
|
Feb 07, 2025
Q4 2024
|
Cushing Capital Partners, LLC
Delafield, WI |
BUY
|
- |
8.49KNew |
$636K - $704K
|
8.49K
$671K
|
|
|
Feb 07, 2025
Q4 2024
|
Hollencrest Capital Management
|
BUY
|
- |
71+ 0.33% |
$5.32K - $5.89K
|
21.5K
$1.7M
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
527+ 104.56% |
$39.5K - $43.7K
|
1.03K
$81.6K
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-2.94K- 4.86% |
$220K - $243K
|
57.5K
$4.55M
|
|
|
Feb 07, 2025
Q4 2024
|
Capasso Planning Partners LLC
Charleston, SC |
SELL
|
- |
-7.53K- 56.47% |
$564K - $625K
|
5.81K
$459K
|
|
|
Feb 07, 2025
Q4 2024
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
14.7KNew |
$1.1M - $1.22M
|
14.7K
$1.16M
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
464+ 9.88% |
$34.7K - $38.5K
|
5.16K
$408K
|
|
|
Feb 07, 2025
Q4 2024
|
Hopwood Financial Services, Inc.
Reston, VA |
BUY
|
- |
2.86KNew |
$214K - $237K
|
2.86K
$226K
|
|
|
Feb 06, 2025
Q4 2024
|
M&T Bank Corp
|
BUY
|
- |
37+ 0.1% |
$2.77K - $3.07K
|
37.5K
$2.97M
|
|
|
Feb 06, 2025
Q4 2024
|
Keystone Wealth Services, LLC
|
BUY
|
- |
1.56K+ 25.96% |
$117K - $130K
|
7.58K
$600K
|
|
|
Feb 06, 2025
Q4 2024
|
Gruss & Co., LLC
|
SELL
|
- |
-1K- 15.38% |
$74.9K - $82.9K
|
5.5K
$435K
|
|
|
Feb 06, 2025
Q4 2024
|
Planning Directions Inc
|
SELL
|
- |
-407- 6.08% |
$30.5K - $33.8K
|
6.29K
$498K
|
|
|
Feb 06, 2025
Q4 2024
|
Interactive Financial Advisors
Chicago, IL |
BUY
|
- |
961+ 4.04% |
$72K - $79.7K
|
24.7K
$1.96M
|
|
|
Feb 06, 2025
Q4 2024
|
Silver Coast Investments LLC
San Diego, X1 |
BUY
|
- |
16.5KNew |
$1.23M - $1.37M
|
16.5K
$1.3M
|
|
|
Feb 06, 2025
Q4 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
3.87KNew |
$290K - $321K
|
3.87K
$306K
|
|
|
Feb 06, 2025
Q4 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
300+ 2.58% |
$22.5K - $24.9K
|
11.9K
$943K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-98.5K- 27.78% |
$7.37M - $8.17M
|
256K
$20.2M
|
|
|
Feb 06, 2025
Q4 2024
|
Wmg Financial Advisors, LLC
|
SELL
|
- |
-516- 8.92% |
$38.6K - $42.8K
|
5.27K
$417K
|
|
|
Feb 06, 2025
Q4 2024
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-270- 2.87% |
$20.2K - $22.4K
|
9.14K
$723K
|
|
|
Feb 06, 2025
Q4 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-5.35K- 5.33% |
$401K - $444K
|
95.1K
$7.52M
|
|
|
Feb 06, 2025
Q4 2024
|
Patten Group, Inc.
|
SELL
|
- |
-450- 9.3% |
$33.7K - $37.3K
|
4.39K
$347K
|
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
670New |
$50.2K - $55.6K
|
670
$53K
|
|
|
Feb 06, 2025
Q4 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-1.97K- 3.68% |
$147K - $163K
|
51.5K
$4.07M
|
|
|
Feb 06, 2025
Q4 2024
|
Cypress Capital Group
|
SELL
|
- |
-1.67K- 12.55% |
$125K - $138K
|
11.6K
$920K
|
|
|
Feb 06, 2025
Q4 2024
|
Crew Capital Management, Ltd.
|
SELL
|
- |
-77- 1.85% |
$5.77K - $6.39K
|
4.08K
$323K
|
|
|
Feb 06, 2025
Q4 2024
|
Keybank National Association
|
SELL
|
- |
-88- 0.23% |
$6.59K - $7.3K
|
37.7K
$2.98M
|
|
|
Feb 06, 2025
Q4 2024
|
J.Safra Asset Management Corp
|
SELL
|
- |
-493K- 98.67% |
$36.9M - $40.9M
|
6.64K
$525K
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
SELL
|
- |
-159K- 52.43% |
$11.9M - $13.2M
|
144K
$11.4M
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-10.5K- 8.22% |
$785K - $869K
|
117K
$9.25M
|
|
|
Feb 06, 2025
Q4 2024
|
Townsend Asset Management Corp
|
BUY
|
- |
5+ 0.31% |
$374 - $415
|
1.6K
$126K
|