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 13, 2024
Q3 2024
|
Gts Securities LLC
New York, NY |
SELL
|
PUT |
-28.3K- 5.65% |
$1.92M - $2.29M
|
473K
$40.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Peak6 Investments LLC
Chicago, IL |
BUY
|
PUT |
10.3K+ 13.57% |
$697K - $832K
|
86.2K
$7.43M
|
|
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-3.84K- 3.02% |
$260K - $310K
|
124K
$10.6M
|
|
|
Nov 13, 2024
Q3 2024
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
BUY
|
- |
5.81KNew |
$393K - $470K
|
5.81K
$501K
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
1.64K+ 4.45% |
$111K - $132K
|
38.5K
$3.31M
|
|
|
Nov 12, 2024
Q3 2024
|
Investors Research Corp
|
SELL
|
- |
-10- 3.17% |
$677 - $808
|
305
$26.3K
|
|
|
Nov 12, 2024
Q3 2024
|
Clal Insurance Enterprises Holdings LTD
Tel Aviv, L3 |
SELL
|
- |
-677K- 33.84% |
$45.8M - $54.7M
|
1.32M
$114M
|
|
|
Nov 12, 2024
Q3 2024
|
Longbow Finance Sa
Lutry, V8 |
BUY
|
- |
119K+ 52.28% |
$8.07M - $9.63M
|
347K
$29.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
3.35KNew |
$226K - $270K
|
3.35K
$288K
|
|
|
Nov 12, 2024
Q3 2024
|
49 Wealth Management, LLC
Austin, TX |
SELL
|
- |
-80.8K- 96.93% |
$5.47M - $6.53M
|
2.56K
$221K
|
|
|
Nov 12, 2024
Q3 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
2.71K+ 54.49% |
$184K - $219K
|
7.69K
$663K
|
|
|
Nov 12, 2024
Q3 2024
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
BUY
|
- |
332KNew |
$22.5M - $26.8M
|
332K
$28.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
12.6KNew |
$852K - $1.02M
|
12.6K
$1.08M
|
|
|
Nov 12, 2024
Q3 2024
|
Winton Group LTD
London, X0 |
BUY
|
- |
28.5K+ 12.08% |
$1.93M - $2.3M
|
264K
$22.8M
|
|
|
Nov 12, 2024
Q3 2024
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-5.46K- 91.15% |
$369K - $441K
|
530
$45.7K
|
|
|
Nov 12, 2024
Q3 2024
|
Broadleaf Partners, LLC
Hudson, OH |
SELL
|
- |
-22- 0.6% |
$1.49K - $1.78K
|
3.62K
$312K
|
|
|
Nov 12, 2024
Q3 2024
|
9258 Wealth Management, LLC
|
SELL
|
- |
-67- 1.15% |
$4.53K - $5.41K
|
5.74K
$495K
|
|
|
Nov 12, 2024
Q3 2024
|
Naples Money Management LLC
Naples, FL |
SELL
|
- |
-143- 10.21% |
$9.68K - $11.6K
|
1.26K
$108K
|
|
|
Nov 12, 2024
Q3 2024
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
6KNew |
$406K - $485K
|
6K
$517K
|
|
|
Nov 12, 2024
Q3 2024
|
Exodus Point Capital Management, LP
New York, NY |
BUY
|
PUT |
1MNew |
$67.7M - $80.8M
|
1M
$86.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-691- 95.97% |
$46.8K - $55.8K
|
29
$2.5K
|
|
|
Nov 08, 2024
Q3 2024
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
453New |
$30.7K - $36.6K
|
453
$39K
|
|
|
Nov 08, 2024
Q3 2024
|
New Potomac Partners, LLC
|
BUY
|
- |
200New |
$13.5K - $16.2K
|
200
$17.2K
|
|
|
Nov 08, 2024
Q3 2024
|
Abbot Financial Management, Inc.
North Andover, MA |
BUY
|
- |
675+ 6.68% |
$45.7K - $54.5K
|
10.8K
$929K
|
|
|
Nov 08, 2024
Q3 2024
|
Westover Capital Advisors, LLC
Wilmington, DE |
BUY
|
- |
6.6KNew |
$447K - $533K
|
6.6K
$569K
|
|
|
Nov 08, 2024
Q3 2024
|
Cornerstone Advisors, LLC
Asheville, NC |
BUY
|
- |
5.7KNew |
$386K - $460K
|
5.7K
$491K
|
|
|
Nov 08, 2024
Q3 2024
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
525+ 30.88% |
$35.5K - $42.4K
|
2.23K
$192K
|
|
|
Nov 07, 2024
Q3 2024
|
Absolute Gestao De Investimentos Ltda.
Sao Paulo, D5 |
BUY
|
- |
3.5KNew |
$237K - $283K
|
3.5K
$302K
|
|
|
Nov 07, 2024
Q3 2024
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
75+ 1.11% |
$5.08K - $6.06K
|
6.86K
$591K
|
|
|
Nov 07, 2024
Q3 2024
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
BUY
|
- |
181KNew |
$12.2M - $14.6M
|
181K
$15.6M
|
|
|
Nov 07, 2024
Q3 2024
|
Banco Btg Pactual S.A.
Rio De Janeiro, D5 |
SELL
|
- |
-19.3K- 33.28% |
$1.31M - $1.56M
|
38.7K
$3.34M
|
|
|
Nov 07, 2024
Q3 2024
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-2.03K- 8.02% |
$137K - $164K
|
23.3K
$2M
|
|
|
Nov 06, 2024
Q3 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
320New |
$21.7K - $25.8K
|
320
$27.6K
|
|
|
Nov 06, 2024
Q3 2024
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
100+ 2.45% |
$6.77K - $8.08K
|
4.18K
$360K
|
|
|
Nov 06, 2024
Q3 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-20- 35.09% |
$1.35K - $1.62K
|
37
$3.19K
|
|
|
Nov 06, 2024
Q3 2024
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
BUY
|
- |
7.39KNew |
$500K - $597K
|
7.39K
$637K
|
|
|
Nov 06, 2024
Q3 2024
|
Cutler Investment Counsel LLC
|
SELL
|
- |
-200- 3.07% |
$13.5K - $16.2K
|
6.32K
$545K
|
|
|
Nov 05, 2024
Q3 2024
|
First National Trust CO
|
BUY
|
- |
2.56KNew |
$173K - $207K
|
2.56K
$221K
|
|
|
Nov 05, 2024
Q3 2024
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
125+ 3.36% |
$8.46K - $10.1K
|
3.85K
$331K
|
|
|
Nov 05, 2024
Q3 2024
|
Victory Capital Management Inc
|
SELL
|
- |
-43.5K- 9.99% |
$2.94M - $3.52M
|
392K
$33.8M
|
|
|
Nov 05, 2024
Q3 2024
|
Fortis Capital Management LLC
|
BUY
|
- |
220+ 2.36% |
$14.9K - $17.8K
|
9.56K
$824K
|
|
|
Nov 01, 2024
Q3 2024
|
Spider Rock Advisors, LLC
|
BUY
|
- |
1.22K+ 39.19% |
$82.2K - $98.1K
|
4.32K
$372K
|
|
|
Oct 31, 2024
Q3 2024
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
BUY
|
- |
3.24K+ 28.45% |
$219K - $262K
|
14.6K
$1.26M
|
|
|
Oct 31, 2024
Q3 2024
|
Washington Trust Bank
|
SELL
|
- |
-41- 1.1% |
$2.77K - $3.31K
|
3.68K
$317K
|
|
|
Oct 29, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
2.59KNew |
$175K - $209K
|
2.59K
$223K
|
|
|
Oct 29, 2024
Q3 2024
|
Roman Butler Fullerton & CO
|
BUY
|
- |
176+ 2.16% |
$11.9K - $14.2K
|
8.34K
$719K
|
|
|
Oct 29, 2024
Q3 2024
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
966+ 139.6% |
$65.4K - $78K
|
1.66K
$143K
|
|
|
Oct 29, 2024
Q3 2024
|
Latitude Advisors, LLC
|
BUY
|
- |
4.85KNew |
$328K - $392K
|
4.85K
$418K
|
|
|
Oct 29, 2024
Q3 2024
|
Gfs Advisors, LLC
|
SELL
|
- |
-4.9K- 58.62% |
$331K - $395K
|
3.46K
$298K
|
|
|
Oct 29, 2024
Q3 2024
|
Signify Wealth
|
BUY
|
- |
39.9KNew |
$2.7M - $3.22M
|
39.9K
$3.43M
|