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 20, 2023
Q4 2022
|
Florin Court Capital LLP
|
SELL
|
- |
-116K- 58.49% |
$7.16M - $8.46M
|
82.6K
$6.57M
|
|
|
Jan 20, 2023
Q4 2022
|
Newton One Investments LLC
|
SELL
|
- |
-143- 49.83% |
$8.8K - $10.4K
|
144
$11.4K
|
|
|
Jan 19, 2023
Q4 2022
|
Stapp Wealth Management, Pllc
Olympia, WA |
SELL
|
- |
-3.06K- 11.09% |
$188K - $222K
|
24.5K
$1.95M
|
|
|
Jan 19, 2023
Q4 2022
|
S.C. Financial Services, Inc.
|
SELL
|
- |
-243- 6.0% |
$14.9K - $17.7K
|
3.81K
$303K
|
|
|
Jan 18, 2023
Q4 2022
|
Family Asset Management, LLC
Charleston, SC |
BUY
|
- |
9New |
$554 - $654
|
9
$715
|
|
|
Jan 17, 2023
Q4 2022
|
Fsc Wealth Advisors, LLC
|
SELL
|
- |
-1- 50.0% |
$61.5 - $72.7
|
1
$79.5
|
|
|
Jan 17, 2023
Q4 2022
|
Harrison & CO Wealth Management, LLC
|
SELL
|
- |
-748- 5.43% |
$46K - $54.4K
|
13K
$1.04M
|
|
|
Jan 17, 2023
Q4 2022
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
429New |
$26.4K - $31.2K
|
429
$34.1K
|
|
|
Jan 17, 2023
Q4 2022
|
Maryland State Retirement & Pension System
|
BUY
|
- |
568KNew |
$35M - $41.3M
|
568K
$45.2M
|
|
|
Jan 13, 2023
Q4 2022
|
Piershale Financial Group, Inc.
|
BUY
|
- |
125New |
$7.69K - $9.08K
|
125
$9.94K
|
|
|
Jan 13, 2023
Q4 2022
|
Range Financial Group LLC
|
BUY
|
- |
2.84KNew |
$175K - $207K
|
2.84K
$226K
|
|
|
Jan 13, 2023
Q4 2022
|
Burns J W & CO Inc
|
BUY
|
- |
2.9KNew |
$178K - $211K
|
2.9K
$231K
|
|
|
Jan 12, 2023
Q4 2022
|
Titleist Asset Management, Ltd.
San Antonio, TX |
BUY
|
- |
603+ 6.43% |
$37.1K - $43.8K
|
9.98K
$793K
|
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
250New |
$15.4K - $18.2K
|
250
$19.9K
|
|
|
Jan 10, 2023
Q4 2022
|
Madden Securities Corp
|
BUY
|
- |
100New |
$6.15K - $7.27K
|
100
$7.95K
|
|
|
Jan 10, 2023
Q4 2022
|
Phocas Financial Corp.
Alameda, CA |
BUY
|
- |
1.38KNew |
$84.6K - $99.9K
|
1.38K
$109K
|
|
|
Jan 10, 2023
Q4 2022
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
33New |
$2.03K - $2.4K
|
33
$2.62K
|
|
|
Jan 09, 2023
Q4 2022
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
249New |
$15.3K - $18.1K
|
249
$19.8K
|
|
| Q3 2022 | |||||||
|
Sep 25, 2024
Q3 2022
|
Paragon Capital Management Inc
Provo, UT |
SELL
|
- |
-49.4KClosed |
$3.23M - $3.86M
|
0
$0
|
|
|
Aug 21, 2023
Q3 2022
|
Artemis Wealth Advisors, LLC
|
BUY
|
- |
16New |
$1.05K - $1.25K
|
16
$1.27K
|
|
|
Feb 01, 2023
Q3 2022
|
Keebeck Alpha, LP
Stamford, CT |
SELL
|
- |
-24.1K- 50.29% |
$1.58M - $1.88M
|
23.8K
$1.89M
|
|
|
Dec 01, 2022
Q3 2022
|
Mufg Americas Holdings Corp
|
BUY
|
- |
957+ 24.8% |
$62.7K - $74.8K
|
4.82K
$383K
|
|
|
Nov 15, 2022
Q3 2022
|
Signature Securities Group Corporation
|
BUY
|
- |
335New |
$21.9K - $26.2K
|
335
$26.6K
|
|
|
Nov 15, 2022
Q3 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
700New |
$45.9K - $54.7K
|
700
$55.6K
|
|
|
Nov 15, 2022
Q3 2022
|
State Street Corp
Boston, MA |
SELL
|
- |
-24.6K- 1.92% |
$1.61M - $1.92M
|
1.26M
$100M
|
|
|
Nov 15, 2022
Q3 2022
|
Verity Asset Management, Inc.
Durham, NC |
SELL
|
- |
-6.26KClosed |
$410K - $489K
|
0
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Beaumont Financial Partners, LLC
|
BUY
|
- |
7.72K+ 167.87% |
$506K - $603K
|
12.3K
$979K
|
|
|
Nov 14, 2022
Q3 2022
|
Public Sector Pension Investment Board
Montreal, A8 |
BUY
|
PUT |
1MNew |
$65.5M - $78.1M
|
1M
$79.5M
|
|
|
Nov 14, 2022
Q3 2022
|
Gm Advisory Group, Inc.
Melville, NY |
SELL
|
- |
-2.73K- 19.91% |
$179K - $213K
|
11K
$871K
|
|
|
Nov 14, 2022
Q3 2022
|
Loomis Sayles & CO L P
|
BUY
|
- |
3KNew |
$197K - $235K
|
3K
$239K
|
|
|
Nov 14, 2022
Q3 2022
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
100+ 50.0% |
$6.55K - $7.81K
|
300
$23.8K
|
|
|
Nov 14, 2022
Q3 2022
|
Highlander Capital Management, LLC
Short Hills, NJ |
SELL
|
- |
-275- 24.44% |
$18K - $21.5K
|
850
$67.6K
|
|
|
Nov 14, 2022
Q3 2022
|
Meristem Family Wealth, LLC
Minnetonka, MN |
SELL
|
- |
-11.6KClosed |
$760K - $906K
|
0
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Princeton Global Asset Management LLC
|
BUY
|
- |
2+ 0.75% |
$131 - $156
|
268
$21.3K
|
|
|
Nov 14, 2022
Q3 2022
|
Stevens Capital Management LP
Radnor, PA |
SELL
|
- |
-798- 13.11% |
$52.3K - $62.3K
|
5.29K
$420K
|
|
|
Nov 14, 2022
Q3 2022
|
Caption Management, LLC
Oklahoma City, OK |
BUY
|
PUT |
188KNew |
$12.3M - $14.6M
|
188K
$14.9M
|
|
|
Nov 14, 2022
Q3 2022
|
Continental Advisors LLC
Chicago, IL |
SELL
|
PUT |
-33K- 46.48% |
$2.16M - $2.58M
|
38K
$3.02M
|
|
|
Nov 14, 2022
Q3 2022
|
Hbk Investments L P
Dallas, TX |
SELL
|
PUT |
-350K- 35.0% |
$22.9M - $27.3M
|
650K
$51.7M
|
|
|
Nov 14, 2022
Q3 2022
|
Regentatlantic Capital LLC
Morristown, NJ |
BUY
|
- |
3.05KNew |
$200K - $239K
|
3.05K
$243K
|
|
|
Nov 14, 2022
Q3 2022
|
Cinctive Capital Management LP
New York, NY |
BUY
|
CALL |
50KNew |
$3.28M - $3.91M
|
50K
$3.97M
|
|
|
Nov 14, 2022
Q3 2022
|
Public Investment Fund
Riyadh, T0 |
BUY
|
- |
33MNew |
$2.16B - $2.58B
|
33M
$2.62B
|
|
|
Nov 14, 2022
Q3 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
27.7K+ 130.55% |
$1.81M - $2.16M
|
48.9K
$3.89M
|
|
|
Nov 14, 2022
Q3 2022
|
Clark Financial Services Group Inc
Chesterfield, MO |
BUY
|
- |
11.1KNew |
$724K - $863K
|
11.1K
$879K
|
|
|
Nov 14, 2022
Q3 2022
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-3.75K- 44.32% |
$245K - $293K
|
4.71K
$374K
|
|
|
Nov 14, 2022
Q3 2022
|
Diametric Capital, LP
Boston, MA |
BUY
|
- |
7.22KNew |
$473K - $564K
|
7.22K
$574K
|
|
|
Nov 14, 2022
Q3 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-12- 0.06% |
$786 - $937
|
21.1K
$1.68M
|
|
|
Nov 14, 2022
Q3 2022
|
Cumberland Partners LTD
Toronto, A6 |
SELL
|
- |
-5.82K- 42.0% |
$381K - $455K
|
8.04K
$639K
|
|
|
Nov 14, 2022
Q3 2022
|
Blueshift Asset Management, LLC
Red Bank, NJ |
BUY
|
- |
7.34K+ 79.32% |
$481K - $573K
|
16.6K
$1.32M
|
|
|
Nov 14, 2022
Q3 2022
|
Diameter Capital Partners LP
New York, NY |
BUY
|
PUT |
750KNew |
$49.1M - $58.6M
|
750K
$59.6M
|
|
|
Nov 14, 2022
Q3 2022
|
Axim Planning & Wealth
Dayton, OH |
BUY
|
- |
427+ 2033.33% |
$28K - $33.4K
|
448
$35.6K
|
|