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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2022
Q4 2021
|
Caxton Associates LP
New York, NY |
BUY
|
PUT |
100New |
$6.39K - $7.16K
|
100
$8.88K
|
|
|
Feb 14, 2022
Q4 2021
|
Ipg Investment Advisors LLC
San Diego, CA |
SELL
|
- |
-7.77KClosed |
$496K - $556K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Bivin & Associates, Inc.
Ponca City, OK |
BUY
|
- |
519New |
$33.2K - $37.2K
|
519
$46.1K
|
|
|
Feb 14, 2022
Q4 2021
|
Sprott Inc.
Toronto, A6 |
SELL
|
- |
-9KClosed |
$575K - $644K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
PUT |
5.4K+ 0.82% |
$345K - $387K
|
662K
$58.7M
|
|
|
Feb 11, 2022
Q4 2021
|
Essex Financial Services, Inc.
|
BUY
|
- |
3KNew |
$192K - $215K
|
3K
$266K
|
|
|
Feb 11, 2022
Q4 2021
|
Firestone Capital Management
|
SELL
|
- |
-385Closed |
$24.6K - $27.6K
|
0
$0
|
|
|
Feb 10, 2022
Q4 2021
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
SELL
|
- |
-227Closed |
$14.5K - $16.2K
|
0
$0
|
|
|
Feb 10, 2022
Q4 2021
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-1.3K- 29.75% |
$83K - $93.1K
|
3.07K
$272K
|
|
|
Feb 10, 2022
Q4 2021
|
Lockheed Martin Investment Management CO
Bethesda, MD |
SELL
|
- |
-1.9M- 92.24% |
$121M - $136M
|
160K
$14.2M
|
|
|
Feb 09, 2022
Q4 2021
|
Orion Portfolio Solutions, LLC
|
BUY
|
PUT |
300New |
$19.2K - $21.5K
|
300
$26.6K
|
|
|
Feb 08, 2022
Q4 2021
|
Imc Chicago, LLC
|
SELL
|
PUT |
-297KClosed |
$19M - $21.3M
|
0
$0
|
|
|
Feb 03, 2022
Q4 2021
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
SELL
|
- |
-15.8KClosed |
$1.01M - $1.13M
|
0
$0
|
|
|
Feb 02, 2022
Q4 2021
|
Tectonic Advisors LLC
Plano, TX |
SELL
|
- |
-150Closed |
$9.58K - $10.7K
|
0
$0
|
|
|
Feb 01, 2022
Q4 2021
|
Bell Bank
|
SELL
|
- |
-296KClosed |
$18.9M - $21.2M
|
0
$0
|
|
|
Feb 01, 2022
Q4 2021
|
Round Table Services, LLC
|
SELL
|
- |
-3.3KClosed |
$211K - $236K
|
0
$0
|
|
|
Feb 01, 2022
Q4 2021
|
Insight 2811, Inc.
Chicago, IL |
SELL
|
- |
-6.3KClosed |
$402K - $451K
|
0
$0
|
|
|
Jan 31, 2022
Q4 2021
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-12KClosed |
$769K - $862K
|
0
$0
|
|
|
Jan 31, 2022
Q4 2021
|
Allen Capital Group, LLC
|
BUY
|
- |
1.03KNew |
$65.6K - $73.5K
|
1.03K
$91.2K
|
|
|
Jan 28, 2022
Q4 2021
|
Guidance Point Advisors, LLC
|
SELL
|
- |
-413Closed |
$26.4K - $29.6K
|
0
$0
|
|
|
Jan 28, 2022
Q4 2021
|
Ironwood Financial, LLC
|
SELL
|
- |
-299Closed |
$19.1K - $21.4K
|
0
$0
|
|
|
Jan 26, 2022
Q4 2021
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
23New |
$1.47K - $1.65K
|
23
$2.04K
|
|
|
Jan 20, 2022
Q4 2021
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-202- 40.16% |
$12.9K - $14.5K
|
301
$26.7K
|
|
|
Jan 11, 2022
Q4 2021
|
Paladin Advisory Group, LLC
|
BUY
|
CALL |
1.69KNew |
$108K - $121K
|
1.69K
$150K
|
|
| Q3 2021 | |||||||
|
Nov 16, 2021
Q3 2021
|
Parisi Gray Wealth Management
|
SELL
|
- |
-330Closed |
$21K - $23.1K
|
0
$0
|
|
|
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
$1.33M
|
|
|
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
|
Laurel Wealth Planning LLC
Edina, MN |
BUY
|
- |
175New |
$11.1K - $12.3K
|
175
$15.5K
|
|
|
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
|
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
$1.91M
|
|
|
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
$1.07K
|
|
|
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
$35.5K
|
|
|
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
$513K
|
|
|
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
|
|