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 |
|---|---|---|---|---|---|---|---|
|
Apr 24, 2025
Q1 2025
|
Westend Capital Management, LLC
Sausalito, CA |
BUY
|
- |
5New |
$374 - $401
|
5
$431
|
|
|
Apr 24, 2025
Q1 2025
|
Capitol Family Office, Inc.
|
SELL
|
- |
-401- 58.12% |
$30K - $32.2K
|
289
$24.9K
|
|
|
Apr 23, 2025
Q1 2025
|
Sava Infond D.O.O.
Maribor, 2A |
BUY
|
- |
1.7K+ 19.1% |
$127K - $136K
|
10.6K
$914K
|
|
|
Apr 23, 2025
Q1 2025
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
BUY
|
- |
1.15K+ 25.64% |
$86.2K - $92.6K
|
5.65K
$487K
|
|
|
Apr 23, 2025
Q1 2025
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
2.74KNew |
$204K - $220K
|
2.74K
$236K
|
|
|
Apr 23, 2025
Q1 2025
|
Econ Financial Services Corp
|
BUY
|
- |
496+ 3.12% |
$37.1K - $39.8K
|
16.4K
$1.41M
|
|
|
Apr 23, 2025
Q1 2025
|
Horizon Bancorp Inc /In/
Michigan City, IN |
SELL
|
- |
-64- 3.42% |
$4.78K - $5.14K
|
1.81K
$156K
|
|
|
Apr 23, 2025
Q1 2025
|
Adams Diversified Equity Fund, Inc.
|
BUY
|
- |
70.4KNew |
$5.26M - $5.65M
|
70.4K
$6.07M
|
|
|
Apr 23, 2025
Q1 2025
|
Terra Nova Asset Management LLC
|
BUY
|
- |
187+ 1.24% |
$14K - $15K
|
15.3K
$1.32M
|
|
|
Apr 23, 2025
Q1 2025
|
Sabal Trust CO
|
BUY
|
- |
648+ 1.31% |
$48.4K - $52K
|
50.3K
$4.33M
|
|
|
Apr 23, 2025
Q1 2025
|
Gen Trust, LLC
|
BUY
|
- |
31.4KNew |
$2.35M - $2.52M
|
31.4K
$2.71M
|
|
|
Apr 23, 2025
Q1 2025
|
Capasso Planning Partners LLC
Charleston, SC |
BUY
|
- |
1.76K+ 30.27% |
$131K - $141K
|
7.56K
$652K
|
|
|
Apr 23, 2025
Q1 2025
|
Wright Fund Management, LLC
Santa Monica, CA |
BUY
|
- |
12.7K+ 20.03% |
$949K - $1.02M
|
76.1K
$6.56M
|
|
|
Apr 22, 2025
Q1 2025
|
Shum Financial Group, Inc.
Alameda, CA |
BUY
|
- |
7+ 0.04% |
$523 - $562
|
15.7K
$1.35M
|
|
|
Apr 22, 2025
Q1 2025
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
BUY
|
- |
4.13KNew |
$308K - $331K
|
4.13K
$355K
|
|
|
Apr 22, 2025
Q1 2025
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
305+ 26.45% |
$22.8K - $24.5K
|
1.46K
$126K
|
|
|
Apr 22, 2025
Q1 2025
|
Innealta Capital, LLC
Austin, TX |
BUY
|
- |
6.95K+ 14.73% |
$519K - $558K
|
54.1K
$4.66M
|
|
|
Apr 22, 2025
Q1 2025
|
Lvz, Inc.
|
BUY
|
- |
12.8KNew |
$953K - $1.02M
|
12.8K
$1.1M
|
|
|
Apr 22, 2025
Q1 2025
|
Pennsylvania Capital Management Inc
|
BUY
|
- |
3.98KNew |
$297K - $320K
|
3.98K
$343K
|
|
|
Apr 22, 2025
Q1 2025
|
Ridgecrest Wealth Partners, LLC
|
BUY
|
- |
2.62KNew |
$196K - $210K
|
2.62K
$226K
|
|
|
Apr 22, 2025
Q1 2025
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
BUY
|
- |
2.57KNew |
$192K - $206K
|
2.57K
$222K
|
|
|
Apr 22, 2025
Q1 2025
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
SELL
|
- |
-74- 10.74% |
$5.53K - $5.94K
|
615
$53K
|
|
|
Apr 22, 2025
Q1 2025
|
Cabana LLC
Fayetteville, AR |
SELL
|
- |
-13.3K- 53.22% |
$996K - $1.07M
|
11.7K
$1.01M
|
|
|
Apr 22, 2025
Q1 2025
|
Brueske Advisory Services, LLC
Bellevue, WA |
BUY
|
- |
16.5KNew |
$1.23M - $1.32M
|
16.5K
$1.42M
|
|
|
Apr 21, 2025
Q1 2025
|
Ayalon Insurance Comp Ltd.
|
BUY
|
- |
5.55K+ 11.53% |
$415K - $446K
|
53.7K
$4.63M
|
|
|
Apr 21, 2025
Q1 2025
|
Friedenthal Financial
|
SELL
|
- |
-42- 8.06% |
$3.14K - $3.37K
|
479
$41.3K
|
|
|
Apr 21, 2025
Q1 2025
|
E Rn Financial, LLC
|
BUY
|
- |
66+ 0.65% |
$4.93K - $5.3K
|
10.3K
$885K
|
|
|
Apr 21, 2025
Q1 2025
|
Colony Family Offices, LLC
|
BUY
|
- |
674+ 11.47% |
$50.3K - $54.1K
|
6.55K
$564K
|
|
|
Apr 21, 2025
Q1 2025
|
Advisor Resource Council
|
BUY
|
- |
38.7KNew |
$2.89M - $3.11M
|
38.7K
$3.34M
|
|
|
Apr 18, 2025
Q1 2025
|
Gsb Wealth Management, LLC
|
BUY
|
- |
150+ 3.25% |
$11.2K - $12K
|
4.76K
$410K
|
|
|
Apr 18, 2025
Q1 2025
|
Financial Partners Group, LLC
Gallatin, TN |
SELL
|
- |
-9.17K- 22.33% |
$685K - $736K
|
31.9K
$2.75M
|
|
|
Apr 17, 2025
Q1 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
705+ 28.69% |
$52.7K - $56.6K
|
3.16K
$273K
|
|
|
Apr 17, 2025
Q1 2025
|
Montecito Bank & Trust
|
SELL
|
- |
-130- 1.02% |
$9.71K - $10.4K
|
12.6K
$1.09M
|
|
|
Apr 16, 2025
Q1 2025
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
SELL
|
- |
-9.11K- 99.08% |
$681K - $732K
|
85
$7.33K
|
|
|
Apr 16, 2025
Q1 2025
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-124- 41.75% |
$9.26K - $9.95K
|
173
$14.9K
|
|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
BUY
|
- |
496New |
$37.1K - $39.8K
|
496
$42.7K
|
|
|
Apr 16, 2025
Q1 2025
|
Donald L. Hagan, LLC
|
BUY
|
- |
4.62K+ 71.55% |
$345K - $370K
|
11.1K
$954K
|
|
|
Apr 16, 2025
Q1 2025
|
Sowa Financial Group, Inc.
Lincoln, RI |
SELL
|
- |
-3.29K- 24.3% |
$246K - $264K
|
10.2K
$883K
|
|
|
Apr 16, 2025
Q1 2025
|
Hoey Investments, Inc
Coatesville, PA |
SELL
|
- |
-50- 28.57% |
$3.74K - $4.01K
|
125
$10.8K
|
|
|
Apr 16, 2025
Q1 2025
|
Prentice Wealth Management LLC
|
BUY
|
- |
10.6KNew |
$788K - $847K
|
10.6K
$910K
|
|
|
Apr 14, 2025
Q1 2025
|
Cedar Mountain Advisors, LLC
|
SELL
|
- |
-37- 34.91% |
$2.76K - $2.97K
|
69
$5.95K
|
|
|
Apr 11, 2025
Q1 2025
|
626 Financial, LLC
|
BUY
|
- |
4.9KNew |
$366K - $393K
|
4.9K
$422K
|
|
|
Apr 11, 2025
Q1 2025
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
117+ 3.63% |
$8.74K - $9.39K
|
3.34K
$288K
|
|
|
Apr 11, 2025
Q1 2025
|
Lake Hills Wealth Management, LLC
|
BUY
|
- |
54.5K+ 195.47% |
$4.07M - $4.37M
|
82.3K
$7.1M
|
|
|
Apr 10, 2025
Q1 2025
|
Peak Financial Advisors LLC
|
SELL
|
- |
-17- 0.08% |
$1.27K - $1.36K
|
21.2K
$1.83M
|
|
|
Apr 10, 2025
Q1 2025
|
Retireful, LLC
|
SELL
|
- |
-7.34K- 21.08% |
$548K - $589K
|
27.5K
$2.37M
|
|
|
Apr 10, 2025
Q1 2025
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
BUY
|
- |
5.02KNew |
$375K - $403K
|
5.02K
$432K
|
|
|
Apr 09, 2025
Q1 2025
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
32KNew |
$2.39M - $2.57M
|
32K
$2.76M
|
|
|
Apr 09, 2025
Q1 2025
|
Ewg Elevate Inc.
|
BUY
|
- |
3.13KNew |
$234K - $251K
|
3.13K
$269K
|
|
|
Apr 08, 2025
Q1 2025
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
21+ 0.64% |
$1.57K - $1.69K
|
3.31K
$286K
|