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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2022
Q3 2022
|
Gm Advisory Group, Inc.
Melville, NY |
SELL
|
- |
-2.73K- 19.91% |
$179K - $213K
|
11K
$828K
|
|
|
Nov 14, 2022
Q3 2022
|
Loomis Sayles & CO L P
|
BUY
|
- |
3KNew |
$197K - $235K
|
3K
$227K
|
|
|
Nov 14, 2022
Q3 2022
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
100+ 50.0% |
$6.55K - $7.81K
|
300
$22.7K
|
|
|
Nov 14, 2022
Q3 2022
|
Highlander Capital Management, LLC
Short Hills, NJ |
SELL
|
- |
-275- 24.44% |
$18K - $21.5K
|
850
$64.2K
|
|
|
Nov 14, 2022
Q3 2022
|
Meristem Family Wealth, LLC
Minnetonka, MN |
SELL
|
- |
-11.6KClosed |
$760K - $906K
|
0
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Princeton Global Asset Management LLC
|
BUY
|
- |
2+ 0.75% |
$131 - $156
|
268
$20.3K
|
|
|
Nov 14, 2022
Q3 2022
|
Stevens Capital Management LP
Radnor, PA |
SELL
|
- |
-798- 13.11% |
$52.3K - $62.3K
|
5.29K
$400K
|
|
|
Nov 14, 2022
Q3 2022
|
Caption Management, LLC
Oklahoma City, OK |
BUY
|
PUT |
188KNew |
$12.3M - $14.6M
|
188K
$14.2M
|
|
|
Nov 14, 2022
Q3 2022
|
Continental Advisors LLC
Chicago, IL |
SELL
|
PUT |
-33K- 46.48% |
$2.16M - $2.58M
|
38K
$2.87M
|
|
|
Nov 14, 2022
Q3 2022
|
Hbk Investments L P
Dallas, TX |
SELL
|
PUT |
-350K- 35.0% |
$22.9M - $27.3M
|
650K
$49.1M
|
|
|
Nov 14, 2022
Q3 2022
|
Regentatlantic Capital LLC
Morristown, NJ |
BUY
|
- |
3.05KNew |
$200K - $239K
|
3.05K
$231K
|
|
|
Nov 14, 2022
Q3 2022
|
Cinctive Capital Management LP
New York, NY |
BUY
|
CALL |
50KNew |
$3.28M - $3.91M
|
50K
$3.78M
|
|
|
Nov 14, 2022
Q3 2022
|
Public Investment Fund
Riyadh, T0 |
BUY
|
- |
33MNew |
$2.16B - $2.58B
|
33M
$2.49B
|
|
|
Nov 14, 2022
Q3 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
27.7K+ 130.55% |
$1.81M - $2.16M
|
48.9K
$3.7M
|
|
|
Nov 14, 2022
Q3 2022
|
Clark Financial Services Group Inc
Chesterfield, MO |
BUY
|
- |
11.1KNew |
$724K - $863K
|
11.1K
$835K
|
|
|
Nov 14, 2022
Q3 2022
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-3.75K- 44.32% |
$245K - $293K
|
4.71K
$356K
|
|
|
Nov 14, 2022
Q3 2022
|
Diametric Capital, LP
Boston, MA |
BUY
|
- |
7.22KNew |
$473K - $564K
|
7.22K
$546K
|
|
|
Nov 14, 2022
Q3 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-12- 0.06% |
$786 - $937
|
21.1K
$1.59M
|
|
|
Nov 14, 2022
Q3 2022
|
Cumberland Partners LTD
Toronto, A6 |
SELL
|
- |
-5.82K- 42.0% |
$381K - $455K
|
8.04K
$608K
|
|
|
Nov 14, 2022
Q3 2022
|
Blueshift Asset Management, LLC
Red Bank, NJ |
BUY
|
- |
7.34K+ 79.32% |
$481K - $573K
|
16.6K
$1.25M
|
|
|
Nov 14, 2022
Q3 2022
|
Diameter Capital Partners LP
New York, NY |
BUY
|
PUT |
750KNew |
$49.1M - $58.6M
|
750K
$56.7M
|
|
|
Nov 14, 2022
Q3 2022
|
Axim Planning & Wealth
Dayton, OH |
BUY
|
- |
427+ 2033.33% |
$28K - $33.4K
|
448
$33.9K
|
|
|
Nov 14, 2022
Q3 2022
|
Knighthead Capital Management, LLC
New York, NY |
BUY
|
PUT |
1MNew |
$65.5M - $78.1M
|
1M
$75.6M
|
|
|
Nov 14, 2022
Q3 2022
|
Kore Private Wealth LLC
New York, NY |
SELL
|
- |
-163- 0.85% |
$10.7K - $12.7K
|
19K
$1.44M
|
|
|
Nov 14, 2022
Q3 2022
|
Arrow Investment Advisors, LLC
Laurel, MD |
BUY
|
- |
22.8K+ 28.16% |
$1.49M - $1.78M
|
104K
$7.83M
|
|
|
Nov 10, 2022
Q3 2022
|
Legacy Wealth Planning, LLC
|
SELL
|
- |
-200- 6.03% |
$13.1K - $15.6K
|
3.12K
$235K
|
|
|
Nov 10, 2022
Q3 2022
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
100New |
$6.55K - $7.81K
|
100
$7.56K
|
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
7.03K+ 6.37% |
$461K - $549K
|
118K
$8.88M
|
|
|
Nov 10, 2022
Q3 2022
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
150New |
$9.83K - $11.7K
|
150
$11.3K
|
|
|
Nov 10, 2022
Q3 2022
|
Lansing Street Advisors
|
BUY
|
- |
151+ 0.7% |
$9.89K - $11.8K
|
21.8K
$1.65M
|
|
|
Nov 10, 2022
Q3 2022
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
1.37K+ 8.03% |
$89.5K - $107K
|
18.4K
$1.39M
|
|
|
Nov 09, 2022
Q3 2022
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
18New |
$1.18K - $1.41K
|
18
$1.36K
|
|
|
Nov 08, 2022
Q3 2022
|
Alpha Centric Advisors LLC
San Juan, PR |
BUY
|
- |
77+ 3.49% |
$5.04K - $6.02K
|
2.29K
$173K
|
|
|
Nov 08, 2022
Q3 2022
|
Brr Op Co, LLC
|
SELL
|
- |
-4.63K- 30.21% |
$303K - $362K
|
10.7K
$809K
|
|
|
Nov 07, 2022
Q3 2022
|
Moneda S.A. Administradora General De Fondos
|
SELL
|
- |
-1.6K- 32.99% |
$105K - $125K
|
3.26K
$246K
|
|
|
Nov 07, 2022
Q3 2022
|
Castle Wealth Management LLC
|
BUY
|
- |
141+ 940.0% |
$9.24K - $11K
|
156
$11.8K
|
|
|
Nov 07, 2022
Q3 2022
|
Hanlon Investment Management, Inc.
|
SELL
|
- |
-39.7K- 92.83% |
$2.6M - $3.1M
|
3.07K
$232K
|
|
|
Nov 04, 2022
Q3 2022
|
Lake Hills Wealth Management, LLC
|
BUY
|
CALL |
53.6KNew |
$3.51M - $4.19M
|
53.6K
$4.05M
|
|
|
Nov 04, 2022
Q3 2022
|
Amj Financial Wealth Management
Leesburg, VA |
BUY
|
- |
181KNew |
$11.8M - $14.1M
|
181K
$13.7M
|
|
|
Nov 03, 2022
Q3 2022
|
Spectrum Management Group, LLC
|
BUY
|
- |
76.1KNew |
$4.98M - $5.94M
|
76.1K
$5.75M
|
|
|
Nov 03, 2022
Q3 2022
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
144K+ 58.67% |
$9.42M - $11.2M
|
389K
$29.4M
|
|
|
Nov 02, 2022
Q3 2022
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-94- 13.15% |
$6.16K - $7.34K
|
621
$46.9K
|
|
|
Nov 02, 2022
Q3 2022
|
Mc Alister, Sweet & Associates, Inc.
|
SELL
|
- |
-5.52K- 12.48% |
$361K - $431K
|
38.7K
$2.92M
|
|
|
Nov 02, 2022
Q3 2022
|
Dowling & Yahnke LLC
San Diego, CA |
BUY
|
- |
145+ 0.21% |
$9.5K - $11.3K
|
67.9K
$5.13M
|
|
|
Nov 01, 2022
Q3 2022
|
Strategic Asset Management, LLC
|
BUY
|
- |
568+ 8.98% |
$37.2K - $44.4K
|
6.9K
$521K
|
|
|
Oct 31, 2022
Q3 2022
|
Antonetti Capital Management LLC
|
SELL
|
- |
-10.9K- 99.23% |
$714K - $851K
|
85
$6.42K
|
|
|
Oct 31, 2022
Q3 2022
|
Concorde Asset Management, LLC
|
SELL
|
- |
-1.59K- 21.08% |
$104K - $124K
|
5.95K
$450K
|
|
|
Oct 27, 2022
Q3 2022
|
Strs Ohio
|
SELL
|
- |
-105K- 51.22% |
$6.88M - $8.2M
|
100K
$7.56M
|
|
|
Oct 27, 2022
Q3 2022
|
Absolute Capital Management, LLC
|
BUY
|
- |
88New |
$5.76K - $6.87K
|
88
$6.65K
|
|
|
Oct 27, 2022
Q3 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
200+ 79.68% |
$13.1K - $15.6K
|
451
$34.1K
|