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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2024
Q3 2024
|
Morningstar Investment Management LLC
Chicago, IL |
SELL
|
- |
-270K- 85.35% |
$18.3M - $21.8M
|
46.4K
$3.78M
|
|
|
Nov 12, 2024
Q3 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-3.28K- 3.17% |
$222K - $265K
|
100K
$8.18M
|
|
|
Nov 12, 2024
Q3 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
2.98K+ 21.9% |
$202K - $241K
|
16.6K
$1.35M
|
|
|
Nov 12, 2024
Q3 2024
|
White Pine Capital LLC
Golden Valley, MN |
BUY
|
- |
25+ 0.28% |
$1.69K - $2.02K
|
8.85K
$721K
|
|
|
Nov 12, 2024
Q3 2024
|
Valence8 Us LP
Cambridge, MA |
SELL
|
- |
-3.65K- 6.56% |
$247K - $295K
|
51.9K
$4.23M
|
|
|
Nov 12, 2024
Q3 2024
|
Longbow Finance Sa
Lutry, V8 |
BUY
|
- |
119K+ 52.28% |
$8.07M - $9.63M
|
347K
$28.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
3.35KNew |
$226K - $270K
|
3.35K
$273K
|
|
|
Nov 12, 2024
Q3 2024
|
49 Wealth Management, LLC
Austin, TX |
SELL
|
- |
-80.8K- 96.93% |
$5.47M - $6.53M
|
2.56K
$208K
|
|
|
Nov 12, 2024
Q3 2024
|
Sterling Capital Management LLC
Charlotte, NC |
SELL
|
- |
-3.75K- 69.93% |
$254K - $303K
|
1.61K
$131K
|
|
|
Nov 12, 2024
Q3 2024
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-41- 0.73% |
$2.77K - $3.31K
|
5.59K
$455K
|
|
|
Nov 12, 2024
Q3 2024
|
Sabal Trust CO
|
BUY
|
- |
4.53K+ 9.82% |
$307K - $366K
|
50.7K
$4.13M
|
|
|
Nov 12, 2024
Q3 2024
|
Founders Financial Securities LLC
|
SELL
|
- |
-751- 3.84% |
$50.8K - $60.7K
|
18.8K
$1.53M
|
|
|
Nov 12, 2024
Q3 2024
|
National Bank Of Canada
|
SELL
|
- |
-4.64K- 15.62% |
$314K - $374K
|
25K
$2.04M
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.88K+ 34.27% |
$127K - $151K
|
7.35K
$598K
|
|
|
Nov 12, 2024
Q3 2024
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
25.5K+ 70.4% |
$1.72M - $2.06M
|
61.6K
$5.02M
|
|
|
Nov 12, 2024
Q3 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
1.58K+ 20.8% |
$107K - $127K
|
9.17K
$746K
|
|
|
Nov 12, 2024
Q3 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
2.71K+ 54.49% |
$184K - $219K
|
7.69K
$627K
|
|
|
Nov 12, 2024
Q3 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
549+ 16.22% |
$37.2K - $44.3K
|
3.93K
$320K
|
|
|
Nov 12, 2024
Q3 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
3.16K+ 17.54% |
$213K - $255K
|
21.1K
$1.72M
|
|
|
Nov 12, 2024
Q3 2024
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
5+ 0.08% |
$338 - $404
|
6.18K
$503K
|
|
|
Nov 12, 2024
Q3 2024
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-1.62K- 4.42% |
$110K - $131K
|
35.1K
$2.86M
|
|
|
Nov 12, 2024
Q3 2024
|
Waratah Capital Advisors Ltd.
Toronto, A6 |
BUY
|
CALL |
189KNew |
$12.8M - $15.3M
|
189K
$15.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
1+ 0.3% |
$67.7 - $80.8
|
339
$27.6K
|
|
|
Nov 12, 2024
Q3 2024
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
BUY
|
- |
332KNew |
$22.5M - $26.8M
|
332K
$27M
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
12.6KNew |
$852K - $1.02M
|
12.6K
$1.03M
|
|
|
Nov 12, 2024
Q3 2024
|
Amica Retiree Medical Trust
|
BUY
|
- |
6.08KNew |
$412K - $491K
|
6.08K
$495K
|
|
|
Nov 12, 2024
Q3 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
1.46K+ 14.32% |
$98.5K - $118K
|
11.6K
$946K
|
|
|
Nov 12, 2024
Q3 2024
|
Lokken Investment Group LLC
|
BUY
|
- |
268+ 2.21% |
$18.1K - $21.6K
|
12.4K
$1.01M
|
|
|
Nov 12, 2024
Q3 2024
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
3.03KNew |
$205K - $245K
|
3.03K
$247K
|
|
|
Nov 12, 2024
Q3 2024
|
Winton Group LTD
London, X0 |
BUY
|
- |
28.5K+ 12.08% |
$1.93M - $2.3M
|
264K
$21.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
22.4K+ 127.89% |
$1.51M - $1.81M
|
39.8K
$3.24M
|
|
|
Nov 12, 2024
Q3 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
7.97K+ 83.73% |
$540K - $644K
|
17.5K
$1.43M
|
|
|
Nov 12, 2024
Q3 2024
|
Power Wealth Management LLC
Roswell, GA |
BUY
|
- |
6.39K+ 7.59% |
$432K - $516K
|
90.6K
$7.38M
|
|
|
Nov 12, 2024
Q3 2024
|
Adapt Wealth Advisors, LLC
Atlanta, GA |
BUY
|
- |
6.92K+ 8.77% |
$468K - $559K
|
85.8K
$6.99M
|
|
|
Nov 12, 2024
Q3 2024
|
Everstar Asset Management, LLC
Mooresville, NC |
BUY
|
- |
28KNew |
$1.9M - $2.26M
|
28K
$2.28M
|
|
|
Nov 12, 2024
Q3 2024
|
Providence First Trust CO
|
BUY
|
- |
1.08K+ 2.94% |
$73K - $87.2K
|
37.8K
$3.08M
|
|
|
Nov 12, 2024
Q3 2024
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-1.49K- 10.77% |
$101K - $120K
|
12.3K
$1.01M
|
|
|
Nov 12, 2024
Q3 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
11.7K+ 279.31% |
$791K - $944K
|
15.9K
$1.29M
|
|
|
Nov 12, 2024
Q3 2024
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-735- 2.54% |
$49.7K - $59.4K
|
28.2K
$2.29M
|
|
|
Nov 12, 2024
Q3 2024
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-5.46K- 91.15% |
$369K - $441K
|
530
$43.2K
|
|
|
Nov 12, 2024
Q3 2024
|
Silverleafe Capital Partners, LLC
Memphis, TN |
BUY
|
- |
507+ 1.44% |
$34.3K - $41K
|
35.7K
$2.91M
|
|
|
Nov 12, 2024
Q3 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-306K- 98.44% |
$20.7M - $24.8M
|
4.85K
$395K
|
|
|
Nov 12, 2024
Q3 2024
|
Jsf Financial, LLC
|
BUY
|
- |
2.37K+ 10.44% |
$160K - $191K
|
25K
$2.04M
|
|
|
Nov 12, 2024
Q3 2024
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
BUY
|
- |
440KNew |
$29.8M - $35.6M
|
440K
$35.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Broadleaf Partners, LLC
Hudson, OH |
SELL
|
- |
-22- 0.6% |
$1.49K - $1.78K
|
3.62K
$295K
|
|
|
Nov 12, 2024
Q3 2024
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-1.52K- 2.86% |
$103K - $122K
|
51.6K
$4.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
38.3K+ 58.5% |
$2.59M - $3.1M
|
104K
$8.46M
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-21.5K- 58.44% |
$1.46M - $1.74M
|
15.3K
$1.25M
|
|
|
Nov 12, 2024
Q3 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
411K+ 1894.84% |
$27.8M - $33.2M
|
433K
$35.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Wright Fund Management, LLC
Santa Monica, CA |
BUY
|
- |
60.2KNew |
$4.07M - $4.86M
|
60.2K
$4.9M
|