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 |
|---|---|---|---|---|---|---|---|
|
Apr 23, 2025
Q1 2025
|
Wright Fund Management, LLC
Santa Monica, CA |
BUY
|
- |
12.7K+ 20.03% |
$949K - $1.02M
|
76.1K
$6.75M
|
|
|
May 15, 2025
Q1 2025
|
Alamea Verwaltungs Gmb H
Edison, NJ |
BUY
|
- |
12.5KNew |
$934K - $1M
|
12.5K
$1.11M
|
|
|
May 14, 2025
Q1 2025
|
K2 Principal Fund, L.P.
Toronto, A6 |
BUY
|
CALL |
12.5KNew |
$934K - $1M
|
12.5K
$1.11M
|
|
|
May 15, 2025
Q1 2025
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
12KNew |
$895K - $962K
|
12K
$1.06M
|
|
|
Apr 16, 2025
Q1 2025
|
Prentice Wealth Management LLC
|
BUY
|
- |
10.6KNew |
$788K - $847K
|
10.6K
$937K
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
BUY
|
- |
5.63K+ 121.11% |
$420K - $452K
|
10.3K
$912K
|
|
|
Apr 10, 2025
Q1 2025
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
BUY
|
- |
5.02KNew |
$375K - $403K
|
5.02K
$445K
|
|
|
Apr 11, 2025
Q1 2025
|
626 Financial, LLC
|
BUY
|
- |
4.9KNew |
$366K - $393K
|
4.9K
$435K
|
|
|
May 12, 2025
Q1 2025
|
Gkv Capital Management Co., Inc.
Walnut Creek, CA |
BUY
|
- |
4.56KNew |
$341K - $366K
|
4.56K
$405K
|
|
|
Apr 22, 2025
Q1 2025
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
BUY
|
- |
4.13KNew |
$308K - $331K
|
4.13K
$366K
|
|
|
Apr 22, 2025
Q1 2025
|
Pennsylvania Capital Management Inc
|
BUY
|
- |
3.98KNew |
$297K - $320K
|
3.98K
$353K
|
|
|
Apr 29, 2025
Q1 2025
|
J Hagan Capital, Inc.
Louisville, KY |
BUY
|
- |
3.96KNew |
$295K - $317K
|
3.96K
$351K
|
|
|
Apr 30, 2025
Q1 2025
|
Bank Hapoalim Bm
|
BUY
|
- |
3.8KNew |
$283K - $305K
|
3.8K
$337K
|
|
|
Apr 03, 2025
Q1 2025
|
Magnolia Capital Management LTD
|
BUY
|
- |
3.72KNew |
$278K - $299K
|
3.72K
$330K
|
|
|
May 07, 2025
Q1 2025
|
Stevens Capital Management LP
Radnor, PA |
BUY
|
- |
3.7KNew |
$276K - $297K
|
3.7K
$328K
|
|
|
May 07, 2025
Q1 2025
|
Brio Consultants, LLC
|
BUY
|
- |
3.39KNew |
$253K - $272K
|
3.39K
$301K
|
|
|
May 02, 2025
Q1 2025
|
Carson Advisory Inc.
|
BUY
|
- |
3.24KNew |
$242K - $260K
|
3.24K
$287K
|
|
|
May 20, 2025
Q1 2025
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
3.14KNew |
$234K - $252K
|
3.14K
$279K
|
|
|
Apr 09, 2025
Q1 2025
|
Ewg Elevate Inc.
|
BUY
|
- |
3.13KNew |
$234K - $251K
|
3.13K
$278K
|
|
|
Apr 23, 2025
Q1 2025
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
2.74KNew |
$204K - $220K
|
2.74K
$243K
|
|
|
May 12, 2025
Q1 2025
|
First International Bank & Trust
Watford City, ND |
BUY
|
- |
2.63KNew |
$196K - $211K
|
2.63K
$233K
|
|
|
Apr 22, 2025
Q1 2025
|
Ridgecrest Wealth Partners, LLC
|
BUY
|
- |
2.62KNew |
$196K - $210K
|
2.62K
$232K
|
|
|
Apr 25, 2025
Q1 2025
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
2.58KNew |
$193K - $207K
|
2.58K
$229K
|
|
|
Apr 22, 2025
Q1 2025
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
BUY
|
- |
2.57KNew |
$192K - $206K
|
2.57K
$228K
|
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
BUY
|
- |
2.5KNew |
$187K - $201K
|
2.5K
$222K
|
|
|
May 08, 2025
Q1 2025
|
Waterway Wealth Management, LLC
The Woodlands, TX |
BUY
|
- |
2.32K+ 17.65% |
$173K - $186K
|
15.5K
$1.37M
|
|
|
May 15, 2025
Q1 2025
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
1.88K+ 5.91% |
$140K - $151K
|
33.6K
$2.98M
|
|
|
Apr 23, 2025
Q1 2025
|
Capasso Planning Partners LLC
Charleston, SC |
BUY
|
- |
1.76K+ 30.27% |
$131K - $141K
|
7.56K
$671K
|
|
|
Apr 23, 2025
Q1 2025
|
Sava Infond D.O.O.
Maribor, 2A |
BUY
|
- |
1.7K+ 19.1% |
$127K - $136K
|
10.6K
$941K
|
|
|
May 06, 2025
Q1 2025
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
1.63KNew |
$122K - $131K
|
1.63K
$144K
|
|
|
May 08, 2025
Q1 2025
|
Brentview Investment Management LLC
Northfield, IL |
BUY
|
- |
1KNew |
$74.7K - $80.3K
|
1K
$88.8K
|
|
|
Apr 21, 2025
Q1 2025
|
Colony Family Offices, LLC
|
BUY
|
- |
674+ 11.47% |
$50.3K - $54.1K
|
6.55K
$581K
|
|
|
Apr 23, 2025
Q1 2025
|
Sabal Trust CO
|
BUY
|
- |
648+ 1.31% |
$48.4K - $52K
|
50.3K
$4.46M
|
|
|
May 15, 2025
Q1 2025
|
Amussen Hunsaker Associates LLC
Salt Lake City, UT |
BUY
|
- |
533+ 12.21% |
$39.8K - $42.8K
|
4.9K
$435K
|
|
|
Apr 23, 2025
Q1 2025
|
Econ Financial Services Corp
|
BUY
|
- |
496+ 3.12% |
$37.1K - $39.8K
|
16.4K
$1.46M
|
|
|
May 05, 2025
Q1 2025
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
437+ 1040.48% |
$32.6K - $35.1K
|
479
$42.5K
|
|
|
May 09, 2025
Q1 2025
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
334+ 2.38% |
$24.9K - $26.8K
|
14.4K
$1.27M
|
|
|
May 15, 2025
Q1 2025
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
315+ 101.94% |
$23.5K - $25.3K
|
624
$55.4K
|
|
|
May 08, 2025
Q1 2025
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
310New |
$23.2K - $24.9K
|
310
$27.5K
|
|
|
Jun 10, 2025
Q1 2025
|
Compass Financial Services Inc
West Des Moines, IA |
BUY
|
- |
296New |
$22.1K - $23.8K
|
296
$26.3K
|
|
|
May 13, 2025
Q1 2025
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
278+ 9.4% |
$20.8K - $22.3K
|
3.24K
$287K
|
|
|
Apr 30, 2025
Q1 2025
|
Topsail Wealth Management, LLC
Charlotte, NC |
BUY
|
- |
200New |
$14.9K - $16.1K
|
200
$17.8K
|
|
|
Apr 28, 2025
Q1 2025
|
Kanawha Capital Management LLC
|
BUY
|
- |
200+ 5.2% |
$14.9K - $16.1K
|
4.04K
$359K
|
|
|
Apr 29, 2025
Q1 2025
|
Sequent Asset Management, LLC
|
BUY
|
- |
193+ 4.2% |
$14.4K - $15.5K
|
4.79K
$425K
|
|
|
May 07, 2025
Q1 2025
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
BUY
|
- |
191New |
$14.3K - $15.3K
|
191
$17K
|
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
185New |
$13.8K - $14.8K
|
185
$16.4K
|
|
|
May 07, 2025
Q1 2025
|
Morningstar Investment Management LLC
Chicago, IL |
BUY
|
- |
160+ 0.29% |
$12K - $12.8K
|
56.1K
$4.98M
|
|
|
May 02, 2025
Q1 2025
|
Sage Mountain Advisors LLC
|
BUY
|
- |
159New |
$11.9K - $12.8K
|
159
$14.1K
|
|
|
May 06, 2025
Q1 2025
|
First National Bank Of Hutchinson
|
BUY
|
- |
143+ 1.78% |
$10.7K - $11.5K
|
8.17K
$726K
|
|
|
Aug 14, 2025
Q1 2025
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
135New |
$10.1K - $10.8K
|
135
$12K
|
|