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 |
|---|---|---|---|---|---|---|---|
|
Oct 30, 2024
Q3 2024
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-1.5K- 13.46% |
$102K - $121K
|
9.64K
$729K
|
|
|
Oct 30, 2024
Q3 2024
|
Rational Advisors LLC
Huntington, NY |
BUY
|
- |
118K+ 43.69% |
$7.96M - $9.5M
|
387K
$29.2M
|
|
|
Oct 30, 2024
Q3 2024
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
474+ 1.29% |
$32.1K - $38.3K
|
37.2K
$2.81M
|
|
|
Oct 30, 2024
Q3 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
675+ 15.2% |
$45.7K - $54.5K
|
5.12K
$387K
|
|
|
Oct 30, 2024
Q3 2024
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
751+ 9.55% |
$50.8K - $60.7K
|
8.61K
$651K
|
|
|
Oct 30, 2024
Q3 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
8.46K+ 16.94% |
$572K - $683K
|
58.4K
$4.41M
|
|
|
Oct 30, 2024
Q3 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
1.59K+ 7.28% |
$108K - $129K
|
23.4K
$1.77M
|
|
|
Oct 30, 2024
Q3 2024
|
Interactive Financial Advisors
Chicago, IL |
BUY
|
- |
127+ 0.54% |
$8.59K - $10.3K
|
23.8K
$1.8M
|
|
|
Oct 30, 2024
Q3 2024
|
Lee Danner & Bass Inc
|
SELL
|
- |
-485- 2.89% |
$32.8K - $39.2K
|
16.3K
$1.23M
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-239- 0.69% |
$16.2K - $19.3K
|
34.3K
$2.59M
|
|
|
Oct 30, 2024
Q3 2024
|
Pittenger & Anderson Inc
|
SELL
|
- |
-150- 3.74% |
$10.2K - $12.1K
|
3.87K
$292K
|
|
|
Oct 30, 2024
Q3 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-8.15K- 22.25% |
$551K - $658K
|
28.5K
$2.15M
|
|
|
Oct 30, 2024
Q3 2024
|
Donald L. Hagan, LLC
|
SELL
|
- |
-407- 4.84% |
$27.5K - $32.9K
|
8.01K
$605K
|
|
|
Oct 30, 2024
Q3 2024
|
Clarity Financial LLC
|
BUY
|
- |
3.4K+ 2.83% |
$230K - $275K
|
124K
$9.34M
|
|
|
Oct 30, 2024
Q3 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
3.77KNew |
$255K - $305K
|
3.77K
$285K
|
|
|
Oct 30, 2024
Q3 2024
|
American Capital Advisory, LLC
Ketchum, ID |
SELL
|
- |
-5- 1.81% |
$338 - $404
|
271
$20.5K
|
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
10.8K+ 6.84% |
$730K - $872K
|
169K
$12.7M
|
|
|
Oct 30, 2024
Q3 2024
|
Ballast Advisors LLC
|
SELL
|
- |
-15- 1.35% |
$1.02K - $1.21K
|
1.1K
$83.1K
|
|
|
Oct 30, 2024
Q3 2024
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-3.02K- 37.64% |
$204K - $244K
|
5K
$378K
|
|
|
Oct 30, 2024
Q3 2024
|
Flagship Private Wealth, LLC
|
BUY
|
- |
5.66KNew |
$383K - $457K
|
5.66K
$428K
|
|
|
Oct 30, 2024
Q3 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
900+ 27.26% |
$60.9K - $72.7K
|
4.2K
$318K
|
|
|
Oct 30, 2024
Q3 2024
|
Sage Capital Management, LLC
Stockton, NJ |
BUY
|
- |
66+ 0.49% |
$4.47K - $5.33K
|
13.6K
$1.03M
|
|
|
Oct 30, 2024
Q3 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
2+ 0.07% |
$135 - $162
|
3.04K
$230K
|
|
|
Oct 30, 2024
Q3 2024
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
4.99KNew |
$338K - $403K
|
4.99K
$377K
|
|
|
Oct 30, 2024
Q3 2024
|
Cornerstone Capital, Inc.
Palo Alto, CA |
BUY
|
- |
335+ 0.16% |
$22.7K - $27.1K
|
212K
$16.1M
|
|
|
Oct 30, 2024
Q3 2024
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-100- 2.34% |
$6.77K - $8.08K
|
4.17K
$315K
|
|
|
Oct 30, 2024
Q3 2024
|
Jnba Financial Advisors
|
SELL
|
- |
-66- 14.7% |
$4.47K - $5.33K
|
383
$28.9K
|
|
|
Oct 29, 2024
Q3 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-18.1K- 85.26% |
$1.23M - $1.46M
|
3.14K
$237K
|
|
|
Oct 29, 2024
Q3 2024
|
Cabana LLC
Fayetteville, AR |
SELL
|
- |
-7.43K- 26.26% |
$503K - $600K
|
20.9K
$1.58M
|
|
|
Oct 29, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
2.59KNew |
$175K - $209K
|
2.59K
$196K
|
|
|
Oct 29, 2024
Q3 2024
|
Symmetry Partners, LLC
|
BUY
|
- |
22.7KNew |
$1.54M - $1.83M
|
22.7K
$1.72M
|
|
|
Oct 29, 2024
Q3 2024
|
First Interstate Bank
Billings, MT |
BUY
|
- |
1.8K+ 1.78% |
$122K - $146K
|
103K
$7.82M
|
|
|
Oct 29, 2024
Q3 2024
|
Vigilare Wealth Management
|
SELL
|
- |
-1.88K- 18.98% |
$127K - $152K
|
8.01K
$606K
|
|
|
Oct 29, 2024
Q3 2024
|
F
|
BUY
|
- |
2.9KNew |
$196K - $234K
|
2.9K
$219K
|
|
|
Oct 29, 2024
Q3 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
55.7K+ 3823.13% |
$3.77M - $4.5M
|
57.2K
$4.32M
|
|
|
Oct 29, 2024
Q3 2024
|
Klingenstein Fields & CO LP
|
SELL
|
- |
-326- 10.08% |
$22.1K - $26.3K
|
2.91K
$220K
|
|
|
Oct 29, 2024
Q3 2024
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-57- 0.6% |
$3.86K - $4.6K
|
9.41K
$711K
|
|
|
Oct 29, 2024
Q3 2024
|
Roman Butler Fullerton & CO
|
BUY
|
- |
176+ 2.16% |
$11.9K - $14.2K
|
8.34K
$630K
|
|
|
Oct 29, 2024
Q3 2024
|
Solstein Capital, LLC
Menlo Park, CA |
SELL
|
- |
-3.49K- 19.87% |
$236K - $282K
|
14.1K
$1.06M
|
|
|
Oct 29, 2024
Q3 2024
|
Innealta Capital, LLC
Austin, TX |
BUY
|
- |
18.5K+ 64.75% |
$1.25M - $1.5M
|
47.2K
$3.57M
|
|
|
Oct 29, 2024
Q3 2024
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-1.36K- 16.43% |
$92K - $110K
|
6.91K
$523K
|
|
|
Oct 29, 2024
Q3 2024
|
Kg&L Capital Management,Llc
|
SELL
|
- |
-23- 0.48% |
$1.56K - $1.86K
|
4.78K
$361K
|
|
|
Oct 29, 2024
Q3 2024
|
Sollinda Capital Management LLC
Hickory, NC |
BUY
|
- |
2.68KNew |
$181K - $216K
|
2.68K
$202K
|
|
|
Oct 29, 2024
Q3 2024
|
True Wealth Advisors, LLC
|
SELL
|
- |
-1.07K- 10.96% |
$72.5K - $86.6K
|
8.71K
$658K
|
|
|
Oct 29, 2024
Q3 2024
|
Nvwm, LLC
|
SELL
|
- |
-988- 4.88% |
$66.9K - $79.8K
|
19.3K
$1.46M
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-151K- 8.92% |
$10.2M - $12.2M
|
1.54M
$117M
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Capital Management LLC
|
SELL
|
- |
-10.1K- 3.82% |
$681K - $813K
|
253K
$19.1M
|
|
|
Oct 29, 2024
Q3 2024
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
966+ 139.6% |
$65.4K - $78K
|
1.66K
$125K
|
|
|
Oct 29, 2024
Q3 2024
|
Latitude Advisors, LLC
|
BUY
|
- |
4.85KNew |
$328K - $392K
|
4.85K
$367K
|
|
|
Oct 29, 2024
Q3 2024
|
Gfs Advisors, LLC
|
SELL
|
- |
-4.9K- 58.62% |
$331K - $395K
|
3.46K
$261K
|