Latest Institutional Transactions on Utilities Sector Spdr (XLU)
This table provides information on the latest institutional transactions involving Utilities Sector Spdr (XLU) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2025
Q4 2024
|
Brevan Howard Capital Management LP
St. Helier, Y9 |
SELL
|
- |
-9.38K- 16.88% |
$702K - $778K
|
46.2K
$3.65M
|
|
|
Feb 14, 2025
Q4 2024
|
Graham Capital Management, L.P.
Rowayton, CT |
SELL
|
- |
-125K- 62.76% |
$9.34M - $10.3M
|
74K
$5.85M
|
|
|
Feb 14, 2025
Q4 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
587K+ 277.18% |
$43.9M - $48.6M
|
798K
$63.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Cercano Management LLC
Bellevue, WA |
BUY
|
- |
342KNew |
$25.6M - $28.4M
|
342K
$27.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
24.9K+ 46.33% |
$1.87M - $2.07M
|
78.7K
$6.23M
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-124K- 21.68% |
$9.3M - $10.3M
|
448K
$35.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Canal Capital Management, LLC
|
BUY
|
- |
43.9KNew |
$3.28M - $3.64M
|
43.9K
$3.47M
|
|
|
Feb 14, 2025
Q4 2024
|
Fwl Investment Management, LLC
|
BUY
|
- |
424+ 8.3% |
$31.8K - $35.2K
|
5.53K
$438K
|
|
|
Feb 14, 2025
Q4 2024
|
Credit Agricole S A
|
SELL
|
- |
-10.1K- 29.08% |
$754K - $835K
|
24.6K
$1.94M
|
|
|
Feb 14, 2025
Q4 2024
|
Credit Agricole S A
|
BUY
|
PUT |
75K+ 12.61% |
$5.62M - $6.22M
|
670K
$53M
|
|
|
Feb 14, 2025
Q4 2024
|
Fosun International LTD
|
BUY
|
- |
7.7KNew |
$577K - $639K
|
7.7K
$609K
|
|
|
Feb 14, 2025
Q4 2024
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-4.34K- 1.91% |
$325K - $360K
|
223K
$17.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
PUT |
8.4K+ 4.41% |
$629K - $697K
|
199K
$15.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
10.8K+ 14.3% |
$808K - $895K
|
86.2K
$6.82M
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-268K- 39.14% |
$20.1M - $22.2M
|
417K
$33M
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
PUT |
-1.25M- 23.96% |
$93.3M - $103M
|
3.95M
$313M
|
|
|
Feb 14, 2025
Q4 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-8.25K- 27.79% |
$617K - $684K
|
21.4K
$1.69M
|
|
|
Feb 14, 2025
Q4 2024
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-1.31K- 55.8% |
$98K - $108K
|
1.04K
$81.9K
|
|
|
Feb 14, 2025
Q4 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-2.82K- 6.96% |
$211K - $234K
|
37.7K
$2.99M
|
|
|
Feb 14, 2025
Q4 2024
|
Atom Investors LP
Austin, TX |
BUY
|
- |
18.7KNew |
$1.4M - $1.55M
|
18.7K
$1.48M
|
|
|
Feb 14, 2025
Q4 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-63- 52.5% |
$4.72K - $5.22K
|
57
$4.51K
|
|
|
Feb 14, 2025
Q4 2024
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
210+ 0.27% |
$15.7K - $17.4K
|
77.2K
$6.11M
|
|
|
Feb 14, 2025
Q4 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-25- 16.67% |
$1.87K - $2.07K
|
125
$9.89K
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
20+ 1.48% |
$1.5K - $1.66K
|
1.37K
$109K
|
|
|
Feb 14, 2025
Q4 2024
|
J. Safra Sarasin Holding Ag
Basel, V8 |
BUY
|
- |
4.5K+ 46.2% |
$337K - $373K
|
14.2K
$1.13M
|
|
|
Feb 14, 2025
Q4 2024
|
Eisler Capital Management Ltd.
London, X0 |
BUY
|
- |
36.8KNew |
$2.76M - $3.05M
|
36.8K
$2.91M
|
|
|
Feb 14, 2025
Q4 2024
|
Eisler Capital Management Ltd.
London, X0 |
BUY
|
PUT |
291KNew |
$21.8M - $24.1M
|
291K
$23M
|
|
|
Feb 14, 2025
Q4 2024
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
21.4K+ 164.73% |
$1.6M - $1.78M
|
34.4K
$2.72M
|
|
|
Feb 14, 2025
Q4 2024
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
CALL |
10KNew |
$749K - $829K
|
10K
$791K
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-3.26M- 24.27% |
$244M - $270M
|
10.2M
$803M
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
PUT |
-316K- 78.46% |
$23.7M - $26.2M
|
86.8K
$6.87M
|
|
|
Feb 14, 2025
Q4 2024
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
3+ 0.09% |
$225 - $249
|
3.44K
$272K
|
|
|
Feb 14, 2025
Q4 2024
|
Diligent Investors, LLC
|
BUY
|
- |
1+ 0.01% |
$74.9 - $82.9
|
10.2K
$803K
|
|
|
Feb 14, 2025
Q4 2024
|
Kaizen Financial Strategies
|
SELL
|
- |
-3.02K- 47.63% |
$226K - $250K
|
3.32K
$263K
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
3.28K+ 2.63% |
$246K - $272K
|
128K
$10.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Legacy Advisors, LLC
|
BUY
|
- |
3.04KNew |
$228K - $252K
|
3.04K
$240K
|
|
|
Feb 14, 2025
Q4 2024
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
6.39K+ 22.51% |
$478K - $530K
|
34.8K
$2.75M
|
|
|
Feb 14, 2025
Q4 2024
|
Regions Financial Corp
|
SELL
|
- |
-812- 5.68% |
$60.8K - $67.3K
|
13.5K
$1.07M
|
|
|
Feb 14, 2025
Q4 2024
|
West Chester Capital Advisors, Inc
|
BUY
|
- |
27.6K+ 93.71% |
$2.07M - $2.29M
|
57.1K
$4.52M
|
|
|
Feb 14, 2025
Q4 2024
|
Brown Advisory Inc
|
BUY
|
- |
3.61K+ 31.12% |
$270K - $299K
|
15.2K
$1.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-99K- 88.69% |
$7.42M - $8.21M
|
12.6K
$1M
|
|
|
Feb 14, 2025
Q4 2024
|
Pinnacle Associates LTD
|
BUY
|
- |
889+ 18.36% |
$66.6K - $73.7K
|
5.73K
$453K
|
|
|
Feb 14, 2025
Q4 2024
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
518+ 13.68% |
$38.8K - $43K
|
4.31K
$341K
|
|
|
Feb 14, 2025
Q4 2024
|
Estate Counselors, LLC
|
SELL
|
- |
-89.5K- 63.17% |
$6.7M - $7.42M
|
52.2K
$4.13M
|
|
|
Feb 14, 2025
Q4 2024
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
698+ 5.47% |
$52.3K - $57.9K
|
13.5K
$1.06M
|
|
|
Feb 14, 2025
Q4 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
16.1K+ 27.52% |
$1.2M - $1.33M
|
74.4K
$5.89M
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-14.6K- 14.13% |
$1.09M - $1.21M
|
88.6K
$7.01M
|
|
|
Feb 14, 2025
Q4 2024
|
Coldstream Capital Management Inc
|
SELL
|
- |
-870K- 86.1% |
$65.2M - $72.2M
|
140K
$11.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
SELL
|
- |
-120K- 27.29% |
$9M - $9.97M
|
320K
$25.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
1.38M+ 50.86% |
$103M - $114M
|
4.08M
$323M
|