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
|
Hap Trading, LLC
New York, NY |
BUY
|
PUT |
13.7KNew |
$1.03M - $1.14M
|
13.7K
$1.08M
|
|
|
Feb 13, 2025
Q4 2024
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-923- 3.31% |
$69.1K - $76.5K
|
27K
$2.13M
|
|
|
Feb 13, 2025
Q4 2024
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
2.5KNew |
$187K - $207K
|
2.5K
$197K
|
|
|
Feb 13, 2025
Q4 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-3.12K- 14.77% |
$234K - $259K
|
18K
$1.42M
|
|
|
Feb 13, 2025
Q4 2024
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
10.6KNew |
$790K - $875K
|
10.6K
$831K
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-82.9K- 28.82% |
$6.21M - $6.87M
|
205K
$16.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
16+ 100.0% |
$1.2K - $1.33K
|
32
$2.52K
|
|
|
Feb 13, 2025
Q4 2024
|
State Of Tennessee, Treasury Department
Nashville, TN |
SELL
|
- |
-16.9K- 13.24% |
$1.27M - $1.4M
|
111K
$8.73M
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-36.9K- 8.31% |
$2.77M - $3.06M
|
407K
$32.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-839- 18.15% |
$62.8K - $69.6K
|
3.78K
$298K
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-73.2K- 8.71% |
$5.48M - $6.07M
|
767K
$60.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
5.89K+ 6.36% |
$441K - $489K
|
98.6K
$7.76M
|
|
|
Feb 13, 2025
Q4 2024
|
Cornerstone Capital, Inc.
Palo Alto, CA |
SELL
|
- |
-22.5K- 10.58% |
$1.68M - $1.86M
|
190K
$15M
|
|
|
Feb 13, 2025
Q4 2024
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
352K+ 972.64% |
$26.4M - $29.2M
|
389K
$30.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Marshall Wace, LLP
London, X0 |
BUY
|
CALL |
12.1KNew |
$906K - $1M
|
12.1K
$953K
|
|
|
Feb 13, 2025
Q4 2024
|
Greenwood Gearhart Inc
Fayetteville, AR |
BUY
|
- |
8.63K+ 4.37% |
$646K - $716K
|
206K
$16.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
13.3K+ 3.12% |
$998K - $1.1M
|
440K
$34.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-17.9K- 84.52% |
$1.34M - $1.49M
|
3.28K
$258K
|
|
|
Feb 13, 2025
Q4 2024
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-241- 16.82% |
$18K - $20K
|
1.19K
$93.9K
|
|
|
Feb 13, 2025
Q4 2024
|
Power Wealth Management LLC
Roswell, GA |
SELL
|
- |
-85.8K- 94.68% |
$6.42M - $7.11M
|
4.82K
$379K
|
|
|
Feb 13, 2025
Q4 2024
|
Winthrop Capital Management, LLC
Carmel, IN |
SELL
|
- |
-1.37K- 3.88% |
$103K - $114K
|
34K
$2.68M
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
2.77KNew |
$207K - $230K
|
2.77K
$218K
|
|
|
Feb 13, 2025
Q4 2024
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
625New |
$46.8K - $51.8K
|
625
$49.2K
|
|
|
Feb 13, 2025
Q4 2024
|
Peak6 LLC
Chicago, IL |
BUY
|
- |
8.87KNew |
$664K - $735K
|
8.87K
$698K
|
|
|
Feb 13, 2025
Q4 2024
|
Peak6 LLC
Chicago, IL |
BUY
|
PUT |
164KNew |
$12.3M - $13.6M
|
164K
$12.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Redwood Financial Network Corp
|
BUY
|
- |
476+ 12.24% |
$35.6K - $39.5K
|
4.36K
$344K
|
|
|
Feb 13, 2025
Q4 2024
|
Full Sail Capital, LLC
Oklahoma City, OK |
SELL
|
- |
-475- 0.32% |
$35.6K - $39.4K
|
148K
$11.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Main Management Fund Advisors LLC
San Francisco, CA |
SELL
|
- |
-51.6K- 6.35% |
$3.86M - $4.28M
|
761K
$60M
|
|
|
Feb 13, 2025
Q4 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-372- 0.75% |
$27.9K - $30.8K
|
49.3K
$3.88M
|
|
|
Feb 13, 2025
Q4 2024
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-11.9K- 61.56% |
$891K - $987K
|
7.43K
$585K
|
|
|
Feb 13, 2025
Q4 2024
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
SELL
|
- |
-206K- 48.87% |
$15.4M - $17.1M
|
215K
$16.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-112K- 12.84% |
$8.4M - $9.3M
|
762K
$60M
|
|
|
Feb 13, 2025
Q4 2024
|
Crestline Management, LP
Fort Worth, TX |
BUY
|
- |
2.2KNew |
$165K - $182K
|
2.2K
$173K
|
|
|
Feb 13, 2025
Q4 2024
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
BUY
|
- |
429+ 2.1% |
$32.1K - $35.6K
|
20.9K
$1.65M
|
|
|
Feb 13, 2025
Q4 2024
|
Main Management LLC
San Francisco, CA |
SELL
|
- |
-28.3K- 12.07% |
$2.12M - $2.35M
|
206K
$16.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
157+ 0.92% |
$11.8K - $13K
|
17.2K
$1.35M
|
|
|
Feb 13, 2025
Q4 2024
|
All Terrain Financial Advisors, LLC
Coon Rapids, MN |
BUY
|
- |
6+ 0.14% |
$449 - $498
|
4.45K
$350K
|
|
|
Feb 13, 2025
Q4 2024
|
Maven Securities LTD
St Helier, Y9 |
SELL
|
- |
-6.3K- 19.47% |
$471K - $522K
|
26K
$2.05M
|
|
|
Feb 13, 2025
Q4 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
1.76K+ 35.83% |
$132K - $146K
|
6.67K
$525K
|
|
|
Feb 13, 2025
Q4 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
SELL
|
- |
-90- 81.08% |
$6.74K - $7.46K
|
21
$1.65K
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
265K+ 17.33% |
$19.8M - $21.9M
|
1.79M
$141M
|
|
|
Feb 12, 2025
Q4 2024
|
Sava Infond D.O.O.
Maribor, 2A |
BUY
|
- |
8.9KNew |
$667K - $738K
|
8.9K
$701K
|
|
|
Feb 12, 2025
Q4 2024
|
Amica Retiree Medical Trust
|
SELL
|
- |
-487- 8.01% |
$36.5K - $40.4K
|
5.6K
$441K
|
|
|
Feb 12, 2025
Q4 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-1.8K- 3.2% |
$135K - $149K
|
54.3K
$4.28M
|
|
|
Feb 12, 2025
Q4 2024
|
Lm Advisors LLC
San Diego, CA |
SELL
|
- |
-1.54K- 5.16% |
$115K - $128K
|
28.2K
$2.22M
|
|
|
Feb 12, 2025
Q4 2024
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
2.61K+ 100.66% |
$195K - $216K
|
5.2K
$410K
|
|
|
Feb 12, 2025
Q4 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
365+ 13.82% |
$27.3K - $30.3K
|
3.01K
$237K
|
|
|
Feb 12, 2025
Q4 2024
|
Tepp Ria, LLC
Westfield, NJ |
BUY
|
- |
19.9KNew |
$1.49M - $1.65M
|
19.9K
$1.57M
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-5.88K- 4.03% |
$441K - $488K
|
140K
$11M
|
|
|
Feb 12, 2025
Q4 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-5.07K- 43.96% |
$380K - $421K
|
6.47K
$509K
|