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, 2023
Q2 2023
|
Beacon Capital Management, LLC
|
SELL
|
- |
-458- 96.02% |
$29.5K - $32K
|
19
$1.5K
|
|
|
Aug 15, 2023
Q2 2023
|
Holderness Investments CO
Greensboro, NC |
SELL
|
- |
-375- 9.46% |
$24.1K - $26.2K
|
3.59K
$284K
|
|
|
Aug 11, 2023
Q2 2023
|
V Wealth Advisors LLC
|
SELL
|
- |
-347- 6.3% |
$22.3K - $24.3K
|
5.16K
$408K
|
|
|
Jul 13, 2023
Q2 2023
|
Tuttle Capital Management, LLC
|
SELL
|
- |
-339- 8.33% |
$21.8K - $23.7K
|
3.73K
$295K
|
|
|
Aug 02, 2023
Q2 2023
|
Wambolt & Associates, LLC
|
SELL
|
- |
-306- 8.0% |
$19.7K - $21.4K
|
3.52K
$278K
|
|
|
Jul 24, 2023
Q2 2023
|
Royal Harbor Partners, LLC
|
SELL
|
- |
-185- 2.48% |
$11.9K - $12.9K
|
7.27K
$575K
|
|
|
Aug 07, 2023
Q2 2023
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-115- 11.59% |
$7.4K - $8.05K
|
877
$69.4K
|
|
|
May 20, 2024
Q2 2023
|
Petredis Investment Advisors LLC
Warrendale, PA |
SELL
|
- |
-112- 0.17% |
$7.21K - $7.84K
|
64.4K
$5.1M
|
|
|
Jul 27, 2023
Q2 2023
|
Connolly Sarah T.
Boston, MA |
SELL
|
- |
-105- 0.73% |
$6.76K - $7.35K
|
14.3K
$1.13M
|
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-79- 12.85% |
$5.08K - $5.53K
|
536
$42.4K
|
|
|
Aug 11, 2023
Q2 2023
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-41- 1.3% |
$2.64K - $2.87K
|
3.11K
$246K
|
|
|
Aug 01, 2023
Q2 2023
|
Patron Partners, LLC
|
SELL
|
- |
-23- 0.55% |
$1.48K - $1.61K
|
4.16K
$329K
|
|
|
Jul 27, 2023
Q2 2023
|
Horan Securities, Inc.
|
SELL
|
- |
-16- 3.59% |
$1.03K - $1.12K
|
430
$34K
|
|
| Q1 2023 | |||||||
|
Apr 13, 2023
Q1 2023
|
Saudi Central Bank
Riyadh, T0 |
SELL
|
- |
-611K- 28.27% |
$38.9M - $44M
|
1.55M
$123M
|
|
|
May 05, 2023
Q1 2023
|
Bellwether Advisors, LLC
|
SELL
|
- |
-174K- 54.04% |
$11.1M - $12.5M
|
148K
$11.7M
|
|
|
May 09, 2023
Q1 2023
|
Hilltop Partners LLC
Mishawaka, IN |
SELL
|
- |
-134K- 95.37% |
$8.51M - $9.63M
|
6.49K
$513K
|
|
|
May 03, 2023
Q1 2023
|
B&D White Capital Company, LLC
|
SELL
|
- |
-38.5K- 91.8% |
$2.45M - $2.77M
|
3.44K
$272K
|
|
|
Apr 19, 2023
Q1 2023
|
Wt Wealth Management
|
SELL
|
- |
-16.1K- 28.63% |
$1.03M - $1.16M
|
40.1K
$3.17M
|
|
|
Apr 18, 2023
Q1 2023
|
Fukoku Mutual Life Insurance CO
|
SELL
|
- |
-13K- 4.64% |
$828K - $937K
|
267K
$21.1M
|
|
|
May 15, 2023
Q1 2023
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-10.5K- 70.55% |
$669K - $757K
|
4.38K
$347K
|
|
|
Apr 06, 2023
Q1 2023
|
Parsec Financial Management, Inc.
|
SELL
|
- |
-4.18K- 9.9% |
$266K - $301K
|
38K
$3.01M
|
|
|
May 10, 2023
Q1 2023
|
Alpha Financial Partners, LLC
Lexington, KY |
SELL
|
- |
-2.22K- 16.03% |
$141K - $160K
|
11.6K
$918K
|
|
|
May 08, 2023
Q1 2023
|
Horizon Investment Services, LLC
Hammond, IN |
SELL
|
- |
-1.52K- 6.59% |
$96.6K - $109K
|
21.5K
$1.7M
|
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-1.5K- 48.99% |
$95.6K - $108K
|
1.56K
$124K
|
|
|
May 05, 2023
Q1 2023
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-1.4K- 21.82% |
$89.2K - $101K
|
5.02K
$397K
|
|
|
Apr 06, 2023
Q1 2023
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-1.17K- 15.27% |
$74.3K - $84.1K
|
6.48K
$512K
|
|
|
May 04, 2023
Q1 2023
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-1.11K- 78.77% |
$70.9K - $80.2K
|
300
$23.7K
|
|
|
Apr 25, 2023
Q1 2023
|
Eudaimonia Advisors LLC
Winchester, TN |
SELL
|
- |
-812- 19.68% |
$51.7K - $58.5K
|
3.31K
$262K
|
|
|
Apr 14, 2023
Q1 2023
|
Stonnington Group, LLC
|
SELL
|
- |
-800- 10.46% |
$51K - $57.7K
|
6.85K
$542K
|
|
|
Apr 21, 2023
Q1 2023
|
Alta Wealth Advisors LLC
|
SELL
|
- |
-421- 8.46% |
$26.8K - $30.3K
|
4.55K
$360K
|
|
|
May 24, 2023
Q1 2023
|
Old North State Trust, LLC
Greensboro, NC |
SELL
|
- |
-370- 91.13% |
$23.6K - $26.7K
|
36
$2.85K
|
|
|
May 04, 2023
Q1 2023
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
SELL
|
- |
-350- 22.46% |
$22.3K - $25.2K
|
1.21K
$95.6K
|
|
|
Apr 12, 2023
Q1 2023
|
Old Port Advisors
|
SELL
|
- |
-339- 9.92% |
$21.6K - $24.4K
|
3.08K
$243K
|
|
|
May 03, 2023
Q1 2023
|
Le Jeune Puetz Investment Counsel LLC
|
SELL
|
- |
-300- 4.41% |
$19.1K - $21.6K
|
6.5K
$514K
|
|
|
May 15, 2023
Q1 2023
|
Fortis Capital Advisors, LLC
Reno, NV |
SELL
|
- |
-245- 52.13% |
$15.6K - $17.7K
|
225
$17.8K
|
|
|
Apr 03, 2023
Q1 2023
|
M&R Capital Management Inc
|
SELL
|
- |
-203- 36.12% |
$12.9K - $14.6K
|
359
$28.4K
|
|
|
May 12, 2023
Q1 2023
|
Trustees Of Dartmouth College
Hanover, NH |
SELL
|
- |
-196Closed |
$12.5K - $14.1K
|
0
$0
|
|
|
May 09, 2023
Q1 2023
|
Sawgrass Asset Management LLC
|
SELL
|
- |
-107- 2.58% |
$6.82K - $7.71K
|
4.03K
$319K
|
|
|
May 12, 2023
Q1 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-76- 2.41% |
$4.84K - $5.48K
|
3.08K
$244K
|
|
|
May 15, 2023
Q1 2023
|
Delos Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-63- 9.12% |
$4.01K - $4.54K
|
628
$49.7K
|
|
|
May 10, 2023
Q1 2023
|
Powell Investment Advisors, LLC
|
SELL
|
- |
-24- 0.23% |
$1.53K - $1.73K
|
10.2K
$808K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Claraphi Advisory Network, LLC
|
SELL
|
- |
-1.09M- 98.58% |
$66.8M - $78.9M
|
15.6K
$1.23M
|
|
|
Jan 26, 2023
Q4 2022
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-162K- 99.52% |
$9.97M - $11.8M
|
777
$61.5K
|
|
|
Feb 14, 2023
Q4 2022
|
Verition Fund Management LLC
Greenwich, CT |
SELL
|
CALL |
-137K- 87.01% |
$8.41M - $9.93M
|
20.4K
$1.61M
|
|
|
Jan 20, 2023
Q4 2022
|
Florin Court Capital LLP
|
SELL
|
- |
-116K- 58.49% |
$7.16M - $8.46M
|
82.6K
$6.53M
|
|
|
Feb 07, 2023
Q4 2022
|
Precision Wealth Strategies, LLC
|
SELL
|
- |
-5.93K- 17.17% |
$365K - $431K
|
28.6K
$2.26M
|
|
|
Feb 06, 2023
Q4 2022
|
Greenwich Wealth Management LLC
Greenwich, CT |
SELL
|
- |
-4.73K- 54.06% |
$291K - $344K
|
4.02K
$318K
|
|
|
Feb 02, 2023
Q4 2022
|
Mgo Private Wealth, LLC
Irvine, CA |
SELL
|
- |
-4.12K- 18.09% |
$253K - $299K
|
18.6K
$1.48M
|
|
|
Dec 11, 2023
Q4 2022
|
Burns Matteson Capital Management, LLC
Corning, NY |
SELL
|
- |
-3.96KClosed |
$243K - $288K
|
0
$0
|
|
|
May 15, 2024
Q4 2022
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-3.56K- 93.96% |
$219K - $259K
|
229
$18.1K
|
|