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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q3 2024
|
Bayesian Capital Management, LP
Brooklyn, NY |
BUY
|
- |
3KNew |
$203K - $242K
|
3K
$266K
|
|
|
Oct 15, 2024
Q3 2024
|
Prism Advisors, Inc.
|
BUY
|
- |
2.85KNew |
$193K - $230K
|
2.85K
$253K
|
|
|
Nov 12, 2024
Q3 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
2.71K+ 54.49% |
$184K - $219K
|
7.69K
$683K
|
|
|
Nov 14, 2024
Q3 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
PUT |
2.7KNew |
$183K - $218K
|
2.7K
$240K
|
|
|
Oct 02, 2024
Q3 2024
|
Weybosset Research & Management LLC
|
BUY
|
- |
2.7KNew |
$183K - $218K
|
2.7K
$240K
|
|
|
Oct 22, 2024
Q3 2024
|
Alaska Permanent Fund Corp
Juneau, AK |
BUY
|
- |
2.69KNew |
$182K - $217K
|
2.69K
$239K
|
|
|
Nov 13, 2024
Q3 2024
|
Whalerock Point Partners, LLC
Providence, RI |
BUY
|
- |
2.65KNew |
$179K - $214K
|
2.65K
$235K
|
|
|
Nov 14, 2024
Q3 2024
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
2.6KNew |
$176K - $210K
|
2.6K
$231K
|
|
|
Oct 07, 2024
Q3 2024
|
Iam Advisory, LLC
|
BUY
|
- |
2.57KNew |
$174K - $208K
|
2.57K
$228K
|
|
|
Nov 14, 2024
Q3 2024
|
Blue Chip Wealth Advisors LLC
Milton, GA |
BUY
|
- |
2.56KNew |
$173K - $206K
|
2.56K
$227K
|
|
|
Nov 14, 2024
Q3 2024
|
Orleans Capital Management Corp
Mandeville, LA |
BUY
|
- |
2.55KNew |
$173K - $206K
|
2.55K
$226K
|
|
|
Oct 21, 2024
Q3 2024
|
Sebold Capital Management, Inc.
Lisle, IL |
BUY
|
- |
2.51KNew |
$170K - $203K
|
2.51K
$223K
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
1.64K+ 4.45% |
$111K - $132K
|
38.5K
$3.41M
|
|
|
Oct 11, 2024
Q3 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
1.24K+ 32.32% |
$83.8K - $100K
|
5.07K
$450K
|
|
|
Nov 01, 2024
Q3 2024
|
Spider Rock Advisors, LLC
|
BUY
|
- |
1.22K+ 39.19% |
$82.2K - $98.1K
|
4.32K
$383K
|
|
|
Nov 14, 2024
Q3 2024
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
PUT |
1.15KNew |
$77.8K - $92.9K
|
1.15K
$102K
|
|
|
Oct 08, 2024
Q3 2024
|
Connective Portfolio Management, LLC
|
BUY
|
- |
1.1KNew |
$74.4K - $88.9K
|
1.1K
$97.6K
|
|
|
Oct 29, 2024
Q3 2024
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
966+ 139.6% |
$65.4K - $78K
|
1.66K
$147K
|
|
|
Nov 08, 2024
Q3 2024
|
Abbot Financial Management, Inc.
North Andover, MA |
BUY
|
- |
675+ 6.68% |
$45.7K - $54.5K
|
10.8K
$956K
|
|
|
Nov 08, 2024
Q3 2024
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
525+ 30.88% |
$35.5K - $42.4K
|
2.23K
$197K
|
|
|
Nov 13, 2024
Q3 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
500New |
$33.8K - $40.4K
|
500
$44.4K
|
|
|
Oct 21, 2024
Q3 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
PUT |
500New |
$33.8K - $40.4K
|
500
$44.4K
|
|
|
Oct 15, 2024
Q3 2024
|
Bbjs Financial Advisors, LLC
Seattle, WA |
BUY
|
- |
468+ 0.78% |
$31.7K - $37.8K
|
60.3K
$5.36M
|
|
|
Oct 24, 2024
Q3 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
463New |
$31.3K - $37.4K
|
463
$41.1K
|
|
|
Nov 08, 2024
Q3 2024
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
453New |
$30.7K - $36.6K
|
453
$40.2K
|
|
|
Oct 08, 2024
Q3 2024
|
Marquette Asset Management, LLC
|
BUY
|
- |
405New |
$27.4K - $32.7K
|
405
$35.9K
|
|
|
Oct 24, 2024
Q3 2024
|
Bristlecone Advisors, LLC
|
BUY
|
- |
300New |
$20.3K - $24.2K
|
300
$26.6K
|
|
|
Oct 22, 2024
Q3 2024
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
231New |
$15.6K - $18.7K
|
231
$20.5K
|
|
|
Aug 15, 2025
Q3 2024
|
Provenance Wealth Advisors, LLC
Fort Lauderdale, FL |
BUY
|
- |
222New |
$15K - $17.9K
|
222
$19.7K
|
|
|
Nov 05, 2024
Q3 2024
|
Fortis Capital Management LLC
|
BUY
|
- |
220+ 2.36% |
$14.9K - $17.8K
|
9.56K
$849K
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
PUT |
200+ 0.33% |
$13.5K - $16.2K
|
60.2K
$5.34M
|
|
|
Nov 08, 2024
Q3 2024
|
New Potomac Partners, LLC
|
BUY
|
- |
200New |
$13.5K - $16.2K
|
200
$17.8K
|
|
|
Oct 29, 2024
Q3 2024
|
Roman Butler Fullerton & CO
|
BUY
|
- |
176+ 2.16% |
$11.9K - $14.2K
|
8.34K
$740K
|
|
|
Nov 13, 2024
Q3 2024
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
174+ 99.43% |
$11.8K - $14.1K
|
349
$31K
|
|
|
Oct 22, 2024
Q3 2024
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
162New |
$11K - $13.1K
|
162
$14.4K
|
|
|
Nov 06, 2024
Q3 2024
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
100+ 2.45% |
$6.77K - $8.08K
|
4.18K
$371K
|
|
|
Oct 23, 2024
Q3 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
100+ 95.24% |
$6.77K - $8.08K
|
205
$18.2K
|
|
|
Oct 21, 2024
Q3 2024
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
92New |
$6.23K - $7.43K
|
92
$8.17K
|
|
|
Nov 07, 2024
Q3 2024
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
75+ 1.11% |
$5.08K - $6.06K
|
6.86K
$609K
|
|
|
Oct 04, 2024
Q3 2024
|
Halpern Financial, Inc.
Ashburn, VA |
BUY
|
- |
41+ 37.96% |
$2.77K - $3.31K
|
149
$13.2K
|
|
|
Nov 14, 2024
Q3 2024
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
20+ 0.62% |
$1.35K - $1.62K
|
3.25K
$288K
|
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
1+ 0.15% |
$67.7 - $80.8
|
665
$59K
|
|
|
Oct 09, 2024
Q3 2024
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q2 2024 | |||||||
|
Jul 29, 2024
Q2 2024
|
Bricktown Capital, LLC
Detroit, MI |
BUY
|
- |
307KNew |
$19.3M - $22.3M
|
307K
$27.2M
|
|
|
Apr 08, 2025
Q2 2024
|
I A Global Asset Management Inc.
Quebec, A8 |
BUY
|
- |
246KNew |
$15.4M - $17.9M
|
246K
$21.8M
|
|
|
Aug 01, 2024
Q2 2024
|
Bw Gestao De Investimentos Ltda.
|
BUY
|
- |
201KNew |
$12.6M - $14.6M
|
201K
$17.8M
|
|
|
Aug 14, 2024
Q2 2024
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
161KNew |
$10.1M - $11.7M
|
161K
$14.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Davidson Kempner Capital Management LP
New York, NY |
BUY
|
- |
131KNew |
$8.25M - $9.58M
|
131K
$11.7M
|
|
|
Aug 05, 2024
Q2 2024
|
Capula Management LTD
Grand Cayman, E9 |
BUY
|
- |
103K+ 1071.88% |
$6.45M - $7.49M
|
112K
$9.97M
|
|
|
Aug 14, 2024
Q2 2024
|
Walleye Trading LLC
Plymouth, MN |
BUY
|
- |
95.1KNew |
$5.97M - $6.93M
|
95.1K
$8.44M
|
|