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 22, 2024
Q3 2024
|
Alaska Permanent Fund Corp
Juneau, AK |
BUY
|
- |
2.69KNew |
$182K - $217K
|
2.69K
$203K
|
|
|
Oct 25, 2024
Q3 2024
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
2.68KNew |
$181K - $216K
|
2.68K
$202K
|
|
|
Oct 29, 2024
Q3 2024
|
Sollinda Capital Management LLC
Hickory, NC |
BUY
|
- |
2.68KNew |
$181K - $216K
|
2.68K
$202K
|
|
|
Oct 09, 2024
Q3 2024
|
Pacific Sun Financial Corp
|
BUY
|
- |
2.67KNew |
$181K - $216K
|
2.67K
$202K
|
|
|
Oct 15, 2024
Q3 2024
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
BUY
|
- |
2.67K+ 5.55% |
$180K - $215K
|
50.7K
$3.83M
|
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
2.66K+ 2.35% |
$180K - $215K
|
116K
$8.76M
|
|
|
Oct 03, 2024
Q3 2024
|
Rockland Trust CO
|
BUY
|
- |
2.66KNew |
$180K - $215K
|
2.66K
$201K
|
|
|
Nov 13, 2024
Q3 2024
|
Whalerock Point Partners, LLC
Providence, RI |
BUY
|
- |
2.65KNew |
$179K - $214K
|
2.65K
$200K
|
|
|
Oct 04, 2024
Q3 2024
|
First International Bank & Trust
Watford City, ND |
BUY
|
- |
2.63KNew |
$178K - $212K
|
2.63K
$199K
|
|
|
Nov 04, 2024
Q3 2024
|
Ridgecrest Wealth Partners, LLC
|
BUY
|
- |
2.62KNew |
$177K - $212K
|
2.62K
$198K
|
|
|
Oct 23, 2024
Q3 2024
|
Capital Management Associates, Inc
Minneapolis, MN |
BUY
|
- |
2.62KNew |
$177K - $211K
|
2.62K
$198K
|
|
|
Nov 14, 2024
Q3 2024
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
2.6KNew |
$176K - $210K
|
2.6K
$196K
|
|
|
Nov 15, 2024
Q3 2024
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
2.59KNew |
$175K - $209K
|
2.59K
$196K
|
|
|
Oct 29, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
2.59KNew |
$175K - $209K
|
2.59K
$196K
|
|
|
Nov 07, 2024
Q3 2024
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
BUY
|
- |
2.57KNew |
$174K - $208K
|
2.57K
$194K
|
|
|
Oct 07, 2024
Q3 2024
|
Iam Advisory, LLC
|
BUY
|
- |
2.57KNew |
$174K - $208K
|
2.57K
$194K
|
|
|
Oct 07, 2024
Q3 2024
|
Camelot Technology Advisors, Inc.
San Francisco, CA |
BUY
|
- |
2.57K+ 33.21% |
$174K - $207K
|
10.3K
$778K
|
|
|
Nov 05, 2024
Q3 2024
|
First National Trust CO
|
BUY
|
- |
2.56KNew |
$173K - $207K
|
2.56K
$194K
|
|
|
Nov 14, 2024
Q3 2024
|
Blue Chip Wealth Advisors LLC
Milton, GA |
BUY
|
- |
2.56KNew |
$173K - $206K
|
2.56K
$193K
|
|
|
Nov 14, 2024
Q3 2024
|
Orleans Capital Management Corp
Mandeville, LA |
BUY
|
- |
2.55KNew |
$173K - $206K
|
2.55K
$193K
|
|
|
Oct 31, 2024
Q3 2024
|
Forte Capital LLC
|
BUY
|
- |
2.55K+ 2.16% |
$172K - $206K
|
120K
$9.08M
|
|
|
Oct 21, 2024
Q3 2024
|
Graybill Bartz & Assoc LTD
|
BUY
|
- |
2.53KNew |
$171K - $204K
|
2.53K
$191K
|
|
|
Nov 14, 2024
Q3 2024
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
2.52K+ 58.85% |
$171K - $204K
|
6.8K
$514K
|
|
|
Oct 21, 2024
Q3 2024
|
Sebold Capital Management, Inc.
Lisle, IL |
BUY
|
- |
2.51KNew |
$170K - $203K
|
2.51K
$190K
|
|
|
Nov 04, 2024
Q3 2024
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
2.51K+ 61.03% |
$170K - $203K
|
6.63K
$501K
|
|
|
Nov 13, 2024
Q3 2024
|
Rathbones Group PLC
Liverpool, X0 |
BUY
|
- |
2.51KNew |
$170K - $203K
|
2.51K
$190K
|
|
|
Nov 06, 2024
Q3 2024
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
2.51KNew |
$170K - $202K
|
2.51K
$189K
|
|
|
Oct 16, 2024
Q3 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
2.48KNew |
$168K - $200K
|
2.48K
$188K
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
2.46K+ 3.52% |
$166K - $198K
|
72.3K
$5.46M
|
|
|
Oct 23, 2024
Q3 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
2.37KNew |
$160K - $191K
|
2.37K
$179K
|
|
|
Nov 12, 2024
Q3 2024
|
Jsf Financial, LLC
|
BUY
|
- |
2.37K+ 10.44% |
$160K - $191K
|
25K
$1.89M
|
|
|
Nov 13, 2024
Q3 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
2.34KNew |
$159K - $189K
|
2.34K
$177K
|
|
|
Nov 25, 2024
Q3 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
2.33K+ 32.74% |
$158K - $188K
|
9.45K
$714K
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
2.27K+ 14.03% |
$154K - $183K
|
18.5K
$1.39M
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
2.25K+ 1.33% |
$152K - $182K
|
172K
$13M
|
|
|
Oct 11, 2024
Q3 2024
|
Harrell Investment Partners, LLC
Austin, TX |
BUY
|
- |
2.19K+ 4.64% |
$148K - $177K
|
49.3K
$3.73M
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
2.15K+ 19.96% |
$146K - $174K
|
12.9K
$978K
|
|
|
Oct 09, 2024
Q3 2024
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
2.15KNew |
$145K - $173K
|
2.15K
$162K
|
|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
BUY
|
- |
2.13K+ 9.8% |
$144K - $172K
|
23.9K
$1.81M
|
|
|
Oct 10, 2024
Q3 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
2.13K+ 9.05% |
$144K - $172K
|
25.6K
$1.93M
|
|
|
Nov 07, 2024
Q3 2024
|
Clear Street Markets LLC
|
BUY
|
- |
2.1KNew |
$142K - $170K
|
2.1K
$159K
|
|
|
Oct 22, 2024
Q3 2024
|
Community Trust & Investment CO
|
BUY
|
- |
2.07K+ 0.72% |
$140K - $167K
|
291K
$22M
|
|
|
Nov 05, 2024
Q3 2024
|
Cypress Capital Management LLC (Wy)
|
BUY
|
- |
2.06K+ 1460.99% |
$139K - $166K
|
2.2K
$166K
|
|
|
Nov 13, 2024
Q3 2024
|
Bedell Frazier Investment Counseling, LLC
|
BUY
|
- |
2.03K+ 1.63% |
$137K - $164K
|
126K
$9.53M
|
|
|
Oct 23, 2024
Q3 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
2.02K+ 6.34% |
$137K - $163K
|
33.9K
$2.57M
|
|
|
Nov 12, 2024
Q3 2024
|
Crewe Advisors LLC
|
BUY
|
- |
2.02K+ 580.46% |
$137K - $163K
|
2.37K
$179K
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
2.02K+ 75.45% |
$137K - $163K
|
4.7K
$355K
|
|
|
Nov 08, 2024
Q3 2024
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
2.01K+ 7.74% |
$136K - $162K
|
27.9K
$2.11M
|
|
|
Oct 04, 2024
Q3 2024
|
Waycross Investment Management CO
Bellingham, WA |
BUY
|
- |
1.97K+ 4.12% |
$133K - $159K
|
49.8K
$3.76M
|
|
|
Nov 14, 2024
Q3 2024
|
Fwl Investment Management, LLC
|
BUY
|
- |
1.94K+ 60.94% |
$131K - $156K
|
5.11K
$386K
|