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 10, 2023
Q3 2023
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
160+ 3.67% |
$9.41K - $11K
|
4.52K
$351K
|
|
|
Oct 10, 2023
Q3 2023
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
113New |
$6.65K - $7.74K
|
113
$8.79K
|
|
|
Nov 13, 2023
Q3 2023
|
Lavaca Capital LLC
Houston, TX |
BUY
|
- |
92+ 1.57% |
$5.41K - $6.3K
|
5.96K
$463K
|
|
|
Nov 13, 2023
Q3 2023
|
West Hill Financial Advisors, Inc.
|
BUY
|
- |
79New |
$4.65K - $5.41K
|
79
$6.14K
|
|
|
Nov 06, 2023
Q3 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
68New |
$4K - $4.66K
|
68
$5.29K
|
|
|
Nov 07, 2023
Q3 2023
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
55New |
$3.24K - $3.77K
|
55
$4.28K
|
|
|
Oct 26, 2023
Q3 2023
|
Steph & CO
|
BUY
|
- |
50New |
$2.94K - $3.42K
|
50
$3.89K
|
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
49New |
$2.88K - $3.35K
|
49
$3.81K
|
|
|
Nov 09, 2023
Q3 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
37New |
$2.18K - $2.53K
|
37
$2.88K
|
|
|
Dec 11, 2023
Q3 2023
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
23New |
$1.35K - $1.57K
|
23
$1.79K
|
|
|
Nov 01, 2023
Q3 2023
|
Key F Inancial Inc
|
BUY
|
- |
14+ 0.72% |
$824 - $958
|
1.95K
$152K
|
|
|
Oct 12, 2023
Q3 2023
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
9New |
$529 - $616
|
9
$700
|
|
|
Nov 07, 2023
Q3 2023
|
Johnson Midwest Financial, LLC
|
BUY
|
- |
1+ 2.94% |
$58.8 - $68.5
|
35
$2.72K
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
Zimmer Partners, LP
New York, NY |
BUY
|
CALL |
1.2MNew |
$77.2M - $84M
|
1.2M
$93.3M
|
|
|
Aug 15, 2023
Q2 2023
|
Chicago Wealth Management, Inc.
Chicago, IL |
BUY
|
- |
108KNew |
$6.93M - $7.54M
|
108K
$8.38M
|
|
|
Aug 14, 2023
Q2 2023
|
Lmr Partners LLP
London, X0 |
BUY
|
PUT |
92.3KNew |
$5.94M - $6.46M
|
92.3K
$7.18M
|
|
|
Aug 02, 2023
Q2 2023
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
BUY
|
- |
77KNew |
$4.96M - $5.39M
|
77K
$5.99M
|
|
|
Aug 11, 2023
Q2 2023
|
Weiss Asset Management LP
Boston, MA |
BUY
|
- |
73.3KNew |
$4.72M - $5.13M
|
73.3K
$5.7M
|
|
|
Aug 10, 2023
Q2 2023
|
Sws Partners
|
BUY
|
- |
52.5KNew |
$3.38M - $3.67M
|
52.5K
$4.08M
|
|
|
Aug 10, 2023
Q2 2023
|
May Tech Global Investments, LLC
New York, NY |
BUY
|
- |
50KNew |
$3.22M - $3.5M
|
50K
$3.89M
|
|
|
Aug 07, 2023
Q2 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
35.8K+ 23.55% |
$2.3M - $2.5M
|
188K
$14.6M
|
|
|
Jul 24, 2023
Q2 2023
|
Cumberland Advisors Inc
|
BUY
|
- |
27.1KNew |
$1.75M - $1.9M
|
27.1K
$2.11M
|
|
|
Jul 31, 2023
Q2 2023
|
Wakefield Asset Management Lllp
Englewood, CO |
BUY
|
- |
22.7KNew |
$1.46M - $1.59M
|
22.7K
$1.76M
|
|
|
Jul 25, 2023
Q2 2023
|
Privium Fund Management B.V.
|
BUY
|
- |
22.4KNew |
$1.44M - $1.57M
|
22.4K
$1.74M
|
|
|
Aug 09, 2023
Q2 2023
|
Kennicott Capital Management LLC
|
BUY
|
- |
9.96K+ 218.49% |
$641K - $697K
|
14.5K
$1.13M
|
|
|
Aug 14, 2023
Q2 2023
|
Taconic Capital Advisors LP
New York, NY |
BUY
|
- |
8KNew |
$515K - $560K
|
8K
$622K
|
|
|
Aug 11, 2023
Q2 2023
|
Trade Link Capital LLC
Chicago, IL |
BUY
|
- |
6.2KNew |
$399K - $434K
|
6.2K
$482K
|
|
|
Aug 01, 2023
Q2 2023
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
6.16KNew |
$396K - $431K
|
6.16K
$479K
|
|
|
Jul 18, 2023
Q2 2023
|
Ckw Financial Group
|
BUY
|
- |
5.58KNew |
$359K - $391K
|
5.58K
$434K
|
|
|
Aug 09, 2023
Q2 2023
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
5.06KNew |
$326K - $354K
|
5.06K
$394K
|
|
|
Aug 07, 2023
Q2 2023
|
Asb Consultores, LLC
Aventura, FL |
BUY
|
- |
4.52KNew |
$291K - $317K
|
4.52K
$352K
|
|
|
Aug 08, 2023
Q2 2023
|
West Coast Financial LLC
|
BUY
|
- |
4.2KNew |
$270K - $294K
|
4.2K
$327K
|
|
|
Jul 20, 2023
Q2 2023
|
Cannon Global Investment Management, LLC
|
BUY
|
- |
4KNew |
$257K - $280K
|
4K
$311K
|
|
|
Aug 11, 2023
Q2 2023
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
3.91KNew |
$252K - $274K
|
3.91K
$304K
|
|
|
Feb 13, 2025
Q2 2023
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
3.89KNew |
$250K - $272K
|
3.89K
$302K
|
|
|
Aug 15, 2023
Q2 2023
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
3.46KNew |
$223K - $242K
|
3.46K
$269K
|
|
|
Aug 08, 2023
Q2 2023
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
3.38KNew |
$217K - $236K
|
3.38K
$263K
|
|
|
Jul 28, 2023
Q2 2023
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
BUY
|
- |
3.13KNew |
$202K - $219K
|
3.13K
$244K
|
|
|
Aug 14, 2023
Q2 2023
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
BUY
|
- |
1.24K+ 50.39% |
$79.5K - $86.4K
|
3.69K
$287K
|
|
|
Aug 16, 2023
Q2 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
964New |
$62K - $67.5K
|
964
$75K
|
|
|
Jul 27, 2023
Q2 2023
|
Rosenbaum Jay D.
Boston, MA |
BUY
|
- |
618+ 10.14% |
$39.8K - $43.2K
|
6.72K
$522K
|
|
|
Aug 14, 2023
Q2 2023
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
270New |
$17.4K - $18.9K
|
270
$21K
|
|
|
Aug 15, 2023
Q2 2023
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
185+ 6.11% |
$11.9K - $12.9K
|
3.21K
$250K
|
|
|
Jul 18, 2023
Q2 2023
|
Annapolis Financial Services, LLC
|
BUY
|
- |
144New |
$9.26K - $10.1K
|
144
$11.2K
|
|
|
Aug 21, 2023
Q2 2023
|
Asset Dedication, LLC
|
BUY
|
- |
99New |
$6.37K - $6.93K
|
99
$7.7K
|
|
|
Jul 28, 2023
Q2 2023
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
75New |
$4.83K - $5.25K
|
75
$5.83K
|
|
|
Jul 14, 2023
Q2 2023
|
Level Financial Advisors, Inc.
|
BUY
|
- |
8+ 0.8% |
$515 - $560
|
1K
$77.9K
|
|
|
Aug 01, 2023
Q2 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
7+ 2.19% |
$450 - $490
|
327
$25.4K
|
|
| Q1 2023 | |||||||
|
May 15, 2023
Q1 2023
|
Private Capital Management, LLC
Naples, FL |
BUY
|
PUT |
73.5KNew |
$4.68M - $5.3M
|
73.5K
$5.72M
|
|
|
Apr 28, 2023
Q1 2023
|
Win Advisors, Inc
|
BUY
|
- |
48KNew |
$3.06M - $3.46M
|
48K
$3.73M
|
|