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 |
---|---|---|---|---|---|---|---|
Jan 26, 2022
Q4 2021
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
23New |
$1.47K - $1.65K
|
23
$1.74K
|
|
Jan 20, 2022
Q4 2021
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-202- 40.16% |
$12.9K - $14.5K
|
301
$22.7K
|
|
Jan 11, 2022
Q4 2021
|
Paladin Advisory Group, LLC
|
BUY
|
CALL |
1.69KNew |
$108K - $121K
|
1.69K
$128K
|
|
Q3 2021 | |||||||
Nov 16, 2021
Q3 2021
|
Parisi Gray Wealth Management
|
SELL
|
- |
-330Closed |
$21K - $23.1K
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Bailard, Inc.
|
SELL
|
- |
-270- 7.61% |
$17.2K - $18.9K
|
3.28K
$248K
|
|
Nov 15, 2021
Q3 2021
|
Harvest Volatility Management LLC
|
SELL
|
- |
-224KClosed |
$14.2M - $15.7M
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
J. Goldman & CO LP
New York, NY |
BUY
|
CALL |
15KNew |
$953K - $1.05M
|
15K
$1.13M
|
|
Nov 15, 2021
Q3 2021
|
Mkp Capital Management, L.L.C.
New York, NY |
SELL
|
- |
-460KClosed |
$29.2M - $32.2M
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Steadfast Capital Management LP
New York, NY |
SELL
|
- |
-800KClosed |
$50.8M - $56.1M
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Financial Insights, Inc.
|
SELL
|
- |
-572Closed |
$36.4K - $40.1K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Tiedemann Advisors, LLC
|
SELL
|
- |
-25.5KClosed |
$1.62M - $1.79M
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Public Sector Pension Investment Board
Montreal, A8 |
SELL
|
- |
-7.93KClosed |
$504K - $556K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-11.4KClosed |
$727K - $802K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Laurel Wealth Planning LLC
Edina, MN |
BUY
|
- |
175New |
$11.1K - $12.3K
|
175
$13.2K
|
|
Nov 12, 2021
Q3 2021
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-90Closed |
$5.72K - $6.31K
|
0
$0
|
|
Nov 09, 2021
Q3 2021
|
Evolution Wealth Advisors, LLC
|
SELL
|
- |
-1.31KClosed |
$83.1K - $91.6K
|
0
$0
|
|
Nov 09, 2021
Q3 2021
|
Providence Capital Advisors, LLC
Charlotte, NC |
SELL
|
- |
-100Closed |
$6.36K - $7.01K
|
0
$0
|
|
Nov 08, 2021
Q3 2021
|
Perennial Advisors, LLC
New York, NY |
SELL
|
- |
-466Closed |
$29.6K - $32.7K
|
0
$0
|
|
Nov 05, 2021
Q3 2021
|
Chilton Investment CO Inc.
Stamford, CT |
BUY
|
- |
21.5KNew |
$1.37M - $1.51M
|
21.5K
$1.62M
|
|
Nov 04, 2021
Q3 2021
|
Prw Wealth Management LLC
|
SELL
|
- |
-5.49KClosed |
$349K - $384K
|
0
$0
|
|
Nov 03, 2021
Q3 2021
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
12New |
$763 - $841
|
12
$907
|
|
Nov 03, 2021
Q3 2021
|
New World Advisors LLC
Hingham, MA |
SELL
|
- |
-12.5KClosed |
$793K - $875K
|
0
$0
|
|
Nov 01, 2021
Q3 2021
|
Ae Wealth Management LLC
|
SELL
|
PUT |
-1.3K- 76.47% |
$82.6K - $91.1K
|
400
$30.2K
|
|
Oct 26, 2021
Q3 2021
|
Arcus Capital Partners, LLC
|
SELL
|
- |
-17KClosed |
$1.08M - $1.19M
|
0
$0
|
|
Oct 19, 2021
Q3 2021
|
Segment Wealth Management, LLC
|
SELL
|
- |
-4.21KClosed |
$268K - $295K
|
0
$0
|
|
Oct 19, 2021
Q3 2021
|
Ballew Advisors, Inc
|
SELL
|
- |
-6.82KClosed |
$434K - $478K
|
0
$0
|
|
Oct 18, 2021
Q3 2021
|
Altus Wealth Management, LLC
|
SELL
|
- |
-70.6KClosed |
$4.49M - $4.95M
|
0
$0
|
|
Oct 15, 2021
Q3 2021
|
Bard Financial Services, Inc.
|
SELL
|
- |
-2.5K- 30.18% |
$159K - $175K
|
5.79K
$437K
|
|
Oct 07, 2021
Q3 2021
|
New Capital Management LP
|
SELL
|
- |
-530Closed |
$33.7K - $37.1K
|
0
$0
|
|
Oct 07, 2021
Q3 2021
|
Corsicana & Co.
|
SELL
|
- |
-300Closed |
$19.1K - $21K
|
0
$0
|
|
Q2 2021 | |||||||
Aug 17, 2021
Q2 2021
|
Cape Ann Savings Bank
Gloucester, MA |
SELL
|
- |
-5.42KClosed |
$343K - $367K
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
Manatuck Hill Partners, LLC
Westport, CT |
SELL
|
- |
-100KClosed |
$6.32M - $6.77M
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
Ikarian Capital, LLC
Dallas, TX |
SELL
|
CALL |
-200KClosed |
$12.6M - $13.5M
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-22.3KClosed |
$1.41M - $1.51M
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
Beaconlight Capital, LLC
New York, NY |
SELL
|
PUT |
-494Closed |
$31.2K - $33.5K
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-635Closed |
$40.2K - $43K
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
PUT |
28.6KNew |
$1.81M - $1.94M
|
28.6K
$2.16M
|
|
Aug 16, 2021
Q2 2021
|
Athanor Capital, LP
New York, NY |
SELL
|
- |
-333KClosed |
$21M - $22.5M
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
Deep Currents Investment Group LLC
New York, NY |
SELL
|
PUT |
-200KClosed |
$12.6M - $13.5M
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
Sandbox Financial Partners, LLC
Bethesda, MD |
SELL
|
- |
-3.48KClosed |
$220K - $236K
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
Bickling Financial Services, Inc.
Lexington, MA |
SELL
|
- |
-20.2KClosed |
$1.28M - $1.37M
|
0
$0
|
|
Aug 13, 2021
Q2 2021
|
Ontario Teachers Pension Plan Board
Toronto, A6 |
SELL
|
- |
-1.47MClosed |
$93.1M - $99.7M
|
0
$0
|
|
Aug 13, 2021
Q2 2021
|
Ubs Oconnor LLC
Chicago, IL |
BUY
|
CALL |
1MNew |
$63.2M - $67.7M
|
1M
$75.6M
|
|
Aug 12, 2021
Q2 2021
|
Fieldpoint Private Securities, LLC
|
SELL
|
- |
-110- 5.21% |
$6.96K - $7.45K
|
2K
$151K
|
|
Aug 11, 2021
Q2 2021
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-2.67KClosed |
$169K - $180K
|
0
$0
|
|
Aug 11, 2021
Q2 2021
|
Black Rock Inc.
New York, NY |
BUY
|
CALL |
200KNew |
$12.6M - $13.5M
|
200K
$15.1M
|
|
Aug 10, 2021
Q2 2021
|
Jtc Employer Solutions Trustee LTD
|
BUY
|
- |
1.2KNew |
$75.9K - $81.3K
|
1.2K
$90.7K
|
|
Aug 10, 2021
Q2 2021
|
Dynamic Advisor Solutions LLC
|
SELL
|
PUT |
-3K- 60.0% |
$190K - $203K
|
2K
$151K
|
|
Aug 10, 2021
Q2 2021
|
Alpha Dna Investment Management LLC
Columbia, MD |
SELL
|
- |
-3.83KClosed |
$242K - $259K
|
0
$0
|
|
Aug 09, 2021
Q2 2021
|
Swarthmore Group Inc
|
SELL
|
- |
-50.1KClosed |
$3.17M - $3.4M
|
0
$0
|