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 24, 2024
Q3 2024
|
First Merchants Corp
|
SELL
|
- |
-101- 0.26% |
$6.83K - $8.16K
|
38.2K
$2.89M
|
|
|
Oct 24, 2024
Q3 2024
|
Davenport & CO LLC
|
SELL
|
- |
-7.52K- 7.71% |
$509K - $608K
|
90.1K
$6.81M
|
|
|
Oct 24, 2024
Q3 2024
|
Bristlecone Advisors, LLC
|
BUY
|
- |
300New |
$20.3K - $24.2K
|
300
$22.7K
|
|
|
Oct 24, 2024
Q3 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
192+ 0.65% |
$13K - $15.5K
|
29.5K
$2.23M
|
|
|
Oct 24, 2024
Q3 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
463New |
$31.3K - $37.4K
|
463
$35K
|
|
|
Oct 24, 2024
Q3 2024
|
Paradigm, Strategies In Wealth Management, LLC
|
SELL
|
- |
-272- 3.74% |
$18.4K - $22K
|
7K
$529K
|
|
|
Oct 24, 2024
Q3 2024
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-3.79K- 23.95% |
$256K - $306K
|
12K
$909K
|
|
|
Oct 24, 2024
Q3 2024
|
Fischer Investment Strategies, LLC
Westlake Village, CA |
BUY
|
- |
93.4KNew |
$6.32M - $7.55M
|
93.4K
$7.06M
|
|
|
Oct 24, 2024
Q3 2024
|
Trust CO Of Virginia
|
BUY
|
- |
1.45K+ 1.21% |
$98K - $117K
|
121K
$9.13M
|
|
|
Oct 24, 2024
Q3 2024
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
76.5KNew |
$5.18M - $6.18M
|
76.5K
$5.78M
|
|
|
Oct 24, 2024
Q3 2024
|
Orrstown Financial Services Inc
Shippensburg, PA |
BUY
|
- |
1.72K+ 27.41% |
$116K - $139K
|
8K
$604K
|
|
|
Oct 24, 2024
Q3 2024
|
Taylor & Morgan Wealth Management, LLC
|
BUY
|
- |
37+ 0.69% |
$2.5K - $2.99K
|
5.41K
$409K
|
|
|
Oct 24, 2024
Q3 2024
|
Smithbridge Asset Management Inc
|
SELL
|
- |
-134- 1.11% |
$9.07K - $10.8K
|
12K
$905K
|
|
|
Oct 24, 2024
Q3 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
698+ 8.21% |
$47.2K - $56.4K
|
9.2K
$695K
|
|
|
Oct 24, 2024
Q3 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
130+ 333.33% |
$8.8K - $10.5K
|
169
$12.8K
|
|
|
Oct 24, 2024
Q3 2024
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
200+ 1.04% |
$13.5K - $16.2K
|
19.4K
$1.47M
|
|
|
Oct 24, 2024
Q3 2024
|
Lunt Capital Management, Inc.
Holladay, UT |
BUY
|
- |
8.66KNew |
$586K - $699K
|
8.66K
$654K
|
|
|
Oct 24, 2024
Q3 2024
|
Cavalier Investments, LLC
|
BUY
|
- |
31.1KNew |
$2.1M - $2.51M
|
31.1K
$2.35M
|
|
|
Oct 24, 2024
Q3 2024
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
13+ 0.02% |
$880 - $1.05K
|
78.9K
$5.96M
|
|
|
Oct 24, 2024
Q3 2024
|
First Financial Bankshares Inc
Abilene, TX |
SELL
|
- |
-3.99K- 0.65% |
$270K - $323K
|
613K
$46.3M
|
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
2.66K+ 2.35% |
$180K - $215K
|
116K
$8.76M
|
|
|
Oct 24, 2024
Q3 2024
|
Ellis Investment Partners, LLC
|
BUY
|
- |
1.11K+ 2.6% |
$75.3K - $89.9K
|
43.9K
$3.32M
|
|
|
Oct 24, 2024
Q3 2024
|
Park Edge Advisors, LLC
Cleveland, OH |
BUY
|
- |
31KNew |
$2.1M - $2.51M
|
31K
$2.35M
|
|
|
Oct 24, 2024
Q3 2024
|
Custom Index Systems, LLC
New York, NY |
BUY
|
- |
7.15KNew |
$484K - $578K
|
7.15K
$541K
|
|
|
Oct 24, 2024
Q3 2024
|
Kercheville Advisors, LLC
|
BUY
|
- |
4.1K+ 21.81% |
$277K - $331K
|
22.9K
$1.73M
|
|
|
Oct 24, 2024
Q3 2024
|
Family Investment Center, Inc.
Saint Joseph, MO |
BUY
|
- |
64+ 2.15% |
$4.33K - $5.17K
|
3.05K
$230K
|
|
|
Oct 24, 2024
Q3 2024
|
Barry Investment Advisors, LLC
|
SELL
|
- |
-3.59K- 37.53% |
$243K - $290K
|
5.97K
$451K
|
|
|
Oct 24, 2024
Q3 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
1.4K+ 36.37% |
$94.4K - $113K
|
5.23K
$395K
|
|
|
Oct 24, 2024
Q3 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
8.19K+ 116.35% |
$554K - $662K
|
15.2K
$1.15M
|
|
|
Oct 24, 2024
Q3 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
15.7K+ 109.03% |
$1.06M - $1.27M
|
30.1K
$2.27M
|
|
|
Oct 24, 2024
Q3 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
3.21KNew |
$217K - $259K
|
3.21K
$242K
|
|
|
Oct 24, 2024
Q3 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-233K- 78.06% |
$15.8M - $18.9M
|
65.6K
$4.96M
|
|
|
Oct 23, 2024
Q3 2024
|
Windsor Capital Management, LLC
|
BUY
|
- |
200+ 2.63% |
$13.5K - $16.2K
|
7.8K
$589K
|
|
|
Oct 23, 2024
Q3 2024
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
8.18KNew |
$554K - $661K
|
8.18K
$618K
|
|
|
Oct 23, 2024
Q3 2024
|
Dakota Wealth Management
|
SELL
|
- |
-2.49K- 2.37% |
$169K - $201K
|
103K
$7.75M
|
|
|
Oct 23, 2024
Q3 2024
|
Midland Wealth Advisors LLC
Rockford, IL |
SELL
|
- |
-132- 1.19% |
$8.93K - $10.7K
|
10.9K
$826K
|
|
|
Oct 23, 2024
Q3 2024
|
Global Trust Asset Management, LLC
|
BUY
|
- |
200New |
$13.5K - $16.2K
|
200
$15.1K
|
|
|
Oct 23, 2024
Q3 2024
|
Mcdaniel Terry & CO
|
BUY
|
- |
45+ 0.56% |
$3.05K - $3.64K
|
8.13K
$615K
|
|
|
Oct 23, 2024
Q3 2024
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
314K+ 1143.77% |
$21.3M - $25.4M
|
342K
$25.8M
|
|
|
Oct 23, 2024
Q3 2024
|
St. Johns Investment Management Company, LLC
|
SELL
|
- |
-61- 2.8% |
$4.13K - $4.93K
|
2.12K
$160K
|
|
|
Oct 23, 2024
Q3 2024
|
Moody Lynn & Lieberson, LLC
|
BUY
|
- |
16KNew |
$1.08M - $1.29M
|
16K
$1.21M
|
|
|
Oct 23, 2024
Q3 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
2.37KNew |
$160K - $191K
|
2.37K
$179K
|
|
|
Oct 23, 2024
Q3 2024
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-3.01K- 22.62% |
$204K - $243K
|
10.3K
$778K
|
|
|
Oct 23, 2024
Q3 2024
|
Spirit Of America Management Corp
|
SELL
|
- |
-75- 1.54% |
$5.08K - $6.06K
|
4.79K
$362K
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
SELL
|
- |
-453- 0.7% |
$30.7K - $36.6K
|
64.3K
$4.86M
|
|
|
Oct 23, 2024
Q3 2024
|
Cwc Advisors, Llc.
Lake Oswego, OR |
BUY
|
- |
10.8KNew |
$733K - $875K
|
10.8K
$819K
|
|
|
Oct 23, 2024
Q3 2024
|
Hudock, Inc.
|
SELL
|
- |
-229- 1.35% |
$15.5K - $18.5K
|
16.7K
$1.26M
|
|
|
Oct 23, 2024
Q3 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
100+ 95.24% |
$6.77K - $8.08K
|
205
$15.5K
|
|
|
Oct 23, 2024
Q3 2024
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-10.1K- 50.11% |
$682K - $814K
|
10K
$758K
|
|
|
Oct 23, 2024
Q3 2024
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-80- 2.38% |
$5.41K - $6.46K
|
3.29K
$249K
|