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 |
|---|---|---|---|---|---|---|---|
|
Jul 19, 2022
Q2 2022
|
Heritage Financial Services, LLC
|
BUY
|
- |
64New |
$4.15K - $4.93K
|
64
$4.84K
|
|
|
Jul 19, 2022
Q2 2022
|
Icon Wealth Partners, LLC
|
SELL
|
- |
-3.16K- 49.8% |
$205K - $243K
|
3.19K
$241K
|
|
|
Jul 19, 2022
Q2 2022
|
Lake Point Wealth Management
|
BUY
|
- |
26+ 22.61% |
$1.69K - $2K
|
141
$10.7K
|
|
|
Jul 19, 2022
Q2 2022
|
Lehman & Derafelo Financial Resources LLC
|
BUY
|
- |
1.39KNew |
$90.2K - $107K
|
1.39K
$105K
|
|
|
Jul 18, 2022
Q2 2022
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
5.03KNew |
$326K - $387K
|
5.03K
$380K
|
|
|
Jul 18, 2022
Q2 2022
|
Collective Family Office LLC
|
SELL
|
- |
-742- 6.4% |
$48.1K - $57.1K
|
10.8K
$820K
|
|
|
Jul 18, 2022
Q2 2022
|
Claybrook Capital, LLC
|
SELL
|
- |
-19.8K- 86.84% |
$1.28M - $1.52M
|
3K
$227K
|
|
|
Jul 18, 2022
Q2 2022
|
Strategic Capital Advisers, Inc.
|
BUY
|
- |
5.01K+ 13.3% |
$325K - $386K
|
42.7K
$3.23M
|
|
|
Jul 18, 2022
Q2 2022
|
Symphony Financial, Ltd. Co.
|
SELL
|
- |
-2.88KClosed |
$187K - $222K
|
0
$0
|
|
|
Jul 15, 2022
Q2 2022
|
Cordasco Financial Network
|
SELL
|
- |
-300- 34.68% |
$19.5K - $23.1K
|
565
$42.7K
|
|
|
Jul 15, 2022
Q2 2022
|
Herold Advisors, Inc.
|
SELL
|
- |
-1.45KClosed |
$94.1K - $112K
|
0
$0
|
|
|
Jul 15, 2022
Q2 2022
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
4.01KNew |
$260K - $309K
|
4.01K
$303K
|
|
|
Jul 13, 2022
Q2 2022
|
Acg Wealth
|
BUY
|
- |
2.4KNew |
$156K - $185K
|
2.4K
$181K
|
|
|
Jul 13, 2022
Q2 2022
|
Hamilton Wealth, LLC
|
SELL
|
- |
-3.73K- 16.2% |
$242K - $287K
|
19.3K
$1.46M
|
|
|
Jul 13, 2022
Q2 2022
|
Murphy Capital Management Inc
|
BUY
|
- |
420+ 0.53% |
$27.2K - $32.3K
|
79K
$5.97M
|
|
|
Jul 13, 2022
Q2 2022
|
Sfg Wealth Management, Llc.
|
SELL
|
- |
-10.5KClosed |
$679K - $805K
|
0
$0
|
|
|
Jul 12, 2022
Q2 2022
|
Dock Street Asset Management Inc
|
BUY
|
- |
976+ 3.54% |
$63.3K - $75.1K
|
28.5K
$2.16M
|
|
| Q1 2022 | |||||||
|
Aug 18, 2023
Q1 2022
|
Northeast Financial Group, Inc.
Tannersville, PA |
SELL
|
- |
-25.7KClosed |
$1.67M - $1.92M
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Hite Hedge Asset Management LLC
Quincy, MA |
SELL
|
- |
-8.8KClosed |
$572K - $656K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Bardin Hill Management Partners LP
New York, NY |
SELL
|
PUT |
-3.81KClosed |
$248K - $284K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Cinctive Capital Management LP
New York, NY |
SELL
|
- |
-46KClosed |
$2.99M - $3.43M
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Atom Investors LP
Austin, TX |
SELL
|
PUT |
-44.3KClosed |
$2.88M - $3.3M
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Fayez Sarofim & CO
Houston, TX |
SELL
|
- |
-2.89KClosed |
$188K - $216K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Sg3 Management, LLC
Dorado, PR |
SELL
|
- |
-1KClosed |
$65K - $74.5K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Sg3 Management, LLC
Dorado, PR |
SELL
|
PUT |
-50KClosed |
$3.25M - $3.73M
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
SELL
|
- |
-3.63KClosed |
$236K - $270K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Eisler Capital (Uk) Ltd.
London, X0 |
BUY
|
- |
32KNew |
$2.08M - $2.39M
|
32K
$2.42M
|
|
|
May 16, 2022
Q1 2022
|
Eisler Capital (Uk) Ltd.
London, X0 |
SELL
|
PUT |
-459K- 39.6% |
$29.8M - $34.2M
|
700K
$52.9M
|
|
|
May 16, 2022
Q1 2022
|
Voloridge Investment Management, LLC
Jupiter, FL |
SELL
|
- |
-261KClosed |
$17M - $19.5M
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Apollo Management Holdings, L.P.
New York, NY |
SELL
|
PUT |
-100KClosed |
$6.5M - $7.45M
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Rice Partnership, LLC
|
SELL
|
- |
-78Closed |
$5.07K - $5.81K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Hancock Whitney Investment Services Inc.
New Orleans, LA |
SELL
|
- |
-26.7KClosed |
$1.74M - $1.99M
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Bison Wealth, LLC
|
BUY
|
- |
28+ 8.0% |
$1.82K - $2.09K
|
378
$28.6K
|
|
|
May 12, 2022
Q1 2022
|
Hap Trading, LLC
New York, NY |
SELL
|
- |
-3.31K- 9.62% |
$215K - $247K
|
31.1K
$2.35M
|
|
|
May 11, 2022
Q1 2022
|
Mystic Asset Management, Inc.
Warwick, RI |
SELL
|
- |
-819Closed |
$53.3K - $61K
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
SELL
|
- |
-3Closed |
$195 - $224
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
William Blair Investment Management, LLC
Chicago, IL |
SELL
|
- |
-25.8KClosed |
$1.68M - $1.93M
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-4.8KClosed |
$312K - $357K
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Stelac Advisory Services LLC
New York, NY |
SELL
|
- |
-4.74K- 72.59% |
$308K - $354K
|
1.79K
$135K
|
|
|
May 10, 2022
Q1 2022
|
Evoke Wealth, LLC
|
SELL
|
- |
-750- 48.39% |
$48.8K - $55.9K
|
800
$60.5K
|
|
|
May 10, 2022
Q1 2022
|
Meeder Asset Management Inc
|
BUY
|
- |
342New |
$22.2K - $25.5K
|
342
$25.8K
|
|
|
May 09, 2022
Q1 2022
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-620Closed |
$40.3K - $46.2K
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Gw Henssler & Associates LTD
|
SELL
|
- |
-9.4KClosed |
$611K - $700K
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Rinkey Investments
San Diego, CA |
SELL
|
- |
-1.63KClosed |
$106K - $121K
|
0
$0
|
|
|
May 06, 2022
Q1 2022
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-2.9KClosed |
$189K - $216K
|
0
$0
|
|
|
May 06, 2022
Q1 2022
|
Curi Wealth Management, LLC
|
SELL
|
- |
-35Closed |
$2.28K - $2.61K
|
0
$0
|
|
|
May 06, 2022
Q1 2022
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
PUT |
1+ 25.0% |
$65 - $74.5
|
5
$378
|
|
|
May 05, 2022
Q1 2022
|
Trilantic Capital Management L.P.
New York, NY |
SELL
|
PUT |
-211KClosed |
$13.7M - $15.7M
|
0
$0
|
|
|
May 04, 2022
Q1 2022
|
Widmann Financial Services, Inc.
|
SELL
|
- |
-200Closed |
$13K - $14.9K
|
0
$0
|
|
|
May 04, 2022
Q1 2022
|
Arch Capital Group Ltd.
|
SELL
|
- |
-638KClosed |
$41.5M - $47.5M
|
0
$0
|
|