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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2023
Q3 2023
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
13.9KNew |
$817K - $950K
|
13.9K
$1.06M
|
|
|
Nov 13, 2023
Q3 2023
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
13.4KNew |
$786K - $914K
|
13.4K
$1.02M
|
|
|
Oct 27, 2023
Q3 2023
|
Dubuque Bank & Trust CO
|
BUY
|
- |
13.1K+ 21.94% |
$771K - $897K
|
72.8K
$5.57M
|
|
|
Nov 13, 2023
Q3 2023
|
Westfield Capital Management CO LP
Boston, MA |
BUY
|
- |
12.3KNew |
$725K - $843K
|
12.3K
$942K
|
|
|
Nov 01, 2023
Q3 2023
|
Xy Capital LTD
Central, K3 |
BUY
|
PUT |
12KNew |
$706K - $822K
|
12K
$918K
|
|
|
Nov 13, 2023
Q3 2023
|
Destiny Capital Securities Corporation
Golden, CO |
BUY
|
- |
10.7KNew |
$631K - $734K
|
10.7K
$820K
|
|
|
Nov 14, 2023
Q3 2023
|
Bluefin Capital Management, LLC
New York, NY |
BUY
|
CALL |
10KNew |
$588K - $685K
|
10K
$765K
|
|
|
Nov 09, 2023
Q3 2023
|
Prudential PLC
London, England, X0 |
BUY
|
- |
7.83KNew |
$461K - $536K
|
7.83K
$599K
|
|
|
Nov 13, 2023
Q3 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
7.75K+ 221.74% |
$456K - $531K
|
11.2K
$860K
|
|
|
Nov 14, 2023
Q3 2023
|
Pictet Asset Management Holding Sa
Carouge, V8 |
BUY
|
- |
7.7KNew |
$453K - $527K
|
7.7K
$589K
|
|
|
Oct 30, 2023
Q3 2023
|
Qcm Cayman, Ltd.
|
BUY
|
- |
6KNew |
$353K - $411K
|
6K
$459K
|
|
|
Oct 17, 2023
Q3 2023
|
1900 Wealth Management LLC
|
BUY
|
- |
5.85KNew |
$344K - $400K
|
5.85K
$447K
|
|
|
Oct 19, 2023
Q3 2023
|
Charles Schwab Trust CO
|
BUY
|
- |
5.6KNew |
$329K - $383K
|
5.6K
$428K
|
|
|
Nov 13, 2023
Q3 2023
|
Lumina Fund Management LLC
New York, NY |
BUY
|
- |
5KNew |
$294K - $342K
|
5K
$382K
|
|
|
Feb 15, 2024
Q3 2023
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
4.56KNew |
$268K - $312K
|
4.56K
$348K
|
|
|
Nov 14, 2023
Q3 2023
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
3.91KNew |
$230K - $268K
|
3.91K
$299K
|
|
|
Nov 08, 2023
Q3 2023
|
Cadence Wealth Management LLC
Westborough, MA |
BUY
|
- |
3.81KNew |
$224K - $261K
|
3.81K
$292K
|
|
|
Nov 13, 2023
Q3 2023
|
Truadvice, LLC
Sarasota, FL |
BUY
|
- |
3.79KNew |
$223K - $259K
|
3.79K
$290K
|
|
|
Nov 01, 2023
Q3 2023
|
Xy Capital LTD
Central, K3 |
BUY
|
- |
3.6KNew |
$212K - $247K
|
3.6K
$276K
|
|
|
Oct 17, 2023
Q3 2023
|
Advocate Group LLC
|
BUY
|
- |
3.47KNew |
$204K - $238K
|
3.47K
$266K
|
|
|
Nov 14, 2023
Q3 2023
|
Texas Capital Bancshares Inc
|
BUY
|
- |
2.8K+ 9.66% |
$165K - $192K
|
31.8K
$2.43M
|
|
|
Nov 06, 2023
Q3 2023
|
Wall Capital Group, Inc.
|
BUY
|
- |
2.51K+ 49.73% |
$147K - $171K
|
7.54K
$577K
|
|
|
Oct 23, 2023
Q3 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
2.37KNew |
$139K - $162K
|
2.37K
$181K
|
|
|
Nov 14, 2023
Q3 2023
|
Alphadyne Asset Management LP
New York, NY |
BUY
|
PUT |
2.3K+ 4.38% |
$135K - $157K
|
54.8K
$4.19M
|
|
|
Nov 09, 2023
Q3 2023
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
BUY
|
- |
2.02K+ 7.8% |
$119K - $138K
|
27.9K
$2.14M
|
|
|
Oct 02, 2024
Q3 2023
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
1.94KNew |
$114K - $133K
|
1.94K
$148K
|
|
|
Oct 19, 2023
Q3 2023
|
Great Diamond Partners, LLC
|
BUY
|
- |
773+ 6.04% |
$45.5K - $52.9K
|
13.6K
$1.04M
|
|
|
Nov 09, 2023
Q3 2023
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
625+ 83.67% |
$36.8K - $42.8K
|
1.37K
$105K
|
|
|
Nov 13, 2023
Q3 2023
|
Wolverine Asset Management LLC
|
BUY
|
- |
300+ 13.04% |
$17.6K - $20.5K
|
2.6K
$199K
|
|
|
Oct 25, 2023
Q3 2023
|
Sawyer & Company, Inc
|
BUY
|
- |
281New |
$16.5K - $19.2K
|
281
$21.5K
|
|
|
Oct 12, 2023
Q3 2023
|
Field & Main Bank
|
BUY
|
- |
168New |
$9.88K - $11.5K
|
168
$12.8K
|
|
|
Oct 10, 2023
Q3 2023
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
160+ 3.67% |
$9.41K - $11K
|
4.52K
$345K
|
|
|
Oct 10, 2023
Q3 2023
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
113New |
$6.65K - $7.74K
|
113
$8.64K
|
|
|
Nov 13, 2023
Q3 2023
|
Lavaca Capital LLC
Houston, TX |
BUY
|
- |
92+ 1.57% |
$5.41K - $6.3K
|
5.96K
$456K
|
|
|
Nov 13, 2023
Q3 2023
|
West Hill Financial Advisors, Inc.
|
BUY
|
- |
79New |
$4.65K - $5.41K
|
79
$6.04K
|
|
|
Nov 06, 2023
Q3 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
68New |
$4K - $4.66K
|
68
$5.2K
|
|
|
Nov 07, 2023
Q3 2023
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
55New |
$3.24K - $3.77K
|
55
$4.21K
|
|
|
Oct 26, 2023
Q3 2023
|
Steph & CO
|
BUY
|
- |
50New |
$2.94K - $3.42K
|
50
$3.82K
|
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
49New |
$2.88K - $3.35K
|
49
$3.75K
|
|
|
Nov 09, 2023
Q3 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
37New |
$2.18K - $2.53K
|
37
$2.83K
|
|
|
Dec 11, 2023
Q3 2023
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
23New |
$1.35K - $1.57K
|
23
$1.76K
|
|
|
Nov 01, 2023
Q3 2023
|
Key F Inancial Inc
|
BUY
|
- |
14+ 0.72% |
$824 - $958
|
1.95K
$149K
|
|
|
Oct 12, 2023
Q3 2023
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
9New |
$529 - $616
|
9
$688
|
|
|
Nov 07, 2023
Q3 2023
|
Johnson Midwest Financial, LLC
|
BUY
|
- |
1+ 2.94% |
$58.8 - $68.5
|
35
$2.68K
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
Zimmer Partners, LP
New York, NY |
BUY
|
CALL |
1.2MNew |
$77.2M - $84M
|
1.2M
$91.8M
|
|
|
Aug 15, 2023
Q2 2023
|
Chicago Wealth Management, Inc.
Chicago, IL |
BUY
|
- |
108KNew |
$6.93M - $7.54M
|
108K
$8.24M
|
|
|
Aug 14, 2023
Q2 2023
|
Lmr Partners LLP
London, X0 |
BUY
|
PUT |
92.3KNew |
$5.94M - $6.46M
|
92.3K
$7.06M
|
|
|
Aug 02, 2023
Q2 2023
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
BUY
|
- |
77KNew |
$4.96M - $5.39M
|
77K
$5.89M
|
|
|
Aug 11, 2023
Q2 2023
|
Weiss Asset Management LP
Boston, MA |
BUY
|
- |
73.3KNew |
$4.72M - $5.13M
|
73.3K
$5.61M
|
|
|
Aug 10, 2023
Q2 2023
|
Sws Partners
|
BUY
|
- |
52.5KNew |
$3.38M - $3.67M
|
52.5K
$4.02M
|
|