Latest Institutional Purchases of Utilities Sector Spdr (XLU)
This list provides information on the latest institutional transactions involving Utilities Sector Spdr (XLU) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 11, 2021
Q2 2021
|
Black Rock Inc.
New York, NY |
BUY
|
CALL |
200KNew |
$12.6M - $13.5M
|
200K
$15.9M
|
|
|
Jul 21, 2021
Q2 2021
|
Davenport & CO LLC
|
BUY
|
PUT |
42.8KNew |
$2.7M - $2.9M
|
42.8K
$3.39M
|
|
|
Aug 16, 2021
Q2 2021
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
PUT |
28.6KNew |
$1.81M - $1.94M
|
28.6K
$2.27M
|
|
|
Aug 10, 2021
Q2 2021
|
Jtc Employer Solutions Trustee LTD
|
BUY
|
- |
1.2KNew |
$75.9K - $81.3K
|
1.2K
$95.1K
|
|
|
Jul 26, 2021
Q2 2021
|
Clean Yield Group
|
BUY
|
- |
1.2KNew |
$75.9K - $81.3K
|
1.2K
$95.1K
|
|
|
Jul 23, 2021
Q2 2021
|
Macroview Investment Management LLC
|
BUY
|
CALL |
1KNew |
$63.2K - $67.7K
|
1K
$79.3K
|
|
|
Jul 28, 2021
Q2 2021
|
Hc Financial Advisors Inc
|
BUY
|
- |
40New |
$2.53K - $2.71K
|
40
$3.17K
|
|
| Q1 2021 | |||||||
|
May 13, 2021
Q1 2021
|
Axiom Investment Management LLC
New York, NY |
BUY
|
- |
12KNew |
$699K - $768K
|
12K
$949K
|
|
|
May 11, 2021
Q1 2021
|
First National Bank Of South Miami
|
BUY
|
- |
86+ 36.6% |
$5.02K - $5.52K
|
321
$25.4K
|
|
|
Jul 13, 2021
Q1 2021
|
Pflug Koory, LLC
|
BUY
|
- |
7New |
$409 - $449
|
7
$555
|
|
| Q4 2020 | |||||||
|
Feb 11, 2021
Q4 2020
|
Pekin Hardy Strauss, Inc.
|
BUY
|
- |
815+ 8.98% |
$48.9K - $54.4K
|
9.9K
$784K
|
|
|
Feb 19, 2021
Q4 2020
|
Albion Financial Group
|
BUY
|
- |
338New |
$20.3K - $22.6K
|
338
$26.8K
|
|
|
Jan 28, 2021
Q4 2020
|
American Research & Management Co.
|
BUY
|
- |
300New |
$18K - $20K
|
300
$23.8K
|
|
|
Jan 21, 2021
Q4 2020
|
Sage Mountain Advisors LLC
|
BUY
|
- |
125New |
$7.5K - $8.35K
|
125
$9.91K
|
|
| Q3 2020 | |||||||
|
Oct 23, 2020
Q3 2020
|
Cypress Wealth Services, LLC
|
BUY
|
PUT |
5.26KNew |
$298K - $323K
|
5.26K
$417K
|
|
|
Oct 14, 2020
Q3 2020
|
Hbw Advisory Services LLC
|
BUY
|
PUT |
500New |
$28.4K - $30.7K
|
500
$39.6K
|
|
| Q2 2020 | |||||||
|
Aug 05, 2020
Q2 2020
|
Center Star Asset Management, LLC
|
BUY
|
PUT |
26.2K+ 524.0% |
$1.36M - $1.65M
|
31.2K
$2.47M
|
|
|
Jul 30, 2020
Q2 2020
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
17KNew |
$882K - $1.07M
|
17K
$1.35M
|
|
|
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
2.42K+ 5.45% |
$125K - $152K
|
46.8K
$3.71M
|
|
|
Jul 23, 2020
Q2 2020
|
Creative Planning
Overland Park, KS |
BUY
|
PUT |
200+ 50.0% |
$10.4K - $12.6K
|
600
$47.6K
|
|
|
Aug 11, 2020
Q2 2020
|
Demars Financial Group, LLC
|
BUY
|
- |
130New |
$6.73K - $8.17K
|
130
$10.3K
|
|
| Q1 2020 | |||||||
|
May 13, 2020
Q1 2020
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
BUY
|
CALL |
50KNew |
$2.25M - $3.55M
|
50K
$3.96M
|
|
| Q4 2019 | |||||||
|
Jan 28, 2020
Q4 2019
|
Qvr LLC
|
BUY
|
PUT |
22.9K+ 880.77% |
$1.41M - $1.48M
|
25.5K
$2.02M
|
|
|
Jan 30, 2020
Q4 2019
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
PUT |
100+ 33.33% |
$6.14K - $6.48K
|
400
$31.7K
|
|
|
Jan 30, 2020
Q4 2019
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
69New |
$4.23K - $4.47K
|
69
$5.47K
|
|
| Q3 2019 | |||||||
|
Nov 12, 2019
Q3 2019
|
Solstein Capital, LLC
Menlo Park, CA |
BUY
|
PUT |
1KNew |
$62.5K - $64.9K
|
1K
$79.3K
|
|
|
Oct 31, 2019
Q3 2019
|
Orser Capital Management, LLC
|
BUY
|
- |
642New |
$40.1K - $41.7K
|
642
$50.9K
|
|
| Q4 2018 | |||||||
|
Feb 14, 2019
Q4 2018
|
Alyeska Investment Group, L.P.
Chicago, IL |
BUY
|
- |
150KNew |
N/A
|
150K
$11.9M
|
|
|
Feb 13, 2019
Q4 2018
|
Gyroscope Capital Management Group, LLC
|
BUY
|
CALL |
20KNew |
N/A
|
20K
$1.59M
|
|
|
Jan 30, 2019
Q4 2018
|
Valeo Financial Advisors, LLC
|
BUY
|
CALL |
400New |
N/A
|
400
$31.7K
|
|
|
Jan 23, 2019
Q4 2018
|
Ifp Advisors, Inc
|
BUY
|
CALL |
400New |
N/A
|
400
$31.7K
|
|
| Q3 2018 | |||||||
|
Nov 13, 2018
Q3 2018
|
Sculptor Capital LP
New York, NY |
BUY
|
- |
140KNew |
N/A
|
140K
$11.1M
|
|
|
Nov 14, 2018
Q3 2018
|
Ubs Oconnor LLC
Chicago, IL |
BUY
|
- |
50K+ 20.0% |
N/A
|
300K
$23.8M
|
|
|
Nov 15, 2018
Q3 2018
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
14.3KNew |
N/A
|
14.3K
$1.13M
|
|
|
Aug 30, 2024
Q3 2018
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
83+ 18.44% |
N/A
|
533
$42.3K
|
|
| Q2 2018 | |||||||
|
Aug 01, 2018
Q2 2018
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
920New |
N/A
|
920
$72.9K
|
|
|
Jul 17, 2018
Q2 2018
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
445New |
N/A
|
445
$35.3K
|
|
|
Jul 31, 2018
Q2 2018
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
BUY
|
- |
80New |
N/A
|
80
$6.34K
|
|
| Q1 2018 | |||||||
|
Oct 04, 2024
Q1 2018
|
Commerzbank Aktiengesellschaft
|
BUY
|
- |
15.4K+ 27.01% |
N/A
|
72.3K
$5.73M
|
|
|
May 16, 2018
Q1 2018
|
Private Capital Group, LLC
|
BUY
|
- |
864+ 76.06% |
N/A
|
2K
$159K
|
|
| Q4 2017 | |||||||
|
Feb 07, 2018
Q4 2017
|
P Schoenfeld Asset Management LP
New York, NY |
BUY
|
PUT |
350KNew |
N/A
|
350K
$27.7M
|
|
|
Feb 12, 2018
Q4 2017
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
PUT |
2.5KNew |
N/A
|
2.5K
$198K
|
|
|
Feb 02, 2018
Q4 2017
|
Stuart Chaussee & Associates, Inc.
|
BUY
|
- |
1.5KNew |
N/A
|
1.5K
$119K
|
|
|
Feb 06, 2018
Q4 2017
|
M&T Bank Corp
|
BUY
|
CALL |
4New |
N/A
|
4
$317
|
|
| Q3 2017 | |||||||
|
Nov 14, 2017
Q3 2017
|
Alkeon Capital Management LLC
New York, NY |
BUY
|
PUT |
3MNew |
N/A
|
3M
$238M
|
|
|
Nov 14, 2017
Q3 2017
|
Alkeon Capital Management LLC
New York, NY |
BUY
|
- |
300KNew |
N/A
|
300K
$23.8M
|
|
|
Nov 14, 2017
Q3 2017
|
Old Mission Capital LLC
|
BUY
|
PUT |
25.2KNew |
N/A
|
25.2K
$2M
|
|
|
Oct 24, 2017
Q3 2017
|
Saratoga Research & Investment Management
|
BUY
|
- |
1.5KNew |
N/A
|
1.5K
$119K
|
|
| Q2 2017 | |||||||
|
Aug 14, 2017
Q2 2017
|
Securian Asset Management, Inc
|
BUY
|
- |
24KNew |
N/A
|
24K
$1.9M
|
|
| Q1 2017 | |||||||
|
Aug 13, 2019
Q1 2017
|
Evermore Global Advisors, LLC
|
BUY
|
PUT |
250KNew |
N/A
|
250K
$19.8M
|
|