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 |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2024
Q2 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
1New |
$62.8 - $72.9
|
1
$88.8
|
|
|
Aug 13, 2024
Q2 2024
|
Correct Capital Wealth Management
Clayton, MO |
SELL
|
- |
-9.3KClosed |
$584K - $678K
|
0
$0
|
|
|
Aug 13, 2024
Q2 2024
|
Transatlantique Private Wealth LLC
|
SELL
|
- |
-152- 4.34% |
$9.54K - $11.1K
|
3.35K
$297K
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-519K- 43.67% |
$32.6M - $37.8M
|
670K
$59.5M
|
|
|
Aug 13, 2024
Q2 2024
|
Retirement Capital Strategies
|
BUY
|
- |
59.2KNew |
$3.72M - $4.32M
|
59.2K
$5.26M
|
|
|
Aug 13, 2024
Q2 2024
|
Granby Capital Management, LLC
|
BUY
|
- |
65KNew |
$4.08M - $4.74M
|
65K
$5.77M
|
|
|
Aug 13, 2024
Q2 2024
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-275- 34.12% |
$17.3K - $20K
|
531
$47.1K
|
|
|
Aug 12, 2024
Q2 2024
|
Girard Partners Ltd.
|
SELL
|
- |
-774- 13.55% |
$48.6K - $56.4K
|
4.94K
$438K
|
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-487- 7.47% |
$30.6K - $35.5K
|
6.03K
$536K
|
|
|
Aug 12, 2024
Q2 2024
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-133- 31.15% |
$8.35K - $9.69K
|
294
$26.1K
|
|
|
Aug 12, 2024
Q2 2024
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
180New |
$11.3K - $13.1K
|
180
$16K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
19K+ 92.01% |
$1.19M - $1.38M
|
39.6K
$3.51M
|
|
|
Aug 08, 2024
Q2 2024
|
Mirabella Financial Services LLP
London, X0 |
BUY
|
- |
51.7KNew |
$3.25M - $3.77M
|
51.7K
$4.59M
|
|
|
Aug 08, 2024
Q2 2024
|
Abbrea Capital, LLC
|
BUY
|
- |
1.2K+ 7.41% |
$75K - $87.1K
|
17.3K
$1.54M
|
|
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-522- 2.75% |
$32.8K - $38K
|
18.5K
$1.64M
|
|
|
Aug 07, 2024
Q2 2024
|
Baker Avenue Asset Management, LP
|
BUY
|
PUT |
71KNew |
$4.46M - $5.17M
|
71K
$6.3M
|
|
|
Aug 07, 2024
Q2 2024
|
Safeguard Financial, LLC
|
BUY
|
- |
3.07KNew |
$193K - $224K
|
3.07K
$273K
|
|
|
Aug 07, 2024
Q2 2024
|
Biltmore Family Office, LLC
|
SELL
|
- |
-70- 8.75% |
$4.39K - $5.1K
|
730
$64.8K
|
|
|
Aug 05, 2024
Q2 2024
|
Capula Management LTD
Grand Cayman, E9 |
BUY
|
- |
103K+ 1071.88% |
$6.45M - $7.49M
|
112K
$9.97M
|
|
|
Aug 05, 2024
Q2 2024
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
5+ 12.2% |
$314 - $364
|
46
$4.08K
|
|
|
Aug 01, 2024
Q2 2024
|
Bw Gestao De Investimentos Ltda.
|
BUY
|
- |
201KNew |
$12.6M - $14.6M
|
201K
$17.8M
|
|
|
Aug 01, 2024
Q2 2024
|
Privium Fund Management (Uk) LTD
|
SELL
|
- |
-24.2K- 43.89% |
$1.52M - $1.76M
|
30.9K
$2.74M
|
|
|
Jul 31, 2024
Q2 2024
|
Mizuho Markets Americas LLC
|
SELL
|
- |
-48.3K- 90.87% |
$3.03M - $3.52M
|
4.85K
$430K
|
|
|
Jul 30, 2024
Q2 2024
|
Goal Vest Advisory LLC
|
BUY
|
- |
1+ 0.58% |
$62.8 - $72.9
|
173
$15.4K
|
|
|
Jul 29, 2024
Q2 2024
|
Bricktown Capital, LLC
Detroit, MI |
BUY
|
- |
307KNew |
$19.3M - $22.3M
|
307K
$27.2M
|
|
|
Jul 26, 2024
Q2 2024
|
Crown Wealth Group, LLC
|
BUY
|
- |
4.64KNew |
$291K - $338K
|
4.64K
$412K
|
|
|
Jul 26, 2024
Q2 2024
|
Zimmermann Investment Management & Planning LLC
|
BUY
|
- |
18+ 0.56% |
$1.13K - $1.31K
|
3.23K
$287K
|
|
|
Jul 25, 2024
Q2 2024
|
Amica Mutual Insurance CO
|
SELL
|
- |
-41K- 44.15% |
$2.58M - $2.99M
|
51.9K
$4.61M
|
|
|
Jul 25, 2024
Q2 2024
|
Pettinga Financial Advisors, LLC
|
SELL
|
- |
-15.1K- 75.12% |
$945K - $1.1M
|
4.99K
$442K
|
|
|
Jul 24, 2024
Q2 2024
|
Family Firm, Inc.
|
BUY
|
- |
1.18KNew |
$74.3K - $86.3K
|
1.18K
$105K
|
|
|
Jul 22, 2024
Q2 2024
|
Capital Investment Counsel, Inc
|
BUY
|
- |
276New |
$17.3K - $20.1K
|
276
$24.5K
|
|
|
Jul 19, 2024
Q2 2024
|
Hoyle Cohen, LLC
|
SELL
|
- |
-128- 2.53% |
$8.03K - $9.33K
|
4.93K
$438K
|
|
|
Jul 18, 2024
Q2 2024
|
Ellsworth Advisors, LLC
|
BUY
|
- |
36+ 0.82% |
$2.26K - $2.62K
|
4.45K
$395K
|
|
|
Jul 18, 2024
Q2 2024
|
Franklin Street Advisors Inc
|
BUY
|
- |
12.8K+ 129.38% |
$806K - $935K
|
22.8K
$2.02M
|
|
|
Jul 17, 2024
Q2 2024
|
Hunting Hill Global Capital, LLC
New York, NY |
BUY
|
- |
11.9K+ 182.14% |
$750K - $870K
|
18.5K
$1.64M
|
|
|
Jul 17, 2024
Q2 2024
|
Hunting Hill Global Capital, LLC
New York, NY |
BUY
|
PUT |
20KNew |
$1.26M - $1.46M
|
20K
$1.78M
|
|
|
Jul 16, 2024
Q2 2024
|
Steele Capital Management, Inc.
Dubuque, IA |
SELL
|
- |
-50- 0.92% |
$3.14K - $3.64K
|
5.4K
$479K
|
|
|
Jul 16, 2024
Q2 2024
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
250New |
$15.7K - $18.2K
|
250
$22.2K
|
|
|
Jul 15, 2024
Q2 2024
|
Imc Chicago, LLC
|
BUY
|
- |
21KNew |
$1.32M - $1.53M
|
21K
$1.86M
|
|
|
Jul 12, 2024
Q2 2024
|
Baldwin Brothers LLC
|
SELL
|
- |
-150- 50.0% |
$9.42K - $10.9K
|
150
$13.3K
|
|
|
Jul 12, 2024
Q2 2024
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
SELL
|
- |
-205- 1.93% |
$12.9K - $14.9K
|
10.4K
$925K
|
|
|
Jul 12, 2024
Q2 2024
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
13.9K+ 275.48% |
$874K - $1.01M
|
19K
$1.68M
|
|
|
Jul 12, 2024
Q2 2024
|
Sendero Wealth Management, LLC
San Antonio, TX |
SELL
|
- |
-1.26K- 5.11% |
$79K - $91.7K
|
23.4K
$2.07M
|
|
|
Jul 12, 2024
Q2 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
79New |
$4.96K - $5.76K
|
79
$7.01K
|
|
|
Jul 09, 2024
Q2 2024
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
BUY
|
- |
3KNew |
$188K - $219K
|
3K
$266K
|
|
| Q1 2024 | |||||||
|
May 07, 2025
Q1 2024
|
Symmetry Investments LP
|
BUY
|
- |
30.4KNew |
$1.82M - $2M
|
30.4K
$2.7M
|
|
|
Mar 11, 2025
Q1 2024
|
Private Capital Management LLC
|
SELL
|
- |
-137- 78.29% |
$8.21K - $8.99K
|
38
$3.37K
|
|
|
Aug 23, 2024
Q1 2024
|
Spx Equities Gestao De Recursos Ltda
Rio De Janeiro, D5 |
BUY
|
- |
425KNew |
$25.5M - $27.9M
|
425K
$37.8M
|
|
|
Jul 31, 2024
Q1 2024
|
First American Bank
Dundee, IL |
SELL
|
- |
-4.11KClosed |
$246K - $270K
|
0
$0
|
|
|
May 30, 2024
Q1 2024
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-3.11K- 84.4% |
$187K - $204K
|
575
$51K
|
|