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 02, 2024
Q1 2024
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-1.14K- 7.61% |
$68K - $74.5K
|
13.8K
$1.08M
|
|
|
May 02, 2024
Q1 2024
|
Fny Investment Advisers, LLC
|
BUY
|
CALL |
200New |
$12K - $13.1K
|
200
$15.6K
|
|
|
May 01, 2024
Q1 2024
|
Comprehensive Wealth Management, LLC
Lynnwood, WA |
BUY
|
- |
1.57K+ 15.35% |
$93.9K - $103K
|
11.8K
$917K
|
|
|
May 01, 2024
Q1 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-321- 4.61% |
$19.2K - $21.1K
|
6.64K
$517K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
SELL
|
- |
-3.05K- 15.32% |
$183K - $200K
|
16.9K
$1.32M
|
|
|
Apr 30, 2024
Q1 2024
|
Retirement Group, LLC
|
SELL
|
- |
-664- 34.19% |
$39.8K - $43.6K
|
1.28K
$99.7K
|
|
|
Apr 30, 2024
Q1 2024
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
9.95KNew |
$596K - $653K
|
9.95K
$776K
|
|
|
Apr 29, 2024
Q1 2024
|
Kanawha Capital Management LLC
|
BUY
|
- |
80+ 2.13% |
$4.8K - $5.25K
|
3.84K
$300K
|
|
|
Apr 29, 2024
Q1 2024
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
50+ 1.09% |
$3K - $3.28K
|
4.63K
$361K
|
|
|
Apr 29, 2024
Q1 2024
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-27- 6.24% |
$1.62K - $1.77K
|
406
$31.7K
|
|
|
Apr 26, 2024
Q1 2024
|
Millburn Ridgefield Corp
|
SELL
|
- |
-2.91K- 8.81% |
$174K - $191K
|
30.1K
$2.35M
|
|
|
Apr 26, 2024
Q1 2024
|
Life Steps Financial, Inc.
|
BUY
|
- |
241New |
$14.4K - $15.8K
|
241
$18.8K
|
|
|
Apr 25, 2024
Q1 2024
|
Triumph Capital Management
|
BUY
|
- |
27.3K+ 421.87% |
$1.64M - $1.79M
|
33.7K
$2.63M
|
|
|
Apr 24, 2024
Q1 2024
|
Adams Diversified Equity Fund, Inc.
|
BUY
|
- |
110KNew |
$6.59M - $7.22M
|
110K
$8.58M
|
|
|
Apr 23, 2024
Q1 2024
|
Gradient Investments LLC
|
SELL
|
- |
-33- 6.23% |
$1.98K - $2.17K
|
497
$38.8K
|
|
|
Apr 22, 2024
Q1 2024
|
Benchmark Financial Wealth Advisors, LLC
|
SELL
|
- |
-19K- 85.89% |
$1.14M - $1.24M
|
3.12K
$243K
|
|
|
Apr 22, 2024
Q1 2024
|
Wealth Effects LLC
|
SELL
|
- |
-679- 16.08% |
$40.7K - $44.6K
|
3.54K
$276K
|
|
|
Apr 22, 2024
Q1 2024
|
Arthur M. Cohen & Associates, LLC
|
BUY
|
- |
3.08KNew |
$185K - $202K
|
3.08K
$240K
|
|
|
Apr 22, 2024
Q1 2024
|
Bay Rivers Group
|
BUY
|
- |
1.58K+ 10.3% |
$94.9K - $104K
|
17K
$1.32M
|
|
|
Apr 22, 2024
Q1 2024
|
Provident Wealth Management, LLC
|
BUY
|
- |
277New |
$16.6K - $18.2K
|
277
$21.6K
|
|
|
Apr 22, 2024
Q1 2024
|
4 J Wealth Management LLC
|
BUY
|
- |
46+ 0.39% |
$2.76K - $3.02K
|
12K
$935K
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
BUY
|
- |
64.3KNew |
$3.85M - $4.22M
|
64.3K
$5.01M
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
SELL
|
PUT |
-157K- 66.08% |
$9.4M - $10.3M
|
80.5K
$6.28M
|
|
|
Apr 18, 2024
Q1 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-1.1K- 90.5% |
$65.7K - $72K
|
115
$8.97K
|
|
|
Apr 17, 2024
Q1 2024
|
Private Ocean, LLC
|
SELL
|
- |
-151- 51.54% |
$9.05K - $9.91K
|
142
$11.1K
|
|
|
Apr 16, 2024
Q1 2024
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
3.06KNew |
$184K - $201K
|
3.06K
$239K
|
|
|
Apr 15, 2024
Q1 2024
|
Security National Bank
|
BUY
|
- |
944New |
$56.6K - $62K
|
944
$73.6K
|
|
|
Apr 15, 2024
Q1 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-2.34K- 38.88% |
$140K - $154K
|
3.68K
$287K
|
|
|
Apr 15, 2024
Q1 2024
|
Rmr Wealth Builders
|
BUY
|
- |
3.54KNew |
$212K - $233K
|
3.54K
$276K
|
|
|
Apr 11, 2024
Q1 2024
|
Optimum Investment Advisors
|
SELL
|
- |
-100- 5.76% |
$6K - $6.57K
|
1.64K
$128K
|
|
|
Apr 10, 2024
Q1 2024
|
Thomasville National Bank
|
BUY
|
- |
155+ 2.85% |
$9.29K - $10.2K
|
5.59K
$436K
|
|
|
Apr 10, 2024
Q1 2024
|
One Plus One Wealth Management, LLC
|
BUY
|
- |
470+ 0.6% |
$28.2K - $30.9K
|
78.5K
$6.12M
|
|
|
Apr 10, 2024
Q1 2024
|
Red Spruce Capital, LLC
|
BUY
|
- |
783+ 7.2% |
$46.9K - $51.4K
|
11.7K
$909K
|
|
|
Apr 08, 2024
Q1 2024
|
Tompkins Financial Corp
|
BUY
|
- |
35New |
$2.1K - $2.3K
|
35
$2.73K
|
|
| Q4 2023 | |||||||
|
Aug 06, 2024
Q4 2023
|
Alpine Global Management, LLC
New York, NY |
BUY
|
- |
1.59K+ 32.9% |
$89.4K - $105K
|
6.43K
$501K
|
|
|
Jul 19, 2024
Q4 2023
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
1+ 0.88% |
$56.2 - $66
|
115
$8.97K
|
|
|
Apr 09, 2024
Q4 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
SELL
|
- |
-305- 4.1% |
$17.1K - $20.1K
|
7.14K
$557K
|
|
|
Mar 14, 2024
Q4 2023
|
Ables, Iannone, Moore & Associates, Inc.
Savannah, GA |
BUY
|
- |
474New |
$26.6K - $31.3K
|
474
$37K
|
|
|
Mar 12, 2024
Q4 2023
|
Spartan Planning & Wealth Management
Greensboro, NC |
BUY
|
- |
176New |
$9.89K - $11.6K
|
176
$13.7K
|
|
|
Mar 05, 2024
Q4 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-206- 4.04% |
$11.6K - $13.6K
|
4.9K
$382K
|
|
|
Mar 04, 2024
Q4 2023
|
Vima LLC
Troy, MI |
BUY
|
- |
289+ 28900.0% |
$16.2K - $19.1K
|
290
$22.6K
|
|
|
Feb 16, 2024
Q4 2023
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
13.1K+ 154.12% |
$736K - $864K
|
21.6K
$1.68M
|
|
|
Feb 15, 2024
Q4 2023
|
Dagco, Inc.
|
BUY
|
- |
14New |
$787 - $923
|
14
$1.09K
|
|
|
Feb 14, 2024
Q4 2023
|
Resources Management Corp
West Hartford, CT |
BUY
|
- |
97+ 153.97% |
$5.45K - $6.4K
|
160
$12.5K
|
|
|
Feb 14, 2024
Q4 2023
|
Caas Capital Management LP
New York, NY |
BUY
|
- |
10.5KNew |
$591K - $693K
|
10.5K
$820K
|
|
|
Feb 14, 2024
Q4 2023
|
Caas Capital Management LP
New York, NY |
BUY
|
CALL |
18KNew |
$1.01M - $1.19M
|
18K
$1.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Df Dent & CO Inc
Baltimore, MD |
BUY
|
- |
3.95KNew |
$222K - $261K
|
3.95K
$308K
|
|
|
Feb 14, 2024
Q4 2023
|
Decade Renewable Partners LP
Houston, TX |
BUY
|
- |
121KNew |
$6.82M - $8M
|
121K
$9.46M
|
|
|
Feb 14, 2024
Q4 2023
|
Davis Capital Management
Jacksonville, FL |
SELL
|
- |
-144- 30.32% |
$8.09K - $9.5K
|
331
$25.8K
|
|
|
Feb 14, 2024
Q4 2023
|
Pariax, LLC
|
BUY
|
- |
64.8KNew |
$3.64M - $4.27M
|
64.8K
$5.05M
|
|