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 |
|---|---|---|---|---|---|---|---|
|
Oct 23, 2023
Q3 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
2.37KNew |
$139K - $162K
|
2.37K
$179K
|
|
|
Oct 19, 2023
Q3 2023
|
Charles Schwab Trust CO
|
BUY
|
- |
5.6KNew |
$329K - $383K
|
5.6K
$423K
|
|
|
Oct 19, 2023
Q3 2023
|
Hwg Holdings LP
Houston, TX |
SELL
|
- |
-1.72K- 90.36% |
$101K - $117K
|
183
$13.8K
|
|
|
Oct 19, 2023
Q3 2023
|
First Personal Financial Services
|
SELL
|
- |
-1.13K- 76.61% |
$66.5K - $77.4K
|
345
$26.1K
|
|
|
Oct 19, 2023
Q3 2023
|
Great Diamond Partners, LLC
|
BUY
|
- |
773+ 6.04% |
$45.5K - $52.9K
|
13.6K
$1.03M
|
|
|
Oct 19, 2023
Q3 2023
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-597- 12.96% |
$35.1K - $40.9K
|
4.01K
$303K
|
|
|
Oct 19, 2023
Q3 2023
|
Bridge Advisory, LLC
|
SELL
|
- |
-363- 9.21% |
$21.4K - $24.9K
|
3.58K
$271K
|
|
|
Oct 18, 2023
Q3 2023
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-160- 0.42% |
$9.41K - $11K
|
38.3K
$2.9M
|
|
|
Oct 17, 2023
Q3 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-264- 27.91% |
$15.5K - $18.1K
|
682
$51.5K
|
|
|
Oct 17, 2023
Q3 2023
|
1900 Wealth Management LLC
|
BUY
|
- |
5.85KNew |
$344K - $400K
|
5.85K
$442K
|
|
|
Oct 17, 2023
Q3 2023
|
Advocate Group LLC
|
BUY
|
- |
3.47KNew |
$204K - $238K
|
3.47K
$263K
|
|
|
Oct 13, 2023
Q3 2023
|
Key Bridge Compliance, LLC
Covington, KY |
BUY
|
- |
15.1KNew |
$891K - $1.04M
|
15.1K
$1.14M
|
|
|
Oct 12, 2023
Q3 2023
|
Wealthpoint, LLC
|
SELL
|
- |
-2.14K- 20.94% |
$126K - $147K
|
8.09K
$611K
|
|
|
Oct 12, 2023
Q3 2023
|
Field & Main Bank
|
BUY
|
- |
168New |
$9.88K - $11.5K
|
168
$12.7K
|
|
|
Oct 12, 2023
Q3 2023
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
9New |
$529 - $616
|
9
$680
|
|
|
Oct 12, 2023
Q3 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-24- 7.69% |
$1.41K - $1.64K
|
288
$21.8K
|
|
|
Oct 12, 2023
Q3 2023
|
G&S Capital LLC
|
BUY
|
- |
34.4KNew |
$2.02M - $2.35M
|
34.4K
$2.6M
|
|
|
Oct 10, 2023
Q3 2023
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
113New |
$6.65K - $7.74K
|
113
$8.54K
|
|
|
Oct 10, 2023
Q3 2023
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
160+ 3.67% |
$9.41K - $11K
|
4.52K
$341K
|
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
49New |
$2.88K - $3.35K
|
49
$3.7K
|
|
| Q2 2023 | |||||||
|
May 20, 2024
Q2 2023
|
Petredis Investment Advisors LLC
Warrendale, PA |
SELL
|
- |
-112- 0.17% |
$7.21K - $7.84K
|
64.4K
$4.87M
|
|
|
Apr 22, 2024
Q2 2023
|
Hoey Investments, Inc
Coatesville, PA |
SELL
|
- |
-51- 28.98% |
$3.28K - $3.57K
|
125
$9.45K
|
|
|
Apr 22, 2024
Q2 2023
|
Deane Retirement Strategies, Inc.
|
BUY
|
- |
831+ 1.02% |
$53.5K - $58.1K
|
82.3K
$6.22M
|
|
|
Aug 23, 2023
Q2 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-572- 77.51% |
$36.8K - $40K
|
166
$12.5K
|
|
|
Aug 21, 2023
Q2 2023
|
Asset Dedication, LLC
|
BUY
|
- |
99New |
$6.37K - $6.93K
|
99
$7.48K
|
|
|
Aug 17, 2023
Q2 2023
|
Imprint Wealth LLC
Mount Pleasant, SC |
SELL
|
- |
-358K- 98.45% |
$23M - $25M
|
5.65K
$427K
|
|
|
Aug 16, 2023
Q2 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
964New |
$62K - $67.5K
|
964
$72.9K
|
|
|
Aug 15, 2023
Q2 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-18.3K- 79.0% |
$1.18M - $1.28M
|
4.86K
$367K
|
|
|
Aug 15, 2023
Q2 2023
|
Holderness Investments CO
Greensboro, NC |
SELL
|
- |
-375- 9.46% |
$24.1K - $26.2K
|
3.59K
$271K
|
|
|
Aug 15, 2023
Q2 2023
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
3.46KNew |
$223K - $242K
|
3.46K
$262K
|
|
|
Aug 15, 2023
Q2 2023
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
185+ 6.11% |
$11.9K - $12.9K
|
3.21K
$243K
|
|
|
Aug 15, 2023
Q2 2023
|
Chicago Wealth Management, Inc.
Chicago, IL |
BUY
|
- |
108KNew |
$6.93M - $7.54M
|
108K
$8.14M
|
|
|
Aug 14, 2023
Q2 2023
|
Alphadyne Asset Management LP
New York, NY |
SELL
|
- |
-3.17K- 22.48% |
$204K - $221K
|
10.9K
$825K
|
|
|
Aug 14, 2023
Q2 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-550- 78.57% |
$35.4K - $38.5K
|
150
$11.3K
|
|
|
Aug 14, 2023
Q2 2023
|
Taconic Capital Advisors LP
New York, NY |
BUY
|
- |
8KNew |
$515K - $560K
|
8K
$605K
|
|
|
Aug 14, 2023
Q2 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-1.13K- 42.92% |
$72.6K - $78.9K
|
1.5K
$113K
|
|
|
Aug 14, 2023
Q2 2023
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
BUY
|
- |
1.24K+ 50.39% |
$79.5K - $86.4K
|
3.69K
$279K
|
|
|
Aug 14, 2023
Q2 2023
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-40.2K- 88.7% |
$2.59M - $2.81M
|
5.12K
$387K
|
|
|
Aug 14, 2023
Q2 2023
|
Lmr Partners LLP
London, X0 |
BUY
|
PUT |
92.3KNew |
$5.94M - $6.46M
|
92.3K
$6.98M
|
|
|
Aug 14, 2023
Q2 2023
|
Zimmer Partners, LP
New York, NY |
BUY
|
CALL |
1.2MNew |
$77.2M - $84M
|
1.2M
$90.7M
|
|
|
Aug 14, 2023
Q2 2023
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
28.7KNew |
$1.85M - $2.01M
|
28.7K
$2.17M
|
|
|
Aug 14, 2023
Q2 2023
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
270New |
$17.4K - $18.9K
|
270
$20.4K
|
|
|
Aug 11, 2023
Q2 2023
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-41- 1.3% |
$2.64K - $2.87K
|
3.11K
$235K
|
|
|
Aug 11, 2023
Q2 2023
|
Weiss Asset Management LP
Boston, MA |
BUY
|
- |
73.3KNew |
$4.72M - $5.13M
|
73.3K
$5.54M
|
|
|
Aug 11, 2023
Q2 2023
|
V Wealth Advisors LLC
|
SELL
|
- |
-347- 6.3% |
$22.3K - $24.3K
|
5.16K
$390K
|
|
|
Aug 11, 2023
Q2 2023
|
Trade Link Capital LLC
Chicago, IL |
BUY
|
- |
6.2KNew |
$399K - $434K
|
6.2K
$469K
|
|
|
Aug 11, 2023
Q2 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
3.08KNew |
$198K - $215K
|
3.08K
$232K
|
|
|
Aug 11, 2023
Q2 2023
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
3.91KNew |
$252K - $274K
|
3.91K
$296K
|
|
|
Aug 10, 2023
Q2 2023
|
Bramshill Investments, LLC
Naples, FL |
BUY
|
- |
3.05KNew |
$196K - $214K
|
3.05K
$231K
|
|
|
Aug 10, 2023
Q2 2023
|
Sws Partners
|
BUY
|
- |
52.5KNew |
$3.38M - $3.67M
|
52.5K
$3.97M
|
|