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 02, 2025
Q1 2025
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-100- 2.35% |
$7.47K - $8.03K
|
4.15K
$358K
|
|
|
May 02, 2025
Q1 2025
|
United Community Bank
Greenville, SC |
SELL
|
- |
-86- 30.07% |
$6.42K - $6.9K
|
200
$17.2K
|
|
|
May 02, 2025
Q1 2025
|
Sage Mountain Advisors LLC
|
BUY
|
- |
159New |
$11.9K - $12.8K
|
159
$13.7K
|
|
|
May 02, 2025
Q1 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
39New |
$2.91K - $3.13K
|
39
$3.36K
|
|
|
May 02, 2025
Q1 2025
|
Carson Advisory Inc.
|
BUY
|
- |
3.24KNew |
$242K - $260K
|
3.24K
$279K
|
|
|
May 01, 2025
Q1 2025
|
Fulcrum Equity Management
|
SELL
|
- |
-15.6K- 80.55% |
$1.17M - $1.25M
|
3.77K
$325K
|
|
|
May 01, 2025
Q1 2025
|
Harmony Asset Management LLC
Scottsdale, AZ |
BUY
|
- |
1+ 0.01% |
$74.7 - $80.3
|
6.97K
$601K
|
|
|
May 01, 2025
Q1 2025
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-47- 1.53% |
$3.51K - $3.77K
|
3.02K
$260K
|
|
|
May 01, 2025
Q1 2025
|
Pittenger & Anderson Inc
|
BUY
|
- |
635+ 16.43% |
$47.4K - $51K
|
4.5K
$388K
|
|
|
May 01, 2025
Q1 2025
|
High Note Wealth, LLC
Deephaven, MN |
SELL
|
- |
-150- 7.8% |
$11.2K - $12K
|
1.77K
$153K
|
|
|
May 01, 2025
Q1 2025
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
1+ 0.02% |
$74.7 - $80.3
|
4.75K
$409K
|
|
|
May 01, 2025
Q1 2025
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
20.7K+ 52.71% |
$1.55M - $1.66M
|
60.1K
$5.18M
|
|
|
May 01, 2025
Q1 2025
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-115- 36.51% |
$8.59K - $9.23K
|
200
$17.2K
|
|
|
May 01, 2025
Q1 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
20New |
$1.49K - $1.61K
|
20
$1.72K
|
|
|
Apr 30, 2025
Q1 2025
|
Bank Hapoalim Bm
|
BUY
|
- |
3.8KNew |
$283K - $305K
|
3.8K
$327K
|
|
|
Apr 30, 2025
Q1 2025
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
3+ 0.03% |
$224 - $241
|
10.9K
$941K
|
|
|
Apr 30, 2025
Q1 2025
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-260- 1.76% |
$19.4K - $20.9K
|
14.5K
$1.25M
|
|
|
Apr 30, 2025
Q1 2025
|
Topsail Wealth Management, LLC
Charlotte, NC |
BUY
|
- |
200New |
$14.9K - $16.1K
|
200
$17.2K
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-552- 71.04% |
$41.2K - $44.3K
|
225
$19.4K
|
|
|
Apr 30, 2025
Q1 2025
|
Alan B. Lancz & Associates, Inc.
Toledo, OH |
BUY
|
- |
4+ 0.15% |
$299 - $321
|
2.71K
$233K
|
|
|
Apr 29, 2025
Q1 2025
|
Marks Wealth, LLC
|
BUY
|
- |
69.5KNew |
$5.19M - $5.58M
|
69.5K
$5.99M
|
|
|
Apr 29, 2025
Q1 2025
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-876- 39.39% |
$65.4K - $70.3K
|
1.35K
$116K
|
|
|
Apr 29, 2025
Q1 2025
|
Sequent Asset Management, LLC
|
BUY
|
- |
193+ 4.2% |
$14.4K - $15.5K
|
4.79K
$413K
|
|
|
Apr 29, 2025
Q1 2025
|
Hexagon Capital Partners LLC
|
BUY
|
- |
21+ 4.14% |
$1.57K - $1.69K
|
528
$45.5K
|
|
|
Apr 29, 2025
Q1 2025
|
Crew Capital Management, Ltd.
|
BUY
|
- |
39+ 0.96% |
$2.91K - $3.13K
|
4.12K
$355K
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Counselors Inc
|
SELL
|
- |
-75- 0.5% |
$5.6K - $6.02K
|
15K
$1.3M
|
|
|
Apr 29, 2025
Q1 2025
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-18.6K- 99.99% |
$1.39M - $1.49M
|
1
$86.2
|
|
|
Apr 29, 2025
Q1 2025
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-994- 3.67% |
$74.3K - $79.8K
|
26.1K
$2.25M
|
|
|
Apr 29, 2025
Q1 2025
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
1+ 0.15% |
$74.7 - $80.3
|
671
$57.8K
|
|
|
Apr 29, 2025
Q1 2025
|
J Hagan Capital, Inc.
Louisville, KY |
BUY
|
- |
3.96KNew |
$295K - $317K
|
3.96K
$341K
|
|
|
Apr 28, 2025
Q1 2025
|
Nova Point Capital, LLC
|
BUY
|
- |
2+ 0.04% |
$149 - $161
|
5.66K
$488K
|
|
|
Apr 28, 2025
Q1 2025
|
Kanawha Capital Management LLC
|
BUY
|
- |
200+ 5.2% |
$14.9K - $16.1K
|
4.04K
$349K
|
|
|
Apr 28, 2025
Q1 2025
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-3.27K- 9.83% |
$244K - $262K
|
30K
$2.58M
|
|
|
Apr 28, 2025
Q1 2025
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
143+ 4.37% |
$10.7K - $11.5K
|
3.42K
$294K
|
|
|
Apr 28, 2025
Q1 2025
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
163New |
$12.2K - $13.1K
|
163
$14K
|
|
|
Apr 25, 2025
Q1 2025
|
Sumitomo Mitsui Trust Holdings, Inc.
|
BUY
|
- |
18.1K+ 53.08% |
$1.35M - $1.45M
|
52.2K
$4.5M
|
|
|
Apr 25, 2025
Q1 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
304K+ 1450.78% |
$22.7M - $24.4M
|
325K
$28M
|
|
|
Apr 25, 2025
Q1 2025
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
76+ 1.82% |
$5.68K - $6.1K
|
4.25K
$367K
|
|
|
Apr 25, 2025
Q1 2025
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-369K- 100.0% |
$27.6M - $29.6M
|
17
$1.47K
|
|
|
Apr 25, 2025
Q1 2025
|
Washington Trust CO
|
SELL
|
- |
-175- 11.26% |
$13.1K - $14K
|
1.38K
$119K
|
|
|
Apr 25, 2025
Q1 2025
|
Perissos Private Wealth Management, LLC
Bethany, OK |
BUY
|
- |
17+ 0.58% |
$1.27K - $1.36K
|
2.96K
$255K
|
|
|
Apr 25, 2025
Q1 2025
|
Valley National Advisers Inc
|
BUY
|
- |
89New |
$6.65K - $7.14K
|
89
$7.67K
|
|
|
Apr 25, 2025
Q1 2025
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-258- 60.56% |
$19.3K - $20.7K
|
168
$14.5K
|
|
|
Apr 25, 2025
Q1 2025
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
20New |
$1.49K - $1.61K
|
20
$1.72K
|
|
|
Apr 25, 2025
Q1 2025
|
Jnba Financial Advisors
|
SELL
|
- |
-138- 36.03% |
$10.3K - $11.1K
|
245
$21.1K
|
|
|
Apr 25, 2025
Q1 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
42+ 75.0% |
$3.14K - $3.37K
|
98
$8.45K
|
|
|
Apr 25, 2025
Q1 2025
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
2.58KNew |
$193K - $207K
|
2.58K
$222K
|
|
|
Apr 24, 2025
Q1 2025
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
38New |
$2.84K - $3.05K
|
38
$3.27K
|
|
|
Apr 24, 2025
Q1 2025
|
Trust CO Of Vermont
|
SELL
|
- |
-120- 16.0% |
$8.96K - $9.63K
|
630
$54.3K
|
|
|
Apr 24, 2025
Q1 2025
|
Cavalier Investments, LLC
|
BUY
|
- |
27.8KNew |
$2.08M - $2.23M
|
27.8K
$2.4M
|