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 |
|---|---|---|---|---|---|---|---|
|
May 04, 2022
Q1 2022
|
Strategic Value Partners, LLC
Greenwich, CT |
SELL
|
PUT |
-1.02MClosed |
$66.4M - $76.1M
|
0
$0
|
|
|
May 03, 2022
Q1 2022
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-217KClosed |
$14.1M - $16.2M
|
0
$0
|
|
|
Apr 29, 2022
Q1 2022
|
Prairie View Partners, LLC
|
BUY
|
- |
178New |
$11.6K - $13.3K
|
178
$13.5K
|
|
|
Apr 29, 2022
Q1 2022
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-53Closed |
$3.45K - $3.95K
|
0
$0
|
|
|
Apr 29, 2022
Q1 2022
|
Four Thought Financial, LLC
Venice, FL |
SELL
|
- |
-295- 74.68% |
$19.2K - $22K
|
100
$7.56K
|
|
|
Apr 28, 2022
Q1 2022
|
Richwood Investment Advisors, LLC
|
SELL
|
- |
-300Closed |
$19.5K - $22.4K
|
0
$0
|
|
|
Apr 28, 2022
Q1 2022
|
Hardy Reed LLC
|
BUY
|
- |
139New |
$9.04K - $10.4K
|
139
$10.5K
|
|
|
Apr 28, 2022
Q1 2022
|
Southern Farm Bureau Life Insurance
|
BUY
|
- |
4.5KNew |
$293K - $335K
|
4.5K
$340K
|
|
|
Apr 28, 2022
Q1 2022
|
Barnett & Company, Inc.
|
SELL
|
- |
-1KClosed |
$65K - $74.5K
|
0
$0
|
|
|
Apr 27, 2022
Q1 2022
|
Mizuho Securities Usa LLC
|
SELL
|
- |
-65.3KClosed |
$4.25M - $4.87M
|
0
$0
|
|
|
Apr 27, 2022
Q1 2022
|
Krs Capital Management, LLC
|
SELL
|
- |
-333Closed |
$21.7K - $24.8K
|
0
$0
|
|
|
Apr 26, 2022
Q1 2022
|
Landmark Wealth Management, LLC
|
BUY
|
- |
500New |
$32.5K - $37.3K
|
500
$37.8K
|
|
|
Apr 26, 2022
Q1 2022
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-781Closed |
$50.8K - $58.2K
|
0
$0
|
|
|
Apr 21, 2022
Q1 2022
|
Bck Partners, Inc.
|
BUY
|
- |
37.7KNew |
$2.45M - $2.81M
|
37.7K
$2.85M
|
|
|
Apr 21, 2022
Q1 2022
|
Pinnacle Wealth Management Group, Inc.
|
SELL
|
- |
-23KClosed |
$1.5M - $1.72M
|
0
$0
|
|
|
Apr 15, 2022
Q1 2022
|
Domani Wealth, LLC
|
SELL
|
- |
-600- 6.19% |
$39K - $44.7K
|
9.09K
$687K
|
|
|
Apr 14, 2022
Q1 2022
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-724Closed |
$47.1K - $54K
|
0
$0
|
|
|
Apr 12, 2022
Q1 2022
|
Affiance Financial, LLC
|
SELL
|
- |
-1.05K- 47.3% |
$68.3K - $78.3K
|
1.17K
$88.5K
|
|
| Q4 2021 | |||||||
|
Apr 21, 2022
Q4 2021
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-777Closed |
$49.6K - $55.6K
|
0
$0
|
|
|
Apr 01, 2022
Q4 2021
|
Clientfirst Wealth Management, LLC
Little Rock, AR |
BUY
|
- |
3.89KNew |
$248K - $278K
|
3.89K
$294K
|
|
|
Feb 18, 2022
Q4 2021
|
Lumbard & Kellner, LLC
Hollis, NH |
SELL
|
- |
-8.83KClosed |
$564K - $632K
|
0
$0
|
|
|
Feb 16, 2022
Q4 2021
|
First Community Trust Na
|
BUY
|
- |
200New |
$12.8K - $14.3K
|
200
$15.1K
|
|
|
Feb 16, 2022
Q4 2021
|
J Arnold Wealth Management CO
Youngstown, OH |
SELL
|
- |
-3.28K- 90.0% |
$209K - $234K
|
364
$27.5K
|
|
|
Feb 15, 2022
Q4 2021
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-2.06KClosed |
$131K - $147K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Weiss Asset Management LP
Boston, MA |
SELL
|
PUT |
-550KClosed |
$35.1M - $39.4M
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
PUT |
-193K- 83.73% |
$12.3M - $13.8M
|
37.4K
$2.83M
|
|
|
Feb 14, 2022
Q4 2021
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-3.82KClosed |
$244K - $274K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Caxton Associates LP
New York, NY |
BUY
|
PUT |
100New |
$6.39K - $7.16K
|
100
$7.56K
|
|
|
Feb 14, 2022
Q4 2021
|
Ipg Investment Advisors LLC
San Diego, CA |
SELL
|
- |
-7.77KClosed |
$496K - $556K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Bivin & Associates, Inc.
Ponca City, OK |
BUY
|
- |
519New |
$33.2K - $37.2K
|
519
$39.2K
|
|
|
Feb 14, 2022
Q4 2021
|
Sprott Inc.
Toronto, A6 |
SELL
|
- |
-9KClosed |
$575K - $644K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
PUT |
5.4K+ 0.82% |
$345K - $387K
|
662K
$50M
|
|
|
Feb 11, 2022
Q4 2021
|
Valley National Advisers Inc
|
SELL
|
- |
-178- 64.03% |
$11.4K - $12.7K
|
100
$7.56K
|
|
|
Feb 11, 2022
Q4 2021
|
Essex Financial Services, Inc.
|
BUY
|
- |
3KNew |
$192K - $215K
|
3K
$227K
|
|
|
Feb 11, 2022
Q4 2021
|
Firestone Capital Management
|
SELL
|
- |
-385Closed |
$24.6K - $27.6K
|
0
$0
|
|
|
Feb 10, 2022
Q4 2021
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
SELL
|
- |
-227Closed |
$14.5K - $16.2K
|
0
$0
|
|
|
Feb 10, 2022
Q4 2021
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-1.3K- 29.75% |
$83K - $93.1K
|
3.07K
$232K
|
|
|
Feb 10, 2022
Q4 2021
|
Lockheed Martin Investment Management CO
Bethesda, MD |
SELL
|
- |
-1.9M- 92.24% |
$121M - $136M
|
160K
$12.1M
|
|
|
Feb 09, 2022
Q4 2021
|
Orion Portfolio Solutions, LLC
|
BUY
|
PUT |
300New |
$19.2K - $21.5K
|
300
$22.7K
|
|
|
Feb 08, 2022
Q4 2021
|
Imc Chicago, LLC
|
SELL
|
PUT |
-297KClosed |
$19M - $21.3M
|
0
$0
|
|
|
Feb 07, 2022
Q4 2021
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
9.72KNew |
$621K - $696K
|
9.72K
$735K
|
|
|
Feb 03, 2022
Q4 2021
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
SELL
|
- |
-15.8KClosed |
$1.01M - $1.13M
|
0
$0
|
|
|
Feb 02, 2022
Q4 2021
|
Tectonic Advisors LLC
Plano, TX |
SELL
|
- |
-150Closed |
$9.58K - $10.7K
|
0
$0
|
|
|
Feb 01, 2022
Q4 2021
|
Bell Bank
|
SELL
|
- |
-296KClosed |
$18.9M - $21.2M
|
0
$0
|
|
|
Feb 01, 2022
Q4 2021
|
Round Table Services, LLC
|
SELL
|
- |
-3.3KClosed |
$211K - $236K
|
0
$0
|
|
|
Feb 01, 2022
Q4 2021
|
Insight 2811, Inc.
Chicago, IL |
SELL
|
- |
-6.3KClosed |
$402K - $451K
|
0
$0
|
|
|
Jan 31, 2022
Q4 2021
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-12KClosed |
$769K - $862K
|
0
$0
|
|
|
Jan 31, 2022
Q4 2021
|
Allen Capital Group, LLC
|
BUY
|
- |
1.03KNew |
$65.6K - $73.5K
|
1.03K
$77.6K
|
|
|
Jan 28, 2022
Q4 2021
|
Guidance Point Advisors, LLC
|
SELL
|
- |
-413Closed |
$26.4K - $29.6K
|
0
$0
|
|
|
Jan 28, 2022
Q4 2021
|
Ironwood Financial, LLC
|
SELL
|
- |
-299Closed |
$19.1K - $21.4K
|
0
$0
|
|