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 |
|---|---|---|---|---|---|---|---|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
9+ 0.9% |
$506 - $594
|
1.01K
$76K
|
|
|
Jan 25, 2024
Q4 2023
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
46New |
$2.58K - $3.03K
|
46
$3.48K
|
|
|
Jan 24, 2024
Q4 2023
|
Asset Management Resources, LLC
|
SELL
|
- |
-103- 2.92% |
$5.79K - $6.79K
|
3.43K
$259K
|
|
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-303- 0.79% |
$17K - $20K
|
38K
$2.87M
|
|
|
Jan 22, 2024
Q4 2023
|
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management)
|
BUY
|
- |
2.6KNew |
$146K - $171K
|
2.6K
$197K
|
|
|
Jan 22, 2024
Q4 2023
|
Compton Financial Group, LLC
|
BUY
|
- |
6.73K+ 7.23% |
$378K - $444K
|
99.8K
$7.54M
|
|
|
Jan 22, 2024
Q4 2023
|
Secure Asset Management, LLC
|
BUY
|
- |
3.56KNew |
$200K - $235K
|
3.56K
$269K
|
|
|
Jan 22, 2024
Q4 2023
|
Welch Group, LLC
|
BUY
|
- |
4.5KNew |
$253K - $297K
|
4.5K
$340K
|
|
|
Jan 19, 2024
Q4 2023
|
Armor Investment Advisors, LLC
|
BUY
|
- |
380+ 68.47% |
$21.4K - $25.1K
|
935
$70.7K
|
|
|
Jan 18, 2024
Q4 2023
|
Lincoln Capital Corp
|
SELL
|
- |
-22K- 35.45% |
$1.24M - $1.45M
|
40K
$3.02M
|
|
|
Jan 18, 2024
Q4 2023
|
Washington Trust CO
|
SELL
|
- |
-200- 11.4% |
$11.2K - $13.2K
|
1.55K
$117K
|
|
|
Jan 16, 2024
Q4 2023
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-1.29K- 89.6% |
$72.7K - $85.3K
|
150
$11.3K
|
|
|
Jan 16, 2024
Q4 2023
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-283- 2.53% |
$15.9K - $18.7K
|
10.9K
$824K
|
|
|
Jan 16, 2024
Q4 2023
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
225+ 4.85% |
$12.6K - $14.8K
|
4.87K
$368K
|
|
|
Jan 12, 2024
Q4 2023
|
Cox Capital Mgt LLC
|
BUY
|
- |
5.07KNew |
$285K - $334K
|
5.07K
$383K
|
|
|
Jan 12, 2024
Q4 2023
|
Keating Wealth Management LLC
Greenwood Village, CO |
BUY
|
- |
10.1KNew |
$565K - $663K
|
10.1K
$760K
|
|
|
Jan 12, 2024
Q4 2023
|
Client First Capital LLC
|
SELL
|
- |
-20.9K- 15.85% |
$1.17M - $1.38M
|
111K
$8.38M
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
1.42K+ 18.46% |
$79.8K - $93.7K
|
9.12K
$689K
|
|
|
Jan 11, 2024
Q4 2023
|
Ziegler Capital Management, LLC
|
BUY
|
- |
3.38KNew |
$190K - $223K
|
3.38K
$255K
|
|
|
Jan 10, 2024
Q4 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
163+ 44.05% |
$9.16K - $10.8K
|
533
$40.3K
|
|
|
Jan 10, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
4.22KNew |
$237K - $278K
|
4.22K
$319K
|
|
|
Jan 09, 2024
Q4 2023
|
Capitol Family Office, Inc.
|
BUY
|
- |
1.3K+ 3.18% |
$73.2K - $85.9K
|
42.2K
$3.19M
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
22.9K+ 4574.4% |
$1.29M - $1.51M
|
23.4K
$1.77M
|
|
|
Jan 08, 2024
Q4 2023
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
4.09KNew |
$230K - $270K
|
4.09K
$309K
|
|
|
Jan 08, 2024
Q4 2023
|
Ignite Planners, LLC
|
SELL
|
- |
-583- 13.87% |
$32.8K - $38.5K
|
3.62K
$274K
|
|
| Q3 2023 | |||||||
|
Oct 02, 2024
Q3 2023
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
1.94KNew |
$114K - $133K
|
1.94K
$146K
|
|
|
Sep 05, 2024
Q3 2023
|
Granite Fo LLC
Bedford, NH |
SELL
|
- |
-200Closed |
$11.8K - $13.7K
|
0
$0
|
|
|
Feb 15, 2024
Q3 2023
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
4.56KNew |
$268K - $312K
|
4.56K
$344K
|
|
|
Feb 07, 2024
Q3 2023
|
Wealth Advisory Solutions, LLC
|
SELL
|
- |
-14- 0.09% |
$824 - $958
|
15.1K
$1.14M
|
|
|
Dec 11, 2023
Q3 2023
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
23New |
$1.35K - $1.57K
|
23
$1.74K
|
|
|
Dec 04, 2023
Q3 2023
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-322- 47.92% |
$18.9K - $22K
|
350
$26.5K
|
|
|
Nov 17, 2023
Q3 2023
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-264- 11.66% |
$15.5K - $18.1K
|
2K
$151K
|
|
|
Nov 15, 2023
Q3 2023
|
Pacific Center For Financial Services
San Ramon, CA |
SELL
|
- |
-414- 16.24% |
$24.4K - $28.3K
|
2.14K
$161K
|
|
|
Nov 14, 2023
Q3 2023
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
13.9KNew |
$817K - $950K
|
13.9K
$1.05M
|
|
|
Nov 14, 2023
Q3 2023
|
Richard Bernstein Advisors LLC
|
SELL
|
- |
-1.04M- 99.99% |
$61M - $71M
|
107
$8.09K
|
|
|
Nov 14, 2023
Q3 2023
|
Texas Capital Bancshares Inc
|
BUY
|
- |
2.8K+ 9.66% |
$165K - $192K
|
31.8K
$2.4M
|
|
|
Nov 14, 2023
Q3 2023
|
Twin Tree Management, LP
Dallas, TX |
BUY
|
- |
164KNew |
$9.65M - $11.2M
|
164K
$12.4M
|
|
|
Nov 14, 2023
Q3 2023
|
Rokos Capital Management LLP
London, X0 |
SELL
|
- |
-16.3K- 29.48% |
$959K - $1.12M
|
39K
$2.95M
|
|
|
Nov 14, 2023
Q3 2023
|
Alphadyne Asset Management LP
New York, NY |
BUY
|
PUT |
2.3K+ 4.38% |
$135K - $157K
|
54.8K
$4.14M
|
|
|
Nov 14, 2023
Q3 2023
|
George Soros
Soros Fund Management LLC | New York, Ny
|
BUY
|
- |
230KNew |
$13.5M - $15.7M
|
230K
$17.4M
|
|
|
Nov 14, 2023
Q3 2023
|
Capital Fund Management S.A.
Paris, I0 |
BUY
|
- |
768KNew |
$45.2M - $52.6M
|
768K
$58M
|
|
|
Nov 14, 2023
Q3 2023
|
Scoggin Management LP
New York, NY |
BUY
|
CALL |
50KNew |
$2.94M - $3.42M
|
50K
$3.78M
|
|
|
Nov 14, 2023
Q3 2023
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
3.91KNew |
$230K - $268K
|
3.91K
$296K
|
|
|
Nov 14, 2023
Q3 2023
|
Ehp Funds Inc.
Toronto, Z4 |
BUY
|
- |
35KNew |
$2.06M - $2.4M
|
35K
$2.65M
|
|
|
Nov 14, 2023
Q3 2023
|
Kenfarb & Co.
Ashland, KY |
SELL
|
- |
-200- 2.29% |
$11.8K - $13.7K
|
8.55K
$646K
|
|
|
Nov 14, 2023
Q3 2023
|
Electron Capital Partners, LLC
New York, NY |
SELL
|
- |
-212K- 28.85% |
$12.5M - $14.5M
|
522K
$39.5M
|
|
|
Nov 14, 2023
Q3 2023
|
Matrix Private Capital Group LLC
New York, NY |
SELL
|
- |
-320- 87.67% |
$18.8K - $21.9K
|
45
$3.4K
|
|
|
Nov 14, 2023
Q3 2023
|
Shay Capital LLC
New York, NY |
BUY
|
CALL |
25KNew |
$1.47M - $1.71M
|
25K
$1.89M
|
|
|
Nov 14, 2023
Q3 2023
|
Pictet Asset Management Holding Sa
Carouge, V8 |
BUY
|
- |
7.7KNew |
$453K - $527K
|
7.7K
$582K
|
|
|
Nov 14, 2023
Q3 2023
|
Bluefin Capital Management, LLC
New York, NY |
BUY
|
CALL |
10KNew |
$588K - $685K
|
10K
$756K
|
|