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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2024
Q1 2024
|
New Vernon Capital Holdings Ii LLC
Morristown, NJ |
BUY
|
- |
22KNew |
$1.32M - $1.44M
|
22K
$1.68M
|
|
|
May 15, 2024
Q1 2024
|
Centiva Capital, LP
New York, NY |
BUY
|
- |
21.9K+ 393.54% |
$1.31M - $1.44M
|
27.4K
$2.1M
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group Ltd.
Dublin, L2 |
BUY
|
- |
18.8KNew |
$1.13M - $1.23M
|
18.8K
$1.44M
|
|
|
May 14, 2024
Q1 2024
|
Exodus Point Capital Management, LP
New York, NY |
BUY
|
- |
13.5KNew |
$812K - $889K
|
13.5K
$1.04M
|
|
|
May 03, 2024
Q1 2024
|
Coulter & Justus Financial Services, LLC
|
BUY
|
- |
12.2KNew |
$733K - $803K
|
12.2K
$935K
|
|
|
Apr 30, 2024
Q1 2024
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
9.95KNew |
$596K - $653K
|
9.95K
$761K
|
|
|
May 14, 2024
Q1 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
8.07KNew |
$484K - $530K
|
8.07K
$617K
|
|
|
May 16, 2024
Q1 2024
|
Levin Capital Strategies, L.P.
New York, NY |
BUY
|
- |
8KNew |
$480K - $525K
|
8K
$612K
|
|
|
May 09, 2024
Q1 2024
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
7.76KNew |
$465K - $509K
|
7.76K
$593K
|
|
|
May 15, 2024
Q1 2024
|
Point72 (Difc) LTD
Dubai, C0 |
BUY
|
- |
7.67KNew |
$460K - $504K
|
7.67K
$587K
|
|
|
May 06, 2024
Q1 2024
|
Empowered Funds, LLC
|
BUY
|
- |
6.86KNew |
$411K - $450K
|
6.86K
$525K
|
|
|
May 15, 2024
Q1 2024
|
Quarry LP
New York, NY |
BUY
|
- |
5.11KNew |
$306K - $335K
|
5.11K
$391K
|
|
|
May 13, 2024
Q1 2024
|
Bbr Partners, LLC
New York, NY |
BUY
|
- |
4.15KNew |
$249K - $272K
|
4.15K
$317K
|
|
|
Apr 05, 2024
Q1 2024
|
Madison Park Capital Advisors, LLC
Seattle, WA |
BUY
|
- |
3.72K+ 3.89% |
$223K - $244K
|
99.6K
$7.61M
|
|
|
Apr 15, 2024
Q1 2024
|
Rmr Wealth Builders
|
BUY
|
- |
3.54KNew |
$212K - $233K
|
3.54K
$271K
|
|
|
May 09, 2024
Q1 2024
|
Obsidian Personal Planning Solutions LLC
|
BUY
|
- |
3.28KNew |
$196K - $215K
|
3.28K
$250K
|
|
|
May 13, 2024
Q1 2024
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
3.26KNew |
$195K - $214K
|
3.26K
$249K
|
|
|
May 07, 2024
Q1 2024
|
Hyman Charles D
|
BUY
|
- |
3.11KNew |
$186K - $204K
|
3.11K
$238K
|
|
|
Apr 22, 2024
Q1 2024
|
Arthur M. Cohen & Associates, LLC
|
BUY
|
- |
3.08KNew |
$185K - $202K
|
3.08K
$235K
|
|
|
Apr 16, 2024
Q1 2024
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
3.06KNew |
$184K - $201K
|
3.06K
$234K
|
|
|
May 02, 2024
Q1 2024
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
2K+ 57.95% |
$120K - $131K
|
5.45K
$417K
|
|
|
Apr 22, 2024
Q1 2024
|
Bay Rivers Group
|
BUY
|
- |
1.58K+ 10.3% |
$94.9K - $104K
|
17K
$1.3M
|
|
|
May 01, 2024
Q1 2024
|
Comprehensive Wealth Management, LLC
Lynnwood, WA |
BUY
|
- |
1.57K+ 15.35% |
$93.9K - $103K
|
11.8K
$900K
|
|
|
May 08, 2024
Q1 2024
|
Keystone Financial Group
|
BUY
|
- |
1.41K+ 11.29% |
$84.6K - $92.7K
|
13.9K
$1.06M
|
|
|
Apr 15, 2024
Q1 2024
|
Security National Bank
|
BUY
|
- |
944New |
$56.6K - $62K
|
944
$72.2K
|
|
|
Apr 10, 2024
Q1 2024
|
Red Spruce Capital, LLC
|
BUY
|
- |
783+ 7.2% |
$46.9K - $51.4K
|
11.7K
$891K
|
|
|
May 03, 2024
Q1 2024
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
623New |
$37.3K - $40.9K
|
623
$47.6K
|
|
|
Jun 21, 2024
Q1 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
550New |
$33K - $36.1K
|
550
$42.1K
|
|
|
May 22, 2024
Q1 2024
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
520New |
$31.2K - $34.1K
|
520
$39.8K
|
|
|
Apr 10, 2024
Q1 2024
|
One Plus One Wealth Management, LLC
|
BUY
|
- |
470+ 0.6% |
$28.2K - $30.9K
|
78.5K
$6M
|
|
|
Apr 22, 2024
Q1 2024
|
Provident Wealth Management, LLC
|
BUY
|
- |
277New |
$16.6K - $18.2K
|
277
$21.2K
|
|
|
May 06, 2024
Q1 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
256New |
$15.3K - $16.8K
|
256
$19.6K
|
|
|
Apr 26, 2024
Q1 2024
|
Life Steps Financial, Inc.
|
BUY
|
- |
241New |
$14.4K - $15.8K
|
241
$18.4K
|
|
|
May 15, 2024
Q1 2024
|
Frg Family Wealth Advisors LLC
|
BUY
|
- |
225New |
$13.5K - $14.8K
|
225
$17.2K
|
|
|
Jul 31, 2024
Q1 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
200+ 22.22% |
$12K - $13.1K
|
1.1K
$84.1K
|
|
|
May 15, 2024
Q1 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
CALL |
200New |
$12K - $13.1K
|
200
$15.3K
|
|
|
May 02, 2024
Q1 2024
|
Fny Investment Advisers, LLC
|
BUY
|
CALL |
200New |
$12K - $13.1K
|
200
$15.3K
|
|
|
May 13, 2024
Q1 2024
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
175+ 58.14% |
$10.5K - $11.5K
|
476
$36.4K
|
|
|
Apr 10, 2024
Q1 2024
|
Thomasville National Bank
|
BUY
|
- |
155+ 2.85% |
$9.29K - $10.2K
|
5.59K
$428K
|
|
|
May 02, 2024
Q1 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
144New |
$8.63K - $9.45K
|
144
$11K
|
|
|
May 14, 2024
Q1 2024
|
Merriman Wealth Management, LLC
|
BUY
|
- |
100+ 2.38% |
$6K - $6.57K
|
4.29K
$328K
|
|
|
Apr 29, 2024
Q1 2024
|
Kanawha Capital Management LLC
|
BUY
|
- |
80+ 2.13% |
$4.8K - $5.25K
|
3.84K
$294K
|
|
|
May 13, 2024
Q1 2024
|
Eukles Asset Management
|
BUY
|
- |
78New |
$4.68K - $5.12K
|
78
$5.97K
|
|
|
Apr 29, 2024
Q1 2024
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
50+ 1.09% |
$3K - $3.28K
|
4.63K
$354K
|
|
|
Apr 22, 2024
Q1 2024
|
4 J Wealth Management LLC
|
BUY
|
- |
46+ 0.39% |
$2.76K - $3.02K
|
12K
$917K
|
|
|
Apr 08, 2024
Q1 2024
|
Tompkins Financial Corp
|
BUY
|
- |
35New |
$2.1K - $2.3K
|
35
$2.68K
|
|
|
May 02, 2024
Q1 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
28New |
$1.68K - $1.84K
|
28
$2.14K
|
|
|
May 14, 2024
Q1 2024
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
10New |
$600 - $657
|
10
$765
|
|
|
May 08, 2024
Q1 2024
|
New Square Capital LLC
|
BUY
|
- |
1New |
$60 - $65.7
|
1
$76.5
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Argent Capital Management LLC
|
BUY
|
- |
447KNew |
$25.1M - $29.5M
|
447K
$34.2M
|
|