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 14, 2023
Q4 2022
|
Verition Fund Management LLC
Greenwich, CT |
SELL
|
CALL |
-137K- 87.01% |
$8.41M - $9.93M
|
20.4K
$1.54M
|
|
|
Feb 14, 2023
Q4 2022
|
Garda Capital Partners LP
Wayzata, MN |
BUY
|
- |
11.6KNew |
$713K - $842K
|
11.6K
$875K
|
|
|
Feb 14, 2023
Q4 2022
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
608New |
$37.4K - $44.2K
|
608
$46K
|
|
|
Feb 14, 2023
Q4 2022
|
Utah Peaks Capital Inc
Park City, UT |
BUY
|
- |
4KNew |
$246K - $291K
|
4K
$302K
|
|
|
Feb 14, 2023
Q4 2022
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
BUY
|
- |
127New |
$7.81K - $9.23K
|
127
$9.6K
|
|
|
Feb 14, 2023
Q4 2022
|
Claraphi Advisory Network, LLC
|
SELL
|
- |
-1.09M- 98.58% |
$66.8M - $78.9M
|
15.6K
$1.18M
|
|
|
Feb 14, 2023
Q4 2022
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-2.17K- 99.31% |
$133K - $158K
|
15
$1.13K
|
|
|
Feb 14, 2023
Q4 2022
|
Personal Capital Advisors Corp
|
BUY
|
- |
8.38K+ 163.36% |
$516K - $609K
|
13.5K
$1.02M
|
|
|
Feb 13, 2023
Q4 2022
|
Oribel Capital Management, LP
New York, NY |
BUY
|
- |
208KNew |
$12.8M - $15.1M
|
208K
$15.7M
|
|
|
Feb 13, 2023
Q4 2022
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
35.2KNew |
$2.17M - $2.56M
|
35.2K
$2.66M
|
|
|
Feb 13, 2023
Q4 2022
|
Resolute Financial, LLC
|
SELL
|
- |
-28- 0.15% |
$1.72K - $2.03K
|
18.6K
$1.41M
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
2.86K+ 258.02% |
$176K - $208K
|
3.97K
$300K
|
|
|
Feb 13, 2023
Q4 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
625+ 28.6% |
$38.5K - $45.4K
|
2.81K
$212K
|
|
|
Feb 13, 2023
Q4 2022
|
Pictet Asset Management Sa
Geneva 73, V8 |
SELL
|
- |
-3.5K- 8.21% |
$215K - $254K
|
39.1K
$2.96M
|
|
|
Feb 13, 2023
Q4 2022
|
Apriem Advisors
Irvine, CA |
SELL
|
- |
-209- 0.46% |
$12.9K - $15.2K
|
45.1K
$3.4M
|
|
|
Feb 13, 2023
Q4 2022
|
Black Swift Group, LLC
Boulder, CO |
BUY
|
- |
46.5KNew |
$2.86M - $3.38M
|
46.5K
$3.52M
|
|
|
Feb 13, 2023
Q4 2022
|
Gabelli Funds LLC
Rye, NY |
BUY
|
- |
14.6KNew |
$899K - $1.06M
|
14.6K
$1.1M
|
|
|
Feb 13, 2023
Q4 2022
|
Mc Gowan Group Asset Management, Inc.
Dallas, TX |
BUY
|
- |
82+ 1.36% |
$5.04K - $5.96K
|
6.1K
$461K
|
|
|
Feb 13, 2023
Q4 2022
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
3.11KNew |
$192K - $226K
|
3.11K
$235K
|
|
|
Feb 13, 2023
Q4 2022
|
Covestor LTD
Boston, MA |
BUY
|
PUT |
5New |
$308 - $363
|
5
$378
|
|
|
Feb 13, 2023
Q4 2022
|
Inscription Capital, LLC
Houston, TX |
SELL
|
- |
-1.24K- 20.1% |
$76.3K - $90.1K
|
4.93K
$373K
|
|
|
Feb 10, 2023
Q4 2022
|
Richard C. Young & Co., Ltd.
|
BUY
|
- |
57.9KNew |
$3.56M - $4.21M
|
57.9K
$4.38M
|
|
|
Feb 10, 2023
Q4 2022
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
133New |
$8.18K - $9.67K
|
133
$10.1K
|
|
|
Feb 10, 2023
Q4 2022
|
Berry Street Capital Management LLP
London, X0 |
BUY
|
PUT |
62.5KNew |
$3.85M - $4.54M
|
62.5K
$4.72M
|
|
|
Feb 09, 2023
Q4 2022
|
Augustine Asset Management Inc
|
SELL
|
- |
-2.3K- 25.27% |
$141K - $167K
|
6.8K
$514K
|
|
|
Feb 09, 2023
Q4 2022
|
Marmo Financial Group, LLC
Johnson City, TN |
BUY
|
- |
81.2KNew |
$4.99M - $5.9M
|
81.2K
$6.13M
|
|
|
Feb 09, 2023
Q4 2022
|
Reaves W H & CO Inc
|
BUY
|
- |
40.1KNew |
$2.47M - $2.91M
|
40.1K
$3.03M
|
|
|
Feb 09, 2023
Q4 2022
|
Lwmg, LLC
Lake Elmo, MN |
BUY
|
- |
11.4KNew |
$702K - $829K
|
11.4K
$862K
|
|
|
Feb 09, 2023
Q4 2022
|
Gainplan LLC
Bloomfield Hills, MI |
BUY
|
- |
4.55KNew |
$280K - $331K
|
4.55K
$344K
|
|
|
Feb 09, 2023
Q4 2022
|
New Hampshire Trust
Concord, NH |
BUY
|
- |
83New |
$5.11K - $6.03K
|
83
$6.27K
|
|
|
Feb 08, 2023
Q4 2022
|
Belmont Capital, LLC
|
BUY
|
- |
48+ 35.56% |
$2.95K - $3.49K
|
183
$13.8K
|
|
|
Feb 07, 2023
Q4 2022
|
Precision Wealth Strategies, LLC
|
SELL
|
- |
-5.93K- 17.17% |
$365K - $431K
|
28.6K
$2.16M
|
|
|
Feb 07, 2023
Q4 2022
|
Journey Advisory Group, LLC
|
SELL
|
- |
-2.49K- 42.3% |
$153K - $181K
|
3.4K
$257K
|
|
|
Feb 07, 2023
Q4 2022
|
Highland Capital Management, LLC
|
SELL
|
- |
-500- 6.61% |
$30.8K - $36.3K
|
7.07K
$534K
|
|
|
Feb 07, 2023
Q4 2022
|
Ug Investment Advisers Ltd.
Taipei, F5 |
BUY
|
- |
8KNew |
$492K - $581K
|
8K
$605K
|
|
|
Feb 06, 2023
Q4 2022
|
Greenwich Wealth Management LLC
Greenwich, CT |
SELL
|
- |
-4.73K- 54.06% |
$291K - $344K
|
4.02K
$304K
|
|
|
Feb 06, 2023
Q4 2022
|
Ibex Wealth Advisors
Lebanon, NJ |
SELL
|
- |
-111- 1.73% |
$6.83K - $8.07K
|
6.29K
$476K
|
|
|
Feb 06, 2023
Q4 2022
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
SELL
|
- |
-930- 1.88% |
$57.2K - $67.6K
|
48.6K
$3.67M
|
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-1.49K- 1.49% |
$91.7K - $108K
|
98.7K
$7.46M
|
|
|
Feb 06, 2023
Q4 2022
|
Lee Johnson Capital Management, LLC
|
BUY
|
- |
112+ 3.0% |
$6.89K - $8.14K
|
3.84K
$290K
|
|
|
Feb 06, 2023
Q4 2022
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-14- 12.17% |
$861 - $1.02K
|
101
$7.63K
|
|
|
Feb 03, 2023
Q4 2022
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
300New |
$18.5K - $21.8K
|
300
$22.7K
|
|
|
Feb 02, 2023
Q4 2022
|
Dfpg Investments, LLC
|
BUY
|
- |
128K+ 2370.23% |
$7.86M - $9.29M
|
133K
$10.1M
|
|
|
Feb 02, 2023
Q4 2022
|
Appleton Group, LLC
|
BUY
|
- |
2.94KNew |
$181K - $214K
|
2.94K
$223K
|
|
|
Feb 02, 2023
Q4 2022
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-1.25K- 29.94% |
$77K - $90.9K
|
2.93K
$221K
|
|
|
Feb 02, 2023
Q4 2022
|
Mgo Private Wealth, LLC
Irvine, CA |
SELL
|
- |
-4.12K- 18.09% |
$253K - $299K
|
18.6K
$1.41M
|
|
|
Feb 02, 2023
Q4 2022
|
Principle Wealth Partners LLC
|
SELL
|
- |
-23- 0.72% |
$1.41K - $1.67K
|
3.16K
$239K
|
|
|
Feb 02, 2023
Q4 2022
|
Argi Investment Services, LLC
|
BUY
|
- |
10.3KNew |
$631K - $745K
|
10.3K
$775K
|
|
|
Feb 01, 2023
Q4 2022
|
Capital Directions Investment Advisors, LLC
|
BUY
|
- |
240New |
$14.8K - $17.4K
|
240
$18.1K
|
|
|
Feb 01, 2023
Q4 2022
|
Schneider Downs Wealth Management Advisors, LP
|
SELL
|
- |
-10- 0.24% |
$615 - $727
|
4.1K
$310K
|