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 15, 2024
Q3 2024
|
Trust CO Of Oklahoma
|
BUY
|
- |
378+ 0.89% |
$25.6K - $30.5K
|
43K
$3.41M
|
|
|
Oct 22, 2024
Q3 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
333+ 5.77% |
$22.5K - $26.9K
|
6.11K
$484K
|
|
|
Oct 11, 2024
Q3 2024
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
330New |
$22.3K - $26.7K
|
330
$26.2K
|
|
|
Oct 11, 2024
Q3 2024
|
Constitution Capital LLC
Shelton, CT |
BUY
|
- |
305+ 6.27% |
$20.6K - $24.6K
|
5.17K
$410K
|
|
|
Oct 23, 2024
Q3 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
301+ 2.82% |
$20.4K - $24.3K
|
11K
$871K
|
|
|
Oct 24, 2024
Q3 2024
|
Bristlecone Advisors, LLC
|
BUY
|
- |
300New |
$20.3K - $24.2K
|
300
$23.8K
|
|
|
Oct 11, 2024
Q3 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
300+ 12.22% |
$20.3K - $24.2K
|
2.75K
$218K
|
|
|
Oct 08, 2024
Q3 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
268+ 7.44% |
$18.1K - $21.6K
|
3.87K
$307K
|
|
|
Oct 16, 2024
Q3 2024
|
H&H Retirement Design & Management Inc
|
BUY
|
- |
257+ 0.5% |
$17.4K - $20.8K
|
51.9K
$4.11M
|
|
|
Oct 28, 2024
Q3 2024
|
Private Wealth Group, LLC
|
BUY
|
- |
248+ 1.65% |
$16.8K - $20K
|
15.3K
$1.21M
|
|
|
Oct 25, 2024
Q3 2024
|
Vista Finance, LLC
|
BUY
|
- |
234+ 0.3% |
$15.8K - $18.9K
|
78.2K
$6.2M
|
|
|
Oct 07, 2024
Q3 2024
|
Kwmg, LLC
|
BUY
|
- |
234+ 0.22% |
$15.8K - $18.9K
|
108K
$8.55M
|
|
|
Oct 23, 2024
Q3 2024
|
Cooksen Wealth, LLC
The Woodlands, TX |
BUY
|
- |
231+ 3.12% |
$15.6K - $18.7K
|
7.63K
$605K
|
|
|
Oct 22, 2024
Q3 2024
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
231New |
$15.6K - $18.7K
|
231
$18.3K
|
|
|
Oct 21, 2024
Q3 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
214+ 49.08% |
$14.5K - $17.3K
|
650
$51.5K
|
|
|
Oct 25, 2024
Q3 2024
|
American Financial Advisors, LLC
|
BUY
|
- |
210+ 4.29% |
$14.2K - $17K
|
5.11K
$405K
|
|
|
Oct 24, 2024
Q3 2024
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
200+ 1.04% |
$13.5K - $16.2K
|
19.4K
$1.54M
|
|
|
Oct 23, 2024
Q3 2024
|
Windsor Capital Management, LLC
|
BUY
|
- |
200+ 2.63% |
$13.5K - $16.2K
|
7.8K
$618K
|
|
|
Oct 23, 2024
Q3 2024
|
Global Trust Asset Management, LLC
|
BUY
|
- |
200New |
$13.5K - $16.2K
|
200
$15.9K
|
|
|
Oct 09, 2024
Q3 2024
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
BUY
|
- |
200+ 5.58% |
$13.5K - $16.2K
|
3.79K
$300K
|
|
|
Oct 10, 2024
Q3 2024
|
Jbr CO Financial Management Inc
Ardmore, OK |
BUY
|
- |
195+ 1.16% |
$13.2K - $15.8K
|
16.9K
$1.34M
|
|
|
Oct 24, 2024
Q3 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
192+ 0.65% |
$13K - $15.5K
|
29.5K
$2.34M
|
|
|
Oct 18, 2024
Q3 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
181+ 0.53% |
$12.2K - $14.6K
|
34.6K
$2.74M
|
|
|
Oct 29, 2024
Q3 2024
|
Roman Butler Fullerton & CO
|
BUY
|
- |
176+ 2.16% |
$11.9K - $14.2K
|
8.34K
$661K
|
|
|
Oct 16, 2024
Q3 2024
|
Bfsg, LLC
|
BUY
|
- |
163+ 1.28% |
$11K - $13.2K
|
12.9K
$1.02M
|
|
|
Oct 22, 2024
Q3 2024
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
162New |
$11K - $13.1K
|
162
$12.8K
|
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
159+ 23.25% |
$10.8K - $12.8K
|
843
$66.8K
|
|
|
Oct 09, 2024
Q3 2024
|
Successful Portfolios LLC
|
BUY
|
- |
140+ 3.49% |
$9.47K - $11.3K
|
4.16K
$329K
|
|
|
Oct 08, 2024
Q3 2024
|
Sage Capital Advisors,Llc
|
BUY
|
- |
133+ 0.45% |
$9K - $10.7K
|
29.5K
$2.34M
|
|
|
Oct 24, 2024
Q3 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
130+ 333.33% |
$8.8K - $10.5K
|
169
$13.4K
|
|
|
Oct 09, 2024
Q3 2024
|
Nvest Financial, LLC
|
BUY
|
- |
130+ 0.79% |
$8.8K - $10.5K
|
16.6K
$1.32M
|
|
|
Oct 09, 2024
Q3 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
123+ 2.58% |
$8.32K - $9.94K
|
4.9K
$388K
|
|
|
Oct 07, 2024
Q3 2024
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
109+ 1.0% |
$7.38K - $8.81K
|
11K
$869K
|
|
|
Oct 09, 2024
Q3 2024
|
Peak Financial Advisors LLC
|
BUY
|
- |
101+ 0.48% |
$6.83K - $8.16K
|
21.1K
$1.67M
|
|
|
Oct 23, 2024
Q3 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
100+ 95.24% |
$6.77K - $8.08K
|
205
$16.3K
|
|
|
Oct 22, 2024
Q3 2024
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
100+ 22.47% |
$6.77K - $8.08K
|
545
$43.2K
|
|
|
Oct 21, 2024
Q3 2024
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
92New |
$6.23K - $7.43K
|
92
$7.29K
|
|
|
Oct 15, 2024
Q3 2024
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
82+ 2.72% |
$5.55K - $6.62K
|
3.09K
$245K
|
|
|
Oct 15, 2024
Q3 2024
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
80+ 0.27% |
$5.41K - $6.46K
|
29.4K
$2.33M
|
|
|
Oct 08, 2024
Q3 2024
|
Country Trust Bank
|
BUY
|
- |
80+ 5.76% |
$5.41K - $6.46K
|
1.47K
$116K
|
|
|
Oct 17, 2024
Q3 2024
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
78+ 0.98% |
$5.28K - $6.3K
|
8K
$634K
|
|
|
Oct 02, 2024
Q3 2024
|
Kades & Cheifetz LLC
Berwyn, PA |
BUY
|
- |
74+ 0.91% |
$5.01K - $5.98K
|
8.17K
$648K
|
|
|
Oct 10, 2024
Q3 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
69+ 40.12% |
$4.67K - $5.57K
|
241
$19.1K
|
|
|
Oct 22, 2024
Q3 2024
|
Mc Adam, LLC
|
BUY
|
- |
65+ 0.83% |
$4.4K - $5.25K
|
7.88K
$625K
|
|
|
Oct 24, 2024
Q3 2024
|
Family Investment Center, Inc.
Saint Joseph, MO |
BUY
|
- |
64+ 2.15% |
$4.33K - $5.17K
|
3.05K
$241K
|
|
|
Oct 23, 2024
Q3 2024
|
Burford Brothers, Inc.
Dallas, TX |
BUY
|
- |
58+ 0.63% |
$3.92K - $4.69K
|
9.26K
$734K
|
|
|
Oct 15, 2024
Q3 2024
|
Terra Nova Asset Management LLC
|
BUY
|
- |
52+ 0.35% |
$3.52K - $4.2K
|
15K
$1.19M
|
|
|
Oct 16, 2024
Q3 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
50New |
$3.38K - $4.04K
|
50
$3.96K
|
|
|
Oct 11, 2024
Q3 2024
|
Rise Advisors, LLC
|
BUY
|
- |
50New |
$3.38K - $4.04K
|
50
$3.96K
|
|
|
Oct 04, 2024
Q3 2024
|
Grandview Asset Management LLC
|
BUY
|
- |
48+ 1.01% |
$3.25K - $3.88K
|
4.79K
$379K
|