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 |
|---|---|---|---|---|---|---|---|
|
Apr 24, 2023
Q1 2023
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
4+ 0.13% |
$255 - $288
|
3.03K
$229K
|
|
|
Apr 21, 2023
Q1 2023
|
Alta Wealth Advisors LLC
|
SELL
|
- |
-421- 8.46% |
$26.8K - $30.3K
|
4.55K
$344K
|
|
|
Apr 21, 2023
Q1 2023
|
Access Financial Services, Inc.
|
BUY
|
- |
8.98K+ 243.85% |
$572K - $647K
|
12.7K
$957K
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
1.2KNew |
$76.4K - $86.5K
|
1.2K
$90.7K
|
|
|
Apr 20, 2023
Q1 2023
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
102+ 3.27% |
$6.5K - $7.35K
|
3.22K
$243K
|
|
|
Apr 19, 2023
Q1 2023
|
Calton & Associates, Inc.
|
SELL
|
- |
-1.88K- 23.73% |
$120K - $135K
|
6.04K
$456K
|
|
|
Apr 19, 2023
Q1 2023
|
Carderock Capital Management Inc
|
BUY
|
- |
1KNew |
$63.7K - $72.1K
|
1K
$75.6K
|
|
|
Apr 19, 2023
Q1 2023
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
3.25KNew |
$207K - $234K
|
3.25K
$246K
|
|
|
Apr 19, 2023
Q1 2023
|
Wt Wealth Management
|
SELL
|
- |
-16.1K- 28.63% |
$1.03M - $1.16M
|
40.1K
$3.03M
|
|
|
Apr 18, 2023
Q1 2023
|
Fukoku Mutual Life Insurance CO
|
SELL
|
- |
-13K- 4.64% |
$828K - $937K
|
267K
$20.2M
|
|
|
Apr 18, 2023
Q1 2023
|
First Hawaiian Bank
|
BUY
|
- |
3.13KNew |
$199K - $226K
|
3.13K
$237K
|
|
|
Apr 17, 2023
Q1 2023
|
Fortune 45 LLC
|
BUY
|
- |
4.71K+ 14.8% |
$300K - $340K
|
36.6K
$2.76M
|
|
|
Apr 17, 2023
Q1 2023
|
Connable Office Inc
|
BUY
|
- |
53+ 0.2% |
$3.38K - $3.82K
|
26.4K
$1.99M
|
|
|
Apr 14, 2023
Q1 2023
|
Asset Management Corp
|
BUY
|
- |
209+ 2.66% |
$13.3K - $15.1K
|
8.08K
$611K
|
|
|
Apr 14, 2023
Q1 2023
|
Stonnington Group, LLC
|
SELL
|
- |
-800- 10.46% |
$51K - $57.7K
|
6.85K
$518K
|
|
|
Apr 13, 2023
Q1 2023
|
Saudi Central Bank
Riyadh, T0 |
SELL
|
- |
-611K- 28.27% |
$38.9M - $44M
|
1.55M
$117M
|
|
|
Apr 12, 2023
Q1 2023
|
Old Port Advisors
|
SELL
|
- |
-339- 9.92% |
$21.6K - $24.4K
|
3.08K
$233K
|
|
|
Apr 12, 2023
Q1 2023
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
2.84K+ 18.92% |
$181K - $204K
|
17.8K
$1.35M
|
|
|
Apr 06, 2023
Q1 2023
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-1.17K- 15.27% |
$74.3K - $84.1K
|
6.48K
$489K
|
|
|
Apr 06, 2023
Q1 2023
|
Parsec Financial Management, Inc.
|
SELL
|
- |
-4.18K- 9.9% |
$266K - $301K
|
38K
$2.88M
|
|
|
Apr 05, 2023
Q1 2023
|
Stillwater Investment Management, LLC
|
BUY
|
- |
266+ 0.72% |
$16.9K - $19.2K
|
37.4K
$2.83M
|
|
|
Apr 03, 2023
Q1 2023
|
M&R Capital Management Inc
|
SELL
|
- |
-203- 36.12% |
$12.9K - $14.6K
|
359
$27.1K
|
|
| Q4 2022 | |||||||
|
Dec 26, 2024
Q4 2022
|
Cypress Capital, LLC
|
BUY
|
- |
1.47K+ 31.67% |
$90.4K - $107K
|
6.11K
$462K
|
|
|
May 15, 2024
Q4 2022
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-3.56K- 93.96% |
$219K - $259K
|
229
$17.3K
|
|
|
Dec 11, 2023
Q4 2022
|
Burns Matteson Capital Management, LLC
Corning, NY |
SELL
|
- |
-3.96KClosed |
$243K - $288K
|
0
$0
|
|
|
Nov 17, 2023
Q4 2022
|
National Wealth Management Group, LLC
Cincinnati, OH |
SELL
|
- |
-74- 0.98% |
$4.55K - $5.38K
|
7.46K
$564K
|
|
|
Nov 07, 2023
Q4 2022
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-132- 8.01% |
$8.12K - $9.59K
|
1.52K
$115K
|
|
|
May 24, 2023
Q4 2022
|
3 Chopt Investment Partners, LLC
Richmond, VA |
BUY
|
- |
3.26KNew |
$201K - $237K
|
3.26K
$246K
|
|
|
Mar 01, 2023
Q4 2022
|
Lakewood Asset Management LLC
Naperville, IL |
BUY
|
- |
725New |
$44.6K - $52.7K
|
725
$54.8K
|
|
|
Feb 27, 2023
Q4 2022
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
24New |
$1.48K - $1.74K
|
24
$1.81K
|
|
|
Feb 27, 2023
Q4 2022
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
1.87KNew |
$115K - $136K
|
1.87K
$141K
|
|
|
Feb 27, 2023
Q4 2022
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
BUY
|
- |
6.06KNew |
$373K - $441K
|
6.06K
$458K
|
|
|
Feb 17, 2023
Q4 2022
|
Compass Wealth Management LLC
Guilford, CT |
BUY
|
- |
310New |
$19.1K - $22.5K
|
310
$23.4K
|
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
1.58KNew |
$97.1K - $115K
|
1.58K
$119K
|
|
|
Feb 16, 2023
Q4 2022
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
205New |
$12.6K - $14.9K
|
205
$15.5K
|
|
|
Feb 15, 2023
Q4 2022
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
182+ 4.91% |
$11.2K - $13.2K
|
3.89K
$294K
|
|
|
Feb 14, 2023
Q4 2022
|
Flaharty Asset Management, LLC
|
BUY
|
- |
15.7KNew |
$963K - $1.14M
|
15.7K
$1.18M
|
|
|
Feb 14, 2023
Q4 2022
|
F3 Logic, LLC
|
SELL
|
- |
-1.04K- 14.58% |
$63.7K - $75.2K
|
6.06K
$458K
|
|
|
Feb 14, 2023
Q4 2022
|
Broadmark Asset Management LLC
|
BUY
|
- |
197KNew |
$12.1M - $14.3M
|
197K
$14.9M
|
|
|
Feb 14, 2023
Q4 2022
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
25New |
$1.54K - $1.82K
|
25
$1.89K
|
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
5.64K+ 9.02% |
$347K - $410K
|
68.2K
$5.15M
|
|
|
Feb 14, 2023
Q4 2022
|
United Bank
Vienna, VA |
SELL
|
- |
-176- 1.23% |
$10.8K - $12.8K
|
14.1K
$1.07M
|
|
|
Feb 14, 2023
Q4 2022
|
Cribstone Capital Management, LLC
Augusta, ME |
BUY
|
- |
816+ 3.27% |
$50.2K - $59.3K
|
25.8K
$1.95M
|
|
|
Feb 14, 2023
Q4 2022
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
PUT |
100New |
$6.15K - $7.27K
|
100
$7.56K
|
|
|
Feb 14, 2023
Q4 2022
|
Brookfield Asset Management Inc.
Toronto, A6 |
BUY
|
- |
32.4KNew |
$1.99M - $2.35M
|
32.4K
$2.45M
|
|
|
Feb 14, 2023
Q4 2022
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
- |
3.85KNew |
$237K - $280K
|
3.85K
$291K
|
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
65.3KNew |
$4.02M - $4.75M
|
65.3K
$4.94M
|
|
|
Feb 14, 2023
Q4 2022
|
Carronade Capital Management, LP
Darien, CT |
BUY
|
PUT |
275KNew |
$16.9M - $20M
|
275K
$20.8M
|
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
2.15KNew |
$132K - $156K
|
2.15K
$163K
|
|
|
Feb 14, 2023
Q4 2022
|
Putnam Investments LLC
Boston, MA |
BUY
|
- |
1.38K+ 1.09% |
$84.7K - $100K
|
128K
$9.65M
|
|