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 |
|---|---|---|---|---|---|---|---|
|
Jul 28, 2023
Q2 2023
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
BUY
|
- |
3.13KNew |
$202K - $219K
|
3.13K
$278K
|
|
|
Jul 28, 2023
Q2 2023
|
Bnc Wealth Management, LLC
|
SELL
|
- |
-1.74K- 27.12% |
$112K - $121K
|
4.67K
$414K
|
|
|
Jul 27, 2023
Q2 2023
|
Cohen Lawrence B
Boston, MA |
SELL
|
- |
-797- 3.96% |
$51.3K - $55.8K
|
19.3K
$1.72M
|
|
|
Jul 27, 2023
Q2 2023
|
Connolly Sarah T.
Boston, MA |
SELL
|
- |
-105- 0.73% |
$6.76K - $7.35K
|
14.3K
$1.27M
|
|
|
Jul 27, 2023
Q2 2023
|
Rosenbaum Jay D.
Boston, MA |
BUY
|
- |
618+ 10.14% |
$39.8K - $43.2K
|
6.72K
$596K
|
|
|
Jul 27, 2023
Q2 2023
|
Nixon Peabody Trust CO
Boston, MA |
SELL
|
- |
-2.32K- 13.45% |
$149K - $163K
|
15K
$1.33M
|
|
|
Jul 27, 2023
Q2 2023
|
Horan Securities, Inc.
|
SELL
|
- |
-16- 3.59% |
$1.03K - $1.12K
|
430
$38.2K
|
|
|
Jul 26, 2023
Q2 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-27.7K- 89.97% |
$1.78M - $1.94M
|
3.08K
$274K
|
|
|
Jul 26, 2023
Q2 2023
|
Acute Investment Advisory, LLC
Mesa, AZ |
SELL
|
- |
-17.6K- 35.48% |
$1.13M - $1.23M
|
31.9K
$2.83M
|
|
|
Jul 25, 2023
Q2 2023
|
Privium Fund Management B.V.
|
BUY
|
- |
22.4KNew |
$1.44M - $1.57M
|
22.4K
$1.99M
|
|
|
Jul 24, 2023
Q2 2023
|
Royal Harbor Partners, LLC
|
SELL
|
- |
-185- 2.48% |
$11.9K - $12.9K
|
7.27K
$646K
|
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-79- 12.85% |
$5.08K - $5.53K
|
536
$47.6K
|
|
|
Jul 24, 2023
Q2 2023
|
Cumberland Advisors Inc
|
BUY
|
- |
27.1KNew |
$1.75M - $1.9M
|
27.1K
$2.41M
|
|
|
Jul 20, 2023
Q2 2023
|
Aj Wealth Strategies, LLC
|
SELL
|
- |
-3.08K- 11.82% |
$198K - $216K
|
23K
$2.04M
|
|
|
Jul 20, 2023
Q2 2023
|
Cannon Global Investment Management, LLC
|
BUY
|
- |
4KNew |
$257K - $280K
|
4K
$355K
|
|
|
Jul 19, 2023
Q2 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-29.6K- 60.28% |
$1.9M - $2.07M
|
19.5K
$1.73M
|
|
|
Jul 18, 2023
Q2 2023
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-742- 83.18% |
$47.7K - $51.9K
|
150
$13.3K
|
|
|
Jul 18, 2023
Q2 2023
|
Ckw Financial Group
|
BUY
|
- |
5.58KNew |
$359K - $391K
|
5.58K
$496K
|
|
|
Jul 18, 2023
Q2 2023
|
Greystone Financial Group, LLC
|
SELL
|
- |
-2.34K- 33.49% |
$151K - $164K
|
4.65K
$413K
|
|
|
Jul 18, 2023
Q2 2023
|
Annapolis Financial Services, LLC
|
BUY
|
- |
144New |
$9.26K - $10.1K
|
144
$12.8K
|
|
|
Jul 17, 2023
Q2 2023
|
Cmh Wealth Management LLC
|
SELL
|
- |
-2.24K- 5.88% |
$144K - $157K
|
35.8K
$3.18M
|
|
|
Jul 17, 2023
Q2 2023
|
Procyon Advisors, LLC
|
SELL
|
- |
-3.17K- 26.22% |
$204K - $222K
|
8.92K
$792K
|
|
|
Jul 14, 2023
Q2 2023
|
Level Financial Advisors, Inc.
|
BUY
|
- |
8+ 0.8% |
$515 - $560
|
1K
$88.9K
|
|
|
Jul 13, 2023
Q2 2023
|
Tuttle Capital Management, LLC
|
SELL
|
- |
-339- 8.33% |
$21.8K - $23.7K
|
3.73K
$331K
|
|
|
Jul 12, 2023
Q2 2023
|
Beacon Capital Management, LLC
|
SELL
|
- |
-458- 96.02% |
$29.5K - $32K
|
19
$1.69K
|
|
| Q1 2023 | |||||||
|
Jun 14, 2024
Q1 2023
|
Quent Capital, LLC
|
BUY
|
- |
1KNew |
$63.7K - $72.1K
|
1K
$88.8K
|
|
|
Apr 26, 2024
Q1 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
26New |
$1.66K - $1.87K
|
26
$2.31K
|
|
|
May 24, 2023
Q1 2023
|
Old North State Trust, LLC
Greensboro, NC |
SELL
|
- |
-370- 91.13% |
$23.6K - $26.7K
|
36
$3.2K
|
|
|
May 18, 2023
Q1 2023
|
Hnp Capital LLC
|
BUY
|
- |
4K+ 3.8% |
$255K - $289K
|
109K
$9.71M
|
|
|
May 15, 2023
Q1 2023
|
Fullerton Fund Management CO Ltd.
Singapore, U0 |
BUY
|
- |
43.5KNew |
$2.77M - $3.14M
|
43.5K
$3.86M
|
|
|
May 15, 2023
Q1 2023
|
Ascendant Capital Management, LLC
Los Angeles, CA |
BUY
|
- |
22KNew |
$1.4M - $1.59M
|
22K
$1.95M
|
|
|
May 15, 2023
Q1 2023
|
Harris Associates L P
Chicago, IL |
BUY
|
- |
2.25KNew |
$143K - $162K
|
2.25K
$200K
|
|
|
May 15, 2023
Q1 2023
|
Nuveen Asset Management, LLC
Chicago, IL |
BUY
|
PUT |
25KNew |
$1.59M - $1.8M
|
25K
$2.22M
|
|
|
May 15, 2023
Q1 2023
|
Private Capital Management, LLC
Naples, FL |
BUY
|
PUT |
73.5KNew |
$4.68M - $5.3M
|
73.5K
$6.52M
|
|
|
May 15, 2023
Q1 2023
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-10.5K- 70.55% |
$669K - $757K
|
4.38K
$389K
|
|
|
May 12, 2023
Q1 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-76- 2.41% |
$4.84K - $5.48K
|
3.08K
$274K
|
|
|
May 12, 2023
Q1 2023
|
Trustees Of Dartmouth College
Hanover, NH |
SELL
|
- |
-196Closed |
$12.5K - $14.1K
|
0
$0
|
|
|
May 11, 2023
Q1 2023
|
Executive Wealth Management, LLC
|
BUY
|
- |
4.6KNew |
$293K - $332K
|
4.6K
$409K
|
|
|
May 10, 2023
Q1 2023
|
Powell Investment Advisors, LLC
|
SELL
|
- |
-24- 0.23% |
$1.53K - $1.73K
|
10.2K
$907K
|
|
|
May 10, 2023
Q1 2023
|
Hamilton Point Investment Advisors, LLC
|
BUY
|
- |
1.43KNew |
$90.8K - $103K
|
1.43K
$126K
|
|
|
May 10, 2023
Q1 2023
|
Ergoteles LLC
New York, NY |
BUY
|
- |
6.91K+ 18.9% |
$440K - $498K
|
43.5K
$3.86M
|
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-1.5K- 48.99% |
$95.6K - $108K
|
1.56K
$139K
|
|
|
May 10, 2023
Q1 2023
|
Alpha Financial Partners, LLC
Lexington, KY |
SELL
|
- |
-2.22K- 16.03% |
$141K - $160K
|
11.6K
$1.03M
|
|
|
May 09, 2023
Q1 2023
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
22New |
$1.4K - $1.59K
|
22
$1.95K
|
|
|
May 09, 2023
Q1 2023
|
Sawgrass Asset Management LLC
|
SELL
|
- |
-107- 2.58% |
$6.82K - $7.71K
|
4.03K
$358K
|
|
|
May 09, 2023
Q1 2023
|
Hilltop Partners LLC
Mishawaka, IN |
SELL
|
- |
-134K- 95.37% |
$8.51M - $9.63M
|
6.49K
$576K
|
|
|
May 08, 2023
Q1 2023
|
Horizon Investment Services, LLC
Hammond, IN |
SELL
|
- |
-1.52K- 6.59% |
$96.6K - $109K
|
21.5K
$1.91M
|
|
|
May 04, 2023
Q1 2023
|
Ellevest, Inc.
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 04, 2023
Q1 2023
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
SELL
|
- |
-350- 22.46% |
$22.3K - $25.2K
|
1.21K
$107K
|
|
|
May 03, 2023
Q1 2023
|
Le Jeune Puetz Investment Counsel LLC
|
SELL
|
- |
-300- 4.41% |
$19.1K - $21.6K
|
6.5K
$577K
|
|