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 |
|---|---|---|---|---|---|---|---|
|
May 10, 2024
Q1 2024
|
Marathon Trading Investment Management LLC
Radnor, PA |
SELL
|
- |
-919- 4.18% |
$55.1K - $60.3K
|
21.1K
$1.59M
|
|
|
May 10, 2024
Q1 2024
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-32.3K- 31.71% |
$1.94M - $2.12M
|
69.6K
$5.26M
|
|
|
May 10, 2024
Q1 2024
|
Readystate Asset Management LP
Chicago, IL |
BUY
|
PUT |
38.3KNew |
$2.3M - $2.51M
|
38.3K
$2.89M
|
|
|
May 09, 2024
Q1 2024
|
Obsidian Personal Planning Solutions LLC
|
BUY
|
- |
3.28KNew |
$196K - $215K
|
3.28K
$248K
|
|
|
May 09, 2024
Q1 2024
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
7.76KNew |
$465K - $509K
|
7.76K
$586K
|
|
|
May 09, 2024
Q1 2024
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-2.18K- 15.15% |
$131K - $143K
|
12.2K
$922K
|
|
|
May 09, 2024
Q1 2024
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
SELL
|
- |
-93.3K- 92.63% |
$5.59M - $6.13M
|
7.42K
$561K
|
|
|
May 08, 2024
Q1 2024
|
New Square Capital LLC
|
BUY
|
- |
1New |
$60 - $65.7
|
1
$75.6
|
|
|
May 08, 2024
Q1 2024
|
Keystone Financial Group
|
BUY
|
- |
1.41K+ 11.29% |
$84.6K - $92.7K
|
13.9K
$1.05M
|
|
|
May 08, 2024
Q1 2024
|
Paladin Advisory Group, LLC
|
SELL
|
- |
-241- 39.97% |
$14.4K - $15.8K
|
362
$27.4K
|
|
|
May 08, 2024
Q1 2024
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-3.04K- 27.07% |
$182K - $199K
|
8.18K
$618K
|
|
|
May 08, 2024
Q1 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-3.21K- 53.72% |
$192K - $211K
|
2.76K
$209K
|
|
|
May 07, 2024
Q1 2024
|
Hyman Charles D
|
BUY
|
- |
3.11KNew |
$186K - $204K
|
3.11K
$235K
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group Ltd.
Dublin, L2 |
BUY
|
- |
18.8KNew |
$1.13M - $1.23M
|
18.8K
$1.42M
|
|
|
May 06, 2024
Q1 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
256New |
$15.3K - $16.8K
|
256
$19.3K
|
|
|
May 06, 2024
Q1 2024
|
Empowered Funds, LLC
|
BUY
|
- |
6.86KNew |
$411K - $450K
|
6.86K
$519K
|
|
|
May 03, 2024
Q1 2024
|
Citizens National Bank Trust Department
|
SELL
|
- |
-275- 11.11% |
$16.5K - $18.1K
|
2.2K
$166K
|
|
|
May 03, 2024
Q1 2024
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
623New |
$37.3K - $40.9K
|
623
$47.1K
|
|
|
May 03, 2024
Q1 2024
|
Coulter & Justus Financial Services, LLC
|
BUY
|
- |
12.2KNew |
$733K - $803K
|
12.2K
$924K
|
|
|
May 02, 2024
Q1 2024
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-3.04K- 38.73% |
$182K - $200K
|
4.81K
$364K
|
|
|
May 02, 2024
Q1 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
144New |
$8.63K - $9.45K
|
144
$10.9K
|
|
|
May 02, 2024
Q1 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
28New |
$1.68K - $1.84K
|
28
$2.12K
|
|
|
May 02, 2024
Q1 2024
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
2K+ 57.95% |
$120K - $131K
|
5.45K
$412K
|
|
|
May 02, 2024
Q1 2024
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-347- 87.41% |
$20.8K - $22.8K
|
50
$3.78K
|
|
|
May 02, 2024
Q1 2024
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-1.14K- 7.61% |
$68K - $74.5K
|
13.8K
$1.04M
|
|
|
May 02, 2024
Q1 2024
|
Fny Investment Advisers, LLC
|
BUY
|
CALL |
200New |
$12K - $13.1K
|
200
$15.1K
|
|
|
May 01, 2024
Q1 2024
|
James Investment Research Inc
|
SELL
|
- |
-36- 0.62% |
$2.16K - $2.36K
|
5.78K
$437K
|
|
|
May 01, 2024
Q1 2024
|
Comprehensive Wealth Management, LLC
Lynnwood, WA |
BUY
|
- |
1.57K+ 15.35% |
$93.9K - $103K
|
11.8K
$889K
|
|
|
May 01, 2024
Q1 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-321- 4.61% |
$19.2K - $21.1K
|
6.64K
$502K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
SELL
|
- |
-3.05K- 15.32% |
$183K - $200K
|
16.9K
$1.27M
|
|
|
Apr 30, 2024
Q1 2024
|
Retirement Group, LLC
|
SELL
|
- |
-664- 34.19% |
$39.8K - $43.6K
|
1.28K
$96.6K
|
|
|
Apr 30, 2024
Q1 2024
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
9.95KNew |
$596K - $653K
|
9.95K
$752K
|
|
|
Apr 29, 2024
Q1 2024
|
Kanawha Capital Management LLC
|
BUY
|
- |
80+ 2.13% |
$4.8K - $5.25K
|
3.84K
$291K
|
|
|
Apr 29, 2024
Q1 2024
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
50+ 1.09% |
$3K - $3.28K
|
4.63K
$350K
|
|
|
Apr 29, 2024
Q1 2024
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-27- 6.24% |
$1.62K - $1.77K
|
406
$30.7K
|
|
|
Apr 26, 2024
Q1 2024
|
Millburn Ridgefield Corp
|
SELL
|
- |
-2.91K- 8.81% |
$174K - $191K
|
30.1K
$2.28M
|
|
|
Apr 26, 2024
Q1 2024
|
Life Steps Financial, Inc.
|
BUY
|
- |
241New |
$14.4K - $15.8K
|
241
$18.2K
|
|
|
Apr 25, 2024
Q1 2024
|
Triumph Capital Management
|
BUY
|
- |
27.3K+ 421.87% |
$1.64M - $1.79M
|
33.7K
$2.55M
|
|
|
Apr 24, 2024
Q1 2024
|
Adams Diversified Equity Fund, Inc.
|
BUY
|
- |
110KNew |
$6.59M - $7.22M
|
110K
$8.31M
|
|
|
Apr 23, 2024
Q1 2024
|
Gradient Investments LLC
|
SELL
|
- |
-33- 6.23% |
$1.98K - $2.17K
|
497
$37.6K
|
|
|
Apr 23, 2024
Q1 2024
|
Gunma Bank,Ltd.
|
BUY
|
- |
50K+ 47.62% |
$3M - $3.28M
|
155K
$11.7M
|
|
|
Apr 22, 2024
Q1 2024
|
Benchmark Financial Wealth Advisors, LLC
|
SELL
|
- |
-19K- 85.89% |
$1.14M - $1.24M
|
3.12K
$235K
|
|
|
Apr 22, 2024
Q1 2024
|
Wealth Effects LLC
|
SELL
|
- |
-679- 16.08% |
$40.7K - $44.6K
|
3.54K
$268K
|
|
|
Apr 22, 2024
Q1 2024
|
Arthur M. Cohen & Associates, LLC
|
BUY
|
- |
3.08KNew |
$185K - $202K
|
3.08K
$233K
|
|
|
Apr 22, 2024
Q1 2024
|
Bay Rivers Group
|
BUY
|
- |
1.58K+ 10.3% |
$94.9K - $104K
|
17K
$1.28M
|
|
|
Apr 22, 2024
Q1 2024
|
Provident Wealth Management, LLC
|
BUY
|
- |
277New |
$16.6K - $18.2K
|
277
$20.9K
|
|
|
Apr 22, 2024
Q1 2024
|
4 J Wealth Management LLC
|
BUY
|
- |
46+ 0.39% |
$2.76K - $3.02K
|
12K
$906K
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
BUY
|
- |
64.3KNew |
$3.85M - $4.22M
|
64.3K
$4.86M
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
SELL
|
PUT |
-157K- 66.08% |
$9.4M - $10.3M
|
80.5K
$6.08M
|
|
|
Apr 18, 2024
Q1 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-1.1K- 90.5% |
$65.7K - $72K
|
115
$8.69K
|