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 10, 2023
Q4 2022
|
Richard C. Young & Co., Ltd.
|
BUY
|
- |
57.9KNew |
$3.56M - $4.21M
|
57.9K
$4.6M
|
|
|
Feb 10, 2023
Q4 2022
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
133New |
$8.18K - $9.67K
|
133
$10.6K
|
|
|
Feb 10, 2023
Q4 2022
|
Berry Street Capital Management LLP
London, X0 |
BUY
|
PUT |
62.5KNew |
$3.85M - $4.54M
|
62.5K
$4.97M
|
|
|
Feb 09, 2023
Q4 2022
|
Augustine Asset Management Inc
|
SELL
|
- |
-2.3K- 25.27% |
$141K - $167K
|
6.8K
$541K
|
|
|
Feb 09, 2023
Q4 2022
|
Marmo Financial Group, LLC
Johnson City, TN |
BUY
|
- |
81.2KNew |
$4.99M - $5.9M
|
81.2K
$6.45M
|
|
|
Feb 09, 2023
Q4 2022
|
Reaves W H & CO Inc
|
BUY
|
- |
40.1KNew |
$2.47M - $2.91M
|
40.1K
$3.19M
|
|
|
Feb 09, 2023
Q4 2022
|
Lwmg, LLC
Lake Elmo, MN |
BUY
|
- |
11.4KNew |
$702K - $829K
|
11.4K
$907K
|
|
|
Feb 09, 2023
Q4 2022
|
Gainplan LLC
Bloomfield Hills, MI |
BUY
|
- |
4.55KNew |
$280K - $331K
|
4.55K
$362K
|
|
|
Feb 09, 2023
Q4 2022
|
New Hampshire Trust
Concord, NH |
BUY
|
- |
83New |
$5.11K - $6.03K
|
83
$6.6K
|
|
|
Feb 08, 2023
Q4 2022
|
Belmont Capital, LLC
|
BUY
|
- |
48+ 35.56% |
$2.95K - $3.49K
|
183
$14.5K
|
|
|
Feb 07, 2023
Q4 2022
|
Precision Wealth Strategies, LLC
|
SELL
|
- |
-5.93K- 17.17% |
$365K - $431K
|
28.6K
$2.27M
|
|
|
Feb 07, 2023
Q4 2022
|
Journey Advisory Group, LLC
|
SELL
|
- |
-2.49K- 42.3% |
$153K - $181K
|
3.4K
$270K
|
|
|
Feb 07, 2023
Q4 2022
|
Highland Capital Management, LLC
|
SELL
|
- |
-500- 6.61% |
$30.8K - $36.3K
|
7.07K
$562K
|
|
|
Feb 07, 2023
Q4 2022
|
Ug Investment Advisers Ltd.
Taipei, F5 |
BUY
|
- |
8KNew |
$492K - $581K
|
8K
$636K
|
|
|
Feb 06, 2023
Q4 2022
|
Greenwich Wealth Management LLC
Greenwich, CT |
SELL
|
- |
-4.73K- 54.06% |
$291K - $344K
|
4.02K
$319K
|
|
|
Feb 06, 2023
Q4 2022
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
SELL
|
- |
-930- 1.88% |
$57.2K - $67.6K
|
48.6K
$3.86M
|
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-1.49K- 1.49% |
$91.7K - $108K
|
98.7K
$7.84M
|
|
|
Feb 06, 2023
Q4 2022
|
Lee Johnson Capital Management, LLC
|
BUY
|
- |
112+ 3.0% |
$6.89K - $8.14K
|
3.84K
$305K
|
|
|
Feb 06, 2023
Q4 2022
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-14- 12.17% |
$861 - $1.02K
|
101
$8.03K
|
|
|
Feb 03, 2023
Q4 2022
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
300New |
$18.5K - $21.8K
|
300
$23.8K
|
|
|
Feb 02, 2023
Q4 2022
|
Dfpg Investments, LLC
|
BUY
|
- |
128K+ 2370.23% |
$7.86M - $9.29M
|
133K
$10.6M
|
|
|
Feb 02, 2023
Q4 2022
|
Appleton Group, LLC
|
BUY
|
- |
2.94KNew |
$181K - $214K
|
2.94K
$234K
|
|
|
Feb 02, 2023
Q4 2022
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-1.25K- 29.94% |
$77K - $90.9K
|
2.93K
$233K
|
|
|
Feb 02, 2023
Q4 2022
|
Mgo Private Wealth, LLC
Irvine, CA |
SELL
|
- |
-4.12K- 18.09% |
$253K - $299K
|
18.6K
$1.48M
|
|
|
Feb 02, 2023
Q4 2022
|
Principle Wealth Partners LLC
|
SELL
|
- |
-23- 0.72% |
$1.41K - $1.67K
|
3.16K
$252K
|
|
|
Feb 02, 2023
Q4 2022
|
Argi Investment Services, LLC
|
BUY
|
- |
10.3KNew |
$631K - $745K
|
10.3K
$815K
|
|
|
Feb 01, 2023
Q4 2022
|
Capital Directions Investment Advisors, LLC
|
BUY
|
- |
240New |
$14.8K - $17.4K
|
240
$19.1K
|
|
|
Feb 01, 2023
Q4 2022
|
Schneider Downs Wealth Management Advisors, LP
|
SELL
|
- |
-10- 0.24% |
$615 - $727
|
4.1K
$326K
|
|
|
Feb 01, 2023
Q4 2022
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
BUY
|
- |
4.83KNew |
$297K - $351K
|
4.83K
$384K
|
|
|
Jan 31, 2023
Q4 2022
|
Sargent Investment Group, LLC
|
BUY
|
- |
3.05KNew |
$188K - $222K
|
3.05K
$242K
|
|
|
Jan 31, 2023
Q4 2022
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-23- 71.88% |
$1.41K - $1.67K
|
9
$715
|
|
|
Jan 31, 2023
Q4 2022
|
Pacific Sage Partners, LLC
Shoreline, WA |
BUY
|
- |
117KNew |
$7.18M - $8.48M
|
117K
$9.28M
|
|
|
Jan 31, 2023
Q4 2022
|
Advisor Os, LLC
|
BUY
|
- |
5.31K+ 16.97% |
$326K - $386K
|
36.6K
$2.91M
|
|
|
Jan 31, 2023
Q4 2022
|
Bank Of The West
|
SELL
|
- |
-503- 13.4% |
$30.9K - $36.6K
|
3.25K
$258K
|
|
|
Jan 30, 2023
Q4 2022
|
Highview Capital Management LLC
|
BUY
|
- |
15.8KNew |
$971K - $1.15M
|
15.8K
$1.25M
|
|
|
Jan 27, 2023
Q4 2022
|
Threadgill Financial, LLC
|
BUY
|
- |
3.41KNew |
$210K - $248K
|
3.41K
$271K
|
|
|
Jan 27, 2023
Q4 2022
|
West Branch Capital LLC
|
BUY
|
- |
150+ 133.93% |
$9.23K - $10.9K
|
262
$20.8K
|
|
|
Jan 27, 2023
Q4 2022
|
Concord Wealth Partners
|
BUY
|
- |
133New |
$8.18K - $9.67K
|
133
$10.6K
|
|
|
Jan 26, 2023
Q4 2022
|
Bank Hapoalim Bm
|
BUY
|
- |
83KNew |
$5.11M - $6.03M
|
83K
$6.6M
|
|
|
Jan 26, 2023
Q4 2022
|
Piscataqua Savings Bank
|
BUY
|
- |
300New |
$18.5K - $21.8K
|
300
$23.8K
|
|
|
Jan 26, 2023
Q4 2022
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-162K- 99.52% |
$9.97M - $11.8M
|
777
$61.8K
|
|
|
Jan 25, 2023
Q4 2022
|
Sns Financial Group, LLC
|
BUY
|
CALL |
5KNew |
$308K - $363K
|
5K
$397K
|
|
|
Jan 25, 2023
Q4 2022
|
Jgp Global Gestao De Recursos Ltda.
|
BUY
|
- |
4.14KNew |
$255K - $301K
|
4.14K
$329K
|
|
|
Jan 25, 2023
Q4 2022
|
Boenning & Scattergood, Inc.
|
SELL
|
- |
-2.79K- 35.38% |
$172K - $203K
|
5.1K
$405K
|
|
|
Jan 24, 2023
Q4 2022
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-6- 85.71% |
$369 - $436
|
1
$79.5
|
|
|
Jan 24, 2023
Q4 2022
|
Caliber Wealth Management, LLC
|
BUY
|
- |
21KNew |
$1.29M - $1.53M
|
21K
$1.67M
|
|
|
Jan 23, 2023
Q4 2022
|
First Command Bank
|
BUY
|
- |
347New |
$21.3K - $25.2K
|
347
$27.6K
|
|
|
Jan 23, 2023
Q4 2022
|
Rovin Capital
|
SELL
|
- |
-180- 5.76% |
$11.1K - $13.1K
|
2.94K
$234K
|
|
|
Jan 20, 2023
Q4 2022
|
First Command Financial Services, Inc.
|
BUY
|
- |
347New |
$21.3K - $25.2K
|
347
$27.6K
|
|
|
Jan 20, 2023
Q4 2022
|
Hartford Investment Management CO
|
BUY
|
- |
338KNew |
$20.8M - $24.6M
|
338K
$26.9M
|