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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2025
Q4 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
SELL
|
- |
-90- 81.08% |
$6.74K - $7.46K
|
21
$1.81K
|
|
|
Feb 13, 2025
Q4 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
42.7KNew |
$3.2M - $3.54M
|
42.7K
$3.68M
|
|
|
Feb 13, 2025
Q4 2024
|
Belmont Capital, LLC
|
BUY
|
- |
156+ 85.25% |
$11.7K - $12.9K
|
339
$29.2K
|
|
|
Feb 13, 2025
Q4 2024
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
3.63KNew |
$272K - $301K
|
3.63K
$313K
|
|
|
Feb 13, 2025
Q4 2024
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
2.5KNew |
$187K - $207K
|
2.5K
$215K
|
|
|
Feb 13, 2025
Q4 2024
|
State Of Tennessee, Treasury Department
Nashville, TN |
SELL
|
- |
-16.9K- 13.24% |
$1.27M - $1.4M
|
111K
$9.55M
|
|
|
Feb 13, 2025
Q4 2024
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
13.3K+ 3.12% |
$998K - $1.1M
|
440K
$37.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-241- 16.82% |
$18K - $20K
|
1.19K
$103K
|
|
|
Feb 13, 2025
Q4 2024
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
625New |
$46.8K - $51.8K
|
625
$53.9K
|
|
|
Feb 13, 2025
Q4 2024
|
Crestline Management, LP
Fort Worth, TX |
BUY
|
- |
2.2KNew |
$165K - $182K
|
2.2K
$190K
|
|
|
Feb 13, 2025
Q4 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
SELL
|
- |
-90- 81.08% |
$6.74K - $7.46K
|
21
$1.81K
|
|
|
Feb 12, 2025
Q4 2024
|
Tepp Ria, LLC
Westfield, NJ |
BUY
|
- |
19.9KNew |
$1.49M - $1.65M
|
19.9K
$1.71M
|
|
|
Feb 12, 2025
Q4 2024
|
Heartland Advisors Inc
Milwaukee, WI |
BUY
|
- |
283New |
$21.2K - $23.5K
|
283
$24.4K
|
|
|
Feb 12, 2025
Q4 2024
|
Schroder Investment Management Group
London, X0 |
BUY
|
- |
110K+ 55.0% |
$8.24M - $9.12M
|
310K
$26.7M
|
|
|
Feb 12, 2025
Q4 2024
|
Strategy Asset Managers LLC
|
BUY
|
- |
6.19KNew |
$464K - $514K
|
6.19K
$534K
|
|
|
Feb 12, 2025
Q4 2024
|
Waratah Capital Advisors Ltd.
Toronto, A6 |
BUY
|
PUT |
9.7KNew |
$726K - $804K
|
9.7K
$836K
|
|
|
Feb 12, 2025
Q4 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
965New |
$72.3K - $80K
|
965
$83.2K
|
|
|
Feb 12, 2025
Q4 2024
|
Lokken Investment Group LLC
|
SELL
|
- |
-1.19K- 9.62% |
$89.2K - $98.8K
|
11.2K
$965K
|
|
|
Feb 12, 2025
Q4 2024
|
Treynor Bancshares, Inc.
|
BUY
|
- |
2.24K+ 18.69% |
$168K - $186K
|
14.2K
$1.23M
|
|
|
Feb 12, 2025
Q4 2024
|
Private Portfolio Partners LLC
|
BUY
|
- |
855+ 4.26% |
$64K - $70.9K
|
20.9K
$1.8M
|
|
|
Feb 12, 2025
Q4 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
138+ 79.77% |
$10.3K - $11.4K
|
311
$26.8K
|
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO
|
BUY
|
- |
30+ 1.96% |
$2.25K - $2.49K
|
1.56K
$135K
|
|
|
Feb 11, 2025
Q4 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
140New |
$10.5K - $11.6K
|
140
$12.1K
|
|
|
Feb 11, 2025
Q4 2024
|
Kazazian Asset Management, LLC
Fort Lauderdale, FL |
BUY
|
- |
28KNew |
$2.1M - $2.32M
|
28K
$2.41M
|
|
|
Feb 11, 2025
Q4 2024
|
Tap Consulting, LLC
|
BUY
|
- |
275+ 0.8% |
$20.6K - $22.8K
|
34.5K
$2.97M
|
|
|
Feb 11, 2025
Q4 2024
|
Sykon Capital LLC
Harrison, NY |
BUY
|
- |
863+ 4.34% |
$64.6K - $71.6K
|
20.8K
$1.79M
|
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
PUT |
-333K- 27.15% |
$24.9M - $27.6M
|
893K
$77M
|
|
|
Feb 11, 2025
Q4 2024
|
Mirae Asset Securities (Usa) Inc.
New York, NY |
SELL
|
- |
-49K- 32.64% |
$3.67M - $4.06M
|
101K
$8.71M
|
|
|
Feb 11, 2025
Q4 2024
|
Mirae Asset Securities (Usa) Inc.
New York, NY |
BUY
|
PUT |
100KNew |
$7.49M - $8.29M
|
100K
$8.62M
|
|
|
Feb 11, 2025
Q4 2024
|
Zions Bancorporation, N.A.
|
BUY
|
- |
520New |
$38.9K - $43.1K
|
520
$44.8K
|
|
|
Feb 11, 2025
Q4 2024
|
Worth Pointe, LLC
La Jolla, CA |
SELL
|
- |
-425- 2.46% |
$31.8K - $35.2K
|
16.9K
$1.45M
|
|
|
Feb 11, 2025
Q4 2024
|
Bay Capital Advisors, LLC
Virginia Beach, VA |
BUY
|
- |
2.68KNew |
$201K - $222K
|
2.68K
$231K
|
|
|
Feb 10, 2025
Q4 2024
|
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD
|
BUY
|
- |
29.6K+ 92.94% |
$2.21M - $2.45M
|
61.4K
$5.29M
|
|
|
Feb 10, 2025
Q4 2024
|
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD
|
BUY
|
- |
85.1K+ 92.23% |
$6.38M - $7.06M
|
177K
$15.3M
|
|
|
Feb 10, 2025
Q4 2024
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-2.68K- 10.0% |
$201K - $222K
|
24.1K
$2.08M
|
|
|
Feb 10, 2025
Q4 2024
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-77- 78.57% |
$5.77K - $6.39K
|
21
$1.81K
|
|
|
Feb 10, 2025
Q4 2024
|
One8zero8, LLC
Greensboro, NC |
BUY
|
- |
1.41KNew |
$106K - $117K
|
1.41K
$122K
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
507New |
$38K - $42K
|
507
$43.7K
|
|
|
Feb 07, 2025
Q4 2024
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
272New |
$20.4K - $22.6K
|
272
$23.4K
|
|
|
Feb 07, 2025
Q4 2024
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
320New |
$24K - $26.5K
|
320
$27.6K
|
|
|
Feb 07, 2025
Q4 2024
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
SELL
|
- |
-220- 29.89% |
$16.5K - $18.2K
|
516
$44.5K
|
|
|
Feb 07, 2025
Q4 2024
|
Creekside Partners
Petaluma, CA |
BUY
|
- |
1.41K+ 11.99% |
$106K - $117K
|
13.2K
$1.14M
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
285KNew |
$21.3M - $23.6M
|
285K
$24.5M
|
|
|
Feb 07, 2025
Q4 2024
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
14.7KNew |
$1.1M - $1.22M
|
14.7K
$1.27M
|
|
|
Feb 06, 2025
Q4 2024
|
Gruss & Co., LLC
|
SELL
|
- |
-1K- 15.38% |
$74.9K - $82.9K
|
5.5K
$474K
|
|
|
Feb 06, 2025
Q4 2024
|
Cypress Capital Group
|
SELL
|
- |
-1.67K- 12.55% |
$125K - $138K
|
11.6K
$1M
|
|
|
Feb 06, 2025
Q4 2024
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
SELL
|
- |
-3.59K- 39.28% |
$269K - $298K
|
5.55K
$478K
|
|
|
Feb 05, 2025
Q4 2024
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
85New |
$6.37K - $7.05K
|
85
$7.33K
|
|
|
Feb 05, 2025
Q4 2024
|
John G Ullman & Associates Inc
|
SELL
|
- |
-100- 1.4% |
$7.49K - $8.29K
|
7.06K
$608K
|
|
|
Feb 05, 2025
Q4 2024
|
Sherman Asset Management, Inc.
Ventura, CA |
BUY
|
- |
352New |
$26.4K - $29.2K
|
352
$30.3K
|