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 14, 2024
Q3 2024
|
Ascent Group, LLC
|
SELL
|
- |
-491- 12.53% |
$33.2K - $39.7K
|
3.43K
$296K
|
|
|
Oct 08, 2024
Q3 2024
|
Marcum Wealth, LLC
|
SELL
|
- |
-477- 9.7% |
$32.3K - $38.5K
|
4.44K
$382K
|
|
|
Oct 22, 2024
Q3 2024
|
Spectrum Asset Management, Inc.
|
SELL
|
- |
-438- 1.23% |
$29.6K - $35.4K
|
35.3K
$3.04M
|
|
|
Nov 13, 2024
Q3 2024
|
Diversified, LLC
|
SELL
|
- |
-378- 2.42% |
$25.6K - $30.5K
|
15.2K
$1.31M
|
|
|
Oct 18, 2024
Q3 2024
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-371- 62.25% |
$25.1K - $30K
|
225
$19.4K
|
|
|
Nov 06, 2024
Q3 2024
|
Cutler Investment Counsel LLC
|
SELL
|
- |
-200- 3.07% |
$13.5K - $16.2K
|
6.32K
$545K
|
|
|
Oct 07, 2024
Q3 2024
|
Versant Capital Management, Inc
|
SELL
|
- |
-158- 58.74% |
$10.7K - $12.8K
|
111
$9.57K
|
|
|
Nov 12, 2024
Q3 2024
|
Naples Money Management LLC
Naples, FL |
SELL
|
- |
-143- 10.21% |
$9.68K - $11.6K
|
1.26K
$108K
|
|
|
Oct 24, 2024
Q3 2024
|
Smithbridge Asset Management Inc
|
SELL
|
- |
-134- 1.11% |
$9.07K - $10.8K
|
12K
$1.03M
|
|
|
Nov 14, 2024
Q3 2024
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-113- 7.06% |
$7.65K - $9.13K
|
1.49K
$128K
|
|
|
Oct 23, 2024
Q3 2024
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-80- 2.38% |
$5.41K - $6.46K
|
3.29K
$283K
|
|
|
Oct 07, 2024
Q3 2024
|
Bank Of New Hampshire
|
SELL
|
- |
-70- 25.93% |
$4.74K - $5.65K
|
200
$17.2K
|
|
|
Nov 12, 2024
Q3 2024
|
9258 Wealth Management, LLC
|
SELL
|
- |
-67- 1.15% |
$4.53K - $5.41K
|
5.74K
$495K
|
|
|
Oct 07, 2024
Q3 2024
|
Founders Capital Management
|
SELL
|
- |
-55- 6.55% |
$3.72K - $4.44K
|
785
$67.7K
|
|
|
Nov 13, 2024
Q3 2024
|
Northwest Financial Advisors
Herndon, VA |
SELL
|
- |
-50- 31.25% |
$3.38K - $4.04K
|
110
$9.48K
|
|
|
Oct 31, 2024
Q3 2024
|
Washington Trust Bank
|
SELL
|
- |
-41- 1.1% |
$2.77K - $3.31K
|
3.68K
$317K
|
|
|
Nov 12, 2024
Q3 2024
|
Broadleaf Partners, LLC
Hudson, OH |
SELL
|
- |
-22- 0.6% |
$1.49K - $1.78K
|
3.62K
$312K
|
|
|
Nov 06, 2024
Q3 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-20- 35.09% |
$1.35K - $1.62K
|
37
$3.19K
|
|
|
Nov 12, 2024
Q3 2024
|
Investors Research Corp
|
SELL
|
- |
-10- 3.17% |
$677 - $808
|
305
$26.3K
|
|
|
Feb 27, 2025
Q3 2024
|
Reap Financial Group, LLC
Austin, TX |
SELL
|
- |
-2- 2.94% |
$135 - $162
|
66
$5.69K
|
|
| Q2 2024 | |||||||
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-519K- 43.67% |
$32.6M - $37.8M
|
670K
$57.7M
|
|
|
Feb 07, 2025
Q2 2024
|
Wealth High Governance Capital Ltda
Sao Paulo, D5 |
SELL
|
- |
-300KClosed |
$18.8M - $21.9M
|
0
$0
|
|
|
Jul 31, 2024
Q2 2024
|
Mizuho Markets Americas LLC
|
SELL
|
- |
-48.3K- 90.87% |
$3.03M - $3.52M
|
4.85K
$418K
|
|
|
Jul 25, 2024
Q2 2024
|
Amica Mutual Insurance CO
|
SELL
|
- |
-41K- 44.15% |
$2.58M - $2.99M
|
51.9K
$4.47M
|
|
|
Aug 14, 2024
Q2 2024
|
Zurich Insurance Group LTD
Zurich, V8 |
SELL
|
- |
-33.7K- 76.28% |
$2.12M - $2.46M
|
10.5K
$904K
|
|
|
Aug 01, 2024
Q2 2024
|
Privium Fund Management (Uk) LTD
|
SELL
|
- |
-24.2K- 43.89% |
$1.52M - $1.76M
|
30.9K
$2.66M
|
|
|
Jul 25, 2024
Q2 2024
|
Pettinga Financial Advisors, LLC
|
SELL
|
- |
-15.1K- 75.12% |
$945K - $1.1M
|
4.99K
$430K
|
|
|
Aug 14, 2024
Q2 2024
|
Sourcerock Group LLC
Denver, CO |
SELL
|
- |
-14.4K- 13.27% |
$905K - $1.05M
|
94.3K
$8.12M
|
|
|
Feb 13, 2025
Q2 2024
|
Ategra Capital Management, LLC
Vienna, VA |
SELL
|
- |
-9.87K- 36.27% |
$619K - $719K
|
17.3K
$1.49M
|
|
|
Aug 13, 2024
Q2 2024
|
Correct Capital Wealth Management
Clayton, MO |
SELL
|
- |
-9.3KClosed |
$584K - $678K
|
0
$0
|
|
|
Jul 12, 2024
Q2 2024
|
Sendero Wealth Management, LLC
San Antonio, TX |
SELL
|
- |
-1.26K- 5.11% |
$79K - $91.7K
|
23.4K
$2.01M
|
|
|
Aug 12, 2024
Q2 2024
|
Girard Partners Ltd.
|
SELL
|
- |
-774- 13.55% |
$48.6K - $56.4K
|
4.94K
$426K
|
|
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-522- 2.75% |
$32.8K - $38K
|
18.5K
$1.59M
|
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-487- 7.47% |
$30.6K - $35.5K
|
6.03K
$520K
|
|
|
Aug 13, 2024
Q2 2024
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-275- 34.12% |
$17.3K - $20K
|
531
$45.8K
|
|
|
Jul 12, 2024
Q2 2024
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
SELL
|
- |
-205- 1.93% |
$12.9K - $14.9K
|
10.4K
$898K
|
|
|
Aug 13, 2024
Q2 2024
|
Edgewood Management LLC
Greenwich, CT |
SELL
|
- |
-200- 0.23% |
$12.6K - $14.6K
|
88.3K
$7.61M
|
|
|
Aug 14, 2024
Q2 2024
|
Pin Oak Investment Advisors Inc
Houston, TX |
SELL
|
- |
-169- 8.02% |
$10.6K - $12.3K
|
1.94K
$167K
|
|
|
Aug 13, 2024
Q2 2024
|
Transatlantique Private Wealth LLC
|
SELL
|
- |
-152- 4.34% |
$9.54K - $11.1K
|
3.35K
$289K
|
|
|
Jul 12, 2024
Q2 2024
|
Baldwin Brothers LLC
|
SELL
|
- |
-150- 50.0% |
$9.42K - $10.9K
|
150
$12.9K
|
|
|
Aug 12, 2024
Q2 2024
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-133- 31.15% |
$8.35K - $9.69K
|
294
$25.3K
|
|
|
Jul 19, 2024
Q2 2024
|
Hoyle Cohen, LLC
|
SELL
|
- |
-128- 2.53% |
$8.03K - $9.33K
|
4.93K
$425K
|
|
|
Aug 07, 2024
Q2 2024
|
Biltmore Family Office, LLC
|
SELL
|
- |
-70- 8.75% |
$4.39K - $5.1K
|
730
$62.9K
|
|
|
Jul 16, 2024
Q2 2024
|
Steele Capital Management, Inc.
Dubuque, IA |
SELL
|
- |
-50- 0.92% |
$3.14K - $3.64K
|
5.4K
$465K
|
|
| Q1 2024 | |||||||
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
SELL
|
PUT |
-157K- 66.08% |
$9.4M - $10.3M
|
80.5K
$6.94M
|
|
|
May 09, 2024
Q1 2024
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
SELL
|
- |
-93.3K- 92.63% |
$5.59M - $6.13M
|
7.42K
$640K
|
|
|
May 15, 2024
Q1 2024
|
Logan Stone Capital, LLC
Chicago, IL |
SELL
|
- |
-55.8K- 77.81% |
$3.34M - $3.66M
|
15.9K
$1.37M
|
|
|
May 10, 2024
Q1 2024
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-32.3K- 31.71% |
$1.94M - $2.12M
|
69.6K
$6M
|
|
|
May 15, 2024
Q1 2024
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-19.3K- 94.86% |
$1.16M - $1.27M
|
1.05K
$90.3K
|
|
|
Apr 22, 2024
Q1 2024
|
Benchmark Financial Wealth Advisors, LLC
|
SELL
|
- |
-19K- 85.89% |
$1.14M - $1.24M
|
3.12K
$268K
|
|