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 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
27.7K+ 18.9% |
$1.87M - $2.24M
|
174K
$13.2M
|
|
|
Nov 13, 2024
Q3 2024
|
Csenge Advisory Group
|
BUY
|
- |
2.88K+ 3.35% |
$195K - $233K
|
89K
$6.72M
|
|
|
Nov 13, 2024
Q3 2024
|
Treynor Bancshares, Inc.
|
SELL
|
- |
-3.54K- 22.78% |
$240K - $286K
|
12K
$907K
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Nova Scotia
|
BUY
|
- |
110K+ 504.55% |
$7.44M - $8.89M
|
132K
$9.96M
|
|
|
Nov 13, 2024
Q3 2024
|
Thrive Capital Management, LLC
Fort Washington, PA |
SELL
|
- |
-3.06K- 22.02% |
$207K - $247K
|
10.8K
$820K
|
|
|
Nov 13, 2024
Q3 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
167K+ 2201.32% |
$11.3M - $13.5M
|
175K
$13.2M
|
|
|
Nov 13, 2024
Q3 2024
|
Hudson Bay Capital Management LP
Greenwich, CT |
SELL
|
- |
-55K- 23.31% |
$3.72M - $4.44M
|
181K
$13.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Hudson Bay Capital Management LP
Greenwich, CT |
BUY
|
PUT |
325KNew |
$22M - $26.3M
|
325K
$24.6M
|
|
|
Nov 13, 2024
Q3 2024
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
10+ 0.55% |
$677 - $808
|
1.83K
$138K
|
|
|
Nov 13, 2024
Q3 2024
|
Nwi Management LP
New York, NY |
BUY
|
PUT |
9.8KNew |
$663K - $792K
|
9.8K
$741K
|
|
|
Nov 13, 2024
Q3 2024
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
3.26KNew |
$221K - $264K
|
3.26K
$247K
|
|
|
Nov 13, 2024
Q3 2024
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
174+ 99.43% |
$11.8K - $14.1K
|
349
$26.4K
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-42.8K- 1.59% |
$2.89M - $3.45M
|
2.64M
$200M
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
PUT |
-233K- 70.0% |
$15.8M - $18.8M
|
100K
$7.56M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
535+ 1.17% |
$36.2K - $43.2K
|
46.2K
$3.49M
|
|
|
Nov 13, 2024
Q3 2024
|
Allred Capital Management, LLC
Dallas, TX |
BUY
|
- |
18+ 0.2% |
$1.22K - $1.45K
|
8.96K
$677K
|
|
|
Nov 13, 2024
Q3 2024
|
Full Sail Capital, LLC
Oklahoma City, OK |
SELL
|
- |
-829- 0.55% |
$56.1K - $67K
|
149K
$11.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
251K+ 32.48% |
$17M - $20.3M
|
1.02M
$77.4M
|
|
|
Nov 13, 2024
Q3 2024
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-113- 0.04% |
$7.65K - $9.13K
|
278K
$21M
|
|
|
Nov 13, 2024
Q3 2024
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-200- 0.74% |
$13.5K - $16.2K
|
26.8K
$2.03M
|
|
|
Nov 13, 2024
Q3 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
1.09K+ 6.76% |
$73.6K - $87.8K
|
17.2K
$1.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Myda Advisors LLC
Inwood, NY |
SELL
|
- |
-63K- 35.39% |
$4.26M - $5.09M
|
115K
$8.69M
|
|
|
Nov 13, 2024
Q3 2024
|
Stamos Capital Partners, L.P.
Menlo Park, CA |
SELL
|
- |
-4.31K- 25.09% |
$292K - $348K
|
12.9K
$973K
|
|
|
Nov 13, 2024
Q3 2024
|
Whalerock Point Partners, LLC
Providence, RI |
BUY
|
- |
2.65KNew |
$179K - $214K
|
2.65K
$200K
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
68K+ 18.09% |
$4.6M - $5.5M
|
444K
$33.6M
|
|
|
Nov 13, 2024
Q3 2024
|
All Terrain Financial Advisors, LLC
Coon Rapids, MN |
SELL
|
- |
-463- 9.44% |
$31.3K - $37.4K
|
4.44K
$336K
|
|
|
Nov 13, 2024
Q3 2024
|
Zuckerman Investment Group, LLC
Chicago, IL |
BUY
|
- |
771+ 4.08% |
$52.2K - $62.3K
|
19.7K
$1.49M
|
|
|
Nov 13, 2024
Q3 2024
|
Financial & Tax Architects, LLC
St Louis, MO |
SELL
|
- |
-908- 8.61% |
$61.4K - $73.3K
|
9.64K
$728K
|
|
|
Nov 13, 2024
Q3 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
213New |
$14.4K - $17.2K
|
213
$16.1K
|
|
|
Nov 13, 2024
Q3 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
840+ 20.65% |
$56.8K - $67.9K
|
4.91K
$371K
|
|
|
Nov 13, 2024
Q3 2024
|
American Alpha Advisors, LLC
New York, NY |
BUY
|
- |
5.37KNew |
$363K - $433K
|
5.37K
$405K
|
|
|
Nov 13, 2024
Q3 2024
|
Shum Financial Group, Inc.
Alameda, CA |
BUY
|
- |
15.6KNew |
$1.05M - $1.26M
|
15.6K
$1.18M
|
|
|
Nov 13, 2024
Q3 2024
|
Washington Growth Strategies LLC
Washington, DC |
BUY
|
- |
1.71KNew |
$116K - $138K
|
1.71K
$130K
|
|
|
Nov 13, 2024
Q3 2024
|
Wealth Trust Axiom LLC
|
SELL
|
- |
-99- 1.32% |
$6.7K - $8K
|
7.38K
$558K
|
|
|
Nov 13, 2024
Q3 2024
|
Wfa Of San Diego, LLC
|
BUY
|
- |
814+ 35.47% |
$55.1K - $65.8K
|
3.11K
$235K
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-14.7K- 19.54% |
$994K - $1.19M
|
60.5K
$4.57M
|
|
|
Nov 13, 2024
Q3 2024
|
Brown Advisory Inc
|
SELL
|
- |
-3.73K- 24.37% |
$253K - $302K
|
11.6K
$876K
|
|
|
Nov 13, 2024
Q3 2024
|
Townsquare Capital LLC
|
BUY
|
- |
3KNew |
$203K - $243K
|
3K
$227K
|
|
|
Nov 13, 2024
Q3 2024
|
Swan Global Investments, LLC
Durango, CO |
SELL
|
- |
-17.8K- 10.04% |
$1.2M - $1.44M
|
159K
$12M
|
|
|
Nov 13, 2024
Q3 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-1.15K- 4.24% |
$77.5K - $92.6K
|
25.9K
$1.96M
|
|
|
Nov 13, 2024
Q3 2024
|
Worth Pointe, LLC
La Jolla, CA |
BUY
|
- |
17.3KNew |
$1.17M - $1.4M
|
17.3K
$1.31M
|
|
|
Nov 13, 2024
Q3 2024
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
BUY
|
- |
200K+ 6.4% |
$13.5M - $16.2M
|
3.32M
$251M
|
|
|
Nov 13, 2024
Q3 2024
|
Ally Invest Advisors Inc.
Charlotte, NC |
SELL
|
- |
-293- 9.15% |
$19.8K - $23.7K
|
2.91K
$220K
|
|
|
Nov 13, 2024
Q3 2024
|
Natixis
Paris, I0 |
SELL
|
- |
-814K- 47.49% |
$55.1M - $65.8M
|
900K
$68M
|
|
|
Nov 13, 2024
Q3 2024
|
River Glades Family Offices LLC
Naples, FL |
BUY
|
- |
3.08KNew |
$208K - $249K
|
3.08K
$233K
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
101K+ 13.08% |
$6.84M - $8.17M
|
874K
$66M
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-16.5K- 82.13% |
$1.11M - $1.33M
|
3.58K
$271K
|
|
|
Nov 13, 2024
Q3 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
6.75K+ 56.31% |
$457K - $545K
|
18.7K
$1.42M
|
|
|
Nov 13, 2024
Q3 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
865+ 2.48% |
$58.5K - $69.9K
|
35.7K
$2.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-50K- 16.39% |
$3.38M - $4.04M
|
255K
$19.3M
|