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 |
|---|---|---|---|---|---|---|---|
|
May 12, 2025
Q1 2025
|
Trust Asset Management LLC
Houston, TX |
BUY
|
- |
7.11K+ 4.2% |
$531K - $571K
|
176K
$15.2M
|
|
|
May 12, 2025
Q1 2025
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
62.1KNew |
$4.64M - $4.99M
|
62.1K
$5.35M
|
|
|
May 12, 2025
Q1 2025
|
Iyo Bank, Ltd.
|
BUY
|
- |
12.7KNew |
$951K - $1.02M
|
12.7K
$1.1M
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
CALL |
75KNew |
$5.6M - $6.02M
|
75K
$6.46M
|
|
|
May 12, 2025
Q1 2025
|
Anfield Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-1.57K- 94.64% |
$117K - $126K
|
89
$7.67K
|
|
|
May 12, 2025
Q1 2025
|
Gkv Capital Management Co., Inc.
Walnut Creek, CA |
BUY
|
- |
4.56KNew |
$341K - $366K
|
4.56K
$393K
|
|
|
May 09, 2025
Q1 2025
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
59+ 131.11% |
$4.41K - $4.74K
|
104
$8.96K
|
|
|
May 09, 2025
Q1 2025
|
Levin Capital Strategies, L.P.
New York, NY |
BUY
|
- |
5KNew |
$374K - $401K
|
5K
$431K
|
|
|
May 09, 2025
Q1 2025
|
American Assets Investment Management, LLC
|
BUY
|
- |
34KNew |
$2.54M - $2.73M
|
34K
$2.93M
|
|
|
May 09, 2025
Q1 2025
|
Vision Financial Markets LLC
Stamford, CT |
BUY
|
- |
1+ 1.64% |
$74.7 - $80.3
|
62
$5.34K
|
|
|
May 09, 2025
Q1 2025
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
600+ 150.0% |
$44.8K - $48.2K
|
1K
$86.2K
|
|
|
May 09, 2025
Q1 2025
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
334+ 2.38% |
$24.9K - $26.8K
|
14.4K
$1.24M
|
|
|
May 09, 2025
Q1 2025
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
SELL
|
- |
-6Closed |
$448 - $482
|
0
$0
|
|
|
May 08, 2025
Q1 2025
|
Banque Cantonale Vaudoise
|
BUY
|
- |
88+ 34.78% |
$6.57K - $7.06K
|
341
$29.4K
|
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
185New |
$13.8K - $14.8K
|
185
$15.9K
|
|
|
May 08, 2025
Q1 2025
|
Waterway Wealth Management, LLC
The Woodlands, TX |
BUY
|
- |
2.32K+ 17.65% |
$173K - $186K
|
15.5K
$1.33M
|
|
|
May 08, 2025
Q1 2025
|
Kagan Cocozza Asset Management
Mickleton, NJ |
SELL
|
- |
-15- 0.39% |
$1.12K - $1.2K
|
3.81K
$328K
|
|
|
May 08, 2025
Q1 2025
|
Planwiser Financial, LLC
Colorado Springs, CO |
BUY
|
- |
26.7KNew |
$1.99M - $2.14M
|
26.7K
$2.3M
|
|
|
May 08, 2025
Q1 2025
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
310New |
$23.2K - $24.9K
|
310
$26.7K
|
|
|
May 08, 2025
Q1 2025
|
Brentview Investment Management LLC
Northfield, IL |
BUY
|
- |
1KNew |
$74.7K - $80.3K
|
1K
$86.2K
|
|
|
May 07, 2025
Q1 2025
|
Stevens Capital Management LP
Radnor, PA |
BUY
|
- |
3.7KNew |
$276K - $297K
|
3.7K
$319K
|
|
|
May 07, 2025
Q1 2025
|
Angeles Wealth Management, LLC
|
SELL
|
- |
-950- 61.29% |
$71K - $76.3K
|
600
$51.7K
|
|
|
May 07, 2025
Q1 2025
|
Td Asset Management Inc
|
SELL
|
- |
-97- 3.46% |
$7.25K - $7.79K
|
2.71K
$233K
|
|
|
May 07, 2025
Q1 2025
|
Blue Stem Wealth Partners, LLC
Minnetonka, MN |
BUY
|
- |
81.6KNew |
$6.09M - $6.55M
|
81.6K
$7.03M
|
|
|
May 07, 2025
Q1 2025
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
SELL
|
- |
-427- 2.04% |
$31.9K - $34.3K
|
20.5K
$1.77M
|
|
|
May 07, 2025
Q1 2025
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
SELL
|
- |
-30.3K- 99.75% |
$2.26M - $2.43M
|
76
$6.55K
|
|
|
May 07, 2025
Q1 2025
|
Hallmark Capital Management Inc
|
SELL
|
- |
-609- 72.93% |
$45.5K - $48.9K
|
226
$19.5K
|
|
|
May 07, 2025
Q1 2025
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
BUY
|
- |
191New |
$14.3K - $15.3K
|
191
$16.5K
|
|
|
May 07, 2025
Q1 2025
|
Horizon Financial Services, LLC
|
SELL
|
- |
-751K- 98.73% |
$56.1M - $60.3M
|
9.65K
$832K
|
|
|
May 07, 2025
Q1 2025
|
Concentrum Wealth Management
|
BUY
|
- |
122+ 3.73% |
$9.11K - $9.79K
|
3.39K
$292K
|
|
|
May 07, 2025
Q1 2025
|
Brio Consultants, LLC
|
BUY
|
- |
3.39KNew |
$253K - $272K
|
3.39K
$292K
|
|
|
May 07, 2025
Q1 2025
|
Morningstar Investment Management LLC
Chicago, IL |
BUY
|
- |
160+ 0.29% |
$12K - $12.8K
|
56.1K
$4.83M
|
|
|
May 07, 2025
Q1 2025
|
Gunma Bank,Ltd.
|
SELL
|
- |
-37.1K- 34.58% |
$2.77M - $2.98M
|
70.2K
$6.05M
|
|
|
May 07, 2025
Q1 2025
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
13.3KNew |
$996K - $1.07M
|
13.3K
$1.15M
|
|
|
May 07, 2025
Q1 2025
|
Marshall Investment Management, LLC
Littleton, CO |
BUY
|
- |
414+ 3.01% |
$30.9K - $33.2K
|
14.1K
$1.22M
|
|
|
May 06, 2025
Q1 2025
|
First National Bank Of Hutchinson
|
BUY
|
- |
143+ 1.78% |
$10.7K - $11.5K
|
8.17K
$704K
|
|
|
May 06, 2025
Q1 2025
|
Readystate Asset Management LP
Chicago, IL |
BUY
|
- |
45.6KNew |
$3.4M - $3.66M
|
45.6K
$3.93M
|
|
|
May 06, 2025
Q1 2025
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
2.83KNew |
$212K - $227K
|
2.83K
$244K
|
|
|
May 06, 2025
Q1 2025
|
Sym Financial Corp
|
BUY
|
- |
124+ 885.71% |
$9.26K - $9.95K
|
138
$11.9K
|
|
|
May 06, 2025
Q1 2025
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
1.63KNew |
$122K - $131K
|
1.63K
$140K
|
|
|
May 06, 2025
Q1 2025
|
Strategic Financial Partners, Ltd.
Bend, OR |
BUY
|
- |
33.2KNew |
$2.48M - $2.66M
|
33.2K
$2.86M
|
|
|
May 06, 2025
Q1 2025
|
Pinnacle Associates LTD
|
BUY
|
- |
315+ 5.5% |
$23.5K - $25.3K
|
6.05K
$521K
|
|
|
May 05, 2025
Q1 2025
|
Archer Investment Corp
|
BUY
|
- |
2+ 1.28% |
$149 - $161
|
158
$13.6K
|
|
|
May 05, 2025
Q1 2025
|
Berkeley Capital Partners, LLC
|
SELL
|
- |
-666- 9.73% |
$49.8K - $53.5K
|
6.18K
$532K
|
|
|
May 05, 2025
Q1 2025
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
101New |
$7.54K - $8.11K
|
101
$8.7K
|
|
|
May 05, 2025
Q1 2025
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
73New |
$5.45K - $5.86K
|
73
$6.29K
|
|
|
May 05, 2025
Q1 2025
|
Mariner Investment Group LLC
Harrison, NY |
BUY
|
- |
25KNew |
$1.87M - $2.01M
|
25K
$2.15M
|
|
|
May 05, 2025
Q1 2025
|
Mariner Investment Group LLC
Harrison, NY |
BUY
|
PUT |
450KNew |
$33.6M - $36.1M
|
450K
$38.8M
|
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
BUY
|
- |
2.5KNew |
$187K - $201K
|
2.5K
$215K
|
|
|
May 05, 2025
Q1 2025
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
437+ 1040.48% |
$32.6K - $35.1K
|
479
$41.3K
|