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 15, 2024
Q3 2024
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
1.41KNew |
$95.6K - $114K
|
1.41K
$107K
|
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-21.4K- 25.25% |
$1.45M - $1.73M
|
63.3K
$4.79M
|
|
|
Oct 15, 2024
Q3 2024
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
444+ 5.1% |
$30K - $35.9K
|
9.15K
$691K
|
|
|
Oct 15, 2024
Q3 2024
|
Trust CO Of Oklahoma
|
BUY
|
- |
378+ 0.89% |
$25.6K - $30.5K
|
43K
$3.25M
|
|
|
Oct 15, 2024
Q3 2024
|
Bbjs Financial Advisors, LLC
Seattle, WA |
BUY
|
- |
468+ 0.78% |
$31.7K - $37.8K
|
60.3K
$4.56M
|
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-2.34K- 25.67% |
$158K - $189K
|
6.77K
$512K
|
|
|
Oct 15, 2024
Q3 2024
|
Wbh Advisory Inc
|
BUY
|
- |
546+ 1.45% |
$36.9K - $44.1K
|
38.2K
$2.89M
|
|
|
Oct 15, 2024
Q3 2024
|
Monument Capital Management
|
BUY
|
- |
62.4KNew |
$4.22M - $5.04M
|
62.4K
$4.72M
|
|
|
Oct 15, 2024
Q3 2024
|
Krilogy Financial LLC
|
BUY
|
- |
517+ 0.54% |
$35K - $41.8K
|
96.3K
$7.28M
|
|
|
Oct 15, 2024
Q3 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
1+ 0.02% |
$67.7 - $80.8
|
4.19K
$317K
|
|
|
Oct 15, 2024
Q3 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
28.5KNew |
$1.93M - $2.3M
|
28.5K
$2.15M
|
|
|
Oct 15, 2024
Q3 2024
|
Prism Advisors, Inc.
|
BUY
|
- |
2.85KNew |
$193K - $230K
|
2.85K
$215K
|
|
|
Oct 15, 2024
Q3 2024
|
Stillwater Capital Advisors, LLC
|
SELL
|
- |
-261- 1.54% |
$17.7K - $21.1K
|
16.7K
$1.26M
|
|
|
Oct 15, 2024
Q3 2024
|
Tsfg, LLC
|
BUY
|
- |
1+ 0.19% |
$67.7 - $80.8
|
518
$39.2K
|
|
|
Oct 15, 2024
Q3 2024
|
Stableford Capital Ii LLC
Scottsdale, AZ |
SELL
|
- |
-8.75K- 14.07% |
$592K - $707K
|
53.5K
$4.04M
|
|
|
Oct 15, 2024
Q3 2024
|
E Rn Financial, LLC
|
SELL
|
- |
-220- 2.48% |
$14.9K - $17.8K
|
8.64K
$653K
|
|
|
Oct 15, 2024
Q3 2024
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
SELL
|
- |
-869- 6.0% |
$58.8K - $70.2K
|
13.6K
$1.03M
|
|
|
Oct 15, 2024
Q3 2024
|
Pfg Advisors
|
BUY
|
- |
115K+ 350.97% |
$7.77M - $9.27M
|
148K
$11.2M
|
|
|
Oct 15, 2024
Q3 2024
|
First United Bank & Trust
|
SELL
|
- |
-11- 0.28% |
$744 - $889
|
3.95K
$299K
|
|
|
Oct 15, 2024
Q3 2024
|
Shulman De Meo Asset Management LLC
|
SELL
|
- |
-39- 0.28% |
$2.64K - $3.15K
|
13.7K
$1.04M
|
|
|
Oct 15, 2024
Q3 2024
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
BUY
|
- |
2.67K+ 5.55% |
$180K - $215K
|
50.7K
$3.83M
|
|
|
Oct 15, 2024
Q3 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
4.04K+ 24.51% |
$274K - $327K
|
20.5K
$1.55M
|
|
|
Oct 15, 2024
Q3 2024
|
Htlf Bank
Denver, CO |
SELL
|
- |
-2.11K- 2.97% |
$143K - $170K
|
68.9K
$5.2M
|
|
|
Oct 15, 2024
Q3 2024
|
Keystone Wealth Services, LLC
|
BUY
|
- |
6.02KNew |
$407K - $486K
|
6.02K
$455K
|
|
|
Oct 15, 2024
Q3 2024
|
Parkside Investments, LLC
|
SELL
|
- |
-5K- 16.67% |
$338K - $404K
|
25K
$1.89M
|
|
|
Oct 15, 2024
Q3 2024
|
Transform Wealth, LLC
|
SELL
|
- |
-230- 2.56% |
$15.6K - $18.6K
|
8.75K
$661K
|
|
|
Oct 15, 2024
Q3 2024
|
Terra Nova Asset Management LLC
|
BUY
|
- |
52+ 0.35% |
$3.52K - $4.2K
|
15K
$1.13M
|
|
|
Oct 15, 2024
Q3 2024
|
Vontobel Holding Ltd.
|
BUY
|
- |
8.21K+ 170.79% |
$556K - $663K
|
13K
$984K
|
|
|
Oct 11, 2024
Q3 2024
|
Center Star Asset Management, LLC
|
BUY
|
- |
3.27KNew |
$221K - $264K
|
3.27K
$247K
|
|
|
Oct 11, 2024
Q3 2024
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
7KNew |
$474K - $565K
|
7K
$529K
|
|
|
Oct 11, 2024
Q3 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
154KNew |
$10.4M - $12.4M
|
154K
$11.6M
|
|
|
Oct 11, 2024
Q3 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-15.5K- 13.52% |
$1.05M - $1.25M
|
99.1K
$7.49M
|
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
1+ 0.15% |
$67.7 - $80.8
|
665
$50.3K
|
|
|
Oct 11, 2024
Q3 2024
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
3.03KNew |
$205K - $245K
|
3.03K
$229K
|
|
|
Oct 11, 2024
Q3 2024
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-3.51K- 2.86% |
$237K - $283K
|
119K
$8.99M
|
|
|
Oct 11, 2024
Q3 2024
|
Wesbanco Bank Inc
|
BUY
|
- |
475+ 5.22% |
$32.1K - $38.4K
|
9.57K
$723K
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
2.46K+ 3.52% |
$166K - $198K
|
72.3K
$5.46M
|
|
|
Oct 11, 2024
Q3 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
300+ 12.22% |
$20.3K - $24.2K
|
2.75K
$208K
|
|
|
Oct 11, 2024
Q3 2024
|
Cx Institutional
|
BUY
|
- |
2.87K+ 11.37% |
$194K - $232K
|
28.1K
$2.12M
|
|
|
Oct 11, 2024
Q3 2024
|
Novare Capital Management LLC
|
SELL
|
- |
-25- 0.71% |
$1.69K - $2.02K
|
3.52K
$266K
|
|
|
Oct 11, 2024
Q3 2024
|
Constitution Capital LLC
Shelton, CT |
BUY
|
- |
305+ 6.27% |
$20.6K - $24.6K
|
5.17K
$390K
|
|
|
Oct 11, 2024
Q3 2024
|
Harrell Investment Partners, LLC
Austin, TX |
BUY
|
- |
2.19K+ 4.64% |
$148K - $177K
|
49.3K
$3.73M
|
|
|
Oct 11, 2024
Q3 2024
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
577+ 4.06% |
$39K - $46.6K
|
14.8K
$1.12M
|
|
|
Oct 11, 2024
Q3 2024
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
330New |
$22.3K - $26.7K
|
330
$24.9K
|
|
|
Oct 11, 2024
Q3 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
1.24K+ 32.32% |
$83.8K - $100K
|
5.07K
$383K
|
|
|
Oct 11, 2024
Q3 2024
|
Occidental Asset Management, LLC
|
BUY
|
- |
32.5KNew |
$2.2M - $2.63M
|
32.5K
$2.46M
|
|
|
Oct 10, 2024
Q3 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
2.81KNew |
$190K - $227K
|
2.81K
$212K
|
|
|
Oct 10, 2024
Q3 2024
|
Lion Street Advisors, LLC
|
BUY
|
- |
454+ 6.63% |
$30.7K - $36.7K
|
7.3K
$552K
|
|
|
Oct 10, 2024
Q3 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
906+ 19.44% |
$61.3K - $73.2K
|
5.57K
$421K
|
|
|
Oct 10, 2024
Q3 2024
|
Jbr CO Financial Management Inc
Ardmore, OK |
BUY
|
- |
195+ 1.16% |
$13.2K - $15.8K
|
16.9K
$1.28M
|