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 |
|---|---|---|---|---|---|---|---|
|
Jul 31, 2024
Q2 2024
|
Ntv Asset Management LLC
|
BUY
|
- |
47+ 1.41% |
$2.95K - $3.42K
|
3.37K
$255K
|
|
|
Jul 31, 2024
Q2 2024
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
1+ 0.02% |
$62.8 - $72.9
|
4.75K
$359K
|
|
|
Jul 31, 2024
Q2 2024
|
Mizuho Markets Americas LLC
|
SELL
|
- |
-48.3K- 90.87% |
$3.03M - $3.52M
|
4.85K
$367K
|
|
|
Jul 30, 2024
Q2 2024
|
J. Safra Sarasin Holding Ag
Basel, V8 |
BUY
|
- |
9.74KNew |
$611K - $710K
|
9.74K
$736K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
12.1K+ 37.23% |
$759K - $881K
|
44.5K
$3.37M
|
|
|
Jul 30, 2024
Q2 2024
|
Goal Vest Advisory LLC
|
BUY
|
- |
1+ 0.58% |
$62.8 - $72.9
|
173
$13.1K
|
|
|
Jul 30, 2024
Q2 2024
|
Forbes J M & CO LLP
|
SELL
|
- |
-262- 0.6% |
$16.4K - $19.1K
|
43.3K
$3.28M
|
|
|
Jul 29, 2024
Q2 2024
|
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD
|
BUY
|
- |
31.8KNew |
$2M - $2.32M
|
31.8K
$2.4M
|
|
|
Jul 29, 2024
Q2 2024
|
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD
|
BUY
|
- |
92.3KNew |
$5.79M - $6.73M
|
92.3K
$6.98M
|
|
|
Jul 29, 2024
Q2 2024
|
Bricktown Capital, LLC
Detroit, MI |
BUY
|
- |
307KNew |
$19.3M - $22.3M
|
307K
$23.2M
|
|
|
Jul 29, 2024
Q2 2024
|
Umb Bank, N.A.
|
BUY
|
- |
852+ 62.69% |
$53.5K - $62.1K
|
2.21K
$167K
|
|
|
Jul 29, 2024
Q2 2024
|
I A Global Asset Management Inc.
Quebec, A8 |
BUY
|
- |
246KNew |
$15.4M - $17.9M
|
246K
$18.6M
|
|
|
Jul 26, 2024
Q2 2024
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
1.25KNew |
$78.5K - $91.1K
|
1.25K
$94.5K
|
|
|
Jul 26, 2024
Q2 2024
|
Crown Wealth Group, LLC
|
BUY
|
- |
4.64KNew |
$291K - $338K
|
4.64K
$350K
|
|
|
Jul 26, 2024
Q2 2024
|
Zimmermann Investment Management & Planning LLC
|
BUY
|
- |
18+ 0.56% |
$1.13K - $1.31K
|
3.23K
$244K
|
|
|
Jul 25, 2024
Q2 2024
|
Provident CO Of The Employees Of The Hebrew University LTD
Jerusalem, L3 |
BUY
|
- |
19.2K+ 85.11% |
$1.21M - $1.4M
|
41.9K
$3.16M
|
|
|
Jul 25, 2024
Q2 2024
|
First National Bank Of Hutchinson
|
SELL
|
- |
-42- 0.52% |
$2.64K - $3.06K
|
8.03K
$607K
|
|
|
Jul 25, 2024
Q2 2024
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
1+ 1.59% |
$62.8 - $72.9
|
64
$4.84K
|
|
|
Jul 25, 2024
Q2 2024
|
Simplex Trading, LLC
|
BUY
|
- |
3.59KNew |
$225K - $262K
|
3.59K
$271K
|
|
|
Jul 25, 2024
Q2 2024
|
Amica Mutual Insurance CO
|
SELL
|
- |
-41K- 44.15% |
$2.58M - $2.99M
|
51.9K
$3.92M
|
|
|
Jul 25, 2024
Q2 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-921- 27.76% |
$57.8K - $67.1K
|
2.4K
$181K
|
|
|
Jul 25, 2024
Q2 2024
|
Pettinga Financial Advisors, LLC
|
SELL
|
- |
-15.1K- 75.12% |
$945K - $1.1M
|
4.99K
$377K
|
|
|
Jul 24, 2024
Q2 2024
|
Dt Investment Partners, LLC
|
BUY
|
- |
199New |
$12.5K - $14.5K
|
199
$15K
|
|
|
Jul 24, 2024
Q2 2024
|
Family Firm, Inc.
|
BUY
|
- |
1.18KNew |
$74.3K - $86.3K
|
1.18K
$89.5K
|
|
|
Jul 24, 2024
Q2 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
981New |
$61.6K - $71.5K
|
981
$74.1K
|
|
|
Jul 24, 2024
Q2 2024
|
Horizon Bancorp Inc /In/
Michigan City, IN |
SELL
|
- |
-428- 21.61% |
$26.9K - $31.2K
|
1.55K
$117K
|
|
|
Jul 23, 2024
Q2 2024
|
Byrne Asset Management LLC
|
SELL
|
- |
-25- 5.84% |
$1.57K - $1.82K
|
403
$30.5K
|
|
|
Jul 23, 2024
Q2 2024
|
Godsey & Gibb Associates
|
BUY
|
- |
3.2K+ 880.44% |
$201K - $233K
|
3.56K
$269K
|
|
|
Jul 23, 2024
Q2 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
140New |
$8.79K - $10.2K
|
140
$10.6K
|
|
|
Jul 23, 2024
Q2 2024
|
American National Bank
|
SELL
|
- |
-267- 8.99% |
$16.8K - $19.5K
|
2.7K
$204K
|
|
|
Jul 22, 2024
Q2 2024
|
Capital Investment Counsel, Inc
|
BUY
|
- |
276New |
$17.3K - $20.1K
|
276
$20.9K
|
|
|
Jul 19, 2024
Q2 2024
|
Hoyle Cohen, LLC
|
SELL
|
- |
-128- 2.53% |
$8.03K - $9.33K
|
4.93K
$373K
|
|
|
Jul 19, 2024
Q2 2024
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
3.07KNew |
$193K - $224K
|
3.07K
$232K
|
|
|
Jul 19, 2024
Q2 2024
|
Cpr Investments Inc.
Rochester, MI |
BUY
|
- |
4.86KNew |
$305K - $354K
|
4.86K
$367K
|
|
|
Jul 18, 2024
Q2 2024
|
Ellsworth Advisors, LLC
|
BUY
|
- |
36+ 0.82% |
$2.26K - $2.62K
|
4.45K
$336K
|
|
|
Jul 18, 2024
Q2 2024
|
Franklin Street Advisors Inc
|
BUY
|
- |
12.8K+ 129.38% |
$806K - $935K
|
22.8K
$1.72M
|
|
|
Jul 18, 2024
Q2 2024
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
SELL
|
- |
-838- 17.29% |
$52.6K - $61.1K
|
4.01K
$303K
|
|
|
Jul 18, 2024
Q2 2024
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
383+ 2252.94% |
$24K - $27.9K
|
400
$30.2K
|
|
|
Jul 18, 2024
Q2 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
400New |
$25.1K - $29.1K
|
400
$30.2K
|
|
|
Jul 17, 2024
Q2 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-3.28K- 20.37% |
$206K - $239K
|
12.8K
$968K
|
|
|
Jul 17, 2024
Q2 2024
|
First Premier Bank
|
SELL
|
- |
-5- 12.82% |
$314 - $364
|
34
$2.57K
|
|
|
Jul 17, 2024
Q2 2024
|
Hunting Hill Global Capital, LLC
New York, NY |
BUY
|
- |
11.9K+ 182.14% |
$750K - $870K
|
18.5K
$1.4M
|
|
|
Jul 17, 2024
Q2 2024
|
Hunting Hill Global Capital, LLC
New York, NY |
BUY
|
PUT |
20KNew |
$1.26M - $1.46M
|
20K
$1.51M
|
|
|
Jul 16, 2024
Q2 2024
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
29+ 322.22% |
$1.82K - $2.11K
|
38
$2.87K
|
|
|
Jul 16, 2024
Q2 2024
|
Steele Capital Management, Inc.
Dubuque, IA |
SELL
|
- |
-50- 0.92% |
$3.14K - $3.64K
|
5.4K
$408K
|
|
|
Jul 16, 2024
Q2 2024
|
Monetary Management Group Inc
St Louis, MO |
BUY
|
- |
450+ 5.28% |
$28.2K - $32.8K
|
8.97K
$678K
|
|
|
Jul 16, 2024
Q2 2024
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
250New |
$15.7K - $18.2K
|
250
$18.9K
|
|
|
Jul 15, 2024
Q2 2024
|
Imc Chicago, LLC
|
BUY
|
- |
21KNew |
$1.32M - $1.53M
|
21K
$1.59M
|
|
|
Jul 15, 2024
Q2 2024
|
Diligent Investors, LLC
|
SELL
|
- |
-99- 0.97% |
$6.21K - $7.21K
|
10.2K
$767K
|
|
|
Jul 15, 2024
Q2 2024
|
Patriot Investment Management Inc.
|
SELL
|
- |
-1.62K- 9.37% |
$102K - $118K
|
15.7K
$1.18M
|