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 |
|---|---|---|---|---|---|---|---|
|
Nov 08, 2023
Q3 2023
|
Summit Place Financial Advisors, LLC
|
SELL
|
- |
-719- 2.26% |
$42.3K - $49.2K
|
31.1K
$2.5M
|
|
|
Oct 19, 2023
Q3 2023
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-597- 12.96% |
$35.1K - $40.9K
|
4.01K
$323K
|
|
|
Nov 15, 2023
Q3 2023
|
Pacific Center For Financial Services
San Ramon, CA |
SELL
|
- |
-414- 16.24% |
$24.4K - $28.3K
|
2.14K
$172K
|
|
|
Oct 19, 2023
Q3 2023
|
Bridge Advisory, LLC
|
SELL
|
- |
-363- 9.21% |
$21.4K - $24.9K
|
3.58K
$288K
|
|
|
Dec 04, 2023
Q3 2023
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-322- 47.92% |
$18.9K - $22K
|
350
$28.2K
|
|
|
Nov 14, 2023
Q3 2023
|
Matrix Private Capital Group LLC
New York, NY |
SELL
|
- |
-320- 87.67% |
$18.8K - $21.9K
|
45
$3.62K
|
|
|
Nov 17, 2023
Q3 2023
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-264- 11.66% |
$15.5K - $18.1K
|
2K
$161K
|
|
|
Oct 17, 2023
Q3 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-264- 27.91% |
$15.5K - $18.1K
|
682
$54.9K
|
|
|
Nov 13, 2023
Q3 2023
|
Rock Creek Group, LP
|
SELL
|
- |
-207- 31.7% |
$12.2K - $14.2K
|
446
$35.9K
|
|
|
Oct 26, 2023
Q3 2023
|
Comerica Securities,Inc.
|
SELL
|
- |
-207- 1.81% |
$12.2K - $14.2K
|
11.2K
$904K
|
|
|
Sep 05, 2024
Q3 2023
|
Granite Fo LLC
Bedford, NH |
SELL
|
- |
-200Closed |
$11.8K - $13.7K
|
0
$0
|
|
|
Nov 14, 2023
Q3 2023
|
Kenfarb & Co.
Ashland, KY |
SELL
|
- |
-200- 2.29% |
$11.8K - $13.7K
|
8.55K
$688K
|
|
|
Oct 18, 2023
Q3 2023
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-160- 0.42% |
$9.41K - $11K
|
38.3K
$3.08M
|
|
|
Nov 09, 2023
Q3 2023
|
Db Wealth Management Group, LLC
San Diego, CA |
SELL
|
- |
-158- 65.29% |
$9.3K - $10.8K
|
84
$6.76K
|
|
|
Nov 13, 2023
Q3 2023
|
Sittner & Nelson, LLC
Eugene, OR |
SELL
|
- |
-75- 27.27% |
$4.41K - $5.13K
|
200
$16.1K
|
|
|
Nov 13, 2023
Q3 2023
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-41- 16.02% |
$2.41K - $2.81K
|
215
$17.3K
|
|
|
Nov 13, 2023
Q3 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-38Closed |
$2.24K - $2.6K
|
0
$0
|
|
|
Oct 12, 2023
Q3 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-24- 7.69% |
$1.41K - $1.64K
|
288
$23.2K
|
|
|
Nov 08, 2023
Q3 2023
|
Spinnaker Trust
|
SELL
|
- |
-17- 0.33% |
$1K - $1.16K
|
5.16K
$415K
|
|
|
Feb 07, 2024
Q3 2023
|
Wealth Advisory Solutions, LLC
|
SELL
|
- |
-14- 0.09% |
$824 - $958
|
15.1K
$1.22M
|
|
| Q2 2023 | |||||||
|
Aug 17, 2023
Q2 2023
|
Imprint Wealth LLC
Mount Pleasant, SC |
SELL
|
- |
-358K- 98.45% |
$23M - $25M
|
5.65K
$455K
|
|
|
Jul 31, 2023
Q2 2023
|
Neirg Wealth Management, LLC
|
SELL
|
- |
-51.8K- 46.47% |
$3.33M - $3.62M
|
59.7K
$4.8M
|
|
|
Aug 14, 2023
Q2 2023
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-40.2K- 88.7% |
$2.59M - $2.81M
|
5.12K
$412K
|
|
|
Jul 19, 2023
Q2 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-29.6K- 60.28% |
$1.9M - $2.07M
|
19.5K
$1.57M
|
|
|
Jul 26, 2023
Q2 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-27.7K- 89.97% |
$1.78M - $1.94M
|
3.08K
$248K
|
|
|
Aug 04, 2023
Q2 2023
|
Tru Wealth Advisors, LLC
|
SELL
|
- |
-23.8K- 26.19% |
$1.53M - $1.67M
|
67.2K
$5.41M
|
|
|
Aug 03, 2023
Q2 2023
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
SELL
|
- |
-22.4K- 67.42% |
$1.44M - $1.57M
|
10.8K
$873K
|
|
|
Aug 15, 2023
Q2 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-18.3K- 79.0% |
$1.18M - $1.28M
|
4.86K
$391K
|
|
|
Jul 26, 2023
Q2 2023
|
Acute Investment Advisory, LLC
Mesa, AZ |
SELL
|
- |
-17.6K- 35.48% |
$1.13M - $1.23M
|
31.9K
$2.57M
|
|
|
Jul 21, 2023
Q2 2023
|
Mba Advisors LLC
Hermitage, PA |
SELL
|
- |
-16K- 39.07% |
$1.03M - $1.12M
|
25K
$2.01M
|
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-12.4K- 3.93% |
$800K - $870K
|
304K
$24.4M
|
|
|
Aug 07, 2023
Q2 2023
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
SELL
|
- |
-3.58K- 50.76% |
$230K - $250K
|
3.47K
$279K
|
|
|
Jul 17, 2023
Q2 2023
|
Procyon Advisors, LLC
|
SELL
|
- |
-3.17K- 26.22% |
$204K - $222K
|
8.92K
$718K
|
|
|
Aug 14, 2023
Q2 2023
|
Alphadyne Asset Management LP
New York, NY |
SELL
|
- |
-3.17K- 22.48% |
$204K - $221K
|
10.9K
$879K
|
|
|
Jul 20, 2023
Q2 2023
|
Aj Wealth Strategies, LLC
|
SELL
|
- |
-3.08K- 11.82% |
$198K - $216K
|
23K
$1.85M
|
|
|
Aug 09, 2023
Q2 2023
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-3.05K- 12.95% |
$196K - $214K
|
20.5K
$1.65M
|
|
|
Jul 18, 2023
Q2 2023
|
Greystone Financial Group, LLC
|
SELL
|
- |
-2.34K- 33.49% |
$151K - $164K
|
4.65K
$375K
|
|
|
Jul 27, 2023
Q2 2023
|
Nixon Peabody Trust CO
Boston, MA |
SELL
|
- |
-2.32K- 13.45% |
$149K - $163K
|
15K
$1.2M
|
|
|
Jul 17, 2023
Q2 2023
|
Cmh Wealth Management LLC
|
SELL
|
- |
-2.24K- 5.88% |
$144K - $157K
|
35.8K
$2.88M
|
|
|
Jul 28, 2023
Q2 2023
|
Bnc Wealth Management, LLC
|
SELL
|
- |
-1.74K- 27.12% |
$112K - $121K
|
4.67K
$376K
|
|
|
Aug 08, 2023
Q2 2023
|
Catalyst Capital Advisors LLC
Huntington, NY |
SELL
|
- |
-1.73K- 10.87% |
$111K - $121K
|
14.2K
$1.14M
|
|
|
Jul 13, 2023
Q2 2023
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-1.67K- 29.77% |
$108K - $117K
|
3.94K
$317K
|
|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-1.33K- 5.81% |
$85.8K - $93.3K
|
21.6K
$1.74M
|
|
|
Aug 14, 2023
Q2 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-1.13K- 42.92% |
$72.6K - $78.9K
|
1.5K
$121K
|
|
|
Aug 03, 2023
Q2 2023
|
Emfo, LLC
|
SELL
|
- |
-1K- 71.43% |
$64.3K - $70K
|
400
$32.2K
|
|
|
Jul 27, 2023
Q2 2023
|
Cohen Lawrence B
Boston, MA |
SELL
|
- |
-797- 3.96% |
$51.3K - $55.8K
|
19.3K
$1.56M
|
|
|
Jul 18, 2023
Q2 2023
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-742- 83.18% |
$47.7K - $51.9K
|
150
$12.1K
|
|
|
Aug 07, 2023
Q2 2023
|
Cfo4 Life Group, LLC
|
SELL
|
- |
-631- 9.24% |
$40.6K - $44.2K
|
6.2K
$499K
|
|
|
Aug 23, 2023
Q2 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-572- 77.51% |
$36.8K - $40K
|
166
$13.4K
|
|
|
Aug 14, 2023
Q2 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-550- 78.57% |
$35.4K - $38.5K
|
150
$12.1K
|
|