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 09, 2023
Q1 2023
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
22New |
$1.4K - $1.59K
|
22
$1.9K
|
|
|
May 09, 2023
Q1 2023
|
Sawgrass Asset Management LLC
|
SELL
|
- |
-107- 2.58% |
$6.82K - $7.71K
|
4.03K
$348K
|
|
|
May 09, 2023
Q1 2023
|
Hilltop Partners LLC
Mishawaka, IN |
SELL
|
- |
-134K- 95.37% |
$8.51M - $9.63M
|
6.49K
$559K
|
|
|
May 08, 2023
Q1 2023
|
Horizon Investment Services, LLC
Hammond, IN |
SELL
|
- |
-1.52K- 6.59% |
$96.6K - $109K
|
21.5K
$1.85M
|
|
|
May 04, 2023
Q1 2023
|
Ellevest, Inc.
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 04, 2023
Q1 2023
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
SELL
|
- |
-350- 22.46% |
$22.3K - $25.2K
|
1.21K
$104K
|
|
|
May 03, 2023
Q1 2023
|
Le Jeune Puetz Investment Counsel LLC
|
SELL
|
- |
-300- 4.41% |
$19.1K - $21.6K
|
6.5K
$560K
|
|
|
May 03, 2023
Q1 2023
|
Optimum Investment Advisors
|
BUY
|
CALL |
1KNew |
$63.7K - $72.1K
|
1K
$86.2K
|
|
|
May 03, 2023
Q1 2023
|
B&D White Capital Company, LLC
|
SELL
|
- |
-38.5K- 91.8% |
$2.45M - $2.77M
|
3.44K
$296K
|
|
|
May 03, 2023
Q1 2023
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
39.5K+ 126.27% |
$2.51M - $2.84M
|
70.7K
$6.09M
|
|
|
May 01, 2023
Q1 2023
|
Banque Pictet & Cie Sa
|
BUY
|
- |
3.35KNew |
$214K - $242K
|
3.35K
$289K
|
|
|
Apr 28, 2023
Q1 2023
|
Win Advisors, Inc
|
BUY
|
- |
48KNew |
$3.06M - $3.46M
|
48K
$4.13M
|
|
|
Apr 26, 2023
Q1 2023
|
First American Trust, Fsb
|
BUY
|
- |
49+ 1.16% |
$3.12K - $3.53K
|
4.28K
$369K
|
|
|
Apr 26, 2023
Q1 2023
|
Benedetti & Gucer, Inc.
|
BUY
|
- |
347+ 10.83% |
$22.1K - $25K
|
3.55K
$306K
|
|
|
Apr 25, 2023
Q1 2023
|
Norwood Financial Corp
|
BUY
|
- |
20+ 7.69% |
$1.27K - $1.44K
|
280
$24.1K
|
|
|
Apr 25, 2023
Q1 2023
|
Eudaimonia Advisors LLC
Winchester, TN |
SELL
|
- |
-812- 19.68% |
$51.7K - $58.5K
|
3.31K
$286K
|
|
|
Apr 24, 2023
Q1 2023
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
4+ 0.13% |
$255 - $288
|
3.03K
$261K
|
|
|
Apr 21, 2023
Q1 2023
|
Alta Wealth Advisors LLC
|
SELL
|
- |
-421- 8.46% |
$26.8K - $30.3K
|
4.55K
$392K
|
|
|
Apr 21, 2023
Q1 2023
|
Access Financial Services, Inc.
|
BUY
|
- |
8.98K+ 243.85% |
$572K - $647K
|
12.7K
$1.09M
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
1.2KNew |
$76.4K - $86.5K
|
1.2K
$103K
|
|
|
Apr 20, 2023
Q1 2023
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
102+ 3.27% |
$6.5K - $7.35K
|
3.22K
$277K
|
|
|
Apr 19, 2023
Q1 2023
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
3.25KNew |
$207K - $234K
|
3.25K
$280K
|
|
|
Apr 19, 2023
Q1 2023
|
Wt Wealth Management
|
SELL
|
- |
-16.1K- 28.63% |
$1.03M - $1.16M
|
40.1K
$3.46M
|
|
|
Apr 18, 2023
Q1 2023
|
Fukoku Mutual Life Insurance CO
|
SELL
|
- |
-13K- 4.64% |
$828K - $937K
|
267K
$23M
|
|
|
Apr 18, 2023
Q1 2023
|
First Hawaiian Bank
|
BUY
|
- |
3.13KNew |
$199K - $226K
|
3.13K
$270K
|
|
|
Apr 17, 2023
Q1 2023
|
Fortune 45 LLC
|
BUY
|
- |
4.71K+ 14.8% |
$300K - $340K
|
36.6K
$3.15M
|
|
|
Apr 17, 2023
Q1 2023
|
Connable Office Inc
|
BUY
|
- |
53+ 0.2% |
$3.38K - $3.82K
|
26.4K
$2.27M
|
|
|
Apr 14, 2023
Q1 2023
|
Asset Management Corp
|
BUY
|
- |
209+ 2.66% |
$13.3K - $15.1K
|
8.08K
$696K
|
|
|
Apr 14, 2023
Q1 2023
|
Stonnington Group, LLC
|
SELL
|
- |
-800- 10.46% |
$51K - $57.7K
|
6.85K
$590K
|
|
|
Apr 12, 2023
Q1 2023
|
Old Port Advisors
|
SELL
|
- |
-339- 9.92% |
$21.6K - $24.4K
|
3.08K
$265K
|
|
|
Apr 12, 2023
Q1 2023
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
2.84K+ 18.92% |
$181K - $204K
|
17.8K
$1.54M
|
|
|
Apr 06, 2023
Q1 2023
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-1.17K- 15.27% |
$74.3K - $84.1K
|
6.48K
$558K
|
|
|
Apr 06, 2023
Q1 2023
|
Parsec Financial Management, Inc.
|
SELL
|
- |
-4.18K- 9.9% |
$266K - $301K
|
38K
$3.28M
|
|
|
Apr 05, 2023
Q1 2023
|
Stillwater Investment Management, LLC
|
BUY
|
- |
266+ 0.72% |
$16.9K - $19.2K
|
37.4K
$3.23M
|
|
|
Apr 03, 2023
Q1 2023
|
M&R Capital Management Inc
|
SELL
|
- |
-203- 36.12% |
$12.9K - $14.6K
|
359
$30.9K
|
|
| Q4 2022 | |||||||
|
Dec 26, 2024
Q4 2022
|
Cypress Capital, LLC
|
BUY
|
- |
1.47K+ 31.67% |
$90.4K - $107K
|
6.11K
$526K
|
|
|
May 15, 2024
Q4 2022
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-3.56K- 93.96% |
$219K - $259K
|
229
$19.7K
|
|
|
Dec 11, 2023
Q4 2022
|
Burns Matteson Capital Management, LLC
Corning, NY |
SELL
|
- |
-3.96KClosed |
$243K - $288K
|
0
$0
|
|
|
Nov 17, 2023
Q4 2022
|
National Wealth Management Group, LLC
Cincinnati, OH |
SELL
|
- |
-74- 0.98% |
$4.55K - $5.38K
|
7.46K
$643K
|
|
|
Nov 07, 2023
Q4 2022
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-132- 8.01% |
$8.12K - $9.59K
|
1.52K
$131K
|
|
|
May 24, 2023
Q4 2022
|
3 Chopt Investment Partners, LLC
Richmond, VA |
BUY
|
- |
3.26KNew |
$201K - $237K
|
3.26K
$281K
|
|
|
Mar 01, 2023
Q4 2022
|
Lakewood Asset Management LLC
Naperville, IL |
BUY
|
- |
725New |
$44.6K - $52.7K
|
725
$62.5K
|
|
|
Feb 27, 2023
Q4 2022
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
24New |
$1.48K - $1.74K
|
24
$2.07K
|
|
|
Feb 27, 2023
Q4 2022
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
1.87KNew |
$115K - $136K
|
1.87K
$161K
|
|
|
Feb 27, 2023
Q4 2022
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
BUY
|
- |
6.06KNew |
$373K - $441K
|
6.06K
$522K
|
|
|
Feb 17, 2023
Q4 2022
|
Compass Wealth Management LLC
Guilford, CT |
BUY
|
- |
310New |
$19.1K - $22.5K
|
310
$26.7K
|
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
1.58KNew |
$97.1K - $115K
|
1.58K
$136K
|
|
|
Feb 16, 2023
Q4 2022
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
205New |
$12.6K - $14.9K
|
205
$17.7K
|
|
|
Feb 15, 2023
Q4 2022
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
182+ 4.91% |
$11.2K - $13.2K
|
3.89K
$335K
|
|
|
Feb 14, 2023
Q4 2022
|
Flaharty Asset Management, LLC
|
BUY
|
- |
15.7KNew |
$963K - $1.14M
|
15.7K
$1.35M
|
|