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 |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2025
Q4 2024
|
Cypress Capital Group
|
SELL
|
- |
-1.67K- 12.55% |
$125K - $138K
|
11.6K
$1M
|
|
|
Feb 12, 2025
Q4 2024
|
Lokken Investment Group LLC
|
SELL
|
- |
-1.19K- 9.62% |
$89.2K - $98.8K
|
11.2K
$965K
|
|
|
Jan 22, 2025
Q4 2024
|
Warner Financial, Inc
Bethesda, MD |
SELL
|
- |
-1.17K- 28.81% |
$87.5K - $96.9K
|
2.89K
$249K
|
|
|
Jan 16, 2025
Q4 2024
|
Transform Wealth, LLC
|
SELL
|
- |
-1.11K- 12.71% |
$83.3K - $92.2K
|
7.64K
$658K
|
|
|
Feb 06, 2025
Q4 2024
|
Gruss & Co., LLC
|
SELL
|
- |
-1K- 15.38% |
$74.9K - $82.9K
|
5.5K
$474K
|
|
|
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
|
Hanseatic Management Services Inc
|
SELL
|
- |
-538- 2.4% |
$40.3K - $44.6K
|
21.9K
$1.89M
|
|
|
Feb 11, 2025
Q4 2024
|
Worth Pointe, LLC
La Jolla, CA |
SELL
|
- |
-425- 2.46% |
$31.8K - $35.2K
|
16.9K
$1.45M
|
|
|
Feb 14, 2025
Q4 2024
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
SELL
|
- |
-400- 3.86% |
$30K - $33.2K
|
9.96K
$859K
|
|
|
Jan 28, 2025
Q4 2024
|
Htlf Bank
Denver, CO |
SELL
|
- |
-270- 0.39% |
$20.2K - $22.4K
|
68.6K
$5.91M
|
|
|
Feb 04, 2025
Q4 2024
|
Apriem Advisors
Irvine, CA |
SELL
|
- |
-250- 0.55% |
$18.7K - $20.7K
|
44.8K
$3.86M
|
|
|
Feb 13, 2025
Q4 2024
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-241- 16.82% |
$18K - $20K
|
1.19K
$103K
|
|
|
Jan 22, 2025
Q4 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-240- 4.7% |
$18K - $19.9K
|
4.87K
$420K
|
|
|
Feb 07, 2025
Q4 2024
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
SELL
|
- |
-220- 29.89% |
$16.5K - $18.2K
|
516
$44.5K
|
|
|
Jan 30, 2025
Q4 2024
|
James Investment Research Inc
|
SELL
|
- |
-210- 3.64% |
$15.7K - $17.4K
|
5.57K
$480K
|
|
|
Jan 13, 2025
Q4 2024
|
Kades & Cheifetz LLC
Berwyn, PA |
SELL
|
- |
-182- 2.23% |
$13.6K - $15.1K
|
7.99K
$688K
|
|
|
Jan 16, 2025
Q4 2024
|
Union Savings Bank
Litchfield, CT |
SELL
|
- |
-180- 4.76% |
$13.5K - $14.9K
|
3.6K
$310K
|
|
|
Jan 30, 2025
Q4 2024
|
Klingenstein Fields & CO LP
|
SELL
|
- |
-156- 5.37% |
$11.7K - $12.9K
|
2.75K
$237K
|
|
|
Jan 21, 2025
Q4 2024
|
Patriot Investment Management Inc.
|
SELL
|
- |
-144- 0.92% |
$10.8K - $11.9K
|
15.5K
$1.34M
|
|
|
Feb 04, 2025
Q4 2024
|
Transcendent Capital Group LLC
Edmond, OK |
SELL
|
- |
-109- 11.11% |
$8.16K - $9.04K
|
872
$75.1K
|
|
|
Jan 27, 2025
Q4 2024
|
Oakworth Capital, Inc.
|
SELL
|
- |
-106- 1.49% |
$7.94K - $8.79K
|
6.99K
$602K
|
|
|
Feb 05, 2025
Q4 2024
|
John G Ullman & Associates Inc
|
SELL
|
- |
-100- 1.4% |
$7.49K - $8.29K
|
7.06K
$608K
|
|
|
Feb 13, 2025
Q4 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
SELL
|
- |
-90- 81.08% |
$6.74K - $7.46K
|
21
$1.81K
|
|
|
Feb 13, 2025
Q4 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
SELL
|
- |
-90- 81.08% |
$6.74K - $7.46K
|
21
$1.81K
|
|
|
Feb 10, 2025
Q4 2024
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-77- 78.57% |
$5.77K - $6.39K
|
21
$1.81K
|
|
|
Jan 27, 2025
Q4 2024
|
Avitas Wealth Management LLC
|
SELL
|
- |
-68- 0.12% |
$5.09K - $5.64K
|
54.3K
$4.68M
|
|
|
Jan 24, 2025
Q4 2024
|
Resonant Capital Advisors, LLC
|
SELL
|
- |
-13- 0.1% |
$974 - $1.08K
|
13.5K
$1.16M
|
|
|
Jan 17, 2025
Q4 2024
|
First Premier Bank
|
SELL
|
- |
-5- 14.71% |
$374 - $415
|
29
$2.5K
|
|
|
Jan 28, 2025
Q4 2024
|
American Capital Advisory, LLC
Ketchum, ID |
SELL
|
- |
-1- 0.37% |
$74.9 - $82.9
|
270
$23.3K
|
|
| Q3 2024 | |||||||
|
Nov 12, 2024
Q3 2024
|
Clal Insurance Enterprises Holdings LTD
Tel Aviv, L3 |
SELL
|
- |
-677K- 33.84% |
$45.8M - $54.7M
|
1.32M
$114M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-137K- 6.08% |
$9.28M - $11.1M
|
2.12M
$183M
|
|
|
Nov 12, 2024
Q3 2024
|
49 Wealth Management, LLC
Austin, TX |
SELL
|
- |
-80.8K- 96.93% |
$5.47M - $6.53M
|
2.56K
$221K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-47.5K- 5.55% |
$3.22M - $3.84M
|
810K
$69.8M
|
|
|
Nov 05, 2024
Q3 2024
|
Victory Capital Management Inc
|
SELL
|
- |
-43.5K- 9.99% |
$2.94M - $3.52M
|
392K
$33.8M
|
|
|
Nov 13, 2024
Q3 2024
|
Gts Securities LLC
New York, NY |
SELL
|
PUT |
-28.3K- 5.65% |
$1.92M - $2.29M
|
473K
$40.7M
|
|
|
Nov 07, 2024
Q3 2024
|
Banco Btg Pactual S.A.
Rio De Janeiro, D5 |
SELL
|
- |
-19.3K- 33.28% |
$1.31M - $1.56M
|
38.7K
$3.34M
|
|
|
Oct 21, 2024
Q3 2024
|
Vicus Capital
State College, PA |
SELL
|
- |
-17.1K- 54.1% |
$1.16M - $1.38M
|
14.5K
$1.25M
|
|
|
Nov 12, 2024
Q3 2024
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-5.46K- 91.15% |
$369K - $441K
|
530
$45.7K
|
|
|
Oct 29, 2024
Q3 2024
|
Gfs Advisors, LLC
|
SELL
|
- |
-4.9K- 58.62% |
$331K - $395K
|
3.46K
$298K
|
|
|
Oct 21, 2024
Q3 2024
|
Waldron Private Wealth LLC
|
SELL
|
- |
-4.6K- 26.45% |
$311K - $372K
|
12.8K
$1.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-3.84K- 3.02% |
$260K - $310K
|
124K
$10.6M
|
|
|
Nov 13, 2024
Q3 2024
|
First Trust Investment Solutions L.P.
Naples, FL |
SELL
|
- |
-3.04K- 22.38% |
$206K - $246K
|
10.5K
$909K
|
|
|
Nov 07, 2024
Q3 2024
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-2.03K- 8.02% |
$137K - $164K
|
23.3K
$2M
|
|
|
Oct 17, 2024
Q3 2024
|
Spreng Capital Management, Inc.
|
SELL
|
- |
-1.45K- 22.94% |
$98.1K - $117K
|
4.87K
$420K
|
|
|
Nov 14, 2024
Q3 2024
|
Texas Capital Bank Wealth Management Services Inc
|
SELL
|
- |
-1.24K- 27.81% |
$83.6K - $99.8K
|
3.21K
$276K
|
|
|
Oct 22, 2024
Q3 2024
|
Narwhal Capital Management
|
SELL
|
- |
-1.2K- 9.22% |
$81.2K - $96.9K
|
11.8K
$1.02M
|
|
|
Nov 15, 2024
Q3 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-1.02K- 29.58% |
$68.9K - $82.2K
|
2.42K
$209K
|
|
|
Nov 14, 2024
Q3 2024
|
Elco Management Co., LLC
New York, NY |
SELL
|
- |
-750- 15.79% |
$50.8K - $60.6K
|
4K
$345K
|
|
|
Nov 12, 2024
Q3 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-691- 95.97% |
$46.8K - $55.8K
|
29
$2.5K
|
|
|
Oct 28, 2024
Q3 2024
|
Phillips Wealth Planners LLC
Starkville, MS |
SELL
|
- |
-538- 12.0% |
$36.4K - $43.5K
|
3.94K
$340K
|
|