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
|
Texas Capital Bank Wealth Management Services Inc
|
SELL
|
- |
-1.24K- 27.81% |
$83.6K - $99.8K
|
3.21K
$258K
|
|
|
Oct 22, 2024
Q3 2024
|
Narwhal Capital Management
|
SELL
|
- |
-1.2K- 9.22% |
$81.2K - $96.9K
|
11.8K
$952K
|
|
|
Nov 14, 2024
Q3 2024
|
Triangle Securities Wealth Management
|
SELL
|
- |
-1.18K- 8.61% |
$79.7K - $95.2K
|
12.5K
$1.01M
|
|
|
Nov 13, 2024
Q3 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-1.15K- 4.24% |
$77.5K - $92.6K
|
25.9K
$2.08M
|
|
|
Nov 14, 2024
Q3 2024
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
SELL
|
- |
-1.1K- 9.6% |
$74.4K - $88.9K
|
10.4K
$834K
|
|
|
Nov 04, 2024
Q3 2024
|
Mv Capital Management, Inc.
|
SELL
|
- |
-1.07K- 2.69% |
$72.6K - $86.7K
|
38.7K
$3.12M
|
|
|
Oct 29, 2024
Q3 2024
|
True Wealth Advisors, LLC
|
SELL
|
- |
-1.07K- 10.96% |
$72.5K - $86.6K
|
8.71K
$701K
|
|
|
Oct 22, 2024
Q3 2024
|
Blb&B Advisors, LLC
|
SELL
|
- |
-1.03K- 21.53% |
$69.8K - $83.4K
|
3.76K
$303K
|
|
|
Oct 10, 2024
Q3 2024
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-1.03K- 5.83% |
$69.5K - $83K
|
16.6K
$1.34M
|
|
|
Nov 15, 2024
Q3 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-1.02K- 29.58% |
$68.9K - $82.2K
|
2.42K
$195K
|
|
|
Nov 14, 2024
Q3 2024
|
Morton Community Bank
East Peoria, IL |
SELL
|
- |
-1.02K- 1.18% |
$68.8K - $82.1K
|
85.3K
$6.87M
|
|
|
Nov 08, 2024
Q3 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-1K- 2.15% |
$67.7K - $80.9K
|
45.6K
$3.67M
|
|
|
Nov 14, 2024
Q3 2024
|
Boothbay Fund Management, LLC
New York, NY |
SELL
|
- |
-1K- 1.05% |
$67.7K - $80.8K
|
94.3K
$7.59M
|
|
|
Oct 29, 2024
Q3 2024
|
Nvwm, LLC
|
SELL
|
- |
-988- 4.88% |
$66.9K - $79.8K
|
19.3K
$1.55M
|
|
|
Nov 07, 2024
Q3 2024
|
Planning Directions Inc
|
SELL
|
- |
-955- 12.48% |
$64.6K - $77.1K
|
6.7K
$539K
|
|
|
Nov 13, 2024
Q3 2024
|
Financial & Tax Architects, LLC
St Louis, MO |
SELL
|
- |
-908- 8.61% |
$61.4K - $73.3K
|
9.64K
$776K
|
|
|
Nov 14, 2024
Q3 2024
|
Sepio Capital, LP
|
SELL
|
- |
-893- 5.07% |
$60.4K - $72.1K
|
16.7K
$1.35M
|
|
|
Oct 28, 2024
Q3 2024
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-889- 40.69% |
$60.2K - $71.8K
|
1.3K
$104K
|
|
|
Oct 15, 2024
Q3 2024
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
SELL
|
- |
-869- 6.0% |
$58.8K - $70.2K
|
13.6K
$1.1M
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-845- 0.9% |
$57.2K - $68.3K
|
92.6K
$7.45M
|
|
|
Nov 13, 2024
Q3 2024
|
Full Sail Capital, LLC
Oklahoma City, OK |
SELL
|
- |
-829- 0.55% |
$56.1K - $67K
|
149K
$12M
|
|
|
Nov 13, 2024
Q3 2024
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-793- 1.65% |
$53.7K - $64.1K
|
47.4K
$3.81M
|
|
|
Nov 06, 2024
Q3 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-793- 2.33% |
$53.7K - $64.1K
|
33.3K
$2.68M
|
|
|
Nov 14, 2024
Q3 2024
|
Nbt Bank N A
|
SELL
|
- |
-765- 1.85% |
$51.8K - $61.8K
|
40.5K
$3.26M
|
|
|
Oct 16, 2024
Q3 2024
|
Butensky & Cohen Financial Security, Inc
|
SELL
|
- |
-762- 2.65% |
$51.6K - $61.6K
|
28K
$2.26M
|
|
|
Nov 12, 2024
Q3 2024
|
Founders Financial Securities LLC
|
SELL
|
- |
-751- 3.84% |
$50.8K - $60.7K
|
18.8K
$1.51M
|
|
|
Nov 14, 2024
Q3 2024
|
Elco Management Co., LLC
New York, NY |
SELL
|
- |
-750- 15.79% |
$50.8K - $60.6K
|
4K
$322K
|
|
|
Nov 04, 2024
Q3 2024
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-739- 11.18% |
$50K - $59.7K
|
5.87K
$472K
|
|
|
Oct 21, 2024
Q3 2024
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
SELL
|
- |
-738- 1.39% |
$49.9K - $59.6K
|
52.2K
$4.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-735- 2.54% |
$49.7K - $59.4K
|
28.2K
$2.27M
|
|
|
Nov 14, 2024
Q3 2024
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-732- 22.5% |
$49.5K - $59.1K
|
2.52K
$203K
|
|
|
Nov 12, 2024
Q3 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-691- 95.97% |
$46.8K - $55.8K
|
29
$2.33K
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthfront Advisers LLC
|
SELL
|
- |
-673- 3.11% |
$45.5K - $54.4K
|
20.9K
$1.68M
|
|
|
Nov 05, 2024
Q3 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-661- 12.57% |
$44.7K - $53.4K
|
4.6K
$370K
|
|
|
Oct 15, 2024
Q3 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-650- 6.37% |
$44K - $52.5K
|
9.56K
$770K
|
|
|
Nov 14, 2024
Q3 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-640- 4.87% |
$43.3K - $51.7K
|
12.5K
$1.01M
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-629- 12.84% |
$42.6K - $50.8K
|
4.27K
$344K
|
|
|
Nov 04, 2024
Q3 2024
|
Vaughan David Investments LLC
Peoria, IL |
SELL
|
- |
-625- 0.36% |
$42.3K - $50.5K
|
174K
$14M
|
|
|
Oct 02, 2024
Q3 2024
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-625- 36.02% |
$42.3K - $50.5K
|
1.11K
$89.3K
|
|
|
Nov 13, 2024
Q3 2024
|
Financial Counselors Inc
|
SELL
|
- |
-611- 3.72% |
$41.3K - $49.4K
|
15.8K
$1.27M
|
|
|
Oct 15, 2024
Q3 2024
|
Grant
|
SELL
|
- |
-610- 17.94% |
$41.3K - $49.3K
|
2.79K
$225K
|
|
|
Oct 07, 2024
Q3 2024
|
Prentice Wealth Management LLC
|
SELL
|
- |
-596- 5.28% |
$40.3K - $48.1K
|
10.7K
$861K
|
|
|
Nov 05, 2024
Q3 2024
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
SELL
|
- |
-584- 2.53% |
$39.5K - $47.2K
|
22.5K
$1.81M
|
|
|
Oct 11, 2024
Q3 2024
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-580- 9.17% |
$39.2K - $46.9K
|
5.75K
$462K
|
|
|
Oct 10, 2024
Q3 2024
|
Sowa Financial Group, Inc.
Lincoln, RI |
SELL
|
- |
-553- 3.79% |
$37.4K - $44.7K
|
14K
$1.13M
|
|
|
Nov 06, 2024
Q3 2024
|
Omnia Family Wealth, LLC
|
SELL
|
- |
-547- 0.93% |
$37K - $44.2K
|
58.6K
$4.72M
|
|
|
Nov 08, 2024
Q3 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-545- 4.02% |
$36.9K - $44K
|
13K
$1.05M
|
|
|
Oct 10, 2024
Q3 2024
|
Mechanics Bank Trust Department
|
SELL
|
- |
-541- 2.12% |
$36.6K - $43.7K
|
25K
$2.01M
|
|
|
Oct 28, 2024
Q3 2024
|
Phillips Wealth Planners LLC
Starkville, MS |
SELL
|
- |
-538- 12.0% |
$36.4K - $43.5K
|
3.94K
$317K
|
|
|
Oct 23, 2024
Q3 2024
|
Country Club Bank
|
SELL
|
- |
-525- 3.37% |
$35.5K - $42.4K
|
15K
$1.21M
|