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 21, 2024
Q3 2024
|
Kessler Investment Group, LLC
|
SELL
|
- |
-1.68K- 19.47% |
$114K - $136K
|
6.95K
$525K
|
|
|
Oct 21, 2024
Q3 2024
|
Oakworth Capital, Inc.
|
BUY
|
- |
6.37K+ 878.34% |
$431K - $514K
|
7.09K
$536K
|
|
|
Oct 21, 2024
Q3 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
105K+ 103.12% |
$7.13M - $8.51M
|
208K
$15.7M
|
|
|
Oct 21, 2024
Q3 2024
|
Maple Capital Management, Inc.
|
SELL
|
- |
-255- 3.28% |
$17.3K - $20.6K
|
7.53K
$569K
|
|
|
Oct 21, 2024
Q3 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
1.32K+ 3.0% |
$89.3K - $107K
|
45.2K
$3.42M
|
|
|
Oct 21, 2024
Q3 2024
|
Townsend Asset Management Corp
|
SELL
|
- |
-27- 1.67% |
$1.83K - $2.18K
|
1.59K
$120K
|
|
|
Oct 21, 2024
Q3 2024
|
Integrity Financial Corp
|
BUY
|
- |
22+ 3.34% |
$1.49K - $1.78K
|
681
$51.5K
|
|
|
Oct 21, 2024
Q3 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
20.8K+ 130200.0% |
$1.41M - $1.68M
|
20.8K
$1.58M
|
|
|
Oct 21, 2024
Q3 2024
|
Waterway Wealth Management, LLC
The Woodlands, TX |
BUY
|
- |
4.31K+ 40.19% |
$292K - $348K
|
15K
$1.14M
|
|
|
Oct 21, 2024
Q3 2024
|
Plimoth Trust CO LLC
|
SELL
|
- |
-382- 7.88% |
$25.8K - $30.9K
|
4.47K
$337K
|
|
|
Oct 21, 2024
Q3 2024
|
Venture Visionary Partners LLC
|
BUY
|
- |
6.29K+ 43.19% |
$426K - $508K
|
20.8K
$1.58M
|
|
|
Oct 21, 2024
Q3 2024
|
Evernest Financial Advisors, LLC
Carmel, IN |
BUY
|
- |
8.13K+ 135.19% |
$550K - $656K
|
14.1K
$1.07M
|
|
|
Oct 21, 2024
Q3 2024
|
Telos Capital Management, Inc.
|
SELL
|
- |
-354- 2.69% |
$24K - $28.6K
|
12.8K
$968K
|
|
|
Oct 21, 2024
Q3 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
214+ 49.08% |
$14.5K - $17.3K
|
650
$49.1K
|
|
|
Oct 21, 2024
Q3 2024
|
Sebold Capital Management, Inc.
Lisle, IL |
BUY
|
- |
2.51KNew |
$170K - $203K
|
2.51K
$190K
|
|
|
Oct 18, 2024
Q3 2024
|
Savior LLC
|
SELL
|
- |
-1.25K- 5.56% |
$84.9K - $101K
|
21.3K
$1.61M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-2.32K- 0.33% |
$157K - $188K
|
694K
$52.4M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-137K- 6.08% |
$9.28M - $11.1M
|
2.12M
$160M
|
|
|
Oct 18, 2024
Q3 2024
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-11- 8.03% |
$744 - $889
|
126
$9.52K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-47.5K- 5.55% |
$3.22M - $3.84M
|
810K
$61.2M
|
|
|
Oct 18, 2024
Q3 2024
|
Fny Investment Advisers, LLC
|
BUY
|
- |
1.5KNew |
$101K - $121K
|
1.5K
$113K
|
|
|
Oct 18, 2024
Q3 2024
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
831+ 2.28% |
$56.2K - $67.1K
|
37.2K
$2.81M
|
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-3.53K- 30.9% |
$239K - $285K
|
7.89K
$596K
|
|
|
Oct 18, 2024
Q3 2024
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
20.3K+ 31.08% |
$1.38M - $1.64M
|
85.8K
$6.48M
|
|
|
Oct 18, 2024
Q3 2024
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
1.01K+ 17.39% |
$68.6K - $81.9K
|
6.85K
$517K
|
|
|
Oct 18, 2024
Q3 2024
|
Stegent Equity Advisors, Inc.
Houston, TX |
BUY
|
- |
12.4KNew |
$841K - $1M
|
12.4K
$939K
|
|
|
Oct 18, 2024
Q3 2024
|
Old National Bancorp
|
SELL
|
- |
-2.59K- 6.55% |
$175K - $209K
|
36.9K
$2.79M
|
|
|
Oct 18, 2024
Q3 2024
|
Essex LLC
|
BUY
|
- |
946+ 8.74% |
$64K - $76.4K
|
11.8K
$889K
|
|
|
Oct 18, 2024
Q3 2024
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-371- 62.25% |
$25.1K - $30K
|
225
$17K
|
|
|
Oct 18, 2024
Q3 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
3.1KNew |
$210K - $250K
|
3.1K
$234K
|
|
|
Oct 18, 2024
Q3 2024
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
13+ 0.1% |
$880 - $1.05K
|
13.5K
$1.02M
|
|
|
Oct 18, 2024
Q3 2024
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
11.2K+ 26.72% |
$758K - $905K
|
53.1K
$4.01M
|
|
|
Oct 18, 2024
Q3 2024
|
Key Client Fiduciary Advisors, LLC
|
SELL
|
- |
-228- 0.39% |
$15.4K - $18.4K
|
57.9K
$4.38M
|
|
|
Oct 18, 2024
Q3 2024
|
Marks Wealth, LLC
|
BUY
|
- |
182KNew |
$12.3M - $14.7M
|
182K
$13.8M
|
|
|
Oct 18, 2024
Q3 2024
|
E&G Advisors, LP
|
SELL
|
- |
-400- 8.3% |
$27.1K - $32.3K
|
4.42K
$334K
|
|
|
Oct 18, 2024
Q3 2024
|
Trilogy Capital Inc.
|
SELL
|
- |
-21.2K- 23.54% |
$1.43M - $1.71M
|
68.8K
$5.2M
|
|
|
Oct 18, 2024
Q3 2024
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
278KNew |
$18.8M - $22.4M
|
278K
$21M
|
|
|
Oct 18, 2024
Q3 2024
|
Corundum Group, Inc.
|
SELL
|
- |
-12.7K- 36.28% |
$861K - $1.03M
|
22.3K
$1.69M
|
|
|
Oct 17, 2024
Q3 2024
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
46+ 0.39% |
$3.11K - $3.72K
|
11.8K
$894K
|
|
|
Oct 17, 2024
Q3 2024
|
Midwest Financial Group LLC
Overland Park, KS |
BUY
|
- |
770+ 4.01% |
$52.1K - $62.2K
|
20K
$1.51M
|
|
|
Oct 17, 2024
Q3 2024
|
Spreng Capital Management, Inc.
|
SELL
|
- |
-1.45K- 22.94% |
$98.1K - $117K
|
4.87K
$368K
|
|
|
Oct 17, 2024
Q3 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
5.11KNew |
$346K - $413K
|
5.11K
$386K
|
|
|
Oct 17, 2024
Q3 2024
|
Matthew Goff Investment Advisor, LLC
|
BUY
|
- |
6+ 0.07% |
$406 - $485
|
8.82K
$667K
|
|
|
Oct 17, 2024
Q3 2024
|
Fifth Third Bancorp
|
BUY
|
- |
39+ 0.08% |
$2.64K - $3.15K
|
51.8K
$3.91M
|
|
|
Oct 17, 2024
Q3 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-129- 0.98% |
$8.73K - $10.4K
|
13K
$983K
|
|
|
Oct 17, 2024
Q3 2024
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-2.4K- 2.28% |
$162K - $194K
|
103K
$7.76M
|
|
|
Oct 17, 2024
Q3 2024
|
Moulton Wealth Management, Inc
|
BUY
|
- |
32.3K+ 244.47% |
$2.19M - $2.61M
|
45.6K
$3.44M
|
|
|
Oct 17, 2024
Q3 2024
|
Friedenthal Financial
|
SELL
|
- |
-2.71K- 57.02% |
$184K - $219K
|
2.05K
$155K
|
|
|
Oct 17, 2024
Q3 2024
|
First Citizens Bank & Trust CO
|
BUY
|
- |
1.05K+ 20.1% |
$71.1K - $84.8K
|
6.28K
$474K
|
|
|
Oct 17, 2024
Q3 2024
|
Nova Point Capital, LLC
|
BUY
|
- |
2+ 0.04% |
$135 - $162
|
5.68K
$429K
|