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
|
Knighthead Capital Management, LLC
New York, NY |
BUY
|
PUT |
1MNew |
$65.5M - $78.1M
|
1M
$79.5M
|
|
|
Nov 14, 2022
Q3 2022
|
Kore Private Wealth LLC
New York, NY |
SELL
|
- |
-163- 0.85% |
$10.7K - $12.7K
|
19K
$1.51M
|
|
|
Nov 14, 2022
Q3 2022
|
Arrow Investment Advisors, LLC
Laurel, MD |
BUY
|
- |
22.8K+ 28.16% |
$1.49M - $1.78M
|
104K
$8.23M
|
|
|
Nov 10, 2022
Q3 2022
|
Legacy Wealth Planning, LLC
|
SELL
|
- |
-200- 6.03% |
$13.1K - $15.6K
|
3.12K
$248K
|
|
|
Nov 10, 2022
Q3 2022
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
100New |
$6.55K - $7.81K
|
100
$7.95K
|
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
7.03K+ 6.37% |
$461K - $549K
|
118K
$9.34M
|
|
|
Nov 10, 2022
Q3 2022
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
150New |
$9.83K - $11.7K
|
150
$11.9K
|
|
|
Nov 10, 2022
Q3 2022
|
Lansing Street Advisors
|
BUY
|
- |
151+ 0.7% |
$9.89K - $11.8K
|
21.8K
$1.73M
|
|
|
Nov 10, 2022
Q3 2022
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
1.37K+ 8.03% |
$89.5K - $107K
|
18.4K
$1.46M
|
|
|
Nov 09, 2022
Q3 2022
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
18New |
$1.18K - $1.41K
|
18
$1.43K
|
|
|
Nov 08, 2022
Q3 2022
|
Alpha Centric Advisors LLC
San Juan, PR |
BUY
|
- |
77+ 3.49% |
$5.04K - $6.02K
|
2.29K
$182K
|
|
|
Nov 08, 2022
Q3 2022
|
Brr Op Co, LLC
|
SELL
|
- |
-4.63K- 30.21% |
$303K - $362K
|
10.7K
$850K
|
|
|
Nov 07, 2022
Q3 2022
|
Moneda S.A. Administradora General De Fondos
|
SELL
|
- |
-1.6K- 32.99% |
$105K - $125K
|
3.26K
$259K
|
|
|
Nov 07, 2022
Q3 2022
|
Castle Wealth Management LLC
|
BUY
|
- |
141+ 940.0% |
$9.24K - $11K
|
156
$12.4K
|
|
|
Nov 07, 2022
Q3 2022
|
Hanlon Investment Management, Inc.
|
SELL
|
- |
-39.7K- 92.83% |
$2.6M - $3.1M
|
3.07K
$244K
|
|
|
Nov 04, 2022
Q3 2022
|
Lake Hills Wealth Management, LLC
|
BUY
|
CALL |
53.6KNew |
$3.51M - $4.19M
|
53.6K
$4.26M
|
|
|
Nov 04, 2022
Q3 2022
|
Amj Financial Wealth Management
Leesburg, VA |
BUY
|
- |
181KNew |
$11.8M - $14.1M
|
181K
$14.4M
|
|
|
Nov 03, 2022
Q3 2022
|
Spectrum Management Group, LLC
|
BUY
|
- |
76.1KNew |
$4.98M - $5.94M
|
76.1K
$6.05M
|
|
|
Nov 03, 2022
Q3 2022
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
144K+ 58.67% |
$9.42M - $11.2M
|
389K
$30.9M
|
|
|
Nov 02, 2022
Q3 2022
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-94- 13.15% |
$6.16K - $7.34K
|
621
$49.4K
|
|
|
Nov 02, 2022
Q3 2022
|
Mc Alister, Sweet & Associates, Inc.
|
SELL
|
- |
-5.52K- 12.48% |
$361K - $431K
|
38.7K
$3.08M
|
|
|
Nov 02, 2022
Q3 2022
|
Dowling & Yahnke LLC
San Diego, CA |
BUY
|
- |
145+ 0.21% |
$9.5K - $11.3K
|
67.9K
$5.4M
|
|
|
Nov 01, 2022
Q3 2022
|
Strategic Asset Management, LLC
|
BUY
|
- |
568+ 8.98% |
$37.2K - $44.4K
|
6.9K
$548K
|
|
|
Oct 31, 2022
Q3 2022
|
Antonetti Capital Management LLC
|
SELL
|
- |
-10.9K- 99.23% |
$714K - $851K
|
85
$6.76K
|
|
|
Oct 31, 2022
Q3 2022
|
Concorde Asset Management, LLC
|
SELL
|
- |
-1.59K- 21.08% |
$104K - $124K
|
5.95K
$473K
|
|
|
Oct 27, 2022
Q3 2022
|
Strs Ohio
|
SELL
|
- |
-105K- 51.22% |
$6.88M - $8.2M
|
100K
$7.95M
|
|
|
Oct 27, 2022
Q3 2022
|
Absolute Capital Management, LLC
|
BUY
|
- |
88New |
$5.76K - $6.87K
|
88
$7K
|
|
|
Oct 27, 2022
Q3 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
200+ 79.68% |
$13.1K - $15.6K
|
451
$35.8K
|
|
|
Oct 27, 2022
Q3 2022
|
Strategic Investment Advisors
Farmington Hills, MI |
SELL
|
- |
-1.26K- 13.3% |
$82.4K - $98.3K
|
8.2K
$652K
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
941New |
$61.6K - $73.5K
|
941
$74.8K
|
|
|
Oct 25, 2022
Q3 2022
|
Vigilant Capital Management, LLC
|
BUY
|
- |
232New |
$15.2K - $18.1K
|
232
$18.4K
|
|
|
Oct 21, 2022
Q3 2022
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
54New |
$3.54K - $4.22K
|
54
$4.29K
|
|
|
Oct 21, 2022
Q3 2022
|
Columbus Macro, LLC
|
BUY
|
- |
16KNew |
$1.05M - $1.25M
|
16K
$1.27M
|
|
|
Oct 21, 2022
Q3 2022
|
Selective Wealth Management, Inc.
|
BUY
|
- |
102+ 10.96% |
$6.68K - $7.97K
|
1.03K
$82.1K
|
|
|
Oct 19, 2022
Q3 2022
|
Wealth Enhancement & Preservation Of Ga, LLC
Alpharetta, GA |
BUY
|
- |
14.3K+ 329.5% |
$937K - $1.12M
|
18.7K
$1.48M
|
|
|
Oct 19, 2022
Q3 2022
|
Empirical Asset Management, LLC
|
SELL
|
- |
-1.78K- 6.6% |
$117K - $139K
|
25.2K
$2M
|
|
|
Oct 18, 2022
Q3 2022
|
Karp Capital Management Corp
|
SELL
|
- |
-104KClosed |
$6.81M - $8.12M
|
0
$0
|
|
|
Oct 18, 2022
Q3 2022
|
Bull Oak Capital, LLC
San Diego, CA |
BUY
|
- |
32.6KNew |
$2.14M - $2.55M
|
32.6K
$2.59M
|
|
|
Oct 17, 2022
Q3 2022
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
9.62KNew |
$630K - $752K
|
9.62K
$765K
|
|
|
Oct 17, 2022
Q3 2022
|
South Shore Capital Advisors
|
BUY
|
- |
4K+ 104.06% |
$262K - $312K
|
7.84K
$624K
|
|
|
Oct 17, 2022
Q3 2022
|
Veracity Capital LLC
|
BUY
|
- |
204+ 6.3% |
$13.4K - $15.9K
|
3.44K
$274K
|
|
|
Oct 14, 2022
Q3 2022
|
Danda Trouve Investment Management, Inc.
|
SELL
|
- |
-275- 0.68% |
$18K - $21.5K
|
40.3K
$3.2M
|
|
|
Oct 14, 2022
Q3 2022
|
Edge Rock Capital LLC
|
BUY
|
- |
144New |
$9.43K - $11.2K
|
144
$11.4K
|
|
|
Oct 13, 2022
Q3 2022
|
Gofen & Glossberg LLC
|
BUY
|
- |
33+ 1.04% |
$2.16K - $2.58K
|
3.2K
$254K
|
|
|
Oct 13, 2022
Q3 2022
|
Newfound Research LLC
|
SELL
|
- |
-814- 11.93% |
$53.3K - $63.6K
|
6.01K
$478K
|
|
|
Oct 13, 2022
Q3 2022
|
Financial Sense Advisors, Inc.
|
SELL
|
- |
-538- 2.95% |
$35.2K - $42K
|
17.7K
$1.41M
|
|
|
Oct 12, 2022
Q3 2022
|
Btr Capital Management Inc
|
SELL
|
- |
-390- 3.33% |
$25.5K - $30.5K
|
11.3K
$900K
|
|
|
Oct 04, 2022
Q3 2022
|
Bowling Portfolio Management LLC
|
SELL
|
- |
-2.03K- 4.0% |
$133K - $158K
|
48.6K
$3.86M
|
|
| Q2 2022 | |||||||
|
Oct 17, 2024
Q2 2022
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
42+ 17.0% |
$2.72K - $3.23K
|
289
$23K
|
|
|
May 28, 2024
Q2 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-4.91KClosed |
$319K - $378K
|
0
$0
|
|