Latest Institutional Sells of Utilities Sector Spdr (XLU)
This list provides information on the latest institutional transactions involving Utilities Sector Spdr (XLU) stock that were sells. 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 sale has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Apr 30, 2021
Q1 2021
|
Us Financial Advisors, LLC
Braintree, MA |
SELL
|
- |
-3.44KClosed |
$201K - $221K
|
0
$0
|
|
May 06, 2021
Q1 2021
|
Dougherty Wealth Advisers LLC
|
SELL
|
- |
-2.87KClosed |
$168K - $184K
|
0
$0
|
|
Apr 14, 2021
Q1 2021
|
Cva Family Office, LLC
|
SELL
|
- |
-908Closed |
$53K - $58.2K
|
0
$0
|
|
May 10, 2021
Q1 2021
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-703Closed |
$41K - $45.1K
|
0
$0
|
|
May 10, 2021
Q1 2021
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-265- 28.87% |
$15.5K - $17K
|
653
$51.7K
|
|
Apr 16, 2021
Q1 2021
|
Fort Pitt Capital Group, LLC
|
SELL
|
- |
-265Closed |
$15.5K - $17K
|
0
$0
|
|
Apr 28, 2021
Q1 2021
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-188Closed |
$11K - $12.1K
|
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
|
|
Apr 29, 2021
Q1 2021
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-78Closed |
$4.55K - $5K
|
0
$0
|
|
Apr 29, 2021
Q1 2021
|
Planned Solutions, Inc.
|
SELL
|
- |
-62Closed |
$3.62K - $3.98K
|
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
|
|
Q4 2020 | |||||||
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 12, 2021
Q4 2020
|
Element Capital Management LLC
New York, NY |
SELL
|
- |
-166KClosed |
$9.97M - $11.1M
|
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
|
Kepos Capital LP
New York, NY |
SELL
|
- |
-58.8KClosed |
$3.53M - $3.93M
|
0
$0
|
|
Feb 16, 2021
Q4 2020
|
Anson Funds Management LP
Dallas, TX |
SELL
|
- |
-49.8KClosed |
$2.99M - $3.33M
|
0
$0
|
|
Feb 12, 2021
Q4 2020
|
Adams Natural Resources Fund, Inc.
|
SELL
|
- |
-39.2KClosed |
$2.35M - $2.62M
|
0
$0
|
|
Feb 11, 2021
Q4 2020
|
Quinn Opportunity Partners LLC
Charlottesville, VA |
SELL
|
- |
-32KClosed |
$1.92M - $2.14M
|
0
$0
|
|
Feb 12, 2021
Q4 2020
|
Federated Hermes, Inc.
Pittsburgh, PA |
SELL
|
- |
-30KClosed |
$1.8M - $2M
|
0
$0
|
|
Jan 29, 2021
Q4 2020
|
Bruderman Asset Management, LLC
Locust Valley, NY |
SELL
|
- |
-20.3KClosed |
$1.22M - $1.36M
|
0
$0
|
|
Jan 20, 2021
Q4 2020
|
Busey Wealth Management
|
SELL
|
- |
-15.8KClosed |
$950K - $1.06M
|
0
$0
|
|
Feb 08, 2021
Q4 2020
|
Cim, LLC
|
SELL
|
- |
-11.3KClosed |
$679K - $756K
|
0
$0
|
|
Mar 11, 2024
Q4 2020
|
Hobart Private Capital, LLC
Charlotte, NC |
SELL
|
- |
-8.21KClosed |
$492K - $548K
|
0
$0
|
|
Feb 10, 2021
Q4 2020
|
Ethic Inc.
New York, NY |
SELL
|
- |
-5.23KClosed |
$314K - $349K
|
0
$0
|
|
Feb 08, 2021
Q4 2020
|
Philadelphia Trust CO
Philadelphia, PA |
SELL
|
- |
-5.1KClosed |
$306K - $340K
|
0
$0
|
|
Feb 23, 2021
Q4 2020
|
Advisory Resource Group
|
SELL
|
- |
-5.07KClosed |
$304K - $339K
|
0
$0
|
|
Feb 16, 2021
Q4 2020
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-3.58KClosed |
$215K - $239K
|
0
$0
|
|
Jan 25, 2021
Q4 2020
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-3.53KClosed |
$212K - $236K
|
0
$0
|
|
Feb 05, 2021
Q4 2020
|
Motco
|
SELL
|
- |
-2.45K- 95.55% |
$147K - $163K
|
114
$9.02K
|
|
Jan 12, 2021
Q4 2020
|
Pacific Financial Group Inc
|
SELL
|
- |
-1.54KClosed |
$92.1K - $102K
|
0
$0
|
|
Jan 29, 2021
Q4 2020
|
Weaver Consulting Group
|
SELL
|
- |
-881Closed |
$52.8K - $58.8K
|
0
$0
|
|
Feb 04, 2021
Q4 2020
|
Clear Harbor Asset Management, LLC
|
SELL
|
- |
-700Closed |
$42K - $46.7K
|
0
$0
|
|
Mar 05, 2021
Q4 2020
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-50Closed |
$3K - $3.34K
|
0
$0
|
|
Q3 2020 | |||||||
Nov 16, 2020
Q3 2020
|
Blackstone Inc
New York, NY |
SELL
|
PUT |
-1.75MClosed |
$99.2M - $108M
|
0
$0
|
|
Nov 12, 2020
Q3 2020
|
Employees Retirement System Of Texas
|
SELL
|
- |
-1.66MClosed |
$94.4M - $102M
|
0
$0
|
|
Nov 12, 2020
Q3 2020
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-100KClosed |
$5.69M - $6.17M
|
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
|
|
Oct 27, 2020
Q3 2020
|
National Mutual Insurance Federation Of Agricultural Cooperatives
|
SELL
|
- |
-17KClosed |
$964K - $1.05M
|
0
$0
|
|
Nov 16, 2020
Q3 2020
|
Intellectus Partners, LLC
San Francisco, CA |
SELL
|
- |
-16KClosed |
$909K - $986K
|
0
$0
|
|
Nov 03, 2020
Q3 2020
|
Cowen And Company, LLC
|
SELL
|
- |
-13.6KClosed |
$769K - $834K
|
0
$0
|
|
Oct 29, 2020
Q3 2020
|
Insight Wealth Strategies, LLC
San Ramon, CA |
SELL
|
- |
-5.67KClosed |
$322K - $349K
|
0
$0
|
|
Nov 05, 2020
Q3 2020
|
Cabot Wealth Management Inc
|
SELL
|
- |
-5.46KClosed |
$310K - $336K
|
0
$0
|
|
Nov 12, 2020
Q3 2020
|
1776 Wealth LLC
|
SELL
|
- |
-1.85KClosed |
$105K - $114K
|
0
$0
|
|
Nov 12, 2020
Q3 2020
|
Ls Investment Advisors, LLC
|
SELL
|
- |
-1KClosed |
$56.7K - $61.5K
|
0
$0
|
|
Nov 18, 2020
Q3 2020
|
Financial Enhancement Group LLC
Anderson, IN |
SELL
|
- |
-436Closed |
$24.7K - $26.8K
|
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
$293K
|