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 |
|---|---|---|---|---|---|---|---|
|
Aug 10, 2023
Q2 2023
|
May Tech Global Investments, LLC
New York, NY |
BUY
|
- |
50KNew |
$3.22M - $3.5M
|
50K
$3.78M
|
|
|
Aug 09, 2023
Q2 2023
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
5.06KNew |
$326K - $354K
|
5.06K
$383K
|
|
|
Aug 09, 2023
Q2 2023
|
Endurance Wealth Management, Inc.
|
SELL
|
- |
-540- 7.03% |
$34.7K - $37.8K
|
7.14K
$539K
|
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-12.4K- 3.93% |
$800K - $870K
|
304K
$23M
|
|
|
Aug 09, 2023
Q2 2023
|
Kennicott Capital Management LLC
|
BUY
|
- |
9.96K+ 218.49% |
$641K - $697K
|
14.5K
$1.1M
|
|
|
Aug 09, 2023
Q2 2023
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-3.05K- 12.95% |
$196K - $214K
|
20.5K
$1.55M
|
|
|
Aug 08, 2023
Q2 2023
|
Catalyst Capital Advisors LLC
Huntington, NY |
SELL
|
- |
-1.73K- 10.87% |
$111K - $121K
|
14.2K
$1.07M
|
|
|
Aug 08, 2023
Q2 2023
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
3.38KNew |
$217K - $236K
|
3.38K
$255K
|
|
|
Aug 08, 2023
Q2 2023
|
West Coast Financial LLC
|
BUY
|
- |
4.2KNew |
$270K - $294K
|
4.2K
$317K
|
|
|
Aug 07, 2023
Q2 2023
|
Asb Consultores, LLC
Aventura, FL |
BUY
|
- |
4.52KNew |
$291K - $317K
|
4.52K
$342K
|
|
|
Aug 07, 2023
Q2 2023
|
Cfo4 Life Group, LLC
|
SELL
|
- |
-631- 9.24% |
$40.6K - $44.2K
|
6.2K
$469K
|
|
|
Aug 07, 2023
Q2 2023
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-115- 11.59% |
$7.4K - $8.05K
|
877
$66.3K
|
|
|
Aug 07, 2023
Q2 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
35.8K+ 23.55% |
$2.3M - $2.5M
|
188K
$14.2M
|
|
|
Aug 07, 2023
Q2 2023
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
SELL
|
- |
-3.58K- 50.76% |
$230K - $250K
|
3.47K
$262K
|
|
|
Aug 04, 2023
Q2 2023
|
Tru Wealth Advisors, LLC
|
SELL
|
- |
-23.8K- 26.19% |
$1.53M - $1.67M
|
67.2K
$5.08M
|
|
|
Aug 03, 2023
Q2 2023
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
SELL
|
- |
-22.4K- 67.42% |
$1.44M - $1.57M
|
10.8K
$819K
|
|
|
Aug 03, 2023
Q2 2023
|
Emfo, LLC
|
SELL
|
- |
-1K- 71.43% |
$64.3K - $70K
|
400
$30.2K
|
|
|
Aug 02, 2023
Q2 2023
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
28New |
$1.8K - $1.96K
|
28
$2.12K
|
|
|
Aug 02, 2023
Q2 2023
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
BUY
|
- |
77KNew |
$4.96M - $5.39M
|
77K
$5.82M
|
|
|
Aug 02, 2023
Q2 2023
|
Wambolt & Associates, LLC
|
SELL
|
- |
-306- 8.0% |
$19.7K - $21.4K
|
3.52K
$266K
|
|
|
Aug 01, 2023
Q2 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
7+ 2.19% |
$450 - $490
|
327
$24.7K
|
|
|
Aug 01, 2023
Q2 2023
|
Patron Partners, LLC
|
SELL
|
- |
-23- 0.55% |
$1.48K - $1.61K
|
4.16K
$315K
|
|
|
Aug 01, 2023
Q2 2023
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
6.16KNew |
$396K - $431K
|
6.16K
$466K
|
|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-1.33K- 5.81% |
$85.8K - $93.3K
|
21.6K
$1.63M
|
|
|
Jul 31, 2023
Q2 2023
|
Neirg Wealth Management, LLC
|
SELL
|
- |
-51.8K- 46.47% |
$3.33M - $3.62M
|
59.7K
$4.51M
|
|
|
Jul 31, 2023
Q2 2023
|
Wakefield Asset Management Lllp
Englewood, CO |
BUY
|
- |
22.7KNew |
$1.46M - $1.59M
|
22.7K
$1.72M
|
|
|
Jul 28, 2023
Q2 2023
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
75New |
$4.83K - $5.25K
|
75
$5.67K
|
|
|
Jul 28, 2023
Q2 2023
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
BUY
|
- |
3.13KNew |
$202K - $219K
|
3.13K
$237K
|
|
|
Jul 28, 2023
Q2 2023
|
Bnc Wealth Management, LLC
|
SELL
|
- |
-1.74K- 27.12% |
$112K - $121K
|
4.67K
$353K
|
|
|
Jul 27, 2023
Q2 2023
|
Cohen Lawrence B
Boston, MA |
SELL
|
- |
-797- 3.96% |
$51.3K - $55.8K
|
19.3K
$1.46M
|
|
|
Jul 27, 2023
Q2 2023
|
Connolly Sarah T.
Boston, MA |
SELL
|
- |
-105- 0.73% |
$6.76K - $7.35K
|
14.3K
$1.08M
|
|
|
Jul 27, 2023
Q2 2023
|
Rosenbaum Jay D.
Boston, MA |
BUY
|
- |
618+ 10.14% |
$39.8K - $43.2K
|
6.72K
$508K
|
|
|
Jul 27, 2023
Q2 2023
|
Nixon Peabody Trust CO
Boston, MA |
SELL
|
- |
-2.32K- 13.45% |
$149K - $163K
|
15K
$1.13M
|
|
|
Jul 27, 2023
Q2 2023
|
Horan Securities, Inc.
|
SELL
|
- |
-16- 3.59% |
$1.03K - $1.12K
|
430
$32.5K
|
|
|
Jul 26, 2023
Q2 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-27.7K- 89.97% |
$1.78M - $1.94M
|
3.08K
$233K
|
|
|
Jul 26, 2023
Q2 2023
|
Acute Investment Advisory, LLC
Mesa, AZ |
SELL
|
- |
-17.6K- 35.48% |
$1.13M - $1.23M
|
31.9K
$2.41M
|
|
|
Jul 25, 2023
Q2 2023
|
Privium Fund Management B.V.
|
BUY
|
- |
22.4KNew |
$1.44M - $1.57M
|
22.4K
$1.69M
|
|
|
Jul 24, 2023
Q2 2023
|
Royal Harbor Partners, LLC
|
SELL
|
- |
-185- 2.48% |
$11.9K - $12.9K
|
7.27K
$550K
|
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-79- 12.85% |
$5.08K - $5.53K
|
536
$40.5K
|
|
|
Jul 24, 2023
Q2 2023
|
Cumberland Advisors Inc
|
BUY
|
- |
27.1KNew |
$1.75M - $1.9M
|
27.1K
$2.05M
|
|
|
Jul 21, 2023
Q2 2023
|
Mba Advisors LLC
Hermitage, PA |
SELL
|
- |
-16K- 39.07% |
$1.03M - $1.12M
|
25K
$1.89M
|
|
|
Jul 20, 2023
Q2 2023
|
Aj Wealth Strategies, LLC
|
SELL
|
- |
-3.08K- 11.82% |
$198K - $216K
|
23K
$1.74M
|
|
|
Jul 20, 2023
Q2 2023
|
Cannon Global Investment Management, LLC
|
BUY
|
- |
4KNew |
$257K - $280K
|
4K
$302K
|
|
|
Jul 19, 2023
Q2 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-29.6K- 60.28% |
$1.9M - $2.07M
|
19.5K
$1.47M
|
|
|
Jul 18, 2023
Q2 2023
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-742- 83.18% |
$47.7K - $51.9K
|
150
$11.3K
|
|
|
Jul 18, 2023
Q2 2023
|
Ckw Financial Group
|
BUY
|
- |
5.58KNew |
$359K - $391K
|
5.58K
$422K
|
|
|
Jul 18, 2023
Q2 2023
|
Greystone Financial Group, LLC
|
SELL
|
- |
-2.34K- 33.49% |
$151K - $164K
|
4.65K
$352K
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
415New |
$26.7K - $29K
|
415
$31.4K
|
|
|
Jul 18, 2023
Q2 2023
|
Annapolis Financial Services, LLC
|
BUY
|
- |
144New |
$9.26K - $10.1K
|
144
$10.9K
|
|
|
Jul 17, 2023
Q2 2023
|
Cmh Wealth Management LLC
|
SELL
|
- |
-2.24K- 5.88% |
$144K - $157K
|
35.8K
$2.71M
|