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 |
|---|---|---|---|---|---|---|---|
|
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
$1.35M
|
|
|
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
$47.7K
|
|
|
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
$3.97M
|
|
|
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
|
|
|
May 11, 2020
Q1 2020
|
Summit Wealth & Retirement Planning, Inc.
|
SELL
|
- |
-4.54KClosed |
$204K - $322K
|
0
$0
|
|
|
May 11, 2020
Q1 2020
|
Column Capital Advisors, LLC
|
SELL
|
- |
-820Closed |
$36.8K - $58.2K
|
0
$0
|
|
|
May 11, 2020
Q1 2020
|
Cowen And Company, LLC
|
SELL
|
PUT |
-100KClosed |
$4.49M - $7.1M
|
0
$0
|
|
|
May 08, 2020
Q1 2020
|
Edge Capital Group, LLC
|
SELL
|
- |
-3.4KClosed |
$153K - $241K
|
0
$0
|
|
|
May 07, 2020
Q1 2020
|
Bell Rock Capital LLC
|
SELL
|
- |
-1.02KClosed |
$46K - $72.6K
|
0
$0
|
|
|
May 04, 2020
Q1 2020
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-880Closed |
$39.5K - $62.5K
|
0
$0
|
|
|
May 04, 2020
Q1 2020
|
United Capital Management Of Ks, Inc.
|
SELL
|
- |
-3.13KClosed |
$141K - $222K
|
0
$0
|
|
|
May 01, 2020
Q1 2020
|
Hartford Financial Management Inc.
|
SELL
|
- |
-400Closed |
$18K - $28.4K
|
0
$0
|
|
|
May 01, 2020
Q1 2020
|
Acima Private Wealth, LLC
Richmond, VA |
SELL
|
- |
-2.9K- 88.83% |
$130K - $206K
|
364
$28.9K
|
|
|
Apr 28, 2020
Q1 2020
|
Caprock Group, Inc.
|
SELL
|
- |
-5.42KClosed |
$244K - $385K
|
0
$0
|
|
|
Apr 28, 2020
Q1 2020
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-6.77KClosed |
$304K - $480K
|
0
$0
|
|
|
Apr 27, 2020
Q1 2020
|
Hms Capital Management, LLC
|
SELL
|
- |
-20KClosed |
$898K - $1.42M
|
0
$0
|
|
|
Apr 27, 2020
Q1 2020
|
Hms Capital Management, LLC
|
SELL
|
PUT |
-8.4KClosed |
$377K - $596K
|
0
$0
|
|
|
Apr 27, 2020
Q1 2020
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-11.3KClosed |
$507K - $801K
|
0
$0
|
|
|
Apr 24, 2020
Q1 2020
|
Ledyard National Bank
|
SELL
|
- |
-3.11KClosed |
$140K - $221K
|
0
$0
|
|
|
Apr 24, 2020
Q1 2020
|
Tfg Advisers LLC
|
SELL
|
- |
-461Closed |
$20.7K - $32.7K
|
0
$0
|
|
|
Apr 23, 2020
Q1 2020
|
G&S Capital LLC
|
SELL
|
PUT |
-48.8KClosed |
$2.19M - $3.46M
|
0
$0
|
|
|
Apr 23, 2020
Q1 2020
|
Altium Wealth Management LLC
|
SELL
|
- |
-42.7KClosed |
$1.92M - $3.03M
|
0
$0
|
|
|
Apr 23, 2020
Q1 2020
|
Regal Wealth Group, Inc.
|
SELL
|
- |
-462Closed |
$20.8K - $32.8K
|
0
$0
|
|
|
Apr 22, 2020
Q1 2020
|
Rnc Capital Management LLC
|
SELL
|
- |
-8.94KClosed |
$402K - $635K
|
0
$0
|
|
|
Apr 13, 2020
Q1 2020
|
Arlington Partners LLC
|
SELL
|
- |
-44Closed |
$1.98K - $3.12K
|
0
$0
|
|
|
Apr 08, 2020
Q1 2020
|
Clarus Wealth Advisors
|
SELL
|
- |
-3.33KClosed |
$150K - $237K
|
0
$0
|
|
|
Apr 02, 2020
Q1 2020
|
Advocacy Wealth Management Services, LLC
|
SELL
|
- |
-247Closed |
$11.1K - $17.5K
|
0
$0
|
|
| Q4 2019 | |||||||
|
Feb 14, 2020
Q4 2019
|
Polar Asset Management Partners Inc.
Toronto, A6 |
SELL
|
PUT |
-400KClosed |
$24.5M - $25.9M
|
0
$0
|
|