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 |
|---|---|---|---|---|---|---|---|
|
Aug 12, 2022
Q2 2022
|
Freedman Financial Associates, Inc.
Peabody, MA |
SELL
|
- |
-58Closed |
$3.76K - $4.46K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Global Endowment Management, LP
Charlotte, NC |
SELL
|
- |
-10.4K- 50.93% |
$673K - $799K
|
10K
$756K
|
|
|
Aug 12, 2022
Q2 2022
|
Agf Investments Inc.
Toronto, A6 |
BUY
|
- |
15.8K+ 13.26% |
$1.03M - $1.22M
|
135K
$10.2M
|
|
|
Aug 12, 2022
Q2 2022
|
Agf Investments LLC
Boston, MA |
BUY
|
- |
15.8K+ 13.25% |
$1.03M - $1.22M
|
135K
$10.2M
|
|
|
Aug 11, 2022
Q2 2022
|
Compton Capital Management Inc
|
SELL
|
- |
-9.9K- 72.79% |
$642K - $762K
|
3.7K
$280K
|
|
|
Aug 11, 2022
Q2 2022
|
Baron Financial Group, LLC
Fair Lawn, NJ |
SELL
|
- |
-30- 4.88% |
$1.95K - $2.31K
|
585
$44.2K
|
|
|
Aug 11, 2022
Q2 2022
|
Ground Swell Capital, LLC
Folly Beach, SC |
SELL
|
- |
-12.2KClosed |
$792K - $939K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
SELL
|
- |
-59- 75.64% |
$3.83K - $4.54K
|
19
$1.44K
|
|
|
Aug 11, 2022
Q2 2022
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
180New |
$11.7K - $13.9K
|
180
$13.6K
|
|
|
Aug 11, 2022
Q2 2022
|
Eagle Global Advisors LLC
Houston, TX |
SELL
|
- |
-3.2KClosed |
$208K - $246K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Bar Harbor Trust Services
Ellsworth, ME |
SELL
|
- |
-3.55KClosed |
$230K - $273K
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-3.28KClosed |
$213K - $253K
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
31.7KNew |
$2.05M - $2.44M
|
31.7K
$2.39M
|
|
|
Aug 09, 2022
Q2 2022
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-305- 43.26% |
$19.8K - $23.5K
|
400
$30.2K
|
|
|
Aug 08, 2022
Q2 2022
|
Hancock Whitney Corp
|
SELL
|
- |
-200- 4.37% |
$13K - $15.4K
|
4.38K
$331K
|
|
|
Aug 08, 2022
Q2 2022
|
Financial Services Advisory Inc
|
BUY
|
- |
11.1KNew |
$720K - $854K
|
11.1K
$839K
|
|
|
Aug 05, 2022
Q2 2022
|
Better Money Decisions, LLC
|
BUY
|
- |
45New |
$2.92K - $3.46K
|
45
$3.4K
|
|
|
Aug 05, 2022
Q2 2022
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-483KClosed |
$31.4M - $37.2M
|
0
$0
|
|
|
Aug 05, 2022
Q2 2022
|
Kayne Anderson Capital Advisors LP
|
SELL
|
PUT |
-5KClosed |
$324K - $385K
|
0
$0
|
|
|
Aug 05, 2022
Q2 2022
|
Tiff Advisory Services Inc
|
BUY
|
- |
143KNew |
$9.28M - $11M
|
143K
$10.8M
|
|
|
Aug 04, 2022
Q2 2022
|
360 Financial, Inc.
|
SELL
|
- |
-2.34K- 38.72% |
$152K - $180K
|
3.7K
$280K
|
|
|
Aug 04, 2022
Q2 2022
|
Financial Advisors Network, Inc.
|
SELL
|
- |
-2.85KClosed |
$185K - $219K
|
0
$0
|
|
|
Aug 04, 2022
Q2 2022
|
Harvest Group Wealth Management, LLC
|
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
|
Aug 04, 2022
Q2 2022
|
Tru Independence LLC
|
SELL
|
- |
-3.29KClosed |
$213K - $253K
|
0
$0
|
|
|
Aug 03, 2022
Q2 2022
|
Gould Capital, LLC
|
BUY
|
- |
16New |
$1.04K - $1.23K
|
16
$1.21K
|
|
|
Aug 03, 2022
Q2 2022
|
Advanced Research Investment Solutions, LLC
|
SELL
|
- |
-476Closed |
$30.9K - $36.6K
|
0
$0
|
|
|
Aug 03, 2022
Q2 2022
|
Mcmillion Capital Management Inc
|
BUY
|
- |
35New |
$2.27K - $2.69K
|
35
$2.65K
|
|
|
Aug 02, 2022
Q2 2022
|
Mechanics Financial Corp
|
SELL
|
- |
-114- 80.85% |
$7.4K - $8.77K
|
27
$2.04K
|
|
|
Aug 02, 2022
Q2 2022
|
Q3 Asset Management
|
BUY
|
- |
102KNew |
$6.6M - $7.83M
|
102K
$7.69M
|
|
|
Aug 01, 2022
Q2 2022
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-2.74KClosed |
$178K - $211K
|
0
$0
|
|
|
Aug 01, 2022
Q2 2022
|
Investors Asset Management Of Georgia Inc
|
BUY
|
- |
100New |
$6.49K - $7.7K
|
100
$7.56K
|
|
|
Aug 01, 2022
Q2 2022
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
1.15KNew |
$74.8K - $88.7K
|
1.15K
$87.1K
|
|
|
Aug 01, 2022
Q2 2022
|
Tilia Fiduciary Partners, Inc.
|
SELL
|
- |
-18Closed |
$1.17K - $1.39K
|
0
$0
|
|
|
Jul 28, 2022
Q2 2022
|
Gryphon Financial Partners LLC
|
BUY
|
- |
784New |
$50.9K - $60.3K
|
784
$59.3K
|
|
|
Jul 28, 2022
Q2 2022
|
Jb Capital LLC
|
SELL
|
- |
-3.92KClosed |
$254K - $302K
|
0
$0
|
|
|
Jul 28, 2022
Q2 2022
|
Matisse Capital
|
SELL
|
- |
-6.73KClosed |
$437K - $518K
|
0
$0
|
|
|
Jul 28, 2022
Q2 2022
|
Schnieders Capital Management LLC
|
SELL
|
- |
-2.99KClosed |
$194K - $230K
|
0
$0
|
|
|
Jul 27, 2022
Q2 2022
|
Allen Capital Group, LLC
|
SELL
|
PUT |
-10.8KClosed |
$701K - $831K
|
0
$0
|
|
|
Jul 27, 2022
Q2 2022
|
Bellecapital International Ltd.
|
SELL
|
- |
-2.7KClosed |
$175K - $208K
|
0
$0
|
|
|
Jul 27, 2022
Q2 2022
|
Marion Wealth Management
|
SELL
|
- |
-6.6KClosed |
$428K - $508K
|
0
$0
|
|
|
Jul 27, 2022
Q2 2022
|
West Wealth Group, LLC
|
BUY
|
- |
3.49KNew |
$227K - $269K
|
3.49K
$264K
|
|
|
Jul 25, 2022
Q2 2022
|
Geneva Partners, LLC
|
SELL
|
- |
-4.95KClosed |
$321K - $381K
|
0
$0
|
|
|
Jul 25, 2022
Q2 2022
|
Wbi Investments, Inc.
|
SELL
|
- |
-11.8KClosed |
$763K - $906K
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Dixon Hubard Feinour & Brown Inc
|
SELL
|
- |
-2.54K- 1.5% |
$165K - $196K
|
167K
$12.7M
|
|
|
Jul 22, 2022
Q2 2022
|
Gemmer Asset Management LLC
|
SELL
|
- |
-926Closed |
$60.1K - $71.3K
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Loveless Wealth Management LLC
|
BUY
|
- |
2.12K+ 3.61% |
$138K - $163K
|
60.8K
$4.6M
|
|
|
Jul 22, 2022
Q2 2022
|
Thompson Siegel & Walmsley LLC
|
SELL
|
- |
-1.25KClosed |
$81.1K - $96.2K
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Urban Wealth Management, LLC
|
BUY
|
- |
1.24KNew |
$80.4K - $95.4K
|
1.24K
$93.6K
|
|
|
Jul 20, 2022
Q2 2022
|
Center For Asset Management LLC
|
BUY
|
- |
4.14KNew |
$268K - $318K
|
4.14K
$313K
|
|
|
Jul 20, 2022
Q2 2022
|
Dorsey Wright & Associates
|
BUY
|
- |
41.6KNew |
$2.7M - $3.2M
|
41.6K
$3.14M
|