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 13, 2024
Q4 2023
|
Varma Mutual Pension Insurance CO
Varma, H9 |
BUY
|
- |
100KNew |
$5.62M - $6.6M
|
100K
$7.56M
|
|
|
Feb 13, 2024
Q4 2023
|
Greenland Capital Management LP
New York, NY |
BUY
|
CALL |
85.4K+ 1856.52% |
$4.8M - $5.63M
|
90K
$6.8M
|
|
|
Feb 13, 2024
Q4 2023
|
Annex Advisory Services, LLC
|
BUY
|
- |
3.66KNew |
$206K - $242K
|
3.66K
$277K
|
|
|
Feb 13, 2024
Q4 2023
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
4.85KNew |
$272K - $320K
|
4.85K
$366K
|
|
|
Feb 13, 2024
Q4 2023
|
Angeles Wealth Management, LLC
|
BUY
|
- |
8New |
$450 - $528
|
8
$605
|
|
|
Feb 13, 2024
Q4 2023
|
Carlson Capital L P
Dallas, TX |
BUY
|
- |
45.2KNew |
$2.54M - $2.98M
|
45.2K
$3.42M
|
|
|
Feb 13, 2024
Q4 2023
|
Aristides Capital LLC
Ottawa Hills, OH |
BUY
|
- |
13.9K+ 339.54% |
$782K - $918K
|
18K
$1.36M
|
|
|
Feb 13, 2024
Q4 2023
|
Clear Street Markets LLC
|
BUY
|
PUT |
10KNew |
$562K - $660K
|
10K
$756K
|
|
|
Feb 12, 2024
Q4 2023
|
Hsbc Holdings PLC
London, X0 |
BUY
|
CALL |
7KNew |
$393K - $462K
|
7K
$529K
|
|
|
Feb 12, 2024
Q4 2023
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
5K+ 52.59% |
$281K - $329K
|
14.5K
$1.1M
|
|
|
Feb 12, 2024
Q4 2023
|
Mitchell Sinkler & Starr
|
BUY
|
- |
327New |
$18.4K - $21.6K
|
327
$24.7K
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
36.7KNew |
$2.06M - $2.42M
|
36.7K
$2.77M
|
|
|
Feb 12, 2024
Q4 2023
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
251+ 2.54% |
$14.1K - $16.6K
|
10.2K
$767K
|
|
|
Feb 12, 2024
Q4 2023
|
Capstone Investment Advisors, LLC
New York, NY |
SELL
|
PUT |
-88.9K- 98.23% |
$5M - $5.86M
|
1.6K
$121K
|
|
|
Feb 12, 2024
Q4 2023
|
F Dx Advisors, Inc.
|
BUY
|
- |
8.6K+ 118.07% |
$483K - $567K
|
15.9K
$1.2M
|
|
|
Feb 09, 2024
Q4 2023
|
Clearbridge Investments, LLC
New York, NY |
SELL
|
- |
-1K- 3.52% |
$56.2K - $66K
|
27.4K
$2.07M
|
|
|
Feb 09, 2024
Q4 2023
|
Glassman Wealth Services
|
BUY
|
- |
1+ 0.87% |
$56.2 - $66
|
116
$8.77K
|
|
|
Feb 08, 2024
Q4 2023
|
Colony Family Offices, LLC
|
BUY
|
- |
5.88KNew |
$330K - $388K
|
5.88K
$444K
|
|
|
Feb 08, 2024
Q4 2023
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
17.6K+ 156.77% |
$987K - $1.16M
|
28.8K
$2.17M
|
|
|
Feb 08, 2024
Q4 2023
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
12.1KNew |
$681K - $800K
|
12.1K
$917K
|
|
|
Feb 08, 2024
Q4 2023
|
Virginia Wealth Management Group, Inc.
Virginia Beach, VA |
BUY
|
- |
5.59KNew |
$314K - $369K
|
5.59K
$422K
|
|
|
Feb 08, 2024
Q4 2023
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
BUY
|
- |
369New |
$20.7K - $24.3K
|
369
$27.9K
|
|
|
Feb 07, 2024
Q4 2023
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
6.55KNew |
$368K - $432K
|
6.55K
$495K
|
|
|
Feb 07, 2024
Q4 2023
|
Advantage Trust CO
Salina, KS |
BUY
|
- |
308New |
$17.3K - $20.3K
|
308
$23.3K
|
|
|
Feb 06, 2024
Q4 2023
|
Rogco, LP
Claremore, OK |
BUY
|
- |
105New |
$5.9K - $6.93K
|
105
$7.94K
|
|
|
Feb 06, 2024
Q4 2023
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
7.5KNew |
$421K - $495K
|
7.5K
$567K
|
|
|
Feb 06, 2024
Q4 2023
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-42- 13.04% |
$2.36K - $2.77K
|
280
$21.2K
|
|
|
Feb 06, 2024
Q4 2023
|
Bogart Wealth, LLC
|
SELL
|
- |
-100- 50.0% |
$5.62K - $6.6K
|
100
$7.56K
|
|
|
Feb 06, 2024
Q4 2023
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
BUY
|
- |
7.81KNew |
$439K - $515K
|
7.81K
$590K
|
|
|
Feb 05, 2024
Q4 2023
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
SELL
|
- |
-1.07K- 19.18% |
$60K - $70.4K
|
4.5K
$340K
|
|
|
Feb 05, 2024
Q4 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-908- 54.14% |
$51K - $59.9K
|
769
$58.1K
|
|
|
Feb 05, 2024
Q4 2023
|
Eagle Ridge Investment Management
|
BUY
|
- |
3.23KNew |
$181K - $213K
|
3.23K
$244K
|
|
|
Feb 05, 2024
Q4 2023
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-2.28K- 38.16% |
$128K - $150K
|
3.7K
$279K
|
|
|
Feb 05, 2024
Q4 2023
|
Mitsubishi Ufj Morgan Stanley Securities Co., Ltd.
|
BUY
|
- |
10.6KNew |
$598K - $702K
|
10.6K
$804K
|
|
|
Feb 02, 2024
Q4 2023
|
Stack Financial Management, Inc
|
BUY
|
- |
14.4KNew |
$810K - $951K
|
14.4K
$1.09M
|
|
|
Feb 02, 2024
Q4 2023
|
Evolution Advisers, Inc.
|
BUY
|
- |
679New |
$38.2K - $44.8K
|
679
$51.3K
|
|
|
Feb 01, 2024
Q4 2023
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
540+ 36.0% |
$30.3K - $35.6K
|
2.04K
$154K
|
|
|
Feb 01, 2024
Q4 2023
|
Brendel Financial Advisors LLC
|
BUY
|
- |
312+ 2.89% |
$17.5K - $20.6K
|
11.1K
$839K
|
|
|
Feb 01, 2024
Q4 2023
|
Financial Perspectives, Inc
Minneapolis, MN |
SELL
|
- |
-27- 27.55% |
$1.52K - $1.78K
|
71
$5.37K
|
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
911New |
$51.2K - $60.1K
|
911
$68.9K
|
|
|
Jan 31, 2024
Q4 2023
|
Windham Capital Management, LLC
|
BUY
|
- |
255+ 0.94% |
$14.3K - $16.8K
|
27.3K
$2.06M
|
|
|
Jan 30, 2024
Q4 2023
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
BUY
|
- |
4.57KNew |
$257K - $301K
|
4.57K
$345K
|
|
|
Jan 30, 2024
Q4 2023
|
Macroview Investment Management LLC
|
BUY
|
- |
1+ 1.25% |
$56.2 - $66
|
81
$6.12K
|
|
|
Jan 30, 2024
Q4 2023
|
Marietta Wealth Management, LLC
|
BUY
|
- |
5.14KNew |
$289K - $339K
|
5.14K
$388K
|
|
|
Jan 30, 2024
Q4 2023
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
8.27KNew |
$465K - $545K
|
8.27K
$625K
|
|
|
Jan 30, 2024
Q4 2023
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
SELL
|
- |
-75.4K- 53.47% |
$4.24M - $4.98M
|
65.6K
$4.96M
|
|
|
Jan 30, 2024
Q4 2023
|
Duncker Streett & CO Inc
|
BUY
|
- |
92New |
$5.17K - $6.07K
|
92
$6.95K
|
|
|
Jan 30, 2024
Q4 2023
|
Quattro Financial Advisors LLC
|
SELL
|
- |
-13.4K- 99.53% |
$751K - $882K
|
63
$4.76K
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
86New |
$4.83K - $5.67K
|
86
$6.5K
|
|
|
Jan 29, 2024
Q4 2023
|
Granite Bay Wealth Management, LLC
|
SELL
|
- |
-1.56M- 48.73% |
$87.5M - $103M
|
1.64M
$124M
|