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 07, 2024
Q3 2024
|
Founders Capital Management
|
SELL
|
- |
-55- 6.55% |
$3.72K - $4.44K
|
785
$67.7K
|
|
|
Oct 04, 2024
Q3 2024
|
Halpern Financial, Inc.
Ashburn, VA |
BUY
|
- |
41+ 37.96% |
$2.77K - $3.31K
|
149
$12.8K
|
|
|
Oct 03, 2024
Q3 2024
|
Trinity Financial Advisors LLC
|
BUY
|
- |
4.64KNew |
$314K - $375K
|
4.64K
$400K
|
|
|
Oct 02, 2024
Q3 2024
|
Weybosset Research & Management LLC
|
BUY
|
- |
2.7KNew |
$183K - $218K
|
2.7K
$233K
|
|
| Q2 2024 | |||||||
|
Jul 14, 2025
Q2 2024
|
Painted Porch Advisors LLC
Santa Barbara, CA |
BUY
|
- |
623New |
$39.1K - $45.4K
|
623
$53.7K
|
|
|
Apr 08, 2025
Q2 2024
|
I A Global Asset Management Inc.
Quebec, A8 |
BUY
|
- |
246KNew |
$15.4M - $17.9M
|
246K
$21.2M
|
|
|
Feb 13, 2025
Q2 2024
|
Ategra Capital Management, LLC
Vienna, VA |
SELL
|
- |
-9.87K- 36.27% |
$619K - $719K
|
17.3K
$1.49M
|
|
|
Feb 07, 2025
Q2 2024
|
Wealth High Governance Capital Ltda
Sao Paulo, D5 |
SELL
|
- |
-300KClosed |
$18.8M - $21.9M
|
0
$0
|
|
|
Nov 01, 2024
Q2 2024
|
Belvedere Trading LLC
|
BUY
|
- |
9.22KNew |
$579K - $672K
|
9.22K
$794K
|
|
|
Aug 15, 2024
Q2 2024
|
Goodman Advisory Group, LLC
|
BUY
|
- |
11.6KNew |
$729K - $847K
|
11.6K
$1M
|
|
|
Aug 15, 2024
Q2 2024
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
3.15KNew |
$198K - $230K
|
3.15K
$272K
|
|
|
Aug 15, 2024
Q2 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
125New |
$7.85K - $9.11K
|
125
$10.8K
|
|
|
Aug 14, 2024
Q2 2024
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
161KNew |
$10.1M - $11.7M
|
161K
$13.8M
|
|
|
Aug 14, 2024
Q2 2024
|
Walleye Trading LLC
Plymouth, MN |
BUY
|
- |
95.1KNew |
$5.97M - $6.93M
|
95.1K
$8.19M
|
|
|
Aug 14, 2024
Q2 2024
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
4.35KNew |
$273K - $317K
|
4.35K
$375K
|
|
|
Aug 14, 2024
Q2 2024
|
Blue Door Asset Management, LLC
Stamford, CT |
BUY
|
- |
17.5KNew |
$1.1M - $1.28M
|
17.5K
$1.51M
|
|
|
Aug 14, 2024
Q2 2024
|
Engineers Gate Manager LP
New York, NY |
BUY
|
- |
11.4K+ 65.37% |
$713K - $827K
|
28.7K
$2.47M
|
|
|
Aug 14, 2024
Q2 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
3.06KNew |
$192K - $223K
|
3.06K
$264K
|
|
|
Aug 14, 2024
Q2 2024
|
Davidson Kempner Capital Management LP
New York, NY |
BUY
|
- |
131KNew |
$8.25M - $9.58M
|
131K
$11.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Pin Oak Investment Advisors Inc
Houston, TX |
SELL
|
- |
-169- 8.02% |
$10.6K - $12.3K
|
1.94K
$167K
|
|
|
Aug 14, 2024
Q2 2024
|
Sourcerock Group LLC
Denver, CO |
SELL
|
- |
-14.4K- 13.27% |
$905K - $1.05M
|
94.3K
$8.12M
|
|
|
Aug 14, 2024
Q2 2024
|
Plustick Management LLC
Charlottesville, VA |
BUY
|
- |
17KNew |
$1.07M - $1.24M
|
17K
$1.47M
|
|
|
Aug 14, 2024
Q2 2024
|
Zurich Insurance Group LTD
Zurich, V8 |
SELL
|
- |
-33.7K- 76.28% |
$2.12M - $2.46M
|
10.5K
$904K
|
|
|
Aug 14, 2024
Q2 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
PUT |
5.2KNew |
$326K - $379K
|
5.2K
$448K
|
|
|
Aug 14, 2024
Q2 2024
|
Shay Capital LLC
New York, NY |
BUY
|
- |
12.5KNew |
$785K - $911K
|
12.5K
$1.08M
|
|
|
Aug 14, 2024
Q2 2024
|
Aspen Grove Capital, LLC
Avon, CO |
BUY
|
- |
7.8KNew |
$490K - $568K
|
7.8K
$672K
|
|
|
Aug 13, 2024
Q2 2024
|
Edgewood Management LLC
Greenwich, CT |
SELL
|
- |
-200- 0.23% |
$12.6K - $14.6K
|
88.3K
$7.61M
|
|
|
Aug 13, 2024
Q2 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
1New |
$62.8 - $72.9
|
1
$86.2
|
|
|
Aug 13, 2024
Q2 2024
|
Correct Capital Wealth Management
Clayton, MO |
SELL
|
- |
-9.3KClosed |
$584K - $678K
|
0
$0
|
|
|
Aug 13, 2024
Q2 2024
|
Transatlantique Private Wealth LLC
|
SELL
|
- |
-152- 4.34% |
$9.54K - $11.1K
|
3.35K
$289K
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-519K- 43.67% |
$32.6M - $37.8M
|
670K
$57.7M
|
|
|
Aug 13, 2024
Q2 2024
|
Retirement Capital Strategies
|
BUY
|
- |
59.2KNew |
$3.72M - $4.32M
|
59.2K
$5.11M
|
|
|
Aug 13, 2024
Q2 2024
|
Granby Capital Management, LLC
|
BUY
|
- |
65KNew |
$4.08M - $4.74M
|
65K
$5.6M
|
|
|
Aug 13, 2024
Q2 2024
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-275- 34.12% |
$17.3K - $20K
|
531
$45.8K
|
|
|
Aug 12, 2024
Q2 2024
|
Girard Partners Ltd.
|
SELL
|
- |
-774- 13.55% |
$48.6K - $56.4K
|
4.94K
$426K
|
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-487- 7.47% |
$30.6K - $35.5K
|
6.03K
$520K
|
|
|
Aug 12, 2024
Q2 2024
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-133- 31.15% |
$8.35K - $9.69K
|
294
$25.3K
|
|
|
Aug 12, 2024
Q2 2024
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
180New |
$11.3K - $13.1K
|
180
$15.5K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
19K+ 92.01% |
$1.19M - $1.38M
|
39.6K
$3.41M
|
|
|
Aug 08, 2024
Q2 2024
|
Mirabella Financial Services LLP
London, X0 |
BUY
|
- |
51.7KNew |
$3.25M - $3.77M
|
51.7K
$4.46M
|
|
|
Aug 08, 2024
Q2 2024
|
Abbrea Capital, LLC
|
BUY
|
- |
1.2K+ 7.41% |
$75K - $87.1K
|
17.3K
$1.49M
|
|
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-522- 2.75% |
$32.8K - $38K
|
18.5K
$1.59M
|
|
|
Aug 07, 2024
Q2 2024
|
Baker Avenue Asset Management, LP
|
BUY
|
PUT |
71KNew |
$4.46M - $5.17M
|
71K
$6.12M
|
|
|
Aug 07, 2024
Q2 2024
|
Safeguard Financial, LLC
|
BUY
|
- |
3.07KNew |
$193K - $224K
|
3.07K
$265K
|
|
|
Aug 07, 2024
Q2 2024
|
Advisor Shares Investments LLC
Bethesda, MD |
BUY
|
- |
21.8KNew |
$1.37M - $1.59M
|
21.8K
$1.88M
|
|
|
Aug 07, 2024
Q2 2024
|
Biltmore Family Office, LLC
|
SELL
|
- |
-70- 8.75% |
$4.39K - $5.1K
|
730
$62.9K
|
|
|
Aug 05, 2024
Q2 2024
|
Capula Management LTD
Grand Cayman, E9 |
BUY
|
- |
103K+ 1071.88% |
$6.45M - $7.49M
|
112K
$9.68M
|
|
|
Aug 05, 2024
Q2 2024
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
5+ 12.2% |
$314 - $364
|
46
$3.96K
|
|
|
Aug 01, 2024
Q2 2024
|
Bw Gestao De Investimentos Ltda.
|
BUY
|
- |
201KNew |
$12.6M - $14.6M
|
201K
$17.3M
|
|
|
Aug 01, 2024
Q2 2024
|
Privium Fund Management (Uk) LTD
|
SELL
|
- |
-24.2K- 43.89% |
$1.52M - $1.76M
|
30.9K
$2.66M
|
|