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 |
|---|---|---|---|---|---|---|---|
|
Jan 31, 2023
Q4 2022
|
Advisor Os, LLC
|
BUY
|
- |
5.31K+ 16.97% |
$326K - $386K
|
36.6K
$2.8M
|
|
|
Jan 25, 2023
Q4 2022
|
Sns Financial Group, LLC
|
BUY
|
CALL |
5KNew |
$308K - $363K
|
5K
$382K
|
|
|
Feb 01, 2023
Q4 2022
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
BUY
|
- |
4.83KNew |
$297K - $351K
|
4.83K
$369K
|
|
|
Feb 09, 2023
Q4 2022
|
Gainplan LLC
Bloomfield Hills, MI |
BUY
|
- |
4.55KNew |
$280K - $331K
|
4.55K
$348K
|
|
|
Jan 25, 2023
Q4 2022
|
Jgp Global Gestao De Recursos Ltda.
|
BUY
|
- |
4.14KNew |
$255K - $301K
|
4.14K
$317K
|
|
|
Feb 14, 2023
Q4 2022
|
Utah Peaks Capital Inc
Park City, UT |
BUY
|
- |
4KNew |
$246K - $291K
|
4K
$306K
|
|
|
Feb 14, 2023
Q4 2022
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
- |
3.85KNew |
$237K - $280K
|
3.85K
$294K
|
|
|
Jan 27, 2023
Q4 2022
|
Threadgill Financial, LLC
|
BUY
|
- |
3.41KNew |
$210K - $248K
|
3.41K
$261K
|
|
|
May 24, 2023
Q4 2022
|
3 Chopt Investment Partners, LLC
Richmond, VA |
BUY
|
- |
3.26KNew |
$201K - $237K
|
3.26K
$249K
|
|
|
Feb 13, 2023
Q4 2022
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
3.11KNew |
$192K - $226K
|
3.11K
$238K
|
|
|
Jan 31, 2023
Q4 2022
|
Sargent Investment Group, LLC
|
BUY
|
- |
3.05KNew |
$188K - $222K
|
3.05K
$233K
|
|
|
Feb 02, 2023
Q4 2022
|
Appleton Group, LLC
|
BUY
|
- |
2.94KNew |
$181K - $214K
|
2.94K
$225K
|
|
|
Jan 13, 2023
Q4 2022
|
Burns J W & CO Inc
|
BUY
|
- |
2.9KNew |
$178K - $211K
|
2.9K
$222K
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
2.86K+ 258.02% |
$176K - $208K
|
3.97K
$304K
|
|
|
Jan 13, 2023
Q4 2022
|
Range Financial Group LLC
|
BUY
|
- |
2.84KNew |
$175K - $207K
|
2.84K
$218K
|
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
2.15KNew |
$132K - $156K
|
2.15K
$165K
|
|
|
Feb 27, 2023
Q4 2022
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
1.87KNew |
$115K - $136K
|
1.87K
$143K
|
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
1.58KNew |
$97.1K - $115K
|
1.58K
$121K
|
|
|
Feb 14, 2023
Q4 2022
|
Putnam Investments LLC
Boston, MA |
BUY
|
- |
1.38K+ 1.09% |
$84.7K - $100K
|
128K
$9.77M
|
|
|
Jan 10, 2023
Q4 2022
|
Phocas Financial Corp.
Alameda, CA |
BUY
|
- |
1.38KNew |
$84.6K - $99.9K
|
1.38K
$105K
|
|
|
Feb 14, 2023
Q4 2022
|
Cribstone Capital Management, LLC
Augusta, ME |
BUY
|
- |
816+ 3.27% |
$50.2K - $59.3K
|
25.8K
$1.97M
|
|
|
Mar 01, 2023
Q4 2022
|
Lakewood Asset Management LLC
Naperville, IL |
BUY
|
- |
725New |
$44.6K - $52.7K
|
725
$55.4K
|
|
|
Feb 13, 2023
Q4 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
625+ 28.6% |
$38.5K - $45.4K
|
2.81K
$215K
|
|
|
Feb 14, 2023
Q4 2022
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
608New |
$37.4K - $44.2K
|
608
$46.5K
|
|
|
Jan 12, 2023
Q4 2022
|
Titleist Asset Management, Ltd.
San Antonio, TX |
BUY
|
- |
603+ 6.43% |
$37.1K - $43.8K
|
9.98K
$763K
|
|
|
Jan 17, 2023
Q4 2022
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
429New |
$26.4K - $31.2K
|
429
$32.8K
|
|
|
Jan 23, 2023
Q4 2022
|
First Command Bank
|
BUY
|
- |
347New |
$21.3K - $25.2K
|
347
$26.5K
|
|
|
Jan 20, 2023
Q4 2022
|
First Command Financial Services, Inc.
|
BUY
|
- |
347New |
$21.3K - $25.2K
|
347
$26.5K
|
|
|
Feb 17, 2023
Q4 2022
|
Compass Wealth Management LLC
Guilford, CT |
BUY
|
- |
310New |
$19.1K - $22.5K
|
310
$23.7K
|
|
|
Feb 03, 2023
Q4 2022
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
300New |
$18.5K - $21.8K
|
300
$22.9K
|
|
|
Jan 26, 2023
Q4 2022
|
Piscataqua Savings Bank
|
BUY
|
- |
300New |
$18.5K - $21.8K
|
300
$22.9K
|
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
250New |
$15.4K - $18.2K
|
250
$19.1K
|
|
|
Jan 09, 2023
Q4 2022
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
249New |
$15.3K - $18.1K
|
249
$19K
|
|
|
Feb 01, 2023
Q4 2022
|
Capital Directions Investment Advisors, LLC
|
BUY
|
- |
240New |
$14.8K - $17.4K
|
240
$18.4K
|
|
|
Feb 16, 2023
Q4 2022
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
205New |
$12.6K - $14.9K
|
205
$15.7K
|
|
|
Feb 15, 2023
Q4 2022
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
182+ 4.91% |
$11.2K - $13.2K
|
3.89K
$298K
|
|
|
Jan 27, 2023
Q4 2022
|
West Branch Capital LLC
|
BUY
|
- |
150+ 133.93% |
$9.23K - $10.9K
|
262
$20K
|
|
|
Feb 10, 2023
Q4 2022
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
133New |
$8.18K - $9.67K
|
133
$10.2K
|
|
|
Jan 27, 2023
Q4 2022
|
Concord Wealth Partners
|
BUY
|
- |
133New |
$8.18K - $9.67K
|
133
$10.2K
|
|
|
Feb 14, 2023
Q4 2022
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
BUY
|
- |
127New |
$7.81K - $9.23K
|
127
$9.71K
|
|
|
Jan 13, 2023
Q4 2022
|
Piershale Financial Group, Inc.
|
BUY
|
- |
125New |
$7.69K - $9.08K
|
125
$9.56K
|
|
|
Feb 06, 2023
Q4 2022
|
Lee Johnson Capital Management, LLC
|
BUY
|
- |
112+ 3.0% |
$6.89K - $8.14K
|
3.84K
$294K
|
|
|
Feb 14, 2023
Q4 2022
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
PUT |
100New |
$6.15K - $7.27K
|
100
$7.65K
|
|
|
Jan 10, 2023
Q4 2022
|
Madden Securities Corp
|
BUY
|
- |
100New |
$6.15K - $7.27K
|
100
$7.65K
|
|
|
Feb 09, 2023
Q4 2022
|
New Hampshire Trust
Concord, NH |
BUY
|
- |
83New |
$5.11K - $6.03K
|
83
$6.35K
|
|
|
Feb 13, 2023
Q4 2022
|
Mc Gowan Group Asset Management, Inc.
Dallas, TX |
BUY
|
- |
82+ 1.36% |
$5.04K - $5.96K
|
6.1K
$467K
|
|
|
Feb 08, 2023
Q4 2022
|
Belmont Capital, LLC
|
BUY
|
- |
48+ 35.56% |
$2.95K - $3.49K
|
183
$14K
|
|
|
Jan 10, 2023
Q4 2022
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
33New |
$2.03K - $2.4K
|
33
$2.52K
|
|
|
Feb 14, 2023
Q4 2022
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
25New |
$1.54K - $1.82K
|
25
$1.91K
|
|
|
Feb 27, 2023
Q4 2022
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
24New |
$1.48K - $1.74K
|
24
$1.84K
|