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 |
|---|---|---|---|---|---|---|---|
|
Feb 08, 2021
Q4 2020
|
Philadelphia Trust CO
Philadelphia, PA |
SELL
|
- |
-5.1KClosed |
$306K - $340K
|
0
$0
|
|
|
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
$25.9K
|
|
|
Jan 25, 2021
Q4 2020
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-3.53KClosed |
$212K - $236K
|
0
$0
|
|
|
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 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
$320K
|
|
|
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
|
|
|
Oct 23, 2020
Q3 2020
|
Cypress Wealth Services, LLC
|
BUY
|
PUT |
5.26KNew |
$298K - $323K
|
5.26K
$453K
|
|
|
Oct 14, 2020
Q3 2020
|
Hbw Advisory Services LLC
|
BUY
|
PUT |
500New |
$28.4K - $30.7K
|
500
$43.1K
|
|
| Q2 2020 | |||||||
|
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
2.42K+ 5.45% |
$125K - $152K
|
46.8K
$4.03M
|
|
|
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
|
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 10, 2020
Q2 2020
|
Cynosure Management, LLC
Salt Lake City, UT |
SELL
|
- |
-5.13KClosed |
$266K - $323K
|
0
$0
|
|
|
Aug 05, 2020
Q2 2020
|
Center Star Asset Management, LLC
|
BUY
|
PUT |
26.2K+ 524.0% |
$1.36M - $1.65M
|
31.2K
$2.69M
|
|
|
Aug 05, 2020
Q2 2020
|
Sather Financial Group Inc
|
SELL
|
- |
-6.07KClosed |
$314K - $381K
|
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
|
|