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 26, 2021
Q3 2021
|
Arcus Capital Partners, LLC
|
SELL
|
- |
-17KClosed |
$1.08M - $1.19M
|
0
$0
|
|
|
Oct 19, 2021
Q3 2021
|
Segment Wealth Management, LLC
|
SELL
|
- |
-4.21KClosed |
$268K - $295K
|
0
$0
|
|
|
Oct 19, 2021
Q3 2021
|
Ballew Advisors, Inc
|
SELL
|
- |
-6.82KClosed |
$434K - $478K
|
0
$0
|
|
|
Oct 18, 2021
Q3 2021
|
Altus Wealth Management, LLC
|
SELL
|
- |
-70.6KClosed |
$4.49M - $4.95M
|
0
$0
|
|
|
Oct 15, 2021
Q3 2021
|
Bard Financial Services, Inc.
|
SELL
|
- |
-2.5K- 30.18% |
$159K - $175K
|
5.79K
$460K
|
|
|
Oct 07, 2021
Q3 2021
|
New Capital Management LP
|
SELL
|
- |
-530Closed |
$33.7K - $37.1K
|
0
$0
|
|
|
Oct 07, 2021
Q3 2021
|
Corsicana & Co.
|
SELL
|
- |
-300Closed |
$19.1K - $21K
|
0
$0
|
|
| Q2 2021 | |||||||
|
Aug 17, 2021
Q2 2021
|
Cape Ann Savings Bank
Gloucester, MA |
SELL
|
- |
-5.42KClosed |
$343K - $367K
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Manatuck Hill Partners, LLC
Westport, CT |
SELL
|
- |
-100KClosed |
$6.32M - $6.77M
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Ikarian Capital, LLC
Dallas, TX |
SELL
|
CALL |
-200KClosed |
$12.6M - $13.5M
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-22.3KClosed |
$1.41M - $1.51M
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Beaconlight Capital, LLC
New York, NY |
SELL
|
PUT |
-494Closed |
$31.2K - $33.5K
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-635Closed |
$40.2K - $43K
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
PUT |
28.6KNew |
$1.81M - $1.94M
|
28.6K
$2.27M
|
|
|
Aug 16, 2021
Q2 2021
|
Athanor Capital, LP
New York, NY |
SELL
|
- |
-333KClosed |
$21M - $22.5M
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Deep Currents Investment Group LLC
New York, NY |
SELL
|
PUT |
-200KClosed |
$12.6M - $13.5M
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Sandbox Financial Partners, LLC
Bethesda, MD |
SELL
|
- |
-3.48KClosed |
$220K - $236K
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Bickling Financial Services, Inc.
Lexington, MA |
SELL
|
- |
-20.2KClosed |
$1.28M - $1.37M
|
0
$0
|
|
|
Aug 13, 2021
Q2 2021
|
Ontario Teachers Pension Plan Board
Toronto, A6 |
SELL
|
- |
-1.47MClosed |
$93.1M - $99.7M
|
0
$0
|
|
|
Aug 13, 2021
Q2 2021
|
Ubs Oconnor LLC
Chicago, IL |
BUY
|
CALL |
1MNew |
$63.2M - $67.7M
|
1M
$79.5M
|
|
|
Aug 12, 2021
Q2 2021
|
Fieldpoint Private Securities, LLC
|
SELL
|
- |
-110- 5.21% |
$6.96K - $7.45K
|
2K
$159K
|
|
|
Aug 11, 2021
Q2 2021
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-2.67KClosed |
$169K - $180K
|
0
$0
|
|
|
Aug 11, 2021
Q2 2021
|
Black Rock Inc.
New York, NY |
BUY
|
CALL |
200KNew |
$12.6M - $13.5M
|
200K
$15.9M
|
|
|
Aug 10, 2021
Q2 2021
|
Jtc Employer Solutions Trustee LTD
|
BUY
|
- |
1.2KNew |
$75.9K - $81.3K
|
1.2K
$95.4K
|
|
|
Aug 10, 2021
Q2 2021
|
Dynamic Advisor Solutions LLC
|
SELL
|
PUT |
-3K- 60.0% |
$190K - $203K
|
2K
$159K
|
|
|
Aug 10, 2021
Q2 2021
|
Alpha Dna Investment Management LLC
Columbia, MD |
SELL
|
- |
-3.83KClosed |
$242K - $259K
|
0
$0
|
|
|
Aug 09, 2021
Q2 2021
|
Swarthmore Group Inc
|
SELL
|
- |
-50.1KClosed |
$3.17M - $3.4M
|
0
$0
|
|
|
Aug 06, 2021
Q2 2021
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-3.17KClosed |
$201K - $215K
|
0
$0
|
|
|
Aug 04, 2021
Q2 2021
|
Financial Advantage, Inc.
|
SELL
|
- |
-37Closed |
$2.34K - $2.51K
|
0
$0
|
|
|
Aug 04, 2021
Q2 2021
|
High Note Wealth, LLC
Deephaven, MN |
SELL
|
- |
-9.57KClosed |
$605K - $648K
|
0
$0
|
|
|
Aug 03, 2021
Q2 2021
|
Gables Capital Management Inc.
|
SELL
|
- |
-474Closed |
$30K - $32.1K
|
0
$0
|
|
|
Aug 03, 2021
Q2 2021
|
Hillcrest Wealth Advisors Ny, LLC
|
SELL
|
- |
-6.2KClosed |
$392K - $420K
|
0
$0
|
|
|
Aug 02, 2021
Q2 2021
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-522- 40.25% |
$33K - $35.3K
|
775
$61.6K
|
|
|
Jul 30, 2021
Q2 2021
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-4.94KClosed |
$312K - $334K
|
0
$0
|
|
|
Jul 29, 2021
Q2 2021
|
Moser Wealth Advisors, LLC
|
SELL
|
- |
-27Closed |
$1.71K - $1.83K
|
0
$0
|
|
|
Jul 28, 2021
Q2 2021
|
Hc Financial Advisors Inc
|
BUY
|
- |
40New |
$2.53K - $2.71K
|
40
$3.18K
|
|
|
Jul 27, 2021
Q2 2021
|
Seven Springs Wealth Group, LLC
|
SELL
|
- |
-1.04KClosed |
$65.6K - $70.3K
|
0
$0
|
|
|
Jul 26, 2021
Q2 2021
|
Clean Yield Group
|
BUY
|
- |
1.2KNew |
$75.9K - $81.3K
|
1.2K
$95.4K
|
|
|
Jul 23, 2021
Q2 2021
|
Macroview Investment Management LLC
|
BUY
|
CALL |
1KNew |
$63.2K - $67.7K
|
1K
$79.5K
|
|
|
Jul 21, 2021
Q2 2021
|
Raub Brock Capital Management LP
|
SELL
|
- |
-4.5KClosed |
$285K - $305K
|
0
$0
|
|
|
Jul 21, 2021
Q2 2021
|
Davenport & CO LLC
|
BUY
|
PUT |
42.8KNew |
$2.7M - $2.9M
|
42.8K
$3.4M
|
|
|
Jul 21, 2021
Q2 2021
|
Corbenic Partners LLC
|
SELL
|
- |
-103Closed |
$6.51K - $6.98K
|
0
$0
|
|
|
Jul 21, 2021
Q2 2021
|
Manchester Financial Inc
|
SELL
|
- |
-832Closed |
$52.6K - $56.3K
|
0
$0
|
|
|
Jul 15, 2021
Q2 2021
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-1.02K- 71.87% |
$64.6K - $69.2K
|
400
$31.8K
|
|
|
Jul 14, 2021
Q2 2021
|
Tfo Tdc, LLC
|
SELL
|
- |
-78Closed |
$4.93K - $5.28K
|
0
$0
|
|
|
Jul 09, 2021
Q2 2021
|
Campbell Capital Management Inc
|
SELL
|
- |
-5KClosed |
$316K - $339K
|
0
$0
|
|
|
Jul 07, 2021
Q2 2021
|
Regency Capital Management Inc.\De
|
SELL
|
- |
-14Closed |
$885 - $948
|
0
$0
|
|
| Q1 2021 | |||||||
|
Jul 13, 2021
Q1 2021
|
Pflug Koory, LLC
|
BUY
|
- |
7New |
$409 - $449
|
7
$556
|
|
|
Jun 08, 2021
Q1 2021
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
SELL
|
- |
-7.37KClosed |
$430K - $473K
|
0
$0
|
|
|
May 25, 2021
Q1 2021
|
Encompass Wealth Advisors, LLC
|
SELL
|
- |
-100Closed |
$5.84K - $6.42K
|
0
$0
|
|