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 |
|---|---|---|---|---|---|---|---|
|
Jan 11, 2024
Q4 2023
|
Ziegler Capital Management, LLC
|
BUY
|
- |
3.38KNew |
$190K - $223K
|
3.38K
$268K
|
|
|
Jan 10, 2024
Q4 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
163+ 44.05% |
$9.16K - $10.8K
|
533
$42.4K
|
|
|
Jan 10, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
4.22KNew |
$237K - $278K
|
4.22K
$335K
|
|
|
Jan 09, 2024
Q4 2023
|
Capitol Family Office, Inc.
|
BUY
|
- |
1.3K+ 3.18% |
$73.2K - $85.9K
|
42.2K
$3.36M
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
22.9K+ 4574.4% |
$1.29M - $1.51M
|
23.4K
$1.86M
|
|
|
Jan 08, 2024
Q4 2023
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
4.09KNew |
$230K - $270K
|
4.09K
$325K
|
|
|
Jan 08, 2024
Q4 2023
|
Ignite Planners, LLC
|
SELL
|
- |
-583- 13.87% |
$32.8K - $38.5K
|
3.62K
$288K
|
|
| Q3 2023 | |||||||
|
Oct 02, 2024
Q3 2023
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
1.94KNew |
$114K - $133K
|
1.94K
$154K
|
|
|
Sep 05, 2024
Q3 2023
|
Granite Fo LLC
Bedford, NH |
SELL
|
- |
-200Closed |
$11.8K - $13.7K
|
0
$0
|
|
|
Feb 15, 2024
Q3 2023
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
4.56KNew |
$268K - $312K
|
4.56K
$362K
|
|
|
Feb 07, 2024
Q3 2023
|
Wealth Advisory Solutions, LLC
|
SELL
|
- |
-14- 0.09% |
$824 - $958
|
15.1K
$1.2M
|
|
|
Dec 11, 2023
Q3 2023
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
23New |
$1.35K - $1.57K
|
23
$1.83K
|
|
|
Dec 04, 2023
Q3 2023
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-322- 47.92% |
$18.9K - $22K
|
350
$27.8K
|
|
|
Nov 17, 2023
Q3 2023
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-264- 11.66% |
$15.5K - $18.1K
|
2K
$159K
|
|
|
Nov 15, 2023
Q3 2023
|
Pacific Center For Financial Services
San Ramon, CA |
SELL
|
- |
-414- 16.24% |
$24.4K - $28.3K
|
2.14K
$170K
|
|
|
Nov 14, 2023
Q3 2023
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
13.9KNew |
$817K - $950K
|
13.9K
$1.1M
|
|
|
Nov 14, 2023
Q3 2023
|
Richard Bernstein Advisors LLC
|
SELL
|
- |
-1.04M- 99.99% |
$61M - $71M
|
107
$8.51K
|
|
|
Nov 14, 2023
Q3 2023
|
Texas Capital Bancshares Inc
|
BUY
|
- |
2.8K+ 9.66% |
$165K - $192K
|
31.8K
$2.53M
|
|
|
Nov 14, 2023
Q3 2023
|
Twin Tree Management, LP
Dallas, TX |
BUY
|
- |
164KNew |
$9.65M - $11.2M
|
164K
$13M
|
|
|
Nov 14, 2023
Q3 2023
|
Rokos Capital Management LLP
London, X0 |
SELL
|
- |
-16.3K- 29.48% |
$959K - $1.12M
|
39K
$3.1M
|
|
|
Nov 14, 2023
Q3 2023
|
Alphadyne Asset Management LP
New York, NY |
BUY
|
PUT |
2.3K+ 4.38% |
$135K - $157K
|
54.8K
$4.36M
|
|
|
Nov 14, 2023
Q3 2023
|
George Soros
Soros Fund Management LLC | New York, Ny
|
BUY
|
- |
230KNew |
$13.5M - $15.7M
|
230K
$18.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Capital Fund Management S.A.
Paris, I0 |
BUY
|
- |
768KNew |
$45.2M - $52.6M
|
768K
$61M
|
|
|
Nov 14, 2023
Q3 2023
|
Scoggin Management LP
New York, NY |
BUY
|
CALL |
50KNew |
$2.94M - $3.42M
|
50K
$3.97M
|
|
|
Nov 14, 2023
Q3 2023
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
3.91KNew |
$230K - $268K
|
3.91K
$311K
|
|
|
Nov 14, 2023
Q3 2023
|
Ehp Funds Inc.
Toronto, Z4 |
BUY
|
- |
35KNew |
$2.06M - $2.4M
|
35K
$2.78M
|
|
|
Nov 14, 2023
Q3 2023
|
Kenfarb & Co.
Ashland, KY |
SELL
|
- |
-200- 2.29% |
$11.8K - $13.7K
|
8.55K
$679K
|
|
|
Nov 14, 2023
Q3 2023
|
Electron Capital Partners, LLC
New York, NY |
SELL
|
- |
-212K- 28.85% |
$12.5M - $14.5M
|
522K
$41.5M
|
|
|
Nov 14, 2023
Q3 2023
|
Matrix Private Capital Group LLC
New York, NY |
SELL
|
- |
-320- 87.67% |
$18.8K - $21.9K
|
45
$3.58K
|
|
|
Nov 14, 2023
Q3 2023
|
Shay Capital LLC
New York, NY |
BUY
|
CALL |
25KNew |
$1.47M - $1.71M
|
25K
$1.99M
|
|
|
Nov 14, 2023
Q3 2023
|
Pictet Asset Management Holding Sa
Carouge, V8 |
BUY
|
- |
7.7KNew |
$453K - $527K
|
7.7K
$612K
|
|
|
Nov 14, 2023
Q3 2023
|
Bluefin Capital Management, LLC
New York, NY |
BUY
|
CALL |
10KNew |
$588K - $685K
|
10K
$795K
|
|
|
Nov 14, 2023
Q3 2023
|
Daniel Loeb
Third Point LLC | New York, Ny
|
BUY
|
CALL |
500KNew |
$29.4M - $34.2M
|
500K
$39.7M
|
|
|
Nov 14, 2023
Q3 2023
|
Blue Crest Capital Management LTD
St Helier, Y9 |
BUY
|
CALL |
75KNew |
$4.41M - $5.13M
|
75K
$5.96M
|
|
|
Nov 14, 2023
Q3 2023
|
Mbb Public Markets I LLC
Chicago, IL |
BUY
|
- |
511K+ 2872.75% |
$30M - $35M
|
529K
$42M
|
|
|
Nov 13, 2023
Q3 2023
|
West Hill Financial Advisors, Inc.
|
BUY
|
- |
79New |
$4.65K - $5.41K
|
79
$6.28K
|
|
|
Nov 13, 2023
Q3 2023
|
Wolverine Asset Management LLC
|
BUY
|
- |
300+ 13.04% |
$17.6K - $20.5K
|
2.6K
$207K
|
|
|
Nov 13, 2023
Q3 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
7.75K+ 221.74% |
$456K - $531K
|
11.2K
$894K
|
|
|
Nov 13, 2023
Q3 2023
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
16.8K+ 39.81% |
$986K - $1.15M
|
58.8K
$4.68M
|
|
|
Nov 13, 2023
Q3 2023
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
13.4KNew |
$786K - $914K
|
13.4K
$1.06M
|
|
|
Nov 13, 2023
Q3 2023
|
Rock Creek Group, LP
|
SELL
|
- |
-207- 31.7% |
$12.2K - $14.2K
|
446
$35.5K
|
|
|
Nov 13, 2023
Q3 2023
|
Gyroscope Capital Management Group, LLC
|
SELL
|
- |
-2.53K- 15.08% |
$149K - $173K
|
14.2K
$1.13M
|
|
|
Nov 13, 2023
Q3 2023
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-41- 16.02% |
$2.41K - $2.81K
|
215
$17.1K
|
|
|
Nov 13, 2023
Q3 2023
|
Truadvice, LLC
Sarasota, FL |
BUY
|
- |
3.79KNew |
$223K - $259K
|
3.79K
$301K
|
|
|
Nov 13, 2023
Q3 2023
|
Lumina Fund Management LLC
New York, NY |
BUY
|
- |
5KNew |
$294K - $342K
|
5K
$397K
|
|
|
Nov 13, 2023
Q3 2023
|
Sittner & Nelson, LLC
Eugene, OR |
SELL
|
- |
-75- 27.27% |
$4.41K - $5.13K
|
200
$15.9K
|
|
|
Nov 13, 2023
Q3 2023
|
Destiny Capital Securities Corporation
Golden, CO |
BUY
|
- |
10.7KNew |
$631K - $734K
|
10.7K
$853K
|
|
|
Nov 13, 2023
Q3 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-38Closed |
$2.24K - $2.6K
|
0
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Ally Financial Inc.
Detroit, MI |
BUY
|
- |
232KNew |
$13.6M - $15.9M
|
232K
$18.4M
|
|
|
Nov 13, 2023
Q3 2023
|
Peak6 Investments LLC
Chicago, IL |
BUY
|
- |
24.8KNew |
$1.46M - $1.7M
|
24.8K
$1.97M
|
|