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 19, 2022
Q3 2022
|
Wealth Enhancement & Preservation Of Ga, LLC
Alpharetta, GA |
BUY
|
- |
14.3K+ 329.5% |
$937K - $1.12M
|
18.7K
$1.61M
|
|
|
Oct 19, 2022
Q3 2022
|
Empirical Asset Management, LLC
|
SELL
|
- |
-1.78K- 6.6% |
$117K - $139K
|
25.2K
$2.17M
|
|
|
Oct 18, 2022
Q3 2022
|
Karp Capital Management Corp
|
SELL
|
- |
-104KClosed |
$6.81M - $8.12M
|
0
$0
|
|
|
Oct 18, 2022
Q3 2022
|
Bull Oak Capital, LLC
San Diego, CA |
BUY
|
- |
32.6KNew |
$2.14M - $2.55M
|
32.6K
$2.81M
|
|
|
Oct 17, 2022
Q3 2022
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
9.62KNew |
$630K - $752K
|
9.62K
$829K
|
|
|
Oct 17, 2022
Q3 2022
|
South Shore Capital Advisors
|
BUY
|
- |
4K+ 104.06% |
$262K - $312K
|
7.84K
$676K
|
|
|
Oct 17, 2022
Q3 2022
|
Veracity Capital LLC
|
BUY
|
- |
204+ 6.3% |
$13.4K - $15.9K
|
3.44K
$297K
|
|
|
Oct 14, 2022
Q3 2022
|
Danda Trouve Investment Management, Inc.
|
SELL
|
- |
-275- 0.68% |
$18K - $21.5K
|
40.3K
$3.47M
|
|
|
Oct 14, 2022
Q3 2022
|
Edge Rock Capital LLC
|
BUY
|
- |
144New |
$9.43K - $11.2K
|
144
$12.4K
|
|
|
Oct 13, 2022
Q3 2022
|
Gofen & Glossberg LLC
|
BUY
|
- |
33+ 1.04% |
$2.16K - $2.58K
|
3.2K
$276K
|
|
|
Oct 13, 2022
Q3 2022
|
Newfound Research LLC
|
SELL
|
- |
-814- 11.93% |
$53.3K - $63.6K
|
6.01K
$518K
|
|
|
Oct 13, 2022
Q3 2022
|
Financial Sense Advisors, Inc.
|
SELL
|
- |
-538- 2.95% |
$35.2K - $42K
|
17.7K
$1.52M
|
|
|
Oct 12, 2022
Q3 2022
|
Btr Capital Management Inc
|
SELL
|
- |
-390- 3.33% |
$25.5K - $30.5K
|
11.3K
$976K
|
|
|
Oct 04, 2022
Q3 2022
|
Bowling Portfolio Management LLC
|
SELL
|
- |
-2.03K- 4.0% |
$133K - $158K
|
48.6K
$4.19M
|
|
| Q2 2022 | |||||||
|
Jul 09, 2025
Q2 2022
|
Northwest & Ethical Investments L.P.
Toronto, A6 |
SELL
|
- |
-45.2KClosed |
$2.93M - $3.48M
|
0
$0
|
|
|
Oct 17, 2024
Q2 2022
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
42+ 17.0% |
$2.72K - $3.23K
|
289
$24.9K
|
|
|
May 28, 2024
Q2 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-4.91KClosed |
$319K - $378K
|
0
$0
|
|
|
Apr 04, 2024
Q2 2022
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
171New |
$11.1K - $13.2K
|
171
$14.7K
|
|
|
Sep 21, 2023
Q2 2022
|
Jefferies Group LLC
New York, NY |
SELL
|
- |
-89.4K- 40.67% |
$5.8M - $6.88M
|
130K
$11.2M
|
|
|
Sep 21, 2023
Q2 2022
|
Jefferies Group LLC
New York, NY |
BUY
|
PUT |
74.9K+ 116.49% |
$4.86M - $5.76M
|
139K
$12M
|
|
|
Nov 07, 2022
Q2 2022
|
Navigation Wealth Management, Inc.
Fort Collins, CO |
SELL
|
- |
-569Closed |
$36.9K - $43.8K
|
0
$0
|
|
|
Sep 13, 2022
Q2 2022
|
Sunflower Bank, N.A.
Denver, CO |
SELL
|
- |
-12.8KClosed |
$828K - $982K
|
0
$0
|
|
|
Aug 16, 2022
Q2 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-1.01KClosed |
$65.5K - $77.7K
|
0
$0
|
|
|
Aug 16, 2022
Q2 2022
|
Smart Portfolios, LLC
Seattle, WA |
BUY
|
- |
1.52K+ 18.17% |
$98.4K - $117K
|
9.87K
$850K
|
|
|
Aug 16, 2022
Q2 2022
|
Alaethes Wealth LLC
Glenbrook, NV |
SELL
|
- |
-363Closed |
$23.5K - $27.9K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Kinloch Capital, LLC
Glen Allen, VA |
BUY
|
- |
4.7KNew |
$305K - $362K
|
4.7K
$405K
|
|
|
Aug 15, 2022
Q2 2022
|
Islet Management, LP
New York, NY |
SELL
|
PUT |
-200KClosed |
$13M - $15.4M
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-2.73KClosed |
$177K - $210K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Tairen Capital LTD
Grand Cayman, E9 |
SELL
|
- |
-1.23M- 79.08% |
$80M - $94.9M
|
326K
$28.1M
|
|
|
Aug 15, 2022
Q2 2022
|
Graticule Asia Macro Advisors LLC
New York, NY |
SELL
|
PUT |
-850KClosed |
$55.1M - $65.4M
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Gyon Technologies Capital Management, LP
Denville, NJ |
SELL
|
- |
-16.4KClosed |
$1.06M - $1.26M
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Bain Capital Public Equity Management Ii, LLC
Boston, MA |
SELL
|
PUT |
-580KClosed |
$37.6M - $44.6M
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Weiss Multi Strategy Advisers LLC
New York, NY |
BUY
|
- |
23.3K+ 86.28% |
$1.51M - $1.79M
|
50.3K
$4.33M
|
|
|
Aug 15, 2022
Q2 2022
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-5.3KClosed |
$344K - $408K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Pinz Capital Management, LP
New York, NY |
SELL
|
- |
-15.3K- 44.48% |
$993K - $1.18M
|
19.1K
$1.65M
|
|
|
Aug 15, 2022
Q2 2022
|
Caption Management, LLC
Oklahoma City, OK |
SELL
|
- |
-15KClosed |
$973K - $1.15M
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-132Closed |
$8.56K - $10.2K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Coury Firm Asset Management LLC
Pittsburgh, PA |
SELL
|
- |
-6.5KClosed |
$422K - $500K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Maven Securities LTD
St Helier, Y9 |
BUY
|
PUT |
211KNew |
$13.7M - $16.3M
|
211K
$18.2M
|
|
|
Aug 15, 2022
Q2 2022
|
Menard Financial Group LLC
Houston, TX |
BUY
|
- |
5.6KNew |
$363K - $431K
|
5.6K
$482K
|
|
|
Aug 12, 2022
Q2 2022
|
C M Bidwell & Associates LTD
Honolulu, HI |
SELL
|
- |
-2.83K- 96.55% |
$183K - $217K
|
101
$8.7K
|
|
|
Aug 12, 2022
Q2 2022
|
Cpwm, LLC
Seattle, WA |
BUY
|
- |
1.67K+ 56.35% |
$108K - $128K
|
4.63K
$399K
|
|
|
Aug 12, 2022
Q2 2022
|
Tacita Capital Inc
Toronto, A6 |
SELL
|
- |
-475- 47.5% |
$30.8K - $36.6K
|
525
$45.2K
|
|
|
Aug 12, 2022
Q2 2022
|
Freedman Financial Associates, Inc.
Peabody, MA |
SELL
|
- |
-58Closed |
$3.76K - $4.46K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Global Endowment Management, LP
Charlotte, NC |
SELL
|
- |
-10.4K- 50.93% |
$673K - $799K
|
10K
$862K
|
|
|
Aug 12, 2022
Q2 2022
|
Agf Investments Inc.
Toronto, A6 |
BUY
|
- |
15.8K+ 13.26% |
$1.03M - $1.22M
|
135K
$11.7M
|
|
|
Aug 12, 2022
Q2 2022
|
Agf Investments LLC
Boston, MA |
BUY
|
- |
15.8K+ 13.25% |
$1.03M - $1.22M
|
135K
$11.7M
|
|
|
Aug 11, 2022
Q2 2022
|
Compton Capital Management Inc
|
SELL
|
- |
-9.9K- 72.79% |
$642K - $762K
|
3.7K
$319K
|
|
|
Aug 11, 2022
Q2 2022
|
Baron Financial Group, LLC
Fair Lawn, NJ |
SELL
|
- |
-30- 4.88% |
$1.95K - $2.31K
|
585
$50.4K
|
|
|
Aug 11, 2022
Q2 2022
|
Ground Swell Capital, LLC
Folly Beach, SC |
SELL
|
- |
-12.2KClosed |
$792K - $939K
|
0
$0
|
|