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 15, 2025
Q4 2024
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
2.24K+ 0.81% |
$167K - $185K
|
280K
$24.1M
|
|
|
Jan 14, 2025
Q4 2024
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-94.4K- 96.53% |
$7.07M - $7.83M
|
3.39K
$292K
|
|
|
Jan 14, 2025
Q4 2024
|
Rockland Trust CO
|
BUY
|
- |
215+ 8.09% |
$16.1K - $17.8K
|
2.87K
$247K
|
|
|
Jan 14, 2025
Q4 2024
|
St. Louis Financial Planners Asset Management, LLC
Chesterfield, MO |
BUY
|
- |
10.7KNew |
$800K - $886K
|
10.7K
$921K
|
|
|
Jan 14, 2025
Q4 2024
|
Signal Point Asset Management, LLC
|
BUY
|
- |
235+ 5.19% |
$17.6K - $19.5K
|
4.76K
$410K
|
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
302New |
$22.6K - $25K
|
302
$26K
|
|
|
Jan 13, 2025
Q4 2024
|
Kades & Cheifetz LLC
Berwyn, PA |
SELL
|
- |
-182- 2.23% |
$13.6K - $15.1K
|
7.99K
$688K
|
|
|
Jan 13, 2025
Q4 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
1+ 3.03% |
$74.9 - $82.9
|
34
$2.93K
|
|
|
Jan 13, 2025
Q4 2024
|
Northstar Advisory Group, LLC
|
BUY
|
- |
21.8K+ 48.43% |
$1.63M - $1.81M
|
66.8K
$5.76M
|
|
|
Jan 13, 2025
Q4 2024
|
Fny Investment Advisers, LLC
|
BUY
|
- |
39.5K+ 2641.64% |
$2.96M - $3.28M
|
41K
$3.53M
|
|
|
Jan 03, 2025
Q4 2024
|
Modus Advisors, LLC
|
BUY
|
- |
31New |
$2.32K - $2.57K
|
31
$2.67K
|
|
| Q3 2024 | |||||||
|
Aug 15, 2025
Q3 2024
|
Provenance Wealth Advisors, LLC
Fort Lauderdale, FL |
BUY
|
- |
222New |
$15K - $17.9K
|
222
$19.1K
|
|
|
Feb 27, 2025
Q3 2024
|
Reap Financial Group, LLC
Austin, TX |
SELL
|
- |
-2- 2.94% |
$135 - $162
|
66
$5.69K
|
|
|
Nov 15, 2024
Q3 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-1.02K- 29.58% |
$68.9K - $82.2K
|
2.42K
$209K
|
|
|
Nov 15, 2024
Q3 2024
|
Nabity Jensen Investment Management Inc
Omaha, NE |
BUY
|
- |
3.49KNew |
$236K - $282K
|
3.49K
$301K
|
|
|
Nov 14, 2024
Q3 2024
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
2.6KNew |
$176K - $210K
|
2.6K
$224K
|
|
|
Nov 14, 2024
Q3 2024
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
2.92KNew |
$197K - $236K
|
2.92K
$251K
|
|
|
Nov 14, 2024
Q3 2024
|
Texas Capital Bank Wealth Management Services Inc
|
SELL
|
- |
-1.24K- 27.81% |
$83.6K - $99.8K
|
3.21K
$276K
|
|
|
Nov 14, 2024
Q3 2024
|
Blue Chip Wealth Advisors LLC
Milton, GA |
BUY
|
- |
2.56KNew |
$173K - $206K
|
2.56K
$220K
|
|
|
Nov 14, 2024
Q3 2024
|
Lighthouse Investment Partners, LLC
Palm Beach Gardens, FL |
BUY
|
PUT |
75KNew |
$5.08M - $6.06M
|
75K
$6.46M
|
|
|
Nov 14, 2024
Q3 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
PUT |
2.7KNew |
$183K - $218K
|
2.7K
$233K
|
|
|
Nov 14, 2024
Q3 2024
|
Moore Capital Management, LP
New York, NY |
BUY
|
- |
22.2KNew |
$1.5M - $1.8M
|
22.2K
$1.92M
|
|
|
Nov 14, 2024
Q3 2024
|
Moore Capital Management, LP
New York, NY |
BUY
|
PUT |
758KNew |
$51.3M - $61.2M
|
758K
$65.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
20+ 0.62% |
$1.35K - $1.62K
|
3.25K
$280K
|
|
|
Nov 14, 2024
Q3 2024
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-113- 7.06% |
$7.65K - $9.13K
|
1.49K
$128K
|
|
|
Nov 14, 2024
Q3 2024
|
Ascent Group, LLC
|
SELL
|
- |
-491- 12.53% |
$33.2K - $39.7K
|
3.43K
$296K
|
|
|
Nov 14, 2024
Q3 2024
|
George Soros
Soros Fund Management LLC | New York, Ny
|
BUY
|
PUT |
750KNew |
$50.8M - $60.6M
|
750K
$64.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
5.22K+ 101.32% |
$353K - $421K
|
10.4K
$893K
|
|
|
Nov 14, 2024
Q3 2024
|
Elco Management Co., LLC
New York, NY |
SELL
|
- |
-750- 15.79% |
$50.8K - $60.6K
|
4K
$345K
|
|
|
Nov 14, 2024
Q3 2024
|
Orleans Capital Management Corp
Mandeville, LA |
BUY
|
- |
2.55KNew |
$173K - $206K
|
2.55K
$220K
|
|
|
Nov 14, 2024
Q3 2024
|
Aventail Capital Group, LP
New York, NY |
BUY
|
- |
30.7KNew |
$2.07M - $2.48M
|
30.7K
$2.64M
|
|
|
Nov 14, 2024
Q3 2024
|
Dark Forest Capital Management LP
Weston, CT |
BUY
|
- |
278KNew |
$18.8M - $22.5M
|
278K
$24M
|
|
|
Nov 14, 2024
Q3 2024
|
Gateway Advisory, LLC
Westfield, NJ |
BUY
|
- |
8.57K+ 3.56% |
$580K - $693K
|
250K
$21.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Paul Singer
Elliott Investment Management L.P. | West Palm Beach, Fl
|
BUY
|
- |
1.46MNew |
$98.8M - $118M
|
1.46M
$126M
|
|
|
Nov 14, 2024
Q3 2024
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
BUY
|
- |
17.7K+ 54.71% |
$1.2M - $1.43M
|
50K
$4.31M
|
|
|
Nov 14, 2024
Q3 2024
|
Scopus Asset Management, L.P.
New York, NY |
BUY
|
PUT |
50KNew |
$3.38M - $4.04M
|
50K
$4.31M
|
|
|
Nov 14, 2024
Q3 2024
|
Bluefin Capital Management, LLC
New York, NY |
BUY
|
- |
3KNew |
$203K - $242K
|
3K
$259K
|
|
|
Nov 14, 2024
Q3 2024
|
Bayesian Capital Management, LP
Brooklyn, NY |
BUY
|
- |
3KNew |
$203K - $242K
|
3K
$259K
|
|
|
Nov 14, 2024
Q3 2024
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
PUT |
1.15KNew |
$77.8K - $92.9K
|
1.15K
$99.1K
|
|
|
Nov 14, 2024
Q3 2024
|
Eisler Capital (Us) LLC
New York, NY |
BUY
|
PUT |
8.2K+ 5.84% |
$555K - $662K
|
149K
$12.8M
|
|
|
Nov 13, 2024
Q3 2024
|
Northwest Financial Advisors
Herndon, VA |
SELL
|
- |
-50- 31.25% |
$3.38K - $4.04K
|
110
$9.48K
|
|
|
Nov 13, 2024
Q3 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
500New |
$33.8K - $40.4K
|
500
$43.1K
|
|
|
Nov 13, 2024
Q3 2024
|
Diversified, LLC
|
SELL
|
- |
-378- 2.42% |
$25.6K - $30.5K
|
15.2K
$1.31M
|
|
|
Nov 13, 2024
Q3 2024
|
Quantbot Technologies LP
New York, NY |
BUY
|
- |
4.82KNew |
$326K - $390K
|
4.82K
$416K
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
PUT |
200+ 0.33% |
$13.5K - $16.2K
|
60.2K
$5.19M
|
|
|
Nov 13, 2024
Q3 2024
|
First Trust Investment Solutions L.P.
Naples, FL |
SELL
|
- |
-3.04K- 22.38% |
$206K - $246K
|
10.5K
$909K
|
|
|
Nov 13, 2024
Q3 2024
|
Hudson Bay Capital Management LP
Greenwich, CT |
BUY
|
PUT |
325KNew |
$22M - $26.3M
|
325K
$28M
|
|
|
Nov 13, 2024
Q3 2024
|
Nwi Management LP
New York, NY |
BUY
|
PUT |
9.8KNew |
$663K - $792K
|
9.8K
$845K
|
|
|
Nov 13, 2024
Q3 2024
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
174+ 99.43% |
$11.8K - $14.1K
|
349
$30.1K
|
|
|
Nov 13, 2024
Q3 2024
|
Whalerock Point Partners, LLC
Providence, RI |
BUY
|
- |
2.65KNew |
$179K - $214K
|
2.65K
$228K
|
|