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 15, 2024
Q1 2024
|
Quarry LP
New York, NY |
BUY
|
- |
5.11KNew |
$306K - $335K
|
5.11K
$453K
|
|
|
May 15, 2024
Q1 2024
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
BUY
|
- |
623KNew |
$37.4M - $40.9M
|
623K
$55.3M
|
|
|
May 15, 2024
Q1 2024
|
New Vernon Capital Holdings Ii LLC
Morristown, NJ |
BUY
|
- |
22KNew |
$1.32M - $1.44M
|
22K
$1.95M
|
|
|
May 15, 2024
Q1 2024
|
Frg Family Wealth Advisors LLC
|
BUY
|
- |
225New |
$13.5K - $14.8K
|
225
$20K
|
|
|
May 15, 2024
Q1 2024
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-19.3K- 94.86% |
$1.16M - $1.27M
|
1.05K
$93K
|
|
|
May 15, 2024
Q1 2024
|
Point72 Europe (London) LLP
London, X0 |
BUY
|
- |
60.8K+ 618.36% |
$3.64M - $3.99M
|
70.6K
$6.27M
|
|
|
May 15, 2024
Q1 2024
|
Logan Stone Capital, LLC
Chicago, IL |
SELL
|
- |
-55.8K- 77.81% |
$3.34M - $3.66M
|
15.9K
$1.41M
|
|
|
May 15, 2024
Q1 2024
|
Point72 (Difc) LTD
Dubai, C0 |
BUY
|
- |
7.67KNew |
$460K - $504K
|
7.67K
$681K
|
|
|
May 15, 2024
Q1 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
CALL |
200New |
$12K - $13.1K
|
200
$17.8K
|
|
|
May 14, 2024
Q1 2024
|
Vantage Financial Partners Ltd., Inc.
|
SELL
|
- |
-1.9K- 2.48% |
$114K - $125K
|
74.6K
$6.62M
|
|
|
May 14, 2024
Q1 2024
|
Old Mission Capital LLC
|
BUY
|
- |
26.2KNew |
$1.57M - $1.72M
|
26.2K
$2.32M
|
|
|
May 14, 2024
Q1 2024
|
Connectus Wealth, LLC
Cincinnati, OH |
SELL
|
- |
-10.7K- 18.44% |
$640K - $701K
|
47.2K
$4.19M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
47.4K+ 13.65% |
$2.84M - $3.11M
|
395K
$35M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
97.4K+ 75.7% |
$5.84M - $6.39M
|
226K
$20.1M
|
|
|
May 14, 2024
Q1 2024
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
10New |
$600 - $657
|
10
$888
|
|
|
May 13, 2024
Q1 2024
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
3.26KNew |
$195K - $214K
|
3.26K
$289K
|
|
|
May 13, 2024
Q1 2024
|
Eukles Asset Management
|
BUY
|
- |
78New |
$4.68K - $5.12K
|
78
$6.92K
|
|
|
May 13, 2024
Q1 2024
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-32- 0.58% |
$1.92K - $2.1K
|
5.45K
$483K
|
|
|
May 10, 2024
Q1 2024
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-32.3K- 31.71% |
$1.94M - $2.12M
|
69.6K
$6.18M
|
|
|
May 10, 2024
Q1 2024
|
Readystate Asset Management LP
Chicago, IL |
BUY
|
PUT |
38.3KNew |
$2.3M - $2.51M
|
38.3K
$3.4M
|
|
|
May 09, 2024
Q1 2024
|
Obsidian Personal Planning Solutions LLC
|
BUY
|
- |
3.28KNew |
$196K - $215K
|
3.28K
$291K
|
|
|
May 09, 2024
Q1 2024
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
SELL
|
- |
-93.3K- 92.63% |
$5.59M - $6.13M
|
7.42K
$659K
|
|
|
May 08, 2024
Q1 2024
|
New Square Capital LLC
|
BUY
|
- |
1New |
$60 - $65.7
|
1
$88.8
|
|
|
May 08, 2024
Q1 2024
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-3.04K- 27.07% |
$182K - $199K
|
8.18K
$726K
|
|
|
May 08, 2024
Q1 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-3.21K- 53.72% |
$192K - $211K
|
2.76K
$245K
|
|
|
May 07, 2024
Q1 2024
|
Hyman Charles D
|
BUY
|
- |
3.11KNew |
$186K - $204K
|
3.11K
$276K
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group Ltd.
Dublin, L2 |
BUY
|
- |
18.8KNew |
$1.13M - $1.23M
|
18.8K
$1.67M
|
|
|
May 06, 2024
Q1 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
256New |
$15.3K - $16.8K
|
256
$22.7K
|
|
|
May 03, 2024
Q1 2024
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
623New |
$37.3K - $40.9K
|
623
$55.3K
|
|
|
May 03, 2024
Q1 2024
|
Coulter & Justus Financial Services, LLC
|
BUY
|
- |
12.2KNew |
$733K - $803K
|
12.2K
$1.09M
|
|
|
May 02, 2024
Q1 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
144New |
$8.63K - $9.45K
|
144
$12.8K
|
|
|
May 02, 2024
Q1 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
28New |
$1.68K - $1.84K
|
28
$2.49K
|
|
|
May 02, 2024
Q1 2024
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-347- 87.41% |
$20.8K - $22.8K
|
50
$4.44K
|
|
|
May 02, 2024
Q1 2024
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-1.14K- 7.61% |
$68K - $74.5K
|
13.8K
$1.22M
|
|
|
May 02, 2024
Q1 2024
|
Fny Investment Advisers, LLC
|
BUY
|
CALL |
200New |
$12K - $13.1K
|
200
$17.8K
|
|
|
May 01, 2024
Q1 2024
|
Comprehensive Wealth Management, LLC
Lynnwood, WA |
BUY
|
- |
1.57K+ 15.35% |
$93.9K - $103K
|
11.8K
$1.04M
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
SELL
|
- |
-3.05K- 15.32% |
$183K - $200K
|
16.9K
$1.5M
|
|
|
Apr 30, 2024
Q1 2024
|
Retirement Group, LLC
|
SELL
|
- |
-664- 34.19% |
$39.8K - $43.6K
|
1.28K
$113K
|
|
|
Apr 30, 2024
Q1 2024
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
9.95KNew |
$596K - $653K
|
9.95K
$883K
|
|
|
Apr 29, 2024
Q1 2024
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-27- 6.24% |
$1.62K - $1.77K
|
406
$36K
|
|
|
Apr 26, 2024
Q1 2024
|
Millburn Ridgefield Corp
|
SELL
|
- |
-2.91K- 8.81% |
$174K - $191K
|
30.1K
$2.67M
|
|
|
Apr 26, 2024
Q1 2024
|
Life Steps Financial, Inc.
|
BUY
|
- |
241New |
$14.4K - $15.8K
|
241
$21.4K
|
|
|
Apr 23, 2024
Q1 2024
|
Gradient Investments LLC
|
SELL
|
- |
-33- 6.23% |
$1.98K - $2.17K
|
497
$44.1K
|
|
|
Apr 22, 2024
Q1 2024
|
Wealth Effects LLC
|
SELL
|
- |
-679- 16.08% |
$40.7K - $44.6K
|
3.54K
$314K
|
|
|
Apr 22, 2024
Q1 2024
|
Bay Rivers Group
|
BUY
|
- |
1.58K+ 10.3% |
$94.9K - $104K
|
17K
$1.5M
|
|
|
Apr 22, 2024
Q1 2024
|
Provident Wealth Management, LLC
|
BUY
|
- |
277New |
$16.6K - $18.2K
|
277
$24.6K
|
|
|
Apr 22, 2024
Q1 2024
|
4 J Wealth Management LLC
|
BUY
|
- |
46+ 0.39% |
$2.76K - $3.02K
|
12K
$1.06M
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
BUY
|
- |
64.3KNew |
$3.85M - $4.22M
|
64.3K
$5.7M
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
SELL
|
PUT |
-157K- 66.08% |
$9.4M - $10.3M
|
80.5K
$7.15M
|
|
|
Apr 17, 2024
Q1 2024
|
Private Ocean, LLC
|
SELL
|
- |
-151- 51.54% |
$9.05K - $9.91K
|
142
$12.6K
|
|