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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2023
Q3 2023
|
Daniel Loeb
Third Point LLC | New York, Ny
|
BUY
|
CALL |
500KNew |
$29.4M - $34.2M
|
500K
$37.8M
|
|
|
Nov 14, 2023
Q3 2023
|
Blue Crest Capital Management LTD
St Helier, Y9 |
BUY
|
CALL |
75KNew |
$4.41M - $5.13M
|
75K
$5.67M
|
|
|
Nov 14, 2023
Q3 2023
|
Mbb Public Markets I LLC
Chicago, IL |
BUY
|
- |
511K+ 2872.75% |
$30M - $35M
|
529K
$39.9M
|
|
|
Nov 13, 2023
Q3 2023
|
West Hill Financial Advisors, Inc.
|
BUY
|
- |
79New |
$4.65K - $5.41K
|
79
$5.97K
|
|
|
Nov 13, 2023
Q3 2023
|
Wolverine Asset Management LLC
|
BUY
|
- |
300+ 13.04% |
$17.6K - $20.5K
|
2.6K
$197K
|
|
|
Nov 13, 2023
Q3 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
7.75K+ 221.74% |
$456K - $531K
|
11.2K
$850K
|
|
|
Nov 13, 2023
Q3 2023
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
16.8K+ 39.81% |
$986K - $1.15M
|
58.8K
$4.45M
|
|
|
Nov 13, 2023
Q3 2023
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
13.4KNew |
$786K - $914K
|
13.4K
$1.01M
|
|
|
Nov 13, 2023
Q3 2023
|
Rock Creek Group, LP
|
SELL
|
- |
-207- 31.7% |
$12.2K - $14.2K
|
446
$33.7K
|
|
|
Nov 13, 2023
Q3 2023
|
Gyroscope Capital Management Group, LLC
|
SELL
|
- |
-2.53K- 15.08% |
$149K - $173K
|
14.2K
$1.08M
|
|
|
Nov 13, 2023
Q3 2023
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-41- 16.02% |
$2.41K - $2.81K
|
215
$16.2K
|
|
|
Nov 13, 2023
Q3 2023
|
Truadvice, LLC
Sarasota, FL |
BUY
|
- |
3.79KNew |
$223K - $259K
|
3.79K
$286K
|
|
|
Nov 13, 2023
Q3 2023
|
Lumina Fund Management LLC
New York, NY |
BUY
|
- |
5KNew |
$294K - $342K
|
5K
$378K
|
|
|
Nov 13, 2023
Q3 2023
|
Sittner & Nelson, LLC
Eugene, OR |
SELL
|
- |
-75- 27.27% |
$4.41K - $5.13K
|
200
$15.1K
|
|
|
Nov 13, 2023
Q3 2023
|
Destiny Capital Securities Corporation
Golden, CO |
BUY
|
- |
10.7KNew |
$631K - $734K
|
10.7K
$811K
|
|
|
Nov 13, 2023
Q3 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-38Closed |
$2.24K - $2.6K
|
0
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Ally Financial Inc.
Detroit, MI |
BUY
|
- |
232KNew |
$13.6M - $15.9M
|
232K
$17.5M
|
|
|
Nov 13, 2023
Q3 2023
|
Peak6 Investments LLC
Chicago, IL |
BUY
|
- |
24.8KNew |
$1.46M - $1.7M
|
24.8K
$1.88M
|
|
|
Nov 13, 2023
Q3 2023
|
Lavaca Capital LLC
Houston, TX |
BUY
|
- |
92+ 1.57% |
$5.41K - $6.3K
|
5.96K
$450K
|
|
|
Nov 13, 2023
Q3 2023
|
Westfield Capital Management CO LP
Boston, MA |
BUY
|
- |
12.3KNew |
$725K - $843K
|
12.3K
$931K
|
|
|
Nov 09, 2023
Q3 2023
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
BUY
|
- |
2.02K+ 7.8% |
$119K - $138K
|
27.9K
$2.11M
|
|
|
Nov 09, 2023
Q3 2023
|
Db Wealth Management Group, LLC
San Diego, CA |
SELL
|
- |
-158- 65.29% |
$9.3K - $10.8K
|
84
$6.35K
|
|
|
Nov 09, 2023
Q3 2023
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
625+ 83.67% |
$36.8K - $42.8K
|
1.37K
$104K
|
|
|
Nov 09, 2023
Q3 2023
|
West Chester Capital Advisors, Inc
|
BUY
|
- |
29.5KNew |
$1.73M - $2.02M
|
29.5K
$2.23M
|
|
|
Nov 09, 2023
Q3 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
37New |
$2.18K - $2.53K
|
37
$2.8K
|
|
|
Nov 09, 2023
Q3 2023
|
Prudential PLC
London, England, X0 |
BUY
|
- |
7.83KNew |
$461K - $536K
|
7.83K
$592K
|
|
|
Nov 08, 2023
Q3 2023
|
Cadence Wealth Management LLC
Westborough, MA |
BUY
|
- |
3.81KNew |
$224K - $261K
|
3.81K
$288K
|
|
|
Nov 08, 2023
Q3 2023
|
Milestone Advisory Partners
|
SELL
|
- |
-5.57K- 10.45% |
$327K - $381K
|
47.7K
$3.61M
|
|
|
Nov 08, 2023
Q3 2023
|
Spinnaker Trust
|
SELL
|
- |
-17- 0.33% |
$1K - $1.16K
|
5.16K
$390K
|
|
|
Nov 08, 2023
Q3 2023
|
Summit Place Financial Advisors, LLC
|
SELL
|
- |
-719- 2.26% |
$42.3K - $49.2K
|
31.1K
$2.35M
|
|
|
Nov 08, 2023
Q3 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
305KNew |
$18M - $20.9M
|
305K
$23.1M
|
|
|
Nov 07, 2023
Q3 2023
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
55New |
$3.24K - $3.77K
|
55
$4.16K
|
|
|
Nov 07, 2023
Q3 2023
|
Johnson Midwest Financial, LLC
|
BUY
|
- |
1+ 2.94% |
$58.8 - $68.5
|
35
$2.65K
|
|
|
Nov 07, 2023
Q3 2023
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
50.9KNew |
$2.99M - $3.48M
|
50.9K
$3.85M
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
138K+ 92.83% |
$8.09M - $9.42M
|
286K
$21.6M
|
|
|
Nov 06, 2023
Q3 2023
|
Wall Capital Group, Inc.
|
BUY
|
- |
2.51K+ 49.73% |
$147K - $171K
|
7.54K
$570K
|
|
|
Nov 06, 2023
Q3 2023
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-3.58K- 29.68% |
$210K - $245K
|
8.47K
$640K
|
|
|
Nov 06, 2023
Q3 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
68New |
$4K - $4.66K
|
68
$5.14K
|
|
|
Nov 02, 2023
Q3 2023
|
Tkg Advisors, LLC
|
BUY
|
- |
44.6KNew |
$2.62M - $3.05M
|
44.6K
$3.37M
|
|
|
Nov 01, 2023
Q3 2023
|
Xy Capital LTD
Central, K3 |
BUY
|
- |
3.6KNew |
$212K - $247K
|
3.6K
$272K
|
|
|
Nov 01, 2023
Q3 2023
|
Xy Capital LTD
Central, K3 |
BUY
|
PUT |
12KNew |
$706K - $822K
|
12K
$907K
|
|
|
Nov 01, 2023
Q3 2023
|
Key F Inancial Inc
|
BUY
|
- |
14+ 0.72% |
$824 - $958
|
1.95K
$148K
|
|
|
Oct 30, 2023
Q3 2023
|
Qcm Cayman, Ltd.
|
BUY
|
- |
6KNew |
$353K - $411K
|
6K
$453K
|
|
|
Oct 27, 2023
Q3 2023
|
Td Asset Management Inc
|
SELL
|
- |
-1.96M- 86.73% |
$115M - $134M
|
300K
$22.6M
|
|
|
Oct 27, 2023
Q3 2023
|
Dubuque Bank & Trust CO
|
BUY
|
- |
13.1K+ 21.94% |
$771K - $897K
|
72.8K
$5.51M
|
|
|
Oct 26, 2023
Q3 2023
|
Steph & CO
|
BUY
|
- |
50New |
$2.94K - $3.42K
|
50
$3.78K
|
|
|
Oct 26, 2023
Q3 2023
|
Comerica Securities,Inc.
|
SELL
|
- |
-207- 1.81% |
$12.2K - $14.2K
|
11.2K
$849K
|
|
|
Oct 25, 2023
Q3 2023
|
Sawyer & Company, Inc
|
BUY
|
- |
281New |
$16.5K - $19.2K
|
281
$21.2K
|
|
|
Oct 25, 2023
Q3 2023
|
3 D/L Capital Management, LLC
|
SELL
|
- |
-2.08K- 21.89% |
$122K - $142K
|
7.42K
$561K
|
|
|
Oct 23, 2023
Q3 2023
|
Moreno Evelyn V
Boston, MA |
SELL
|
- |
-26.8K- 48.9% |
$1.58M - $1.84M
|
28.1K
$2.12M
|