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 06, 2025
Q1 2025
|
Sym Financial Corp
|
BUY
|
- |
124+ 885.71% |
$9.26K - $9.95K
|
138
$12.2K
|
|
|
May 05, 2025
Q1 2025
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
101New |
$7.54K - $8.11K
|
101
$8.96K
|
|
|
Apr 25, 2025
Q1 2025
|
Valley National Advisers Inc
|
BUY
|
- |
89New |
$6.65K - $7.14K
|
89
$7.9K
|
|
|
Apr 25, 2025
Q1 2025
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
76+ 1.82% |
$5.68K - $6.1K
|
4.25K
$378K
|
|
|
May 05, 2025
Q1 2025
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
73New |
$5.45K - $5.86K
|
73
$6.48K
|
|
|
Apr 21, 2025
Q1 2025
|
E Rn Financial, LLC
|
BUY
|
- |
66+ 0.65% |
$4.93K - $5.3K
|
10.3K
$912K
|
|
|
May 09, 2025
Q1 2025
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
59+ 131.11% |
$4.41K - $4.74K
|
104
$9.23K
|
|
|
May 16, 2025
Q1 2025
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
54New |
$4.03K - $4.33K
|
54
$4.79K
|
|
|
Apr 25, 2025
Q1 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
42+ 75.0% |
$3.14K - $3.37K
|
98
$8.7K
|
|
|
Apr 29, 2025
Q1 2025
|
Crew Capital Management, Ltd.
|
BUY
|
- |
39+ 0.96% |
$2.91K - $3.13K
|
4.12K
$366K
|
|
|
Apr 24, 2025
Q1 2025
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
38New |
$2.84K - $3.05K
|
38
$3.37K
|
|
|
Apr 29, 2025
Q1 2025
|
Hexagon Capital Partners LLC
|
BUY
|
- |
21+ 4.14% |
$1.57K - $1.69K
|
528
$46.9K
|
|
|
Apr 08, 2025
Q1 2025
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
21+ 0.64% |
$1.57K - $1.69K
|
3.31K
$294K
|
|
|
May 01, 2025
Q1 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
20New |
$1.49K - $1.61K
|
20
$1.78K
|
|
|
Apr 25, 2025
Q1 2025
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
20New |
$1.49K - $1.61K
|
20
$1.78K
|
|
|
Apr 25, 2025
Q1 2025
|
Perissos Private Wealth Management, LLC
Bethany, OK |
BUY
|
- |
17+ 0.58% |
$1.27K - $1.36K
|
2.96K
$262K
|
|
|
May 05, 2025
Q1 2025
|
Archer Investment Corp
|
BUY
|
- |
2+ 1.28% |
$149 - $161
|
158
$14K
|
|
|
May 01, 2025
Q1 2025
|
Harmony Asset Management LLC
Scottsdale, AZ |
BUY
|
- |
1+ 0.01% |
$74.7 - $80.3
|
6.97K
$619K
|
|
|
Apr 29, 2025
Q1 2025
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
1+ 0.15% |
$74.7 - $80.3
|
671
$59.6K
|
|
| Q4 2024 | |||||||
|
Feb 14, 2025
Q4 2024
|
Caisse De Depot Et Placement Du Quebec
Montreal, A8 |
BUY
|
- |
3.41MNew |
$255M - $283M
|
3.41M
$303M
|
|
|
Feb 14, 2025
Q4 2024
|
Brevan Howard Capital Management LP
St. Helier, Y9 |
BUY
|
CALL |
2.63MNew |
$197M - $218M
|
2.63M
$233M
|
|
|
Jan 17, 2025
Q4 2024
|
Fiduciary Family Office, LLC
Boca Raton, FL |
BUY
|
- |
320KNew |
$23.9M - $26.5M
|
320K
$28.4M
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
285KNew |
$21.3M - $23.6M
|
285K
$25.3M
|
|
|
Feb 12, 2025
Q4 2024
|
Schroder Investment Management Group
London, X0 |
BUY
|
- |
110K+ 55.0% |
$8.24M - $9.12M
|
310K
$27.5M
|
|
|
Feb 11, 2025
Q4 2024
|
Mirae Asset Securities (Usa) Inc.
New York, NY |
BUY
|
PUT |
100KNew |
$7.49M - $8.29M
|
100K
$8.88M
|
|
|
Feb 10, 2025
Q4 2024
|
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD
|
BUY
|
- |
85.1K+ 92.23% |
$6.38M - $7.06M
|
177K
$15.8M
|
|
|
Feb 14, 2025
Q4 2024
|
George Soros
Soros Fund Management LLC | New York, Ny
|
BUY
|
- |
72KNew |
$5.39M - $5.97M
|
72K
$6.39M
|
|
|
Feb 14, 2025
Q4 2024
|
Centiva Capital, LP
New York, NY |
BUY
|
- |
54.5KNew |
$4.08M - $4.52M
|
54.5K
$4.84M
|
|
|
Feb 14, 2025
Q4 2024
|
Perbak Capital Partners LLP
London, X0 |
BUY
|
- |
45.9KNew |
$3.44M - $3.81M
|
45.9K
$4.08M
|
|
|
Feb 14, 2025
Q4 2024
|
Canal Capital Management, LLC
|
BUY
|
- |
43.9KNew |
$3.28M - $3.64M
|
43.9K
$3.89M
|
|
|
Feb 13, 2025
Q4 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
42.7KNew |
$3.2M - $3.54M
|
42.7K
$3.79M
|
|
|
Feb 14, 2025
Q4 2024
|
Eisler Capital Management Ltd.
London, X0 |
BUY
|
- |
36.8KNew |
$2.76M - $3.05M
|
36.8K
$3.27M
|
|
|
Feb 10, 2025
Q4 2024
|
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD
|
BUY
|
- |
29.6K+ 92.94% |
$2.21M - $2.45M
|
61.4K
$5.45M
|
|
|
Feb 11, 2025
Q4 2024
|
Kazazian Asset Management, LLC
Fort Lauderdale, FL |
BUY
|
- |
28KNew |
$2.1M - $2.32M
|
28K
$2.49M
|
|
|
Feb 03, 2025
Q4 2024
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
22.1K+ 263.1% |
$1.66M - $1.83M
|
30.5K
$2.71M
|
|
|
Feb 18, 2025
Q4 2024
|
Ctc Alternative Strategies, Ltd.
Chicago, IL |
BUY
|
- |
19.8KNew |
$1.48M - $1.64M
|
19.8K
$1.76M
|
|
|
Jan 30, 2025
Q4 2024
|
Belvedere Trading LLC
|
BUY
|
CALL |
18.3KNew |
$1.37M - $1.52M
|
18.3K
$1.62M
|
|
|
Feb 07, 2025
Q4 2024
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
14.7KNew |
$1.1M - $1.22M
|
14.7K
$1.3M
|
|
|
Feb 03, 2025
Q4 2024
|
St. Nicholas Private Asset Management, Inc
Jacksonville, FL |
BUY
|
- |
14.2KNew |
$1.06M - $1.18M
|
14.2K
$1.26M
|
|
|
Feb 14, 2025
Q4 2024
|
Fifth Lane Capital, LP
Austin, TX |
BUY
|
- |
13.2KNew |
$990K - $1.1M
|
13.2K
$1.17M
|
|
|
Feb 13, 2025
Q4 2024
|
Greenland Capital Management LP
New York, NY |
BUY
|
CALL |
12.5KNew |
$936K - $1.04M
|
12.5K
$1.11M
|
|
|
Jan 24, 2025
Q4 2024
|
Welch Group, LLC
|
BUY
|
- |
11.3KNew |
$843K - $933K
|
11.3K
$999K
|
|
|
Jan 14, 2025
Q4 2024
|
St. Louis Financial Planners Asset Management, LLC
Chesterfield, MO |
BUY
|
- |
10.7KNew |
$800K - $886K
|
10.7K
$949K
|
|
|
Feb 14, 2025
Q4 2024
|
Man Group PLC
London, X0 |
BUY
|
- |
10.5KNew |
$787K - $872K
|
10.5K
$933K
|
|
|
Feb 13, 2025
Q4 2024
|
Polymer Capital Management (Hk) LTD
Hong Kong, K3 |
BUY
|
- |
10K+ 119.27% |
$749K - $829K
|
18.4K
$1.63M
|
|
|
Feb 14, 2025
Q4 2024
|
Fosun International LTD
|
BUY
|
- |
7.7KNew |
$577K - $639K
|
7.7K
$683K
|
|
|
Jan 21, 2025
Q4 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
6.9KNew |
$517K - $573K
|
6.9K
$613K
|
|
|
Feb 12, 2025
Q4 2024
|
Strategy Asset Managers LLC
|
BUY
|
- |
6.19KNew |
$464K - $514K
|
6.19K
$550K
|
|
|
Feb 13, 2025
Q4 2024
|
Barometer Capital Management Inc.
Toronto, A6 |
BUY
|
- |
5.8KNew |
$434K - $481K
|
5.8K
$515K
|
|
|
Feb 14, 2025
Q4 2024
|
Tolleson Wealth Management, Inc.
Dallas, TX |
BUY
|
- |
4.21KNew |
$316K - $349K
|
4.21K
$374K
|
|