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 31, 2024
Q3 2024
|
D.B. Root & Company, LLC
|
BUY
|
- |
3.55KNew |
$240K - $287K
|
3.55K
$268K
|
|
|
Nov 04, 2024
Q3 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
3.55K+ 11.49% |
$240K - $287K
|
34.4K
$2.6M
|
|
|
Nov 05, 2024
Q3 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
3.53KNew |
$239K - $285K
|
3.53K
$267K
|
|
|
Oct 31, 2024
Q3 2024
|
Smith Thornton Advisors LLC
Huntsville, AL |
BUY
|
- |
3.5K+ 13.87% |
$237K - $283K
|
28.8K
$2.17M
|
|
|
Nov 07, 2024
Q3 2024
|
Absolute Gestao De Investimentos Ltda.
Sao Paulo, D5 |
BUY
|
- |
3.5KNew |
$237K - $283K
|
3.5K
$265K
|
|
|
Nov 15, 2024
Q3 2024
|
Nabity Jensen Investment Management Inc
Omaha, NE |
BUY
|
- |
3.49KNew |
$236K - $282K
|
3.49K
$264K
|
|
|
Nov 07, 2024
Q3 2024
|
Esg Planning
Santa Clara, CA |
BUY
|
- |
3.45K+ 23.14% |
$234K - $279K
|
18.4K
$1.39M
|
|
|
Jan 10, 2025
Q3 2024
|
Florida Financial Advisors, LLC
Tampa, FL |
BUY
|
- |
3.43K+ 56.87% |
$232K - $277K
|
9.45K
$714K
|
|
|
Oct 30, 2024
Q3 2024
|
Clarity Financial LLC
|
BUY
|
- |
3.4K+ 2.83% |
$230K - $275K
|
124K
$9.34M
|
|
|
Nov 12, 2024
Q3 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
3.35KNew |
$226K - $270K
|
3.35K
$253K
|
|
|
Nov 04, 2024
Q3 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
3.32K+ 48.38% |
$225K - $268K
|
10.2K
$770K
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
3.29K+ 5.57% |
$222K - $265K
|
62.3K
$4.71M
|
|
|
Oct 11, 2024
Q3 2024
|
Center Star Asset Management, LLC
|
BUY
|
- |
3.27KNew |
$221K - $264K
|
3.27K
$247K
|
|
|
Nov 13, 2024
Q3 2024
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
3.26KNew |
$221K - $264K
|
3.26K
$247K
|
|
|
Oct 31, 2024
Q3 2024
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
BUY
|
- |
3.24K+ 28.45% |
$219K - $262K
|
14.6K
$1.11M
|
|
|
Oct 24, 2024
Q3 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
3.21KNew |
$217K - $259K
|
3.21K
$242K
|
|
|
Nov 12, 2024
Q3 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
3.16K+ 17.54% |
$213K - $255K
|
21.1K
$1.6M
|
|
|
Nov 04, 2024
Q3 2024
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
3.15KNew |
$213K - $254K
|
3.15K
$238K
|
|
|
Oct 18, 2024
Q3 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
3.1KNew |
$210K - $250K
|
3.1K
$234K
|
|
|
Nov 13, 2024
Q3 2024
|
River Glades Family Offices LLC
Naples, FL |
BUY
|
- |
3.08KNew |
$208K - $249K
|
3.08K
$233K
|
|
|
Oct 28, 2024
Q3 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
3.05K+ 12.31% |
$207K - $247K
|
27.9K
$2.11M
|
|
|
Oct 16, 2024
Q3 2024
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
3.05KNew |
$206K - $246K
|
3.05K
$230K
|
|
|
Nov 12, 2024
Q3 2024
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
3.03KNew |
$205K - $245K
|
3.03K
$229K
|
|
|
Oct 11, 2024
Q3 2024
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
3.03KNew |
$205K - $245K
|
3.03K
$229K
|
|
|
Nov 04, 2024
Q3 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
3.02K+ 16.0% |
$204K - $244K
|
21.9K
$1.66M
|
|
|
Nov 14, 2024
Q3 2024
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
3.01K+ 3.55% |
$204K - $243K
|
87.8K
$6.64M
|
|
|
Nov 13, 2024
Q3 2024
|
Townsquare Capital LLC
|
BUY
|
- |
3KNew |
$203K - $243K
|
3K
$227K
|
|
|
Nov 14, 2024
Q3 2024
|
Bluefin Capital Management, LLC
New York, NY |
BUY
|
- |
3KNew |
$203K - $242K
|
3K
$227K
|
|
|
Nov 14, 2024
Q3 2024
|
Bayesian Capital Management, LP
Brooklyn, NY |
BUY
|
- |
3KNew |
$203K - $242K
|
3K
$227K
|
|
|
Nov 12, 2024
Q3 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
2.98K+ 21.9% |
$202K - $241K
|
16.6K
$1.25M
|
|
|
Nov 14, 2024
Q3 2024
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
2.97KNew |
$201K - $240K
|
2.97K
$224K
|
|
|
Nov 12, 2024
Q3 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
2.96K+ 19.12% |
$200K - $239K
|
18.4K
$1.39M
|
|
|
Nov 12, 2024
Q3 2024
|
Perissos Private Wealth Management, LLC
Bethany, OK |
BUY
|
- |
2.94KNew |
$199K - $237K
|
2.94K
$222K
|
|
|
Nov 14, 2024
Q3 2024
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
2.92KNew |
$197K - $236K
|
2.92K
$220K
|
|
|
Oct 29, 2024
Q3 2024
|
F
|
BUY
|
- |
2.9KNew |
$196K - $234K
|
2.9K
$219K
|
|
|
Oct 17, 2024
Q3 2024
|
Aspiriant, LLC
|
BUY
|
- |
2.9KNew |
$196K - $234K
|
2.9K
$219K
|
|
|
Nov 13, 2024
Q3 2024
|
Concentrum Wealth Management
|
BUY
|
- |
2.89KNew |
$196K - $234K
|
2.89K
$219K
|
|
|
Nov 13, 2024
Q3 2024
|
Csenge Advisory Group
|
BUY
|
- |
2.88K+ 3.35% |
$195K - $233K
|
89K
$6.72M
|
|
|
Oct 11, 2024
Q3 2024
|
Cx Institutional
|
BUY
|
- |
2.87K+ 11.37% |
$194K - $232K
|
28.1K
$2.12M
|
|
|
Oct 25, 2024
Q3 2024
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
2.86KNew |
$194K - $231K
|
2.86K
$216K
|
|
|
Oct 15, 2024
Q3 2024
|
Prism Advisors, Inc.
|
BUY
|
- |
2.85KNew |
$193K - $230K
|
2.85K
$215K
|
|
|
Oct 10, 2024
Q3 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
2.81KNew |
$190K - $227K
|
2.81K
$212K
|
|
|
Oct 22, 2024
Q3 2024
|
Pictet North America Advisors Sa
|
BUY
|
- |
2.75KNew |
$186K - $222K
|
2.75K
$208K
|
|
|
Oct 24, 2024
Q3 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
2.74K+ 20.14% |
$185K - $221K
|
16.4K
$1.24M
|
|
|
Oct 08, 2024
Q3 2024
|
Cypress Wealth Services, LLC
|
BUY
|
- |
2.73KNew |
$185K - $221K
|
2.73K
$206K
|
|
|
Nov 13, 2024
Q3 2024
|
Horizon Financial Services, LLC
|
BUY
|
- |
2.73K+ 50.99% |
$185K - $220K
|
8.08K
$611K
|
|
|
Nov 14, 2024
Q3 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
2.72KNew |
$184K - $220K
|
2.72K
$206K
|
|
|
Nov 12, 2024
Q3 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
2.71K+ 54.49% |
$184K - $219K
|
7.69K
$581K
|
|
|
Nov 14, 2024
Q3 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
PUT |
2.7KNew |
$183K - $218K
|
2.7K
$204K
|
|
|
Oct 02, 2024
Q3 2024
|
Weybosset Research & Management LLC
|
BUY
|
- |
2.7KNew |
$183K - $218K
|
2.7K
$204K
|