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 23, 2020
Q3 2020
|
Cypress Wealth Services, LLC
|
BUY
|
PUT |
5.26KNew |
$298K - $323K
|
5.26K
$397K
|
|
|
Oct 14, 2020
Q3 2020
|
Hbw Advisory Services LLC
|
BUY
|
PUT |
500New |
$28.4K - $30.7K
|
500
$37.8K
|
|
| Q2 2020 | |||||||
|
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
2.42K+ 5.45% |
$125K - $152K
|
46.8K
$3.54M
|
|
|
May 10, 2021
Q2 2020
|
Vaughan & CO Securities, Inc.
|
SELL
|
- |
-1.11KClosed |
$57.5K - $69.7K
|
0
$0
|
|
|
Aug 18, 2020
Q2 2020
|
Jackson Square Capital, LLC
|
SELL
|
- |
-200Closed |
$10.4K - $12.6K
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Polar Asset Management Partners Inc.
Toronto, A6 |
SELL
|
- |
-26.1KClosed |
$1.35M - $1.64M
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Mbe Wealth Management, LLC
|
SELL
|
- |
-101Closed |
$5.23K - $6.35K
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Inherent Group, LP
New York, NY |
SELL
|
- |
-26.6KClosed |
$1.38M - $1.67M
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
683 Capital Management, LLC
New York, NY |
SELL
|
PUT |
-54KClosed |
$2.8M - $3.39M
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Castle Hook Partners LP
New York, NY |
SELL
|
CALL |
-1.5MClosed |
$77.7M - $94.2M
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Point State Capital LP
New York, NY |
SELL
|
- |
-820KClosed |
$42.5M - $51.5M
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
David Tepper
Appaloosa LP | Short Hills, Nj
|
SELL
|
- |
-272KClosed |
$14.1M - $17.1M
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Covalis Capital LLP
London, X0 |
SELL
|
- |
-661KClosed |
$34.2M - $41.5M
|
0
$0
|
|
|
Aug 13, 2020
Q2 2020
|
Covington Capital Management
|
SELL
|
- |
-25Closed |
$1.29K - $1.57K
|
0
$0
|
|
|
Aug 13, 2020
Q2 2020
|
Xr Securities LLC
|
SELL
|
- |
-9.74KClosed |
$504K - $612K
|
0
$0
|
|
|
Aug 13, 2020
Q2 2020
|
Infrastructure Capital Advisors, LLC
New York, NY |
SELL
|
- |
-7KClosed |
$363K - $440K
|
0
$0
|
|
|
Aug 13, 2020
Q2 2020
|
Infrastructure Capital Advisors, LLC
New York, NY |
SELL
|
CALL |
-53KClosed |
$2.74M - $3.33M
|
0
$0
|
|
|
Aug 12, 2020
Q2 2020
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
SELL
|
- |
-5.36KClosed |
$278K - $337K
|
0
$0
|
|
|
Aug 11, 2020
Q2 2020
|
Demars Financial Group, LLC
|
BUY
|
- |
130New |
$6.73K - $8.17K
|
130
$9.83K
|
|
|
Aug 10, 2020
Q2 2020
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-105KClosed |
$5.43M - $6.59M
|
0
$0
|
|
|
Aug 10, 2020
Q2 2020
|
Cynosure Management, LLC
Salt Lake City, UT |
SELL
|
- |
-5.13KClosed |
$266K - $323K
|
0
$0
|
|
|
Aug 06, 2020
Q2 2020
|
Royal Fund Management, LLC
|
SELL
|
- |
-34Closed |
$1.76K - $2.14K
|
0
$0
|
|
|
Aug 05, 2020
Q2 2020
|
Center Star Asset Management, LLC
|
BUY
|
PUT |
26.2K+ 524.0% |
$1.36M - $1.65M
|
31.2K
$2.36M
|
|
|
Aug 05, 2020
Q2 2020
|
Sather Financial Group Inc
|
SELL
|
- |
-6.07KClosed |
$314K - $381K
|
0
$0
|
|
|
Aug 05, 2020
Q2 2020
|
Banco Santander, S.A.
|
SELL
|
- |
-6.4KClosed |
$331K - $402K
|
0
$0
|
|
|
Aug 05, 2020
Q2 2020
|
Burt Wealth Advisors
|
SELL
|
- |
-32Closed |
$1.66K - $2.01K
|
0
$0
|
|
|
Aug 04, 2020
Q2 2020
|
Texas Permanent School Fund
Austin, TX |
SELL
|
- |
-17.6KClosed |
$909K - $1.1M
|
0
$0
|
|
|
Aug 03, 2020
Q2 2020
|
Time Scale Financial, Inc.
|
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
|
Aug 03, 2020
Q2 2020
|
Sfmg, LLC
|
SELL
|
- |
-235KClosed |
$12.2M - $14.8M
|
0
$0
|
|
|
Jul 30, 2020
Q2 2020
|
Community Capital Management, LLC
|
SELL
|
CALL |
-25KClosed |
$1.29M - $1.57M
|
0
$0
|
|
|
Jul 30, 2020
Q2 2020
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
17KNew |
$882K - $1.07M
|
17K
$1.29M
|
|
|
Jul 29, 2020
Q2 2020
|
Smart Money Group LLC
|
SELL
|
- |
-24.1KClosed |
$1.25M - $1.52M
|
0
$0
|
|
|
Jul 24, 2020
Q2 2020
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-15.1KClosed |
$781K - $948K
|
0
$0
|
|
|
Jul 23, 2020
Q2 2020
|
Qvr LLC
|
SELL
|
- |
-4.58KClosed |
$237K - $288K
|
0
$0
|
|
|
Jul 23, 2020
Q2 2020
|
Creative Planning
Overland Park, KS |
BUY
|
PUT |
200+ 50.0% |
$10.4K - $12.6K
|
600
$45.3K
|
|
|
Jul 22, 2020
Q2 2020
|
Human Investing LLC
|
SELL
|
- |
-4Closed |
$207 - $251
|
0
$0
|
|
|
Jul 20, 2020
Q2 2020
|
Well Done, LLC
|
SELL
|
- |
-8.61KClosed |
$446K - $541K
|
0
$0
|
|
|
Jul 20, 2020
Q2 2020
|
Portfolio Strategies, Inc.
|
SELL
|
- |
-227KClosed |
$11.8M - $14.3M
|
0
$0
|
|
|
Jul 17, 2020
Q2 2020
|
Keeler T Homas Management LLC
|
SELL
|
- |
-5.14KClosed |
$266K - $323K
|
0
$0
|
|
| Q1 2020 | |||||||
|
May 15, 2020
Q1 2020
|
Highland Capital Management Fund Advisors, L.P.
Dallas, TX |
SELL
|
PUT |
-50KClosed |
$2.25M - $3.55M
|
0
$0
|
|
|
May 15, 2020
Q1 2020
|
Dow Chemical CO
Midland, MI |
SELL
|
- |
-450KClosed |
$20.2M - $32M
|
0
$0
|
|
|
May 14, 2020
Q1 2020
|
Mycio Wealth Partners, LLC
|
SELL
|
- |
-5.06KClosed |
$227K - $359K
|
0
$0
|
|
|
May 14, 2020
Q1 2020
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-624Closed |
$28K - $44.3K
|
0
$0
|
|
|
May 14, 2020
Q1 2020
|
Independent Advisor Alliance
|
SELL
|
- |
-36.6KClosed |
$1.64M - $2.6M
|
0
$0
|
|
|
May 14, 2020
Q1 2020
|
Principal Street Partners, LLC
Memphis, TN |
SELL
|
- |
-26.6KClosed |
$1.19M - $1.89M
|
0
$0
|
|
|
May 14, 2020
Q1 2020
|
Lee Capital Holdings LLC
New York, NY |
SELL
|
- |
-29.7KClosed |
$1.33M - $2.11M
|
0
$0
|
|
|
May 13, 2020
Q1 2020
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
BUY
|
CALL |
50KNew |
$2.25M - $3.55M
|
50K
$3.78M
|
|
|
May 12, 2020
Q1 2020
|
American Asset Management Inc.
|
SELL
|
- |
-4.95KClosed |
$222K - $351K
|
0
$0
|
|
|
May 12, 2020
Q1 2020
|
Monaco Asset Management Sam
|
SELL
|
PUT |
-100KClosed |
$4.49M - $7.1M
|
0
$0
|
|
|
May 12, 2020
Q1 2020
|
Americana Partners, LLC
Houston, TX |
SELL
|
- |
-2.42KClosed |
$109K - $172K
|
0
$0
|
|