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 |
|---|---|---|---|---|---|---|---|
|
Jul 13, 2021
Q1 2021
|
Pflug Koory, LLC
|
BUY
|
- |
7New |
$409 - $449
|
7
$603
|
|
|
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
|
|
|
May 19, 2021
Q1 2021
|
Tru Independence Asset Management 2, LLC
|
SELL
|
- |
-100Closed |
$5.84K - $6.42K
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Lombard Odier Asset Management (Usa) Corp
New York, NY |
SELL
|
- |
-7.74KClosed |
$451K - $496K
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Lombard Odier Asset Management (Usa) Corp
New York, NY |
SELL
|
PUT |
-125KClosed |
$7.3M - $8.02M
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Telemetry Investments, L.L.C.
New York, NY |
SELL
|
- |
-25KClosed |
$1.46M - $1.6M
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Redwood Capital Management, LLC
New York, NY |
SELL
|
- |
-75KClosed |
$4.38M - $4.81M
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Glovista Investments LLC
Jersey City, NJ |
SELL
|
- |
-4.9KClosed |
$286K - $314K
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Aristeia Capital LLC
Greenwich, CT |
SELL
|
PUT |
-20.2KClosed |
$1.18M - $1.3M
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Canada Pension Plan Investment Board
Toronto Ontario, A6 |
SELL
|
- |
-435KClosed |
$25.4M - $27.9M
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Delta Investment Management, LLC
|
SELL
|
- |
-5.76KClosed |
$336K - $370K
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Keeley Teton Advisors, LLC
Chicago, IL |
SELL
|
- |
-4.5KClosed |
$262K - $288K
|
0
$0
|
|
|
May 13, 2021
Q1 2021
|
Axiom Investment Management LLC
New York, NY |
BUY
|
- |
12KNew |
$699K - $768K
|
12K
$1.03M
|
|
|
May 13, 2021
Q1 2021
|
Duality Advisers, LP
Miami, FL |
SELL
|
- |
-385KClosed |
$22.5M - $24.7M
|
0
$0
|
|
|
May 12, 2021
Q1 2021
|
Ropes Wealth Advisors LLC
Boston, MA |
SELL
|
- |
-5.78KClosed |
$337K - $371K
|
0
$0
|
|
|
May 11, 2021
Q1 2021
|
First National Bank Of South Miami
|
BUY
|
- |
86+ 36.6% |
$5.02K - $5.52K
|
321
$27.7K
|
|
|
May 11, 2021
Q1 2021
|
Beta Wealth Group, Inc.
|
SELL
|
- |
-12KClosed |
$700K - $769K
|
0
$0
|
|
|
May 10, 2021
Q1 2021
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-265- 28.87% |
$15.5K - $17K
|
653
$56.3K
|
|
|
May 07, 2021
Q1 2021
|
Iron Financial, LLC
|
SELL
|
- |
-4.25KClosed |
$248K - $272K
|
0
$0
|
|
|
May 07, 2021
Q1 2021
|
Main Street Investment Advisors LLC
|
SELL
|
- |
-116KClosed |
$6.79M - $7.46M
|
0
$0
|
|
|
May 06, 2021
Q1 2021
|
Dougherty Wealth Advisers LLC
|
SELL
|
- |
-2.87KClosed |
$168K - $184K
|
0
$0
|
|
|
May 05, 2021
Q1 2021
|
Corbyn Investment Management Inc
|
SELL
|
- |
-15.3KClosed |
$891K - $979K
|
0
$0
|
|
|
Apr 30, 2021
Q1 2021
|
Us Financial Advisors, LLC
Braintree, MA |
SELL
|
- |
-3.44KClosed |
$201K - $221K
|
0
$0
|
|
|
Apr 29, 2021
Q1 2021
|
Planned Solutions, Inc.
|
SELL
|
- |
-62Closed |
$3.62K - $3.98K
|
0
$0
|
|
|
Apr 29, 2021
Q1 2021
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-78Closed |
$4.55K - $5K
|
0
$0
|
|
|
Apr 29, 2021
Q1 2021
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-3.7KClosed |
$216K - $237K
|
0
$0
|
|
|
Apr 28, 2021
Q1 2021
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-188Closed |
$11K - $12.1K
|
0
$0
|
|
|
Apr 27, 2021
Q1 2021
|
Baron Silver Stevens Financial Advisors, LLC
|
SELL
|
- |
-58Closed |
$3.38K - $3.72K
|
0
$0
|
|
|
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
|
|
| 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
$29.1K
|
|
|
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
$853K
|
|
|
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
|
|