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 04, 2025
Q4 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
1.05K+ 11.14% |
$78.9K - $87.3K
|
10.5K
$905K
|
|
|
Feb 04, 2025
Q4 2024
|
Transcendent Capital Group LLC
Edmond, OK |
SELL
|
- |
-109- 11.11% |
$8.16K - $9.04K
|
872
$75.1K
|
|
|
Feb 04, 2025
Q4 2024
|
Apriem Advisors
Irvine, CA |
SELL
|
- |
-250- 0.55% |
$18.7K - $20.7K
|
44.8K
$3.86M
|
|
|
Feb 04, 2025
Q4 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
1.08K+ 8.56% |
$80.7K - $89.3K
|
13.7K
$1.18M
|
|
|
Feb 03, 2025
Q4 2024
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
3.24KNew |
$242K - $268K
|
3.24K
$279K
|
|
|
Feb 03, 2025
Q4 2024
|
Bray Capital Advisors
|
SELL
|
- |
-6.63K- 13.81% |
$496K - $550K
|
41.4K
$3.57M
|
|
|
Feb 03, 2025
Q4 2024
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
22.1K+ 263.1% |
$1.66M - $1.83M
|
30.5K
$2.63M
|
|
|
Feb 03, 2025
Q4 2024
|
Theory Financial LLC
Fort Collins, CO |
BUY
|
- |
1.3K+ 2.17% |
$97.1K - $107K
|
60.9K
$5.25M
|
|
|
Feb 03, 2025
Q4 2024
|
St. Nicholas Private Asset Management, Inc
Jacksonville, FL |
BUY
|
- |
14.2KNew |
$1.06M - $1.18M
|
14.2K
$1.23M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-3.13K- 2.89% |
$235K - $260K
|
105K
$9.07M
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
388New |
$29.1K - $32.2K
|
388
$33.4K
|
|
|
Jan 31, 2025
Q4 2024
|
Fedenia Advisers LLC
Madison, WI |
BUY
|
- |
821New |
$61.5K - $68.1K
|
821
$70.8K
|
|
|
Jan 30, 2025
Q4 2024
|
Asset Planning,Inc
Cypress, CA |
BUY
|
- |
390New |
$29.2K - $32.3K
|
390
$33.6K
|
|
|
Jan 30, 2025
Q4 2024
|
Klingenstein Fields & CO LP
|
SELL
|
- |
-156- 5.37% |
$11.7K - $12.9K
|
2.75K
$237K
|
|
|
Jan 30, 2025
Q4 2024
|
Salomon & Ludwin, LLC
|
BUY
|
- |
42+ 1.75% |
$3.15K - $3.48K
|
2.44K
$210K
|
|
|
Jan 30, 2025
Q4 2024
|
James Investment Research Inc
|
SELL
|
- |
-210- 3.64% |
$15.7K - $17.4K
|
5.57K
$480K
|
|
|
Jan 30, 2025
Q4 2024
|
Belvedere Trading LLC
|
BUY
|
CALL |
18.3KNew |
$1.37M - $1.52M
|
18.3K
$1.58M
|
|
|
Jan 29, 2025
Q4 2024
|
Pachira Investments Inc.
|
BUY
|
- |
2+ 0.05% |
$150 - $166
|
3.65K
$314K
|
|
|
Jan 29, 2025
Q4 2024
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
20New |
$1.5K - $1.66K
|
20
$1.72K
|
|
|
Jan 29, 2025
Q4 2024
|
True Vision Mn LLC
Woodbury, MN |
BUY
|
- |
4.93KNew |
$369K - $408K
|
4.93K
$424K
|
|
|
Jan 28, 2025
Q4 2024
|
American Capital Advisory, LLC
Ketchum, ID |
SELL
|
- |
-1- 0.37% |
$74.9 - $82.9
|
270
$23.3K
|
|
|
Jan 28, 2025
Q4 2024
|
Htlf Bank
Denver, CO |
SELL
|
- |
-270- 0.39% |
$20.2K - $22.4K
|
68.6K
$5.91M
|
|
|
Jan 28, 2025
Q4 2024
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
928New |
$69.5K - $77K
|
928
$80K
|
|
|
Jan 27, 2025
Q4 2024
|
Avitas Wealth Management LLC
|
SELL
|
- |
-68- 0.12% |
$5.09K - $5.64K
|
54.3K
$4.68M
|
|
|
Jan 27, 2025
Q4 2024
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-227K- 66.33% |
$17M - $18.8M
|
115K
$9.91M
|
|
|
Jan 27, 2025
Q4 2024
|
Oakworth Capital, Inc.
|
SELL
|
- |
-106- 1.49% |
$7.94K - $8.79K
|
6.99K
$602K
|
|
|
Jan 24, 2025
Q4 2024
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-3.68K- 50.77% |
$276K - $305K
|
3.57K
$307K
|
|
|
Jan 24, 2025
Q4 2024
|
Resonant Capital Advisors, LLC
|
SELL
|
- |
-13- 0.1% |
$974 - $1.08K
|
13.5K
$1.16M
|
|
|
Jan 24, 2025
Q4 2024
|
Welch Group, LLC
|
BUY
|
- |
11.3KNew |
$843K - $933K
|
11.3K
$970K
|
|
|
Jan 24, 2025
Q4 2024
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
1+ 1.56% |
$74.9 - $82.9
|
65
$5.6K
|
|
|
Jan 24, 2025
Q4 2024
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
600New |
$44.9K - $49.8K
|
600
$51.7K
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
326New |
$24.4K - $27K
|
326
$28.1K
|
|
|
Jan 22, 2025
Q4 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-240- 4.7% |
$18K - $19.9K
|
4.87K
$420K
|
|
|
Jan 22, 2025
Q4 2024
|
Warner Financial, Inc
Bethesda, MD |
SELL
|
- |
-1.17K- 28.81% |
$87.5K - $96.9K
|
2.89K
$249K
|
|
|
Jan 22, 2025
Q4 2024
|
Verde Servicos Internacionais S.A.
Sao Paulo, D5 |
BUY
|
- |
47KNew |
$3.52M - $3.9M
|
47K
$4.05M
|
|
|
Jan 21, 2025
Q4 2024
|
Patriot Investment Management Inc.
|
SELL
|
- |
-144- 0.92% |
$10.8K - $11.9K
|
15.5K
$1.34M
|
|
|
Jan 21, 2025
Q4 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
38+ 0.62% |
$2.85K - $3.15K
|
6.15K
$530K
|
|
|
Jan 21, 2025
Q4 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
418+ 0.88% |
$31.3K - $34.7K
|
47.7K
$4.11M
|
|
|
Jan 21, 2025
Q4 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
6.9KNew |
$517K - $573K
|
6.9K
$595K
|
|
|
Jan 17, 2025
Q4 2024
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
3.49KNew |
$262K - $290K
|
3.49K
$301K
|
|
|
Jan 17, 2025
Q4 2024
|
First Premier Bank
|
SELL
|
- |
-5- 14.71% |
$374 - $415
|
29
$2.5K
|
|
|
Jan 17, 2025
Q4 2024
|
Fiduciary Family Office, LLC
Boca Raton, FL |
BUY
|
- |
320KNew |
$23.9M - $26.5M
|
320K
$27.5M
|
|
|
Jan 16, 2025
Q4 2024
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
131New |
$9.81K - $10.9K
|
131
$11.3K
|
|
|
Jan 16, 2025
Q4 2024
|
Union Savings Bank
Litchfield, CT |
SELL
|
- |
-180- 4.76% |
$13.5K - $14.9K
|
3.6K
$310K
|
|
|
Jan 16, 2025
Q4 2024
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
8New |
$599 - $663
|
8
$689
|
|
|
Jan 16, 2025
Q4 2024
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
BUY
|
- |
309New |
$23.1K - $25.6K
|
309
$26.6K
|
|
|
Jan 16, 2025
Q4 2024
|
Transform Wealth, LLC
|
SELL
|
- |
-1.11K- 12.71% |
$83.3K - $92.2K
|
7.64K
$658K
|
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-721- 9.14% |
$54K - $59.8K
|
7.17K
$618K
|
|
|
Jan 15, 2025
Q4 2024
|
Grant
|
BUY
|
- |
430+ 15.41% |
$32.2K - $35.7K
|
3.22K
$277K
|
|
|
Jan 15, 2025
Q4 2024
|
Hanseatic Management Services Inc
|
SELL
|
- |
-538- 2.4% |
$40.3K - $44.6K
|
21.9K
$1.89M
|