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 |
|---|---|---|---|---|---|---|---|
|
Aug 10, 2023
Q2 2023
|
May Tech Global Investments, LLC
New York, NY |
BUY
|
- |
50KNew |
$3.22M - $3.5M
|
50K
$3.82M
|
|
|
Aug 07, 2023
Q2 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
35.8K+ 23.55% |
$2.3M - $2.5M
|
188K
$14.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
28.7KNew |
$1.85M - $2.01M
|
28.7K
$2.2M
|
|
|
Jul 24, 2023
Q2 2023
|
Cumberland Advisors Inc
|
BUY
|
- |
27.1KNew |
$1.75M - $1.9M
|
27.1K
$2.07M
|
|
|
Jul 31, 2023
Q2 2023
|
Wakefield Asset Management Lllp
Englewood, CO |
BUY
|
- |
22.7KNew |
$1.46M - $1.59M
|
22.7K
$1.74M
|
|
|
Jul 25, 2023
Q2 2023
|
Privium Fund Management B.V.
|
BUY
|
- |
22.4KNew |
$1.44M - $1.57M
|
22.4K
$1.71M
|
|
|
Aug 09, 2023
Q2 2023
|
Kennicott Capital Management LLC
|
BUY
|
- |
9.96K+ 218.49% |
$641K - $697K
|
14.5K
$1.11M
|
|
|
Aug 14, 2023
Q2 2023
|
Taconic Capital Advisors LP
New York, NY |
BUY
|
- |
8KNew |
$515K - $560K
|
8K
$612K
|
|
|
Aug 11, 2023
Q2 2023
|
Trade Link Capital LLC
Chicago, IL |
BUY
|
- |
6.2KNew |
$399K - $434K
|
6.2K
$474K
|
|
|
Aug 01, 2023
Q2 2023
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
6.16KNew |
$396K - $431K
|
6.16K
$471K
|
|
|
Jul 18, 2023
Q2 2023
|
Ckw Financial Group
|
BUY
|
- |
5.58KNew |
$359K - $391K
|
5.58K
$427K
|
|
|
Aug 09, 2023
Q2 2023
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
5.06KNew |
$326K - $354K
|
5.06K
$387K
|
|
|
Aug 07, 2023
Q2 2023
|
Asb Consultores, LLC
Aventura, FL |
BUY
|
- |
4.52KNew |
$291K - $317K
|
4.52K
$346K
|
|
|
Aug 08, 2023
Q2 2023
|
West Coast Financial LLC
|
BUY
|
- |
4.2KNew |
$270K - $294K
|
4.2K
$321K
|
|
|
Jul 20, 2023
Q2 2023
|
Cannon Global Investment Management, LLC
|
BUY
|
- |
4KNew |
$257K - $280K
|
4K
$306K
|
|
|
Aug 11, 2023
Q2 2023
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
3.91KNew |
$252K - $274K
|
3.91K
$299K
|
|
|
Aug 15, 2023
Q2 2023
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
3.46KNew |
$223K - $242K
|
3.46K
$265K
|
|
|
Aug 08, 2023
Q2 2023
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
3.38KNew |
$217K - $236K
|
3.38K
$258K
|
|
|
Jul 28, 2023
Q2 2023
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
BUY
|
- |
3.13KNew |
$202K - $219K
|
3.13K
$240K
|
|
|
Aug 11, 2023
Q2 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
3.08KNew |
$198K - $215K
|
3.08K
$235K
|
|
|
Aug 10, 2023
Q2 2023
|
Bramshill Investments, LLC
Naples, FL |
BUY
|
- |
3.05KNew |
$196K - $214K
|
3.05K
$234K
|
|
|
Aug 14, 2023
Q2 2023
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
BUY
|
- |
1.24K+ 50.39% |
$79.5K - $86.4K
|
3.69K
$282K
|
|
|
Aug 16, 2023
Q2 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
964New |
$62K - $67.5K
|
964
$73.7K
|
|
|
Apr 22, 2024
Q2 2023
|
Deane Retirement Strategies, Inc.
|
BUY
|
- |
831+ 1.02% |
$53.5K - $58.1K
|
82.3K
$6.29M
|
|
|
Jul 27, 2023
Q2 2023
|
Rosenbaum Jay D.
Boston, MA |
BUY
|
- |
618+ 10.14% |
$39.8K - $43.2K
|
6.72K
$514K
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
415New |
$26.7K - $29K
|
415
$31.7K
|
|
|
Aug 14, 2023
Q2 2023
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
270New |
$17.4K - $18.9K
|
270
$20.6K
|
|
|
Aug 15, 2023
Q2 2023
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
185+ 6.11% |
$11.9K - $12.9K
|
3.21K
$246K
|
|
|
Jul 18, 2023
Q2 2023
|
Annapolis Financial Services, LLC
|
BUY
|
- |
144New |
$9.26K - $10.1K
|
144
$11K
|
|
|
Aug 21, 2023
Q2 2023
|
Asset Dedication, LLC
|
BUY
|
- |
99New |
$6.37K - $6.93K
|
99
$7.57K
|
|
|
Jul 28, 2023
Q2 2023
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
75New |
$4.83K - $5.25K
|
75
$5.74K
|
|
|
Aug 02, 2023
Q2 2023
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
28New |
$1.8K - $1.96K
|
28
$2.14K
|
|
|
Jul 14, 2023
Q2 2023
|
Level Financial Advisors, Inc.
|
BUY
|
- |
8+ 0.8% |
$515 - $560
|
1K
$76.6K
|
|
|
Aug 01, 2023
Q2 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
7+ 2.19% |
$450 - $490
|
327
$25K
|
|
| Q1 2023 | |||||||
|
May 15, 2023
Q1 2023
|
Private Capital Management, LLC
Naples, FL |
BUY
|
PUT |
73.5KNew |
$4.68M - $5.3M
|
73.5K
$5.62M
|
|
|
Apr 28, 2023
Q1 2023
|
Win Advisors, Inc
|
BUY
|
- |
48KNew |
$3.06M - $3.46M
|
48K
$3.67M
|
|
|
May 15, 2023
Q1 2023
|
Fullerton Fund Management CO Ltd.
Singapore, U0 |
BUY
|
- |
43.5KNew |
$2.77M - $3.14M
|
43.5K
$3.33M
|
|
|
May 03, 2023
Q1 2023
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
39.5K+ 126.27% |
$2.51M - $2.84M
|
70.7K
$5.41M
|
|
|
May 15, 2023
Q1 2023
|
Nuveen Asset Management, LLC
Chicago, IL |
BUY
|
PUT |
25KNew |
$1.59M - $1.8M
|
25K
$1.91M
|
|
|
May 15, 2023
Q1 2023
|
Ascendant Capital Management, LLC
Los Angeles, CA |
BUY
|
- |
22KNew |
$1.4M - $1.59M
|
22K
$1.68M
|
|
|
May 15, 2023
Q1 2023
|
Crestline Management, LP
Fort Worth, TX |
BUY
|
- |
20KNew |
$1.27M - $1.44M
|
20K
$1.53M
|
|
|
May 12, 2023
Q1 2023
|
Trust Asset Management LLC
Houston, TX |
BUY
|
- |
10.4K+ 6.55% |
$663K - $750K
|
169K
$12.9M
|
|
|
Apr 21, 2023
Q1 2023
|
Access Financial Services, Inc.
|
BUY
|
- |
8.98K+ 243.85% |
$572K - $647K
|
12.7K
$969K
|
|
|
May 10, 2023
Q1 2023
|
Ergoteles LLC
New York, NY |
BUY
|
- |
6.91K+ 18.9% |
$440K - $498K
|
43.5K
$3.33M
|
|
|
Dec 10, 2024
Q1 2023
|
Cypress Capital, LLC
|
BUY
|
- |
4.93KNew |
$314K - $355K
|
4.93K
$377K
|
|
|
Apr 17, 2023
Q1 2023
|
Fortune 45 LLC
|
BUY
|
- |
4.71K+ 14.8% |
$300K - $340K
|
36.6K
$2.8M
|
|
|
May 11, 2023
Q1 2023
|
Executive Wealth Management, LLC
|
BUY
|
- |
4.6KNew |
$293K - $332K
|
4.6K
$352K
|
|
|
May 18, 2023
Q1 2023
|
Hnp Capital LLC
|
BUY
|
- |
4K+ 3.8% |
$255K - $289K
|
109K
$8.37M
|
|
|
May 01, 2023
Q1 2023
|
Banque Pictet & Cie Sa
|
BUY
|
- |
3.35KNew |
$214K - $242K
|
3.35K
$256K
|
|
|
Apr 19, 2023
Q1 2023
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
3.25KNew |
$207K - $234K
|
3.25K
$248K
|
|