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 10, 2023
Q4 2022
|
Madden Securities Corp
|
BUY
|
- |
100New |
$6.15K - $7.27K
|
100
$7.56K
|
|
Feb 09, 2023
Q4 2022
|
New Hampshire Trust
Concord, NH |
BUY
|
- |
83New |
$5.11K - $6.03K
|
83
$6.27K
|
|
Feb 13, 2023
Q4 2022
|
Mc Gowan Group Asset Management, Inc.
Dallas, TX |
BUY
|
- |
82+ 1.36% |
$5.04K - $5.96K
|
6.1K
$461K
|
|
Feb 08, 2023
Q4 2022
|
Belmont Capital, LLC
|
BUY
|
- |
48+ 35.56% |
$2.95K - $3.49K
|
183
$13.8K
|
|
Jan 10, 2023
Q4 2022
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
33New |
$2.03K - $2.4K
|
33
$2.49K
|
|
Feb 14, 2023
Q4 2022
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
25New |
$1.54K - $1.82K
|
25
$1.89K
|
|
Feb 27, 2023
Q4 2022
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
24New |
$1.48K - $1.74K
|
24
$1.81K
|
|
Jan 18, 2023
Q4 2022
|
Family Asset Management, LLC
Charleston, SC |
BUY
|
- |
9New |
$554 - $654
|
9
$680
|
|
Feb 13, 2023
Q4 2022
|
Covestor LTD
Boston, MA |
BUY
|
PUT |
5New |
$308 - $363
|
5
$378
|
|
Q3 2022 | |||||||
Nov 14, 2022
Q3 2022
|
Public Investment Fund
Riyadh, T0 |
BUY
|
- |
33MNew |
$2.16B - $2.58B
|
33M
$2.49B
|
|
Nov 14, 2022
Q3 2022
|
Public Sector Pension Investment Board
Montreal, A8 |
BUY
|
PUT |
1MNew |
$65.5M - $78.1M
|
1M
$75.6M
|
|
Nov 14, 2022
Q3 2022
|
Knighthead Capital Management, LLC
New York, NY |
BUY
|
PUT |
1MNew |
$65.5M - $78.1M
|
1M
$75.6M
|
|
Nov 14, 2022
Q3 2022
|
Diameter Capital Partners LP
New York, NY |
BUY
|
PUT |
750KNew |
$49.1M - $58.6M
|
750K
$56.7M
|
|
Nov 14, 2022
Q3 2022
|
Caption Management, LLC
Oklahoma City, OK |
BUY
|
PUT |
188KNew |
$12.3M - $14.6M
|
188K
$14.2M
|
|
Nov 04, 2022
Q3 2022
|
Amj Financial Wealth Management
Leesburg, VA |
BUY
|
- |
181KNew |
$11.8M - $14.1M
|
181K
$13.7M
|
|
Nov 03, 2022
Q3 2022
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
144K+ 58.67% |
$9.42M - $11.2M
|
389K
$29.4M
|
|
Nov 03, 2022
Q3 2022
|
Spectrum Management Group, LLC
|
BUY
|
- |
76.1KNew |
$4.98M - $5.94M
|
76.1K
$5.75M
|
|
Nov 04, 2022
Q3 2022
|
Lake Hills Wealth Management, LLC
|
BUY
|
CALL |
53.6KNew |
$3.51M - $4.19M
|
53.6K
$4.05M
|
|
Nov 14, 2022
Q3 2022
|
Cinctive Capital Management LP
New York, NY |
BUY
|
CALL |
50KNew |
$3.28M - $3.91M
|
50K
$3.78M
|
|
Oct 18, 2022
Q3 2022
|
Bull Oak Capital, LLC
San Diego, CA |
BUY
|
- |
32.6KNew |
$2.14M - $2.55M
|
32.6K
$2.47M
|
|
Nov 14, 2022
Q3 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
27.7K+ 130.55% |
$1.81M - $2.16M
|
48.9K
$3.7M
|
|
Nov 14, 2022
Q3 2022
|
Arrow Investment Advisors, LLC
Laurel, MD |
BUY
|
- |
22.8K+ 28.16% |
$1.49M - $1.78M
|
104K
$7.83M
|
|
Oct 21, 2022
Q3 2022
|
Columbus Macro, LLC
|
BUY
|
- |
16KNew |
$1.05M - $1.25M
|
16K
$1.21M
|
|
Oct 19, 2022
Q3 2022
|
Wealth Enhancement & Preservation Of Ga, LLC
Alpharetta, GA |
BUY
|
- |
14.3K+ 329.5% |
$937K - $1.12M
|
18.7K
$1.41M
|
|
Nov 14, 2022
Q3 2022
|
Clark Financial Services Group Inc
Chesterfield, MO |
BUY
|
- |
11.1KNew |
$724K - $863K
|
11.1K
$835K
|
|
Oct 17, 2022
Q3 2022
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
9.62KNew |
$630K - $752K
|
9.62K
$727K
|
|
Nov 14, 2022
Q3 2022
|
Beaumont Financial Partners, LLC
|
BUY
|
- |
7.72K+ 167.87% |
$506K - $603K
|
12.3K
$931K
|
|
Nov 14, 2022
Q3 2022
|
Blueshift Asset Management, LLC
Red Bank, NJ |
BUY
|
- |
7.34K+ 79.32% |
$481K - $573K
|
16.6K
$1.25M
|
|
Nov 14, 2022
Q3 2022
|
Diametric Capital, LP
Boston, MA |
BUY
|
- |
7.22KNew |
$473K - $564K
|
7.22K
$546K
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
7.03K+ 6.37% |
$461K - $549K
|
118K
$8.88M
|
|
Oct 17, 2022
Q3 2022
|
South Shore Capital Advisors
|
BUY
|
- |
4K+ 104.06% |
$262K - $312K
|
7.84K
$593K
|
|
Nov 14, 2022
Q3 2022
|
Regentatlantic Capital LLC
Morristown, NJ |
BUY
|
- |
3.05KNew |
$200K - $239K
|
3.05K
$231K
|
|
Nov 14, 2022
Q3 2022
|
Loomis Sayles & CO L P
|
BUY
|
- |
3KNew |
$197K - $235K
|
3K
$227K
|
|
Nov 10, 2022
Q3 2022
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
1.37K+ 8.03% |
$89.5K - $107K
|
18.4K
$1.39M
|
|
Dec 01, 2022
Q3 2022
|
Mufg Americas Holdings Corp
|
BUY
|
- |
957+ 24.8% |
$62.7K - $74.8K
|
4.82K
$364K
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
941New |
$61.6K - $73.5K
|
941
$71.1K
|
|
Nov 15, 2022
Q3 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
700New |
$45.9K - $54.7K
|
700
$52.9K
|
|
Nov 01, 2022
Q3 2022
|
Strategic Asset Management, LLC
|
BUY
|
- |
568+ 8.98% |
$37.2K - $44.4K
|
6.9K
$521K
|
|
Nov 14, 2022
Q3 2022
|
Axim Planning & Wealth
Dayton, OH |
BUY
|
- |
427+ 2033.33% |
$28K - $33.4K
|
448
$33.9K
|
|
Nov 15, 2022
Q3 2022
|
Signature Securities Group Corporation
|
BUY
|
- |
335New |
$21.9K - $26.2K
|
335
$25.3K
|
|
Oct 25, 2022
Q3 2022
|
Vigilant Capital Management, LLC
|
BUY
|
- |
232New |
$15.2K - $18.1K
|
232
$17.5K
|
|
Oct 17, 2022
Q3 2022
|
Veracity Capital LLC
|
BUY
|
- |
204+ 6.3% |
$13.4K - $15.9K
|
3.44K
$260K
|
|
Oct 27, 2022
Q3 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
200+ 79.68% |
$13.1K - $15.6K
|
451
$34.1K
|
|
Nov 10, 2022
Q3 2022
|
Lansing Street Advisors
|
BUY
|
- |
151+ 0.7% |
$9.89K - $11.8K
|
21.8K
$1.65M
|
|
Nov 10, 2022
Q3 2022
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
150New |
$9.83K - $11.7K
|
150
$11.3K
|
|
Nov 02, 2022
Q3 2022
|
Dowling & Yahnke LLC
San Diego, CA |
BUY
|
- |
145+ 0.21% |
$9.5K - $11.3K
|
67.9K
$5.13M
|
|
Oct 14, 2022
Q3 2022
|
Edge Rock Capital LLC
|
BUY
|
- |
144New |
$9.43K - $11.2K
|
144
$10.9K
|
|
Nov 07, 2022
Q3 2022
|
Castle Wealth Management LLC
|
BUY
|
- |
141+ 940.0% |
$9.24K - $11K
|
156
$11.8K
|
|
Oct 21, 2022
Q3 2022
|
Selective Wealth Management, Inc.
|
BUY
|
- |
102+ 10.96% |
$6.68K - $7.97K
|
1.03K
$78.1K
|
|
Nov 14, 2022
Q3 2022
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
100+ 50.0% |
$6.55K - $7.81K
|
300
$22.7K
|