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 05, 2024
Q3 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
47K+ 344.96% |
$3.18M - $3.79M
|
60.6K
$4.58M
|
|
|
Nov 05, 2024
Q3 2024
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-318- 0.95% |
$21.5K - $25.7K
|
33K
$2.49M
|
|
|
Nov 05, 2024
Q3 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-41- 17.3% |
$2.77K - $3.31K
|
196
$14.8K
|
|
|
Nov 05, 2024
Q3 2024
|
Simmons Bank
|
BUY
|
- |
171+ 0.51% |
$11.6K - $13.8K
|
33.8K
$2.55M
|
|
|
Nov 05, 2024
Q3 2024
|
Hamel Associates, Inc.
|
BUY
|
- |
350+ 0.8% |
$23.7K - $28.3K
|
44.1K
$3.33M
|
|
|
Nov 05, 2024
Q3 2024
|
Martin & CO Inc
Knoxville, TN |
SELL
|
- |
-232- 0.36% |
$15.7K - $18.7K
|
64.8K
$4.9M
|
|
|
Nov 05, 2024
Q3 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-661- 12.57% |
$44.7K - $53.4K
|
4.6K
$347K
|
|
|
Nov 05, 2024
Q3 2024
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
125+ 3.36% |
$8.46K - $10.1K
|
3.85K
$291K
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
193K+ 2655.43% |
$13M - $15.6M
|
200K
$15.1M
|
|
|
Nov 05, 2024
Q3 2024
|
Victory Capital Management Inc
|
SELL
|
- |
-43.5K- 9.99% |
$2.94M - $3.52M
|
392K
$29.6M
|
|
|
Nov 05, 2024
Q3 2024
|
Private Wealth Advisors, LLC
Fresno, CA |
BUY
|
- |
20.7K+ 42.94% |
$1.4M - $1.67M
|
68.8K
$5.2M
|
|
|
Nov 05, 2024
Q3 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
31.9KNew |
$2.16M - $2.58M
|
31.9K
$2.41M
|
|
|
Nov 05, 2024
Q3 2024
|
Fortis Capital Management LLC
|
BUY
|
- |
220+ 2.36% |
$14.9K - $17.8K
|
9.56K
$723K
|
|
|
Nov 04, 2024
Q3 2024
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
3.49M+ 1054889.38% |
$236M - $282M
|
3.49M
$264M
|
|
|
Nov 04, 2024
Q3 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
11.3K+ 100.69% |
$761K - $909K
|
22.4K
$1.69M
|
|
|
Nov 04, 2024
Q3 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
3.55K+ 11.49% |
$240K - $287K
|
34.4K
$2.6M
|
|
|
Nov 04, 2024
Q3 2024
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
2.51K+ 61.03% |
$170K - $203K
|
6.63K
$501K
|
|
|
Nov 04, 2024
Q3 2024
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-739- 11.18% |
$50K - $59.7K
|
5.87K
$444K
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
12.7K+ 70.48% |
$860K - $1.03M
|
30.8K
$2.32M
|
|
|
Nov 04, 2024
Q3 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-1.77K- 39.94% |
$120K - $143K
|
2.66K
$201K
|
|
|
Nov 04, 2024
Q3 2024
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-40- 4.01% |
$2.71K - $3.23K
|
957
$72.3K
|
|
|
Nov 04, 2024
Q3 2024
|
Mv Capital Management, Inc.
|
SELL
|
- |
-1.07K- 2.69% |
$72.6K - $86.7K
|
38.7K
$2.93M
|
|
|
Nov 04, 2024
Q3 2024
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-35- 0.35% |
$2.37K - $2.83K
|
9.9K
$748K
|
|
|
Nov 04, 2024
Q3 2024
|
Vaughan David Investments LLC
Peoria, IL |
SELL
|
- |
-625- 0.36% |
$42.3K - $50.5K
|
174K
$13.1M
|
|
|
Nov 04, 2024
Q3 2024
|
Meritage Portfolio Management
|
SELL
|
- |
-1.86K- 1.74% |
$126K - $150K
|
105K
$7.92M
|
|
|
Nov 04, 2024
Q3 2024
|
Wayfinding Financial, LLC
Lynnwood, WA |
SELL
|
- |
-1.78K- 4.45% |
$121K - $144K
|
38.3K
$2.9M
|
|
|
Nov 04, 2024
Q3 2024
|
Kaizen Financial Strategies
|
BUY
|
- |
6.34KNew |
$429K - $512K
|
6.34K
$479K
|
|
|
Nov 04, 2024
Q3 2024
|
Investment Partners, Ltd.
|
SELL
|
- |
-321- 0.82% |
$21.7K - $25.9K
|
38.8K
$2.93M
|
|
|
Nov 04, 2024
Q3 2024
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
788+ 2.28% |
$53.3K - $63.7K
|
35.4K
$2.67M
|
|
|
Nov 04, 2024
Q3 2024
|
Proffitt & Goodson Inc
|
BUY
|
- |
162+ 0.78% |
$11K - $13.1K
|
21K
$1.59M
|
|
|
Nov 04, 2024
Q3 2024
|
Blue Chip Partners, Inc.
|
SELL
|
- |
-32- 1.0% |
$2.17K - $2.58K
|
3.18K
$240K
|
|
|
Nov 04, 2024
Q3 2024
|
Patten & Patten Inc
|
BUY
|
- |
1.06K+ 3.96% |
$71.4K - $85.2K
|
27.7K
$2.1M
|
|
|
Nov 04, 2024
Q3 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
250+ 1.78% |
$16.9K - $20.2K
|
14.3K
$1.08M
|
|
|
Nov 04, 2024
Q3 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
787+ 3.37% |
$53.3K - $63.6K
|
24.2K
$1.83M
|
|
|
Nov 04, 2024
Q3 2024
|
Ridgecrest Wealth Partners, LLC
|
BUY
|
- |
2.62KNew |
$177K - $212K
|
2.62K
$198K
|
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
36+ 0.34% |
$2.44K - $2.91K
|
10.7K
$806K
|
|
|
Nov 04, 2024
Q3 2024
|
Platform Technology Partners
|
BUY
|
- |
703+ 7.91% |
$47.6K - $56.8K
|
9.59K
$725K
|
|
|
Nov 04, 2024
Q3 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
576+ 13.56% |
$39K - $46.5K
|
4.82K
$365K
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
6.74K+ 20.22% |
$456K - $545K
|
40.1K
$3.03M
|
|
|
Nov 04, 2024
Q3 2024
|
Intrepid Financial Planning Group LLC
Carmel, IN |
SELL
|
- |
-209- 0.87% |
$14.1K - $16.9K
|
23.7K
$1.79M
|
|
|
Nov 04, 2024
Q3 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
3.32K+ 48.38% |
$225K - $268K
|
10.2K
$770K
|
|
|
Nov 04, 2024
Q3 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
3.9KNew |
$264K - $315K
|
3.9K
$295K
|
|
|
Nov 04, 2024
Q3 2024
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-241- 1.61% |
$16.3K - $19.5K
|
14.7K
$1.11M
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-94- 1.13% |
$6.36K - $7.59K
|
8.26K
$624K
|
|
|
Nov 04, 2024
Q3 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
3.02K+ 16.0% |
$204K - $244K
|
21.9K
$1.66M
|
|
|
Nov 04, 2024
Q3 2024
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
3.15KNew |
$213K - $254K
|
3.15K
$238K
|
|
|
Nov 01, 2024
Q3 2024
|
Spider Rock Advisors, LLC
|
BUY
|
- |
1.22K+ 39.19% |
$82.2K - $98.1K
|
4.32K
$326K
|
|
|
Nov 01, 2024
Q3 2024
|
Passaic Partners LLC
|
BUY
|
- |
185KNew |
$12.6M - $15M
|
185K
$14M
|
|
|
Nov 01, 2024
Q3 2024
|
Mesirow Financial Investment Management, Inc.
|
SELL
|
- |
-1.51K- 15.24% |
$102K - $122K
|
8.37K
$633K
|
|
|
Nov 01, 2024
Q3 2024
|
Carson Advisory Inc.
|
BUY
|
- |
379+ 4.49% |
$25.6K - $30.6K
|
8.81K
$666K
|