Latest Institutional Sells of Utilities Sector Spdr (XLU)
This list provides information on the latest institutional transactions involving Utilities Sector Spdr (XLU) stock that were sells. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 12, 2024
Q2 2024
|
Baldwin Brothers LLC
|
SELL
|
- |
-150- 50.0% |
$9.42K - $10.9K
|
150
$12.1K
|
|
|
Aug 12, 2024
Q2 2024
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-133- 31.15% |
$8.35K - $9.69K
|
294
$23.7K
|
|
|
Oct 01, 2024
Q2 2024
|
Buska Wealth Management, LLC
Wausau, WI |
SELL
|
- |
-130- 3.11% |
$8.16K - $9.47K
|
4.05K
$326K
|
|
|
Aug 05, 2024
Q2 2024
|
Addison Advisors LLC
|
SELL
|
- |
-130- 14.02% |
$8.16K - $9.47K
|
797
$64.2K
|
|
|
Jul 19, 2024
Q2 2024
|
Hoyle Cohen, LLC
|
SELL
|
- |
-128- 2.53% |
$8.03K - $9.33K
|
4.93K
$397K
|
|
|
Aug 02, 2024
Q2 2024
|
Archer Investment Corp
|
SELL
|
- |
-105- 40.23% |
$6.59K - $7.65K
|
156
$12.6K
|
|
|
Aug 08, 2024
Q2 2024
|
1 St Source Bank
|
SELL
|
- |
-103- 0.5% |
$6.47K - $7.51K
|
20.4K
$1.65M
|
|
|
Aug 12, 2024
Q2 2024
|
Econ Financial Services Corp
|
SELL
|
- |
-99- 0.22% |
$6.21K - $7.21K
|
44.4K
$3.57M
|
|
|
Jul 15, 2024
Q2 2024
|
Diligent Investors, LLC
|
SELL
|
- |
-99- 0.97% |
$6.21K - $7.21K
|
10.2K
$817K
|
|
|
Aug 07, 2024
Q2 2024
|
Biltmore Family Office, LLC
|
SELL
|
- |
-70- 8.75% |
$4.39K - $5.1K
|
730
$58.8K
|
|
|
Aug 14, 2024
Q2 2024
|
Amussen Hunsaker Associates LLC
Salt Lake City, UT |
SELL
|
- |
-69- 1.56% |
$4.33K - $5.03K
|
4.37K
$351K
|
|
|
Aug 07, 2024
Q2 2024
|
Headlands Technologies LLC
Chicago, IL |
SELL
|
- |
-54- 2.63% |
$3.39K - $3.93K
|
2K
$161K
|
|
|
Jul 16, 2024
Q2 2024
|
Steele Capital Management, Inc.
Dubuque, IA |
SELL
|
- |
-50- 0.92% |
$3.14K - $3.64K
|
5.4K
$435K
|
|
|
Jul 25, 2024
Q2 2024
|
First National Bank Of Hutchinson
|
SELL
|
- |
-42- 0.52% |
$2.64K - $3.06K
|
8.03K
$646K
|
|
|
Aug 13, 2024
Q2 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-29- 14.43% |
$1.82K - $2.11K
|
172
$13.8K
|
|
|
Aug 13, 2024
Q2 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-26- 4.91% |
$1.63K - $1.89K
|
504
$40.6K
|
|
|
Jul 23, 2024
Q2 2024
|
Byrne Asset Management LLC
|
SELL
|
- |
-25- 5.84% |
$1.57K - $1.82K
|
403
$32.4K
|
|
|
Jul 17, 2024
Q2 2024
|
First Premier Bank
|
SELL
|
- |
-5- 12.82% |
$314 - $364
|
34
$2.74K
|
|
| Q1 2024 | |||||||
|
May 13, 2024
Q1 2024
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-178K- 92.83% |
$10.6M - $11.7M
|
13.7K
$1.1M
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
SELL
|
PUT |
-157K- 66.08% |
$9.4M - $10.3M
|
80.5K
$6.48M
|
|
|
May 09, 2024
Q1 2024
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
SELL
|
- |
-93.3K- 92.63% |
$5.59M - $6.13M
|
7.42K
$598K
|
|
|
May 15, 2024
Q1 2024
|
Logan Stone Capital, LLC
Chicago, IL |
SELL
|
- |
-55.8K- 77.81% |
$3.34M - $3.66M
|
15.9K
$1.28M
|
|
|
May 10, 2024
Q1 2024
|
Symmetry Investments LP
|
SELL
|
- |
-43.1K- 58.62% |
$2.58M - $2.83M
|
30.4K
$2.45M
|
|
|
May 10, 2024
Q1 2024
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-32.3K- 31.71% |
$1.94M - $2.12M
|
69.6K
$5.61M
|
|
|
May 15, 2024
Q1 2024
|
Two Sigma Investments, LP
New York, NY |
SELL
|
- |
-25.5K- 80.47% |
$1.53M - $1.68M
|
6.2K
$499K
|
|
|
May 15, 2024
Q1 2024
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-19.3K- 94.86% |
$1.16M - $1.27M
|
1.05K
$84.4K
|
|
|
Apr 22, 2024
Q1 2024
|
Benchmark Financial Wealth Advisors, LLC
|
SELL
|
- |
-19K- 85.89% |
$1.14M - $1.24M
|
3.12K
$251K
|
|
|
May 14, 2024
Q1 2024
|
Connectus Wealth, LLC
Cincinnati, OH |
SELL
|
- |
-10.7K- 18.44% |
$640K - $701K
|
47.2K
$3.8M
|
|
|
May 15, 2024
Q1 2024
|
Wexford Capital LP
Greenwich, CT |
SELL
|
- |
-9.28K- 48.33% |
$557K - $609K
|
9.93K
$799K
|
|
|
Jul 31, 2024
Q1 2024
|
First American Bank
Dundee, IL |
SELL
|
- |
-4.11KClosed |
$246K - $270K
|
0
$0
|
|
|
May 08, 2024
Q1 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-3.21K- 53.72% |
$192K - $211K
|
2.76K
$222K
|
|
|
May 30, 2024
Q1 2024
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-3.11K- 84.4% |
$187K - $204K
|
575
$46.3K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
SELL
|
- |
-3.05K- 15.32% |
$183K - $200K
|
16.9K
$1.36M
|
|
|
May 02, 2024
Q1 2024
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-3.04K- 38.73% |
$182K - $200K
|
4.81K
$387K
|
|
|
May 08, 2024
Q1 2024
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-3.04K- 27.07% |
$182K - $199K
|
8.18K
$658K
|
|
|
Apr 26, 2024
Q1 2024
|
Millburn Ridgefield Corp
|
SELL
|
- |
-2.91K- 8.81% |
$174K - $191K
|
30.1K
$2.43M
|
|
|
Apr 15, 2024
Q1 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-2.34K- 38.88% |
$140K - $154K
|
3.68K
$297K
|
|
|
May 09, 2024
Q1 2024
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-2.18K- 15.15% |
$131K - $143K
|
12.2K
$981K
|
|
|
May 14, 2024
Q1 2024
|
Vantage Financial Partners Ltd., Inc.
|
SELL
|
- |
-1.9K- 2.48% |
$114K - $125K
|
74.6K
$6M
|
|
|
Apr 09, 2024
Q1 2024
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-1.28K- 92.73% |
$76.4K - $83.7K
|
100
$8.05K
|
|
|
May 02, 2024
Q1 2024
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-1.14K- 7.61% |
$68K - $74.5K
|
13.8K
$1.11M
|
|
|
Apr 18, 2024
Q1 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-1.1K- 90.5% |
$65.7K - $72K
|
115
$9.26K
|
|
|
May 10, 2024
Q1 2024
|
Marathon Trading Investment Management LLC
Radnor, PA |
SELL
|
- |
-919- 4.18% |
$55.1K - $60.3K
|
21.1K
$1.69M
|
|
|
Apr 04, 2024
Q1 2024
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-806- 18.76% |
$48.3K - $52.9K
|
3.49K
$281K
|
|
|
Apr 22, 2024
Q1 2024
|
Wealth Effects LLC
|
SELL
|
- |
-679- 16.08% |
$40.7K - $44.6K
|
3.54K
$285K
|
|
|
Apr 30, 2024
Q1 2024
|
Retirement Group, LLC
|
SELL
|
- |
-664- 34.19% |
$39.8K - $43.6K
|
1.28K
$103K
|
|
|
May 15, 2024
Q1 2024
|
First Manhattan CO
New York, NY |
SELL
|
- |
-500- 88.65% |
$30K - $32.8K
|
64
$5.15K
|
|
|
May 02, 2024
Q1 2024
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-347- 87.41% |
$20.8K - $22.8K
|
50
$4.02K
|
|
|
May 01, 2024
Q1 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-321- 4.61% |
$19.2K - $21.1K
|
6.64K
$534K
|
|
|
Apr 15, 2024
Q1 2024
|
Mkt Advisors LLC
Escondido, CA |
SELL
|
- |
-297- 8.73% |
$17.8K - $19.5K
|
3.11K
$250K
|
|