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 |
|---|---|---|---|---|---|---|---|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
522+ 1.17% |
$35.3K - $42.2K
|
45.1K
$3.45M
|
|
|
Oct 15, 2024
Q3 2024
|
Krilogy Financial LLC
|
BUY
|
- |
517+ 0.54% |
$35K - $41.8K
|
96.3K
$7.36M
|
|
|
Oct 10, 2024
Q3 2024
|
Cra Financial Services, LLC
|
BUY
|
- |
510+ 4.19% |
$34.5K - $41.2K
|
12.7K
$970K
|
|
|
Nov 12, 2024
Q3 2024
|
Silverleafe Capital Partners, LLC
Memphis, TN |
BUY
|
- |
507+ 1.44% |
$34.3K - $41K
|
35.7K
$2.73M
|
|
|
Oct 25, 2024
Q3 2024
|
Avitas Wealth Management LLC
|
BUY
|
- |
503+ 0.93% |
$34K - $40.6K
|
54.4K
$4.16M
|
|
|
Nov 06, 2024
Q3 2024
|
Ria Advisory Group LLC
Ames, IA |
BUY
|
- |
501+ 10.11% |
$33.9K - $40.5K
|
5.46K
$417K
|
|
|
Nov 13, 2024
Q3 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
500New |
$33.8K - $40.4K
|
500
$38.2K
|
|
|
Oct 21, 2024
Q3 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
PUT |
500New |
$33.8K - $40.4K
|
500
$38.2K
|
|
|
Oct 28, 2024
Q3 2024
|
Cordatus Wealth Management LLC
Newtown, PA |
BUY
|
- |
491+ 1.49% |
$33.2K - $39.7K
|
33.6K
$2.57M
|
|
|
Oct 30, 2024
Q3 2024
|
Madden Advisory Services, Inc.
|
BUY
|
- |
481+ 7.4% |
$32.5K - $38.9K
|
6.99K
$534K
|
|
|
Oct 09, 2024
Q3 2024
|
Independence Bank Of Kentucky
|
BUY
|
- |
476+ 23.84% |
$32.2K - $38.5K
|
2.47K
$189K
|
|
|
Oct 31, 2024
Q3 2024
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
BUY
|
- |
475+ 0.73% |
$32.1K - $38.4K
|
66K
$5.04M
|
|
|
Oct 11, 2024
Q3 2024
|
Wesbanco Bank Inc
|
BUY
|
- |
475+ 5.22% |
$32.1K - $38.4K
|
9.57K
$732K
|
|
|
Oct 30, 2024
Q3 2024
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
474+ 1.29% |
$32.1K - $38.3K
|
37.2K
$2.84M
|
|
|
Nov 13, 2024
Q3 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
473+ 8.44% |
$32K - $38.2K
|
6.08K
$465K
|
|
|
Oct 28, 2024
Q3 2024
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
473+ 1.76% |
$32K - $38.2K
|
27.4K
$2.09M
|
|
|
Oct 15, 2024
Q3 2024
|
Bbjs Financial Advisors, LLC
Seattle, WA |
BUY
|
- |
468+ 0.78% |
$31.7K - $37.8K
|
60.3K
$4.61M
|
|
|
Oct 16, 2024
Q3 2024
|
Ars Investment Partners, LLC
|
BUY
|
- |
467+ 10.61% |
$31.6K - $37.7K
|
4.87K
$372K
|
|
|
Oct 24, 2024
Q3 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
463New |
$31.3K - $37.4K
|
463
$35.4K
|
|
|
Oct 10, 2024
Q3 2024
|
Lion Street Advisors, LLC
|
BUY
|
- |
454+ 6.63% |
$30.7K - $36.7K
|
7.3K
$559K
|
|
|
Nov 08, 2024
Q3 2024
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
453New |
$30.7K - $36.6K
|
453
$34.6K
|
|
|
Oct 15, 2024
Q3 2024
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
444+ 5.1% |
$30K - $35.9K
|
9.15K
$700K
|
|
|
Nov 07, 2024
Q3 2024
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
432+ 2.13% |
$29.2K - $34.9K
|
20.7K
$1.58M
|
|
|
Nov 05, 2024
Q3 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
431+ 756.14% |
$29.2K - $34.8K
|
488
$37.3K
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
420+ 8.76% |
$28.4K - $33.9K
|
5.21K
$399K
|
|
|
Oct 08, 2024
Q3 2024
|
Marquette Asset Management, LLC
|
BUY
|
- |
405New |
$27.4K - $32.7K
|
405
$31K
|
|
|
Nov 08, 2024
Q3 2024
|
John G Ullman & Associates Inc
|
BUY
|
- |
390+ 5.76% |
$26.4K - $31.5K
|
7.16K
$547K
|
|
|
Nov 14, 2024
Q3 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
385+ 13.92% |
$26.1K - $31.1K
|
3.15K
$241K
|
|
|
Nov 01, 2024
Q3 2024
|
Carson Advisory Inc.
|
BUY
|
- |
379+ 4.49% |
$25.6K - $30.6K
|
8.81K
$674K
|
|
|
Oct 15, 2024
Q3 2024
|
Trust CO Of Oklahoma
|
BUY
|
- |
378+ 0.89% |
$25.6K - $30.5K
|
43K
$3.29M
|
|
|
Nov 05, 2024
Q3 2024
|
Hamel Associates, Inc.
|
BUY
|
- |
350+ 0.8% |
$23.7K - $28.3K
|
44.1K
$3.37M
|
|
|
Oct 30, 2024
Q3 2024
|
Cornerstone Capital, Inc.
Palo Alto, CA |
BUY
|
- |
335+ 0.16% |
$22.7K - $27.1K
|
212K
$16.3M
|
|
|
Oct 22, 2024
Q3 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
333+ 5.77% |
$22.5K - $26.9K
|
6.11K
$467K
|
|
|
Oct 11, 2024
Q3 2024
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
330New |
$22.3K - $26.7K
|
330
$25.2K
|
|
|
Nov 06, 2024
Q3 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
320New |
$21.7K - $25.8K
|
320
$24.5K
|
|
|
Oct 29, 2024
Q3 2024
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
316+ 9.14% |
$21.4K - $25.5K
|
3.77K
$289K
|
|
|
Oct 11, 2024
Q3 2024
|
Constitution Capital LLC
Shelton, CT |
BUY
|
- |
305+ 6.27% |
$20.6K - $24.6K
|
5.17K
$395K
|
|
|
Nov 08, 2024
Q3 2024
|
Redwood Financial Network Corp
|
BUY
|
- |
303+ 8.45% |
$20.5K - $24.5K
|
3.89K
$297K
|
|
|
Oct 23, 2024
Q3 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
301+ 2.82% |
$20.4K - $24.3K
|
11K
$840K
|
|
|
Nov 12, 2024
Q3 2024
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
300+ 300.0% |
$20.3K - $24.2K
|
400
$30.6K
|
|
|
Oct 24, 2024
Q3 2024
|
Bristlecone Advisors, LLC
|
BUY
|
- |
300New |
$20.3K - $24.2K
|
300
$22.9K
|
|
|
Oct 11, 2024
Q3 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
300+ 12.22% |
$20.3K - $24.2K
|
2.75K
$211K
|
|
|
Nov 14, 2024
Q3 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
288New |
$19.5K - $23.3K
|
288
$22K
|
|
|
Oct 31, 2024
Q3 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
283+ 9.24% |
$19.2K - $22.9K
|
3.35K
$256K
|
|
|
Nov 14, 2024
Q3 2024
|
Ncm Capital Management, LLC
Ramsey, NJ |
BUY
|
- |
276+ 1.33% |
$18.7K - $22.3K
|
21.1K
$1.61M
|
|
|
Nov 14, 2024
Q3 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
275+ 46.3% |
$18.6K - $22.2K
|
869
$66.5K
|
|
|
Nov 12, 2024
Q3 2024
|
Lokken Investment Group LLC
|
BUY
|
- |
268+ 2.21% |
$18.1K - $21.6K
|
12.4K
$947K
|
|
|
Oct 08, 2024
Q3 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
268+ 7.44% |
$18.1K - $21.6K
|
3.87K
$296K
|
|
|
Nov 01, 2024
Q3 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
267+ 52.15% |
$18.1K - $21.6K
|
779
$59.6K
|
|
|
Nov 01, 2024
Q3 2024
|
Corrado Advisors, LLC
Ramsey, NJ |
BUY
|
- |
264+ 1.61% |
$17.9K - $21.3K
|
16.7K
$1.28M
|