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 |
|---|---|---|---|---|---|---|---|
|
Apr 27, 2021
Q1 2021
|
Rpg Investment Advisory, LLC
|
SELL
|
- |
-50Closed |
$2.92K - $3.21K
|
0
$0
|
|
|
Apr 23, 2021
Q1 2021
|
Bernardo Wealth Planning LLC
|
SELL
|
- |
-14.9KClosed |
$869K - $955K
|
0
$0
|
|
|
Apr 19, 2021
Q1 2021
|
Capital Wealth Planning, LLC
|
SELL
|
- |
-5.29KClosed |
$309K - $339K
|
0
$0
|
|
|
Apr 16, 2021
Q1 2021
|
Fort Pitt Capital Group, LLC
|
SELL
|
- |
-265Closed |
$15.5K - $17K
|
0
$0
|
|
|
Apr 14, 2021
Q1 2021
|
Cva Family Office, LLC
|
SELL
|
- |
-908Closed |
$53K - $58.2K
|
0
$0
|
|
| Q4 2020 | |||||||
|
Mar 11, 2024
Q4 2020
|
Hobart Private Capital, LLC
Charlotte, NC |
SELL
|
- |
-8.21KClosed |
$492K - $548K
|
0
$0
|
|
|
Mar 05, 2021
Q4 2020
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-50Closed |
$3K - $3.34K
|
0
$0
|
|
|
Feb 23, 2021
Q4 2020
|
Advisory Resource Group
|
SELL
|
- |
-5.07KClosed |
$304K - $339K
|
0
$0
|
|
|
Feb 19, 2021
Q4 2020
|
Albion Financial Group
|
BUY
|
- |
338New |
$20.3K - $22.6K
|
338
$25.5K
|
|
|
Feb 16, 2021
Q4 2020
|
Anson Funds Management LP
Dallas, TX |
SELL
|
- |
-49.8KClosed |
$2.99M - $3.33M
|
0
$0
|
|
|
Feb 16, 2021
Q4 2020
|
Paul Singer
Elliott Investment Management L.P. | West Palm Beach, Fl
|
SELL
|
PUT |
-1MClosed |
$60M - $66.8M
|
0
$0
|
|
|
Feb 16, 2021
Q4 2020
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-3.58KClosed |
$215K - $239K
|
0
$0
|
|
|
Feb 16, 2021
Q4 2020
|
Claar Advisors LLC
New York, NY |
SELL
|
- |
-100KClosed |
$6M - $6.68M
|
0
$0
|
|
|
Feb 16, 2021
Q4 2020
|
United Services Automobile Association
San Antonio, TX |
SELL
|
- |
-60.2KClosed |
$3.61M - $4.02M
|
0
$0
|
|
|
Feb 12, 2021
Q4 2020
|
Adams Natural Resources Fund, Inc.
|
SELL
|
- |
-39.2KClosed |
$2.35M - $2.62M
|
0
$0
|
|
|
Feb 12, 2021
Q4 2020
|
Element Capital Management LLC
New York, NY |
SELL
|
- |
-166KClosed |
$9.97M - $11.1M
|
0
$0
|
|
|
Feb 12, 2021
Q4 2020
|
Kepos Capital LP
New York, NY |
SELL
|
- |
-58.8KClosed |
$3.53M - $3.93M
|
0
$0
|
|
|
Feb 12, 2021
Q4 2020
|
Federated Hermes, Inc.
Pittsburgh, PA |
SELL
|
- |
-30KClosed |
$1.8M - $2M
|
0
$0
|
|
|
Feb 11, 2021
Q4 2020
|
Quinn Opportunity Partners LLC
Charlottesville, VA |
SELL
|
- |
-32KClosed |
$1.92M - $2.14M
|
0
$0
|
|
|
Feb 11, 2021
Q4 2020
|
Pekin Hardy Strauss, Inc.
|
BUY
|
- |
815+ 8.98% |
$48.9K - $54.4K
|
9.9K
$748K
|
|
|
Feb 10, 2021
Q4 2020
|
Ethic Inc.
New York, NY |
SELL
|
- |
-5.23KClosed |
$314K - $349K
|
0
$0
|
|
|
Feb 08, 2021
Q4 2020
|
Cim, LLC
|
SELL
|
- |
-11.3KClosed |
$679K - $756K
|
0
$0
|
|
|
Feb 08, 2021
Q4 2020
|
Philadelphia Trust CO
Philadelphia, PA |
SELL
|
- |
-5.1KClosed |
$306K - $340K
|
0
$0
|
|
|
Feb 05, 2021
Q4 2020
|
Motco
|
SELL
|
- |
-2.45K- 95.55% |
$147K - $163K
|
114
$8.62K
|
|
|
Feb 04, 2021
Q4 2020
|
Clear Harbor Asset Management, LLC
|
SELL
|
- |
-700Closed |
$42K - $46.7K
|
0
$0
|
|
|
Jan 29, 2021
Q4 2020
|
Weaver Consulting Group
|
SELL
|
- |
-881Closed |
$52.8K - $58.8K
|
0
$0
|
|
|
Jan 29, 2021
Q4 2020
|
Bruderman Asset Management, LLC
Locust Valley, NY |
SELL
|
- |
-20.3KClosed |
$1.22M - $1.36M
|
0
$0
|
|
|
Jan 28, 2021
Q4 2020
|
American Research & Management Co.
|
BUY
|
- |
300New |
$18K - $20K
|
300
$22.7K
|
|
|
Jan 25, 2021
Q4 2020
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-3.53KClosed |
$212K - $236K
|
0
$0
|
|
|
Jan 21, 2021
Q4 2020
|
Sage Mountain Advisors LLC
|
BUY
|
- |
125New |
$7.5K - $8.35K
|
125
$9.45K
|
|
|
Jan 20, 2021
Q4 2020
|
Busey Wealth Management
|
SELL
|
- |
-15.8KClosed |
$950K - $1.06M
|
0
$0
|
|
|
Jan 12, 2021
Q4 2020
|
Pacific Financial Group Inc
|
SELL
|
- |
-1.54KClosed |
$92.1K - $102K
|
0
$0
|
|
| Q3 2020 | |||||||
|
Nov 18, 2020
Q3 2020
|
Financial Enhancement Group LLC
Anderson, IN |
SELL
|
- |
-436Closed |
$24.7K - $26.8K
|
0
$0
|
|
|
Nov 16, 2020
Q3 2020
|
Blackstone Inc
New York, NY |
SELL
|
PUT |
-1.75MClosed |
$99.2M - $108M
|
0
$0
|
|
|
Nov 16, 2020
Q3 2020
|
Intellectus Partners, LLC
San Francisco, CA |
SELL
|
- |
-16KClosed |
$909K - $986K
|
0
$0
|
|
|
Nov 16, 2020
Q3 2020
|
Jim Chanos
Kynikos Associates LP | New York, Ny
|
SELL
|
- |
-164- 4.23% |
$9.3K - $10.1K
|
3.71K
$280K
|
|
|
Nov 13, 2020
Q3 2020
|
Fsa Wealth Management LLC
Needham, MA |
SELL
|
- |
-80Closed |
$4.54K - $4.92K
|
0
$0
|
|
|
Nov 13, 2020
Q3 2020
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
SELL
|
- |
-11Closed |
$624 - $676
|
0
$0
|
|
|
Nov 12, 2020
Q3 2020
|
Ls Investment Advisors, LLC
|
SELL
|
- |
-1KClosed |
$56.7K - $61.5K
|
0
$0
|
|
|
Nov 12, 2020
Q3 2020
|
1776 Wealth LLC
|
SELL
|
- |
-1.85KClosed |
$105K - $114K
|
0
$0
|
|
|
Nov 12, 2020
Q3 2020
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-100KClosed |
$5.69M - $6.17M
|
0
$0
|
|
|
Nov 12, 2020
Q3 2020
|
Employees Retirement System Of Texas
|
SELL
|
- |
-1.66MClosed |
$94.4M - $102M
|
0
$0
|
|
|
Nov 10, 2020
Q3 2020
|
Altshuler Shaham LTD
|
SELL
|
- |
-22KClosed |
$1.25M - $1.35M
|
0
$0
|
|
|
Nov 09, 2020
Q3 2020
|
K.J. Harrison & Partners Inc
|
SELL
|
- |
-18KClosed |
$1.02M - $1.11M
|
0
$0
|
|
|
Nov 05, 2020
Q3 2020
|
Woodley Farra Manion Portfolio Management Inc
|
SELL
|
- |
-30Closed |
$1.7K - $1.84K
|
0
$0
|
|
|
Nov 05, 2020
Q3 2020
|
Cabot Wealth Management Inc
|
SELL
|
- |
-5.46KClosed |
$310K - $336K
|
0
$0
|
|
|
Nov 03, 2020
Q3 2020
|
Cowen And Company, LLC
|
SELL
|
- |
-13.6KClosed |
$769K - $834K
|
0
$0
|
|
|
Nov 02, 2020
Q3 2020
|
Campbell Wealth Management
|
SELL
|
- |
-149Closed |
$8.45K - $9.16K
|
0
$0
|
|
|
Oct 29, 2020
Q3 2020
|
Insight Wealth Strategies, LLC
San Ramon, CA |
SELL
|
- |
-5.67KClosed |
$322K - $349K
|
0
$0
|
|
|
Oct 27, 2020
Q3 2020
|
National Mutual Insurance Federation Of Agricultural Cooperatives
|
SELL
|
- |
-17KClosed |
$964K - $1.05M
|
0
$0
|
|