Latest Institutional Purchases of Utilities Sector Spdr (XLU)
This list provides information on the latest institutional transactions involving Utilities Sector Spdr (XLU) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 21, 2025
Q4 2024
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
521K+ 178.82% |
$39M - $43.2M
|
812K
$63.6M
|
|
|
Jan 17, 2025
Q4 2024
|
Fiduciary Family Office, LLC
Boca Raton, FL |
BUY
|
- |
320KNew |
$23.9M - $26.5M
|
320K
$25M
|
|
|
Jan 13, 2025
Q4 2024
|
Wela Strategies, Inc.
|
BUY
|
- |
118KNew |
$8.87M - $9.82M
|
118K
$9.27M
|
|
|
Jan 22, 2025
Q4 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
91.1K+ 1089.41% |
$6.83M - $7.56M
|
99.5K
$7.79M
|
|
|
Jan 17, 2025
Q4 2024
|
Madison Park Capital Advisors, LLC
Seattle, WA |
BUY
|
- |
73KNew |
$5.47M - $6.06M
|
73K
$5.72M
|
|
|
Jan 07, 2025
Q4 2024
|
Innova Wealth Partners
|
BUY
|
- |
68.9KNew |
$5.16M - $5.72M
|
68.9K
$5.4M
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
62.8KNew |
$4.7M - $5.2M
|
62.8K
$4.92M
|
|
|
Jan 22, 2025
Q4 2024
|
Verde Servicos Internacionais S.A.
Sao Paulo, D5 |
BUY
|
- |
47KNew |
$3.52M - $3.9M
|
47K
$3.68M
|
|
|
Jan 13, 2025
Q4 2024
|
Fny Investment Advisers, LLC
|
BUY
|
- |
39.5K+ 2641.64% |
$2.96M - $3.28M
|
41K
$3.21M
|
|
|
Jan 06, 2025
Q4 2024
|
Silverleafe Capital Partners, LLC
Memphis, TN |
BUY
|
- |
35.5K+ 99.56% |
$2.66M - $2.95M
|
71.2K
$5.58M
|
|
|
Jan 13, 2025
Q4 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
35.4K+ 124.24% |
$2.65M - $2.93M
|
63.8K
$5M
|
|
|
Jan 14, 2025
Q4 2024
|
Retireful, LLC
|
BUY
|
- |
34.8KNew |
$2.61M - $2.89M
|
34.8K
$2.72M
|
|
|
Jan 23, 2025
Q4 2024
|
Clarity Financial LLC
|
BUY
|
- |
29.3K+ 23.71% |
$2.19M - $2.43M
|
153K
$12M
|
|
|
Jan 15, 2025
Q4 2024
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
27.2K+ 3.91% |
$2.04M - $2.25M
|
722K
$56.5M
|
|
|
Jan 23, 2025
Q4 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
25.6K+ 21.51% |
$1.92M - $2.12M
|
144K
$11.3M
|
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
25.5KNew |
$1.91M - $2.11M
|
25.5K
$2M
|
|
|
Jan 21, 2025
Q4 2024
|
Consolidated Investment Group LLC
|
BUY
|
- |
25KNew |
$1.87M - $2.07M
|
25K
$1.96M
|
|
|
Jan 21, 2025
Q4 2024
|
Encompass More Asset Management
Danville, CA |
BUY
|
- |
22.6K+ 390.25% |
$1.69M - $1.88M
|
28.4K
$2.23M
|
|
|
Jan 13, 2025
Q4 2024
|
Northstar Advisory Group, LLC
|
BUY
|
- |
21.8K+ 48.43% |
$1.63M - $1.81M
|
66.8K
$5.23M
|
|
|
Jan 23, 2025
Q4 2024
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
20.9KNew |
$1.57M - $1.74M
|
20.9K
$1.64M
|
|
|
Jan 16, 2025
Q4 2024
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
19.6K+ 178.44% |
$1.46M - $1.62M
|
30.5K
$2.39M
|
|
|
Jan 13, 2025
Q4 2024
|
Floyd Financial Group LLC
Springfield, MO |
BUY
|
- |
19.2KNew |
$1.43M - $1.59M
|
19.2K
$1.5M
|
|
|
Jan 10, 2025
Q4 2024
|
Graypoint LLC
|
BUY
|
- |
18.7K+ 24.1% |
$1.4M - $1.55M
|
96.2K
$7.53M
|
|
|
Jan 17, 2025
Q4 2024
|
Financial Partners Group, LLC
Gallatin, TN |
BUY
|
- |
18K+ 77.71% |
$1.35M - $1.49M
|
41.1K
$3.22M
|
|
|
Jan 14, 2025
Q4 2024
|
Churchill Management Corp
|
BUY
|
- |
15.2K+ 1.58% |
$1.14M - $1.26M
|
979K
$76.7M
|
|
|
Jan 16, 2025
Q4 2024
|
Corundum Group, Inc.
|
BUY
|
- |
13K+ 58.16% |
$973K - $1.08M
|
35.3K
$2.77M
|
|
|
Jan 16, 2025
Q4 2024
|
Purus Wealth Management, LLC
|
BUY
|
- |
12.2KNew |
$913K - $1.01M
|
12.2K
$955K
|
|
|
Jan 13, 2025
Q4 2024
|
Imz Advisory Inc
Boca Raton, FL |
BUY
|
- |
11.5K+ 26.6% |
$865K - $958K
|
54.9K
$4.3M
|
|
|
Jan 13, 2025
Q4 2024
|
Grandview Asset Management LLC
|
BUY
|
- |
10.7K+ 223.55% |
$801K - $887K
|
15.5K
$1.21M
|
|
|
Jan 14, 2025
Q4 2024
|
St. Louis Financial Planners Asset Management, LLC
Chesterfield, MO |
BUY
|
- |
10.7KNew |
$800K - $886K
|
10.7K
$837K
|
|
|
Jan 22, 2025
Q4 2024
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
BUY
|
- |
9.2KNew |
$689K - $763K
|
9.2K
$720K
|
|
|
Jan 14, 2025
Q4 2024
|
Community Trust & Investment CO
|
BUY
|
- |
8.19K+ 2.82% |
$613K - $679K
|
299K
$23.4M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
6.91K+ 15.41% |
$517K - $573K
|
51.7K
$4.05M
|
|
|
Jan 21, 2025
Q4 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
6.9KNew |
$517K - $573K
|
6.9K
$541K
|
|
|
Jan 06, 2025
Q4 2024
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
6.71KNew |
$503K - $557K
|
6.71K
$526K
|
|
|
Jan 13, 2025
Q4 2024
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
6.42KNew |
$481K - $533K
|
6.42K
$503K
|
|
|
Jan 21, 2025
Q4 2024
|
Toth Financial Advisory Corp
|
BUY
|
- |
6.4K+ 10.14% |
$479K - $531K
|
69.5K
$5.44M
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
6K+ 46.17% |
$450K - $498K
|
19K
$1.49M
|
|
|
Jan 17, 2025
Q4 2024
|
Dakota Wealth Management
|
BUY
|
- |
5.82K+ 5.67% |
$436K - $482K
|
108K
$8.49M
|
|
|
Jan 23, 2025
Q4 2024
|
Calton & Associates, Inc.
|
BUY
|
- |
5.59KNew |
$418K - $463K
|
5.59K
$438K
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
5.4K+ 2.83% |
$404K - $447K
|
196K
$15.4M
|
|
|
Jan 17, 2025
Q4 2024
|
Spinnaker Investment Group, LLC
|
BUY
|
- |
4.93KNew |
$370K - $409K
|
4.93K
$386K
|
|
|
Jan 13, 2025
Q4 2024
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
4.92KNew |
$368K - $408K
|
4.92K
$385K
|
|
|
Jan 14, 2025
Q4 2024
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
4.88K+ 227.06% |
$365K - $404K
|
7.02K
$550K
|
|
|
Jan 17, 2025
Q4 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
4.11K+ 20.0% |
$307K - $341K
|
24.6K
$1.93M
|
|
|
Jan 21, 2025
Q4 2024
|
Park Edge Advisors, LLC
Cleveland, OH |
BUY
|
- |
4.05K+ 13.03% |
$303K - $336K
|
35.1K
$2.75M
|
|
|
Jan 14, 2025
Q4 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
4.04K+ 4.08% |
$302K - $335K
|
103K
$8.08M
|
|
|
Jan 21, 2025
Q4 2024
|
Cx Institutional
|
BUY
|
- |
3.77K+ 13.44% |
$283K - $313K
|
31.9K
$2.49M
|
|
|
Jan 22, 2025
Q4 2024
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
3.61K+ 44.18% |
$271K - $300K
|
11.8K
$924K
|
|
|
Jan 17, 2025
Q4 2024
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
3.49KNew |
$262K - $290K
|
3.49K
$274K
|