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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2025
Q1 2025
|
Lmr Partners LLP
London, X0 |
SELL
|
- |
-30.7K- 68.29% |
$2.29M - $2.47M
|
14.3K
$1.27M
|
|
|
May 15, 2025
Q1 2025
|
Lmr Partners LLP
London, X0 |
BUY
|
PUT |
122KNew |
$9.11M - $9.78M
|
122K
$10.8M
|
|
|
May 15, 2025
Q1 2025
|
Caption Management, LLC
Oklahoma City, OK |
BUY
|
PUT |
50KNew |
$3.74M - $4.01M
|
50K
$4.44M
|
|
|
May 15, 2025
Q1 2025
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
12KNew |
$895K - $962K
|
12K
$1.06M
|
|
|
May 15, 2025
Q1 2025
|
Holocene Advisors, LP
New York, NY |
BUY
|
- |
662KNew |
$49.4M - $53.1M
|
662K
$58.7M
|
|
|
May 15, 2025
Q1 2025
|
Schonfeld Strategic Advisors LLC
New York, NY |
BUY
|
PUT |
123K+ 160.42% |
$9.2M - $9.89M
|
200K
$17.8M
|
|
|
May 15, 2025
Q1 2025
|
Quantessence Capital LLC
New York, NY |
SELL
|
- |
-62.1K- 95.57% |
$4.64M - $4.98M
|
2.88K
$256K
|
|
|
May 15, 2025
Q1 2025
|
Jain Global LLC
New York, NY |
BUY
|
PUT |
200KNew |
$14.9M - $16.1M
|
200K
$17.8M
|
|
|
May 15, 2025
Q1 2025
|
Freestone Grove Partners LP
San Francisco, CA |
BUY
|
- |
168KNew |
$12.5M - $13.5M
|
168K
$14.9M
|
|
|
May 15, 2025
Q1 2025
|
Alamea Verwaltungs Gmb H
Edison, NJ |
BUY
|
- |
12.5KNew |
$934K - $1M
|
12.5K
$1.11M
|
|
|
May 14, 2025
Q1 2025
|
Mizuho Bank, Ltd.
Tokyo, M0 |
SELL
|
- |
-873K- 59.27% |
$65.2M - $70.1M
|
600K
$53.3M
|
|
|
May 14, 2025
Q1 2025
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
30.5KNew |
$2.28M - $2.45M
|
30.5K
$2.71M
|
|
|
May 14, 2025
Q1 2025
|
Hudson Bay Capital Management LP
Greenwich, CT |
SELL
|
- |
-60K- 49.59% |
$4.48M - $4.82M
|
61K
$5.41M
|
|
|
May 14, 2025
Q1 2025
|
Capula Management LTD
Grand Cayman, E9 |
BUY
|
PUT |
138KNew |
$10.3M - $11M
|
138K
$12.2M
|
|
|
May 14, 2025
Q1 2025
|
Beck Bode, LLC
|
SELL
|
- |
-12.5K- 48.36% |
$937K - $1.01M
|
13.4K
$1.19M
|
|
|
May 14, 2025
Q1 2025
|
Heritage Wealth Partners, LLC
Dublin, OH |
SELL
|
- |
-654- 19.77% |
$48.9K - $52.5K
|
2.65K
$236K
|
|
|
May 14, 2025
Q1 2025
|
K2 Principal Fund, L.P.
Toronto, A6 |
BUY
|
CALL |
12.5KNew |
$934K - $1M
|
12.5K
$1.11M
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-1.56K- 63.65% |
$117K - $125K
|
891
$79.1K
|
|
|
May 13, 2025
Q1 2025
|
Amica Retiree Medical Trust
|
SELL
|
- |
-1.08K- 19.28% |
$80.6K - $86.6K
|
4.52K
$401K
|
|
|
May 13, 2025
Q1 2025
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
106K+ 522.99% |
$7.95M - $8.54M
|
127K
$11.2M
|
|
|
May 13, 2025
Q1 2025
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
278+ 9.4% |
$20.8K - $22.3K
|
3.24K
$287K
|
|
|
May 13, 2025
Q1 2025
|
One River Asset Management, LLC
Stamford, CT |
SELL
|
- |
-500- 59.88% |
$37.4K - $40.1K
|
335
$29.7K
|
|
|
May 13, 2025
Q1 2025
|
One River Asset Management, LLC
Stamford, CT |
SELL
|
PUT |
-33.5K- 67.81% |
$2.5M - $2.69M
|
15.9K
$1.41M
|
|
|
May 12, 2025
Q1 2025
|
Sandy Spring Bank
|
SELL
|
- |
-578- 1.64% |
$43.2K - $46.4K
|
34.7K
$3.08M
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
BUY
|
- |
5.63K+ 121.11% |
$420K - $452K
|
10.3K
$912K
|
|
|
May 12, 2025
Q1 2025
|
First International Bank & Trust
Watford City, ND |
BUY
|
- |
2.63KNew |
$196K - $211K
|
2.63K
$233K
|
|
|
May 12, 2025
Q1 2025
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-550- 11.33% |
$41.1K - $44.1K
|
4.3K
$382K
|
|
|
May 12, 2025
Q1 2025
|
Trust Asset Management LLC
Houston, TX |
BUY
|
- |
7.11K+ 4.2% |
$531K - $571K
|
176K
$15.6M
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
CALL |
75KNew |
$5.6M - $6.02M
|
75K
$6.66M
|
|
|
May 12, 2025
Q1 2025
|
Anfield Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-1.57K- 94.64% |
$117K - $126K
|
89
$7.9K
|
|
|
May 12, 2025
Q1 2025
|
Gkv Capital Management Co., Inc.
Walnut Creek, CA |
BUY
|
- |
4.56KNew |
$341K - $366K
|
4.56K
$405K
|
|
|
May 09, 2025
Q1 2025
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
59+ 131.11% |
$4.41K - $4.74K
|
104
$9.23K
|
|
|
May 09, 2025
Q1 2025
|
American Assets Investment Management, LLC
|
BUY
|
- |
34KNew |
$2.54M - $2.73M
|
34K
$3.02M
|
|
|
May 09, 2025
Q1 2025
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
334+ 2.38% |
$24.9K - $26.8K
|
14.4K
$1.27M
|
|
|
May 09, 2025
Q1 2025
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
SELL
|
- |
-6Closed |
$448 - $482
|
0
$0
|
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
185New |
$13.8K - $14.8K
|
185
$16.4K
|
|
|
May 08, 2025
Q1 2025
|
Waterway Wealth Management, LLC
The Woodlands, TX |
BUY
|
- |
2.32K+ 17.65% |
$173K - $186K
|
15.5K
$1.37M
|
|
|
May 08, 2025
Q1 2025
|
Planwiser Financial, LLC
Colorado Springs, CO |
BUY
|
- |
26.7KNew |
$1.99M - $2.14M
|
26.7K
$2.37M
|
|
|
May 08, 2025
Q1 2025
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
310New |
$23.2K - $24.9K
|
310
$27.5K
|
|
|
May 08, 2025
Q1 2025
|
Brentview Investment Management LLC
Northfield, IL |
BUY
|
- |
1KNew |
$74.7K - $80.3K
|
1K
$88.8K
|
|
|
May 07, 2025
Q1 2025
|
Stevens Capital Management LP
Radnor, PA |
BUY
|
- |
3.7KNew |
$276K - $297K
|
3.7K
$328K
|
|
|
May 07, 2025
Q1 2025
|
Angeles Wealth Management, LLC
|
SELL
|
- |
-950- 61.29% |
$71K - $76.3K
|
600
$53.3K
|
|
|
May 07, 2025
Q1 2025
|
Td Asset Management Inc
|
SELL
|
- |
-97- 3.46% |
$7.25K - $7.79K
|
2.71K
$240K
|
|
|
May 07, 2025
Q1 2025
|
Blue Stem Wealth Partners, LLC
Minnetonka, MN |
BUY
|
- |
81.6KNew |
$6.09M - $6.55M
|
81.6K
$7.24M
|
|
|
May 07, 2025
Q1 2025
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
SELL
|
- |
-30.3K- 99.75% |
$2.26M - $2.43M
|
76
$6.75K
|
|
|
May 07, 2025
Q1 2025
|
Hallmark Capital Management Inc
|
SELL
|
- |
-609- 72.93% |
$45.5K - $48.9K
|
226
$20.1K
|
|
|
May 07, 2025
Q1 2025
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
BUY
|
- |
191New |
$14.3K - $15.3K
|
191
$17K
|
|
|
May 07, 2025
Q1 2025
|
Brio Consultants, LLC
|
BUY
|
- |
3.39KNew |
$253K - $272K
|
3.39K
$301K
|
|
|
May 07, 2025
Q1 2025
|
Morningstar Investment Management LLC
Chicago, IL |
BUY
|
- |
160+ 0.29% |
$12K - $12.8K
|
56.1K
$4.98M
|
|
|
May 06, 2025
Q1 2025
|
First National Bank Of Hutchinson
|
BUY
|
- |
143+ 1.78% |
$10.7K - $11.5K
|
8.17K
$726K
|
|