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 12, 2023
Q3 2023
|
Field & Main Bank
|
BUY
|
- |
168New |
$9.88K - $11.5K
|
168
$14.5K
|
|
|
Oct 12, 2023
Q3 2023
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
9New |
$529 - $616
|
9
$776
|
|
|
Oct 12, 2023
Q3 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-24- 7.69% |
$1.41K - $1.64K
|
288
$24.8K
|
|
|
Oct 12, 2023
Q3 2023
|
G&S Capital LLC
|
BUY
|
- |
34.4KNew |
$2.02M - $2.35M
|
34.4K
$2.96M
|
|
|
Oct 10, 2023
Q3 2023
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
113New |
$6.65K - $7.74K
|
113
$9.74K
|
|
|
Oct 10, 2023
Q3 2023
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
160+ 3.67% |
$9.41K - $11K
|
4.52K
$389K
|
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
49New |
$2.88K - $3.35K
|
49
$4.22K
|
|
| Q2 2023 | |||||||
|
May 20, 2024
Q2 2023
|
Petredis Investment Advisors LLC
Warrendale, PA |
SELL
|
- |
-112- 0.17% |
$7.21K - $7.84K
|
64.4K
$5.55M
|
|
|
Aug 23, 2023
Q2 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-572- 77.51% |
$36.8K - $40K
|
166
$14.3K
|
|
|
Aug 21, 2023
Q2 2023
|
Asset Dedication, LLC
|
BUY
|
- |
99New |
$6.37K - $6.93K
|
99
$8.53K
|
|
|
Aug 17, 2023
Q2 2023
|
Imprint Wealth LLC
Mount Pleasant, SC |
SELL
|
- |
-358K- 98.45% |
$23M - $25M
|
5.65K
$487K
|
|
|
Aug 16, 2023
Q2 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
964New |
$62K - $67.5K
|
964
$83.1K
|
|
|
Aug 15, 2023
Q2 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-18.3K- 79.0% |
$1.18M - $1.28M
|
4.86K
$419K
|
|
|
Aug 15, 2023
Q2 2023
|
Holderness Investments CO
Greensboro, NC |
SELL
|
- |
-375- 9.46% |
$24.1K - $26.2K
|
3.59K
$309K
|
|
|
Aug 15, 2023
Q2 2023
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
3.46KNew |
$223K - $242K
|
3.46K
$299K
|
|
|
Aug 15, 2023
Q2 2023
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
185+ 6.11% |
$11.9K - $12.9K
|
3.21K
$277K
|
|
|
Aug 15, 2023
Q2 2023
|
Chicago Wealth Management, Inc.
Chicago, IL |
BUY
|
- |
108KNew |
$6.93M - $7.54M
|
108K
$9.29M
|
|
|
Aug 14, 2023
Q2 2023
|
Alphadyne Asset Management LP
New York, NY |
SELL
|
- |
-3.17K- 22.48% |
$204K - $221K
|
10.9K
$941K
|
|
|
Aug 14, 2023
Q2 2023
|
Taconic Capital Advisors LP
New York, NY |
BUY
|
- |
8KNew |
$515K - $560K
|
8K
$689K
|
|
|
Aug 14, 2023
Q2 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-1.13K- 42.92% |
$72.6K - $78.9K
|
1.5K
$129K
|
|
|
Aug 14, 2023
Q2 2023
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
BUY
|
- |
1.24K+ 50.39% |
$79.5K - $86.4K
|
3.69K
$318K
|
|
|
Aug 14, 2023
Q2 2023
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-40.2K- 88.7% |
$2.59M - $2.81M
|
5.12K
$442K
|
|
|
Aug 14, 2023
Q2 2023
|
Zimmer Partners, LP
New York, NY |
BUY
|
CALL |
1.2MNew |
$77.2M - $84M
|
1.2M
$103M
|
|
|
Aug 14, 2023
Q2 2023
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
270New |
$17.4K - $18.9K
|
270
$23.3K
|
|
|
Aug 11, 2023
Q2 2023
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-41- 1.3% |
$2.64K - $2.87K
|
3.11K
$268K
|
|
|
Aug 11, 2023
Q2 2023
|
Weiss Asset Management LP
Boston, MA |
BUY
|
- |
73.3KNew |
$4.72M - $5.13M
|
73.3K
$6.32M
|
|
|
Aug 11, 2023
Q2 2023
|
V Wealth Advisors LLC
|
SELL
|
- |
-347- 6.3% |
$22.3K - $24.3K
|
5.16K
$445K
|
|
|
Aug 11, 2023
Q2 2023
|
Trade Link Capital LLC
Chicago, IL |
BUY
|
- |
6.2KNew |
$399K - $434K
|
6.2K
$534K
|
|
|
Aug 11, 2023
Q2 2023
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
3.91KNew |
$252K - $274K
|
3.91K
$337K
|
|
|
Aug 10, 2023
Q2 2023
|
Sws Partners
|
BUY
|
- |
52.5KNew |
$3.38M - $3.67M
|
52.5K
$4.53M
|
|
|
Aug 10, 2023
Q2 2023
|
May Tech Global Investments, LLC
New York, NY |
BUY
|
- |
50KNew |
$3.22M - $3.5M
|
50K
$4.31M
|
|
|
Aug 09, 2023
Q2 2023
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
5.06KNew |
$326K - $354K
|
5.06K
$436K
|
|
|
Aug 09, 2023
Q2 2023
|
Endurance Wealth Management, Inc.
|
SELL
|
- |
-540- 7.03% |
$34.7K - $37.8K
|
7.14K
$615K
|
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-12.4K- 3.93% |
$800K - $870K
|
304K
$26.2M
|
|
|
Aug 09, 2023
Q2 2023
|
Kennicott Capital Management LLC
|
BUY
|
- |
9.96K+ 218.49% |
$641K - $697K
|
14.5K
$1.25M
|
|
|
Aug 09, 2023
Q2 2023
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-3.05K- 12.95% |
$196K - $214K
|
20.5K
$1.77M
|
|
|
Aug 08, 2023
Q2 2023
|
Catalyst Capital Advisors LLC
Huntington, NY |
SELL
|
- |
-1.73K- 10.87% |
$111K - $121K
|
14.2K
$1.22M
|
|
|
Aug 08, 2023
Q2 2023
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
3.38KNew |
$217K - $236K
|
3.38K
$291K
|
|
|
Aug 08, 2023
Q2 2023
|
West Coast Financial LLC
|
BUY
|
- |
4.2KNew |
$270K - $294K
|
4.2K
$362K
|
|
|
Aug 07, 2023
Q2 2023
|
Asb Consultores, LLC
Aventura, FL |
BUY
|
- |
4.52KNew |
$291K - $317K
|
4.52K
$390K
|
|
|
Aug 07, 2023
Q2 2023
|
Cfo4 Life Group, LLC
|
SELL
|
- |
-631- 9.24% |
$40.6K - $44.2K
|
6.2K
$534K
|
|
|
Aug 07, 2023
Q2 2023
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-115- 11.59% |
$7.4K - $8.05K
|
877
$75.6K
|
|
|
Aug 07, 2023
Q2 2023
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
SELL
|
- |
-3.58K- 50.76% |
$230K - $250K
|
3.47K
$299K
|
|
|
Aug 04, 2023
Q2 2023
|
Tru Wealth Advisors, LLC
|
SELL
|
- |
-23.8K- 26.19% |
$1.53M - $1.67M
|
67.2K
$5.79M
|
|
|
Aug 03, 2023
Q2 2023
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
SELL
|
- |
-22.4K- 67.42% |
$1.44M - $1.57M
|
10.8K
$934K
|
|
|
Aug 03, 2023
Q2 2023
|
Emfo, LLC
|
SELL
|
- |
-1K- 71.43% |
$64.3K - $70K
|
400
$34.5K
|
|
|
Aug 02, 2023
Q2 2023
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
BUY
|
- |
77KNew |
$4.96M - $5.39M
|
77K
$6.64M
|
|
|
Aug 02, 2023
Q2 2023
|
Wambolt & Associates, LLC
|
SELL
|
- |
-306- 8.0% |
$19.7K - $21.4K
|
3.52K
$303K
|
|
|
Aug 01, 2023
Q2 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
7+ 2.19% |
$450 - $490
|
327
$28.2K
|
|
|
Aug 01, 2023
Q2 2023
|
Patron Partners, LLC
|
SELL
|
- |
-23- 0.55% |
$1.48K - $1.61K
|
4.16K
$359K
|
|