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 |
|---|---|---|---|---|---|---|---|
|
Apr 17, 2024
Q1 2024
|
Private Ocean, LLC
|
SELL
|
- |
-151- 51.54% |
$9.05K - $9.91K
|
142
$10.7K
|
|
|
Apr 16, 2024
Q1 2024
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
3.06KNew |
$184K - $201K
|
3.06K
$231K
|
|
|
Apr 15, 2024
Q1 2024
|
Security National Bank
|
BUY
|
- |
944New |
$56.6K - $62K
|
944
$71.3K
|
|
|
Apr 15, 2024
Q1 2024
|
Mkt Advisors LLC
Escondido, CA |
SELL
|
- |
-297- 8.73% |
$17.8K - $19.5K
|
3.11K
$235K
|
|
|
Apr 15, 2024
Q1 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-2.34K- 38.88% |
$140K - $154K
|
3.68K
$278K
|
|
|
Apr 15, 2024
Q1 2024
|
Rmr Wealth Builders
|
BUY
|
- |
3.54KNew |
$212K - $233K
|
3.54K
$268K
|
|
|
Apr 11, 2024
Q1 2024
|
Optimum Investment Advisors
|
SELL
|
- |
-100- 5.76% |
$6K - $6.57K
|
1.64K
$124K
|
|
|
Apr 10, 2024
Q1 2024
|
Thomasville National Bank
|
BUY
|
- |
155+ 2.85% |
$9.29K - $10.2K
|
5.59K
$423K
|
|
|
Apr 10, 2024
Q1 2024
|
One Plus One Wealth Management, LLC
|
BUY
|
- |
470+ 0.6% |
$28.2K - $30.9K
|
78.5K
$5.93M
|
|
|
Apr 10, 2024
Q1 2024
|
Red Spruce Capital, LLC
|
BUY
|
- |
783+ 7.2% |
$46.9K - $51.4K
|
11.7K
$881K
|
|
|
Apr 09, 2024
Q1 2024
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-1.28K- 92.73% |
$76.4K - $83.7K
|
100
$7.56K
|
|
|
Apr 08, 2024
Q1 2024
|
Tompkins Financial Corp
|
BUY
|
- |
35New |
$2.1K - $2.3K
|
35
$2.65K
|
|
|
Apr 05, 2024
Q1 2024
|
Madison Park Capital Advisors, LLC
Seattle, WA |
BUY
|
- |
3.72K+ 3.89% |
$223K - $244K
|
99.6K
$7.52M
|
|
| Q4 2023 | |||||||
|
Nov 04, 2024
Q4 2023
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
SELL
|
- |
-4.19K- 70.55% |
$235K - $276K
|
1.75K
$132K
|
|
|
Aug 06, 2024
Q4 2023
|
Alpine Global Management, LLC
New York, NY |
BUY
|
- |
1.59K+ 32.9% |
$89.4K - $105K
|
6.43K
$486K
|
|
|
Jul 19, 2024
Q4 2023
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
1+ 0.88% |
$56.2 - $66
|
115
$8.69K
|
|
|
May 10, 2024
Q4 2023
|
V2 Financial Group LLC
Naperville, IL |
SELL
|
- |
-150- 3.85% |
$8.43K - $9.89K
|
3.75K
$283K
|
|
|
Apr 09, 2024
Q4 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
SELL
|
- |
-305- 4.1% |
$17.1K - $20.1K
|
7.14K
$539K
|
|
|
Mar 29, 2024
Q4 2023
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
SELL
|
- |
-2.03KClosed |
$114K - $134K
|
0
$0
|
|
|
Mar 14, 2024
Q4 2023
|
Ables, Iannone, Moore & Associates, Inc.
Savannah, GA |
BUY
|
- |
474New |
$26.6K - $31.3K
|
474
$35.8K
|
|
|
Mar 12, 2024
Q4 2023
|
Spartan Planning & Wealth Management
Greensboro, NC |
BUY
|
- |
176New |
$9.89K - $11.6K
|
176
$13.3K
|
|
|
Mar 08, 2024
Q4 2023
|
Trust CO Of Vermont
|
BUY
|
- |
100+ 20.0% |
$5.62K - $6.6K
|
600
$45.3K
|
|
|
Mar 05, 2024
Q4 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-206- 4.04% |
$11.6K - $13.6K
|
4.9K
$370K
|
|
|
Mar 04, 2024
Q4 2023
|
Vima LLC
Troy, MI |
BUY
|
- |
289+ 28900.0% |
$16.2K - $19.1K
|
290
$21.9K
|
|
|
Feb 16, 2024
Q4 2023
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
13.1K+ 154.12% |
$736K - $864K
|
21.6K
$1.63M
|
|
|
Feb 15, 2024
Q4 2023
|
Dagco, Inc.
|
BUY
|
- |
14New |
$787 - $923
|
14
$1.06K
|
|
|
Feb 14, 2024
Q4 2023
|
Resources Management Corp
West Hartford, CT |
BUY
|
- |
97+ 153.97% |
$5.45K - $6.4K
|
160
$12.1K
|
|
|
Feb 14, 2024
Q4 2023
|
Elequin Capital LP
New York, NY |
SELL
|
- |
-882- 66.67% |
$49.6K - $58.2K
|
441
$33.3K
|
|
|
Feb 14, 2024
Q4 2023
|
Caas Capital Management LP
New York, NY |
BUY
|
- |
10.5KNew |
$591K - $693K
|
10.5K
$794K
|
|
|
Feb 14, 2024
Q4 2023
|
Caas Capital Management LP
New York, NY |
BUY
|
CALL |
18KNew |
$1.01M - $1.19M
|
18K
$1.36M
|
|
|
Feb 14, 2024
Q4 2023
|
Greenline Partners, LLC
New York, NY |
BUY
|
- |
1+ 50.0% |
$56.2 - $66
|
3
$227
|
|
|
Feb 14, 2024
Q4 2023
|
Df Dent & CO Inc
Baltimore, MD |
BUY
|
- |
3.95KNew |
$222K - $261K
|
3.95K
$299K
|
|
|
Feb 14, 2024
Q4 2023
|
Decade Renewable Partners LP
Houston, TX |
BUY
|
- |
121KNew |
$6.82M - $8M
|
121K
$9.17M
|
|
|
Feb 14, 2024
Q4 2023
|
Davis Capital Management
Jacksonville, FL |
SELL
|
- |
-144- 30.32% |
$8.09K - $9.5K
|
331
$25K
|
|
|
Feb 14, 2024
Q4 2023
|
Pariax, LLC
|
BUY
|
- |
64.8KNew |
$3.64M - $4.27M
|
64.8K
$4.89M
|
|
|
Feb 14, 2024
Q4 2023
|
Argent Capital Management LLC
|
BUY
|
- |
447KNew |
$25.1M - $29.5M
|
447K
$33.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Core Alternative Capital
|
SELL
|
- |
-36.6K- 98.68% |
$2.06M - $2.41M
|
489
$37K
|
|
|
Feb 14, 2024
Q4 2023
|
Okabena Investment Services Inc
Minneapolis, MN |
BUY
|
- |
5KNew |
$281K - $329K
|
5K
$378K
|
|
|
Feb 14, 2024
Q4 2023
|
K2 Principal Fund, L.P.
Toronto, A6 |
BUY
|
CALL |
150KNew |
$8.43M - $9.89M
|
150K
$11.3M
|
|
|
Feb 14, 2024
Q4 2023
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
7.62KNew |
$428K - $502K
|
7.62K
$576K
|
|
|
Feb 14, 2024
Q4 2023
|
Mairs & Power Inc
St Paul, MN |
BUY
|
- |
6.69KNew |
$376K - $441K
|
6.69K
$505K
|
|
|
Feb 14, 2024
Q4 2023
|
Point72 Middle East Fze
Stamford, CT |
BUY
|
- |
6.17KNew |
$347K - $407K
|
6.17K
$466K
|
|
|
Feb 14, 2024
Q4 2023
|
Point72 Middle East Fze
Stamford, CT |
BUY
|
PUT |
91.6KNew |
$5.15M - $6.04M
|
91.6K
$6.92M
|
|
|
Feb 14, 2024
Q4 2023
|
West Tower Group, LLC
Richmond, VA |
BUY
|
- |
9.2KNew |
$517K - $607K
|
9.2K
$695K
|
|
|
Feb 14, 2024
Q4 2023
|
Long Island Wealth Management, Inc.
Melville, NY |
BUY
|
- |
279New |
$15.7K - $18.4K
|
279
$21.1K
|
|
|
Feb 14, 2024
Q4 2023
|
Titleist Asset Management, LLC
San Antonio, TX |
SELL
|
- |
-29.2K- 78.9% |
$1.64M - $1.92M
|
7.8K
$589K
|
|
|
Feb 13, 2024
Q4 2023
|
Belvedere Trading LLC
|
BUY
|
CALL |
15.5KNew |
$871K - $1.02M
|
15.5K
$1.17M
|
|
|
Feb 13, 2024
Q4 2023
|
Regis Management CO LLC
|
SELL
|
- |
-9K- 56.52% |
$506K - $594K
|
6.92K
$523K
|
|
|
Feb 13, 2024
Q4 2023
|
Benchmark Investment Advisors LLC
Chicago, IL |
BUY
|
- |
52.4KNew |
$2.94M - $3.46M
|
52.4K
$3.96M
|
|
|
Feb 13, 2024
Q4 2023
|
Alpha Core Capital LLC
La Jolla, CA |
SELL
|
- |
-27- 0.36% |
$1.52K - $1.78K
|
7.56K
$572K
|
|