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 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
639+ 2.07% |
$47.9K - $53K
|
31.4K
$2.48M
|
|
|
Feb 07, 2025
Q4 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
637+ 3.22% |
$47.7K - $52.8K
|
20.4K
$1.61M
|
|
|
Feb 13, 2025
Q4 2024
|
Tradition Wealth Management, LLC
|
BUY
|
- |
635+ 6.99% |
$47.6K - $52.7K
|
9.72K
$765K
|
|
|
Jan 23, 2025
Q4 2024
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
632+ 4.27% |
$47.3K - $52.4K
|
15.4K
$1.21M
|
|
|
Jan 15, 2025
Q4 2024
|
Constitution Capital LLC
Shelton, CT |
BUY
|
- |
630+ 12.2% |
$47.2K - $52.2K
|
5.8K
$456K
|
|
|
Feb 13, 2025
Q4 2024
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
625New |
$46.8K - $51.8K
|
625
$49.2K
|
|
|
Feb 10, 2025
Q4 2024
|
Penobscot Wealth Management
|
BUY
|
- |
616+ 5.62% |
$46.1K - $51.1K
|
11.6K
$912K
|
|
|
Jan 16, 2025
Q4 2024
|
Mechanics Bank Trust Department
|
BUY
|
- |
614+ 2.46% |
$46K - $50.9K
|
25.6K
$2.01M
|
|
|
Feb 12, 2025
Q4 2024
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
612+ 1.19% |
$45.8K - $50.8K
|
51.9K
$4.09M
|
|
|
Jan 23, 2025
Q4 2024
|
Country Trust Bank
|
BUY
|
- |
611+ 41.59% |
$45.8K - $50.7K
|
2.08K
$164K
|
|
|
Jan 24, 2025
Q4 2024
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
600New |
$44.9K - $49.8K
|
600
$47.3K
|
|
|
Feb 12, 2025
Q4 2024
|
Hurley Capital, LLC
New York, NY |
BUY
|
- |
574New |
$43K - $47.6K
|
574
$45.2K
|
|
|
Jan 14, 2025
Q4 2024
|
Mirador Capital Partners LP
|
BUY
|
- |
574+ 5.77% |
$43K - $47.6K
|
10.5K
$828K
|
|
|
Jan 23, 2025
Q4 2024
|
Kg&L Capital Management,Llc
|
BUY
|
- |
573+ 11.99% |
$42.9K - $47.5K
|
5.35K
$422K
|
|
|
Jan 21, 2025
Q4 2024
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
561+ 7.01% |
$42K - $46.5K
|
8.56K
$674K
|
|
|
Jan 10, 2025
Q4 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
550+ 28.84% |
$41.2K - $45.6K
|
2.46K
$193K
|
|
|
Feb 13, 2025
Q4 2024
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
BUY
|
- |
549+ 8.47% |
$41.1K - $45.5K
|
7.03K
$554K
|
|
|
Feb 04, 2025
Q4 2024
|
Asset Advisors Investment Management, LLC
|
BUY
|
- |
547+ 3.12% |
$41K - $45.4K
|
18.1K
$1.43M
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
527+ 104.56% |
$39.5K - $43.7K
|
1.03K
$81.2K
|
|
|
Jan 06, 2025
Q4 2024
|
Fortem Financial Group, LLC
|
BUY
|
- |
525+ 2.15% |
$39.3K - $43.5K
|
25K
$1.97M
|
|
|
Feb 11, 2025
Q4 2024
|
Zions Bancorporation, N.A.
|
BUY
|
- |
520New |
$38.9K - $43.1K
|
520
$41K
|
|
|
Feb 11, 2025
Q4 2024
|
Wealth Advisors Of Iowa, LLC
|
BUY
|
- |
519+ 0.34% |
$38.9K - $43K
|
155K
$12.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
518+ 13.68% |
$38.8K - $43K
|
4.31K
$339K
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
507New |
$38K - $42K
|
507
$39.9K
|
|
|
Feb 13, 2025
Q4 2024
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
504+ 6.3% |
$37.7K - $41.8K
|
8.51K
$670K
|
|
|
Feb 10, 2025
Q4 2024
|
Provident CO Of The Employees Of The Hebrew University LTD
Jerusalem, L3 |
BUY
|
- |
490+ 1.17% |
$36.7K - $40.6K
|
42.4K
$3.34M
|
|
|
Mar 06, 2025
Q4 2024
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
487New |
$36.5K - $40.4K
|
487
$38.4K
|
|
|
Jan 23, 2025
Q4 2024
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
477+ 15.73% |
$35.7K - $39.6K
|
3.51K
$276K
|
|
|
Feb 13, 2025
Q4 2024
|
Redwood Financial Network Corp
|
BUY
|
- |
476+ 12.24% |
$35.6K - $39.5K
|
4.36K
$344K
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
464+ 9.88% |
$34.7K - $38.5K
|
5.16K
$406K
|
|
|
Feb 11, 2025
Q4 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
462+ 4.54% |
$34.6K - $38.3K
|
10.6K
$839K
|
|
|
Feb 12, 2025
Q4 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
452+ 1.36% |
$33.9K - $37.5K
|
33.7K
$2.66M
|
|
|
Jan 30, 2025
Q4 2024
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
450+ 1.21% |
$33.7K - $37.3K
|
37.7K
$2.97M
|
|
|
Mar 04, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
433+ 12.77% |
$32.4K - $35.9K
|
3.82K
$301K
|
|
|
Jan 15, 2025
Q4 2024
|
Grant
|
BUY
|
- |
430+ 15.41% |
$32.2K - $35.7K
|
3.22K
$254K
|
|
|
Feb 13, 2025
Q4 2024
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
BUY
|
- |
429+ 2.1% |
$32.1K - $35.6K
|
20.9K
$1.65M
|
|
|
Feb 14, 2025
Q4 2024
|
Fwl Investment Management, LLC
|
BUY
|
- |
424+ 8.3% |
$31.8K - $35.2K
|
5.53K
$436K
|
|
|
Jan 24, 2025
Q4 2024
|
Burford Brothers, Inc.
Dallas, TX |
BUY
|
- |
422+ 4.56% |
$31.6K - $35K
|
9.68K
$763K
|
|
|
Jan 21, 2025
Q4 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
418+ 0.88% |
$31.3K - $34.7K
|
47.7K
$3.76M
|
|
|
Feb 12, 2025
Q4 2024
|
Okabena Investment Services Inc
Minneapolis, MN |
BUY
|
- |
413+ 8.27% |
$30.9K - $34.3K
|
5.41K
$426K
|
|
|
Jan 30, 2025
Q4 2024
|
Asset Planning,Inc
Cypress, CA |
BUY
|
- |
390New |
$29.2K - $32.3K
|
390
$30.7K
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
388New |
$29.1K - $32.2K
|
388
$30.6K
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Adam, LLC
|
BUY
|
- |
386+ 4.9% |
$28.9K - $32K
|
8.27K
$651K
|
|
|
Feb 10, 2025
Q4 2024
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
384+ 2.52% |
$28.8K - $31.8K
|
15.6K
$1.23M
|
|
|
Feb 13, 2025
Q4 2024
|
Concentrum Wealth Management
|
BUY
|
- |
375+ 12.97% |
$28.1K - $31.1K
|
3.27K
$257K
|
|
|
Jan 13, 2025
Q4 2024
|
City State Bank
Norwalk, IA |
BUY
|
- |
370+ 65.49% |
$27.7K - $30.7K
|
935
$73.6K
|
|
|
Feb 12, 2025
Q4 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
365+ 13.82% |
$27.3K - $30.3K
|
3.01K
$237K
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
354+ 22.25% |
$26.5K - $29.4K
|
1.95K
$153K
|
|
|
Feb 05, 2025
Q4 2024
|
Sherman Asset Management, Inc.
Ventura, CA |
BUY
|
- |
352New |
$26.4K - $29.2K
|
352
$27.7K
|
|
|
Jan 14, 2025
Q4 2024
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
347+ 0.69% |
$26K - $28.8K
|
50.5K
$3.98M
|