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 |
|---|---|---|---|---|---|---|---|
|
Aug 04, 2022
Q2 2022
|
Tru Independence LLC
|
SELL
|
- |
-3.29KClosed |
$213K - $253K
|
0
$0
|
|
|
Aug 03, 2022
Q2 2022
|
Gould Capital, LLC
|
BUY
|
- |
16New |
$1.04K - $1.23K
|
16
$1.25K
|
|
|
Aug 03, 2022
Q2 2022
|
Advanced Research Investment Solutions, LLC
|
SELL
|
- |
-476Closed |
$30.9K - $36.6K
|
0
$0
|
|
|
Aug 03, 2022
Q2 2022
|
Mcmillion Capital Management Inc
|
BUY
|
- |
35New |
$2.27K - $2.69K
|
35
$2.73K
|
|
|
Aug 02, 2022
Q2 2022
|
Mechanics Financial Corp
|
SELL
|
- |
-114- 80.85% |
$7.4K - $8.77K
|
27
$2.11K
|
|
|
Aug 02, 2022
Q2 2022
|
Q3 Asset Management
|
BUY
|
- |
102KNew |
$6.6M - $7.83M
|
102K
$7.94M
|
|
|
Aug 01, 2022
Q2 2022
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-2.74KClosed |
$178K - $211K
|
0
$0
|
|
|
Aug 01, 2022
Q2 2022
|
Investors Asset Management Of Georgia Inc
|
BUY
|
- |
100New |
$6.49K - $7.7K
|
100
$7.8K
|
|
|
Aug 01, 2022
Q2 2022
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
1.15KNew |
$74.8K - $88.7K
|
1.15K
$89.9K
|
|
|
Aug 01, 2022
Q2 2022
|
Tilia Fiduciary Partners, Inc.
|
SELL
|
- |
-18Closed |
$1.17K - $1.39K
|
0
$0
|
|
|
Jul 28, 2022
Q2 2022
|
Gryphon Financial Partners LLC
|
BUY
|
- |
784New |
$50.9K - $60.3K
|
784
$61.1K
|
|
|
Jul 28, 2022
Q2 2022
|
Jb Capital LLC
|
SELL
|
- |
-3.92KClosed |
$254K - $302K
|
0
$0
|
|
|
Jul 28, 2022
Q2 2022
|
Matisse Capital
|
SELL
|
- |
-6.73KClosed |
$437K - $518K
|
0
$0
|
|
|
Jul 28, 2022
Q2 2022
|
Schnieders Capital Management LLC
|
SELL
|
- |
-2.99KClosed |
$194K - $230K
|
0
$0
|
|
|
Jul 27, 2022
Q2 2022
|
Allen Capital Group, LLC
|
SELL
|
PUT |
-10.8KClosed |
$701K - $831K
|
0
$0
|
|
|
Jul 27, 2022
Q2 2022
|
Bellecapital International Ltd.
|
SELL
|
- |
-2.7KClosed |
$175K - $208K
|
0
$0
|
|
|
Jul 27, 2022
Q2 2022
|
Marion Wealth Management
|
SELL
|
- |
-6.6KClosed |
$428K - $508K
|
0
$0
|
|
|
Jul 27, 2022
Q2 2022
|
West Wealth Group, LLC
|
BUY
|
- |
3.49KNew |
$227K - $269K
|
3.49K
$272K
|
|
|
Jul 25, 2022
Q2 2022
|
Geneva Partners, LLC
|
SELL
|
- |
-4.95KClosed |
$321K - $381K
|
0
$0
|
|
|
Jul 25, 2022
Q2 2022
|
Wbi Investments, Inc.
|
SELL
|
- |
-11.8KClosed |
$763K - $906K
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Dixon Hubard Feinour & Brown Inc
|
SELL
|
- |
-2.54K- 1.5% |
$165K - $196K
|
167K
$13.1M
|
|
|
Jul 22, 2022
Q2 2022
|
Gemmer Asset Management LLC
|
SELL
|
- |
-926Closed |
$60.1K - $71.3K
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Loveless Wealth Management LLC
|
BUY
|
- |
2.12K+ 3.61% |
$138K - $163K
|
60.8K
$4.74M
|
|
|
Jul 22, 2022
Q2 2022
|
Thompson Siegel & Walmsley LLC
|
SELL
|
- |
-1.25KClosed |
$81.1K - $96.2K
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Urban Wealth Management, LLC
|
BUY
|
- |
1.24KNew |
$80.4K - $95.4K
|
1.24K
$96.6K
|
|
|
Jul 20, 2022
Q2 2022
|
Center For Asset Management LLC
|
BUY
|
- |
4.14KNew |
$268K - $318K
|
4.14K
$322K
|
|
|
Jul 20, 2022
Q2 2022
|
Dorsey Wright & Associates
|
BUY
|
- |
41.6KNew |
$2.7M - $3.2M
|
41.6K
$3.24M
|
|
|
Jul 19, 2022
Q2 2022
|
Heritage Financial Services, LLC
|
BUY
|
- |
64New |
$4.15K - $4.93K
|
64
$4.99K
|
|
|
Jul 19, 2022
Q2 2022
|
Icon Wealth Partners, LLC
|
SELL
|
- |
-3.16K- 49.8% |
$205K - $243K
|
3.19K
$249K
|
|
|
Jul 19, 2022
Q2 2022
|
Lake Point Wealth Management
|
BUY
|
- |
26+ 22.61% |
$1.69K - $2K
|
141
$11K
|
|
|
Jul 19, 2022
Q2 2022
|
Lehman & Derafelo Financial Resources LLC
|
BUY
|
- |
1.39KNew |
$90.2K - $107K
|
1.39K
$108K
|
|
|
Jul 18, 2022
Q2 2022
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
5.03KNew |
$326K - $387K
|
5.03K
$392K
|
|
|
Jul 18, 2022
Q2 2022
|
Collective Family Office LLC
|
SELL
|
- |
-742- 6.4% |
$48.1K - $57.1K
|
10.8K
$846K
|
|
|
Jul 18, 2022
Q2 2022
|
Claybrook Capital, LLC
|
SELL
|
- |
-19.8K- 86.84% |
$1.28M - $1.52M
|
3K
$234K
|
|
|
Jul 18, 2022
Q2 2022
|
Strategic Capital Advisers, Inc.
|
BUY
|
- |
5.01K+ 13.3% |
$325K - $386K
|
42.7K
$3.33M
|
|
|
Jul 18, 2022
Q2 2022
|
Symphony Financial, Ltd. Co.
|
SELL
|
- |
-2.88KClosed |
$187K - $222K
|
0
$0
|
|
|
Jul 15, 2022
Q2 2022
|
Cordasco Financial Network
|
SELL
|
- |
-300- 34.68% |
$19.5K - $23.1K
|
565
$44.1K
|
|
|
Jul 15, 2022
Q2 2022
|
Herold Advisors, Inc.
|
SELL
|
- |
-1.45KClosed |
$94.1K - $112K
|
0
$0
|
|
|
Jul 15, 2022
Q2 2022
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
4.01KNew |
$260K - $309K
|
4.01K
$313K
|
|
|
Jul 13, 2022
Q2 2022
|
Acg Wealth
|
BUY
|
- |
2.4KNew |
$156K - $185K
|
2.4K
$187K
|
|
|
Jul 13, 2022
Q2 2022
|
Hamilton Wealth, LLC
|
SELL
|
- |
-3.73K- 16.2% |
$242K - $287K
|
19.3K
$1.5M
|
|
|
Jul 13, 2022
Q2 2022
|
Murphy Capital Management Inc
|
BUY
|
- |
420+ 0.53% |
$27.2K - $32.3K
|
79K
$6.16M
|
|
|
Jul 13, 2022
Q2 2022
|
Sfg Wealth Management, Llc.
|
SELL
|
- |
-10.5KClosed |
$679K - $805K
|
0
$0
|
|
|
Jul 12, 2022
Q2 2022
|
Dock Street Asset Management Inc
|
BUY
|
- |
976+ 3.54% |
$63.3K - $75.1K
|
28.5K
$2.23M
|
|
| Q1 2022 | |||||||
|
Aug 18, 2023
Q1 2022
|
Northeast Financial Group, Inc.
Tannersville, PA |
SELL
|
- |
-25.7KClosed |
$1.67M - $1.92M
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Hite Hedge Asset Management LLC
Quincy, MA |
SELL
|
- |
-8.8KClosed |
$572K - $656K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Bardin Hill Management Partners LP
New York, NY |
SELL
|
PUT |
-3.81KClosed |
$248K - $284K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Cinctive Capital Management LP
New York, NY |
SELL
|
- |
-46KClosed |
$2.99M - $3.43M
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Atom Investors LP
Austin, TX |
SELL
|
PUT |
-44.3KClosed |
$2.88M - $3.3M
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Fayez Sarofim & CO
Houston, TX |
SELL
|
- |
-2.89KClosed |
$188K - $216K
|
0
$0
|
|