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 |
|---|---|---|---|---|---|---|---|
|
Jul 17, 2024
Q2 2024
|
J.Safra Asset Management Corp
|
BUY
|
- |
10.2K+ 2.13% |
$639K - $742K
|
489K
$38.7M
|
|
|
Aug 08, 2024
Q2 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
10.2KNew |
$638K - $741K
|
10.2K
$806K
|
|
|
Aug 09, 2024
Q2 2024
|
Abbot Financial Management, Inc.
North Andover, MA |
BUY
|
- |
10.1KNew |
$634K - $736K
|
10.1K
$801K
|
|
|
Aug 05, 2024
Q2 2024
|
Heritage Wealth Advisors
|
BUY
|
- |
10K+ 489.72% |
$628K - $729K
|
12K
$955K
|
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
9.89K+ 42.17% |
$621K - $721K
|
33.3K
$2.64M
|
|
|
Aug 09, 2024
Q2 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
9.88KNew |
$620K - $720K
|
9.88K
$783K
|
|
|
Jul 30, 2024
Q2 2024
|
J. Safra Sarasin Holding Ag
Basel, V8 |
BUY
|
- |
9.74KNew |
$611K - $710K
|
9.74K
$772K
|
|
|
Jul 30, 2024
Q2 2024
|
Sabal Trust CO
|
BUY
|
- |
9.37K+ 25.51% |
$588K - $683K
|
46.1K
$3.66M
|
|
|
Jul 23, 2024
Q2 2024
|
Fortis Capital Management LLC
|
BUY
|
- |
9.34KNew |
$586K - $681K
|
9.34K
$740K
|
|
|
Jul 30, 2024
Q2 2024
|
L.M. Kohn & Company
|
BUY
|
- |
9.28K+ 77.18% |
$583K - $676K
|
21.3K
$1.69M
|
|
|
Aug 09, 2024
Q2 2024
|
Belvedere Trading LLC
|
BUY
|
- |
9.22KNew |
$579K - $672K
|
9.22K
$731K
|
|
|
Aug 13, 2024
Q2 2024
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
BUY
|
- |
9.14KNew |
$574K - $666K
|
9.14K
$725K
|
|
|
Aug 14, 2024
Q2 2024
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
BUY
|
- |
9.1K+ 100.72% |
$571K - $663K
|
18.1K
$1.44M
|
|
|
Aug 13, 2024
Q2 2024
|
Power Wealth Management LLC
Roswell, GA |
BUY
|
- |
8.87K+ 11.77% |
$557K - $646K
|
84.2K
$6.68M
|
|
|
Jul 31, 2024
Q2 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
8.83K+ 27.61% |
$554K - $643K
|
40.8K
$3.23M
|
|
|
Jul 30, 2024
Q2 2024
|
Esg Planning
Santa Clara, CA |
BUY
|
- |
8.59K+ 135.77% |
$539K - $626K
|
14.9K
$1.18M
|
|
|
Aug 09, 2024
Q2 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
8.59K+ 13.91% |
$539K - $626K
|
70.3K
$5.58M
|
|
|
Aug 14, 2024
Q2 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
8.24K+ 61.63% |
$517K - $600K
|
21.6K
$1.71M
|
|
|
Aug 02, 2024
Q2 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
8.24KNew |
$517K - $600K
|
8.24K
$653K
|
|
|
Aug 12, 2024
Q2 2024
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
8.1K+ 10.57% |
$509K - $591K
|
84.8K
$6.72M
|
|
|
Aug 14, 2024
Q2 2024
|
Graham Capital Management, L.P.
Rowayton, CT |
BUY
|
- |
8KNew |
$502K - $583K
|
8K
$634K
|
|
|
Aug 13, 2024
Q2 2024
|
Centric Wealth Management
|
BUY
|
- |
7.8KNew |
$490K - $569K
|
7.8K
$619K
|
|
|
Aug 14, 2024
Q2 2024
|
Aspen Grove Capital, LLC
Avon, CO |
BUY
|
- |
7.8KNew |
$490K - $568K
|
7.8K
$618K
|
|
|
Aug 13, 2024
Q2 2024
|
Cullen Capital Management, LLC
New York, NY |
BUY
|
- |
7.65KNew |
$480K - $558K
|
7.65K
$607K
|
|
|
Aug 09, 2024
Q2 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
7.6K+ 114.36% |
$477K - $554K
|
14.2K
$1.13M
|
|
|
Jul 19, 2024
Q2 2024
|
Fulcrum Equity Management
|
BUY
|
- |
7.01KNew |
$440K - $510K
|
7.01K
$555K
|
|
|
Jul 09, 2024
Q2 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
6.87KNew |
$431K - $500K
|
6.87K
$544K
|
|
|
Aug 13, 2024
Q2 2024
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
BUY
|
- |
6.78K+ 93.6% |
$425K - $494K
|
14K
$1.11M
|
|
|
Aug 14, 2024
Q2 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
6.69K+ 57.12% |
$420K - $487K
|
18.4K
$1.46M
|
|
|
Aug 13, 2024
Q2 2024
|
Hollow Brook Wealth Management LLC
|
BUY
|
- |
6.69K+ 7.45% |
$420K - $487K
|
96.4K
$7.64M
|
|
|
Aug 13, 2024
Q2 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
6.63K+ 57.5% |
$416K - $483K
|
18.2K
$1.44M
|
|
|
Aug 05, 2024
Q2 2024
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
BUY
|
- |
6.61KNew |
$415K - $481K
|
6.61K
$524K
|
|
|
Aug 14, 2024
Q2 2024
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
6.55KNew |
$411K - $477K
|
6.55K
$519K
|
|
|
Aug 09, 2024
Q2 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
6.34K+ 130.16% |
$398K - $462K
|
11.2K
$888K
|
|
|
Aug 14, 2024
Q2 2024
|
Full Sail Capital, LLC
Oklahoma City, OK |
BUY
|
- |
6.28K+ 4.38% |
$394K - $458K
|
150K
$11.9M
|
|
|
Aug 07, 2024
Q2 2024
|
Hilton Capital Management, LLC
|
BUY
|
- |
6.28K+ 3.7% |
$394K - $457K
|
176K
$13.9M
|
|
|
Jul 23, 2024
Q2 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
6.2KNew |
$389K - $452K
|
6.2K
$492K
|
|
|
Aug 09, 2024
Q2 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
6.17K+ 24.93% |
$387K - $449K
|
30.9K
$2.45M
|
|
|
Aug 02, 2024
Q2 2024
|
Founders Financial Securities LLC
|
BUY
|
- |
5.94K+ 43.67% |
$373K - $433K
|
19.5K
$1.55M
|
|
|
Jul 29, 2024
Q2 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
5.83K+ 18.96% |
$366K - $425K
|
36.6K
$2.9M
|
|
|
Aug 09, 2024
Q2 2024
|
Barometer Capital Management Inc.
Toronto, A6 |
BUY
|
- |
5.8KNew |
$364K - $423K
|
5.8K
$460K
|
|
|
Aug 08, 2024
Q2 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
5.7K+ 149.1% |
$358K - $415K
|
9.52K
$755K
|
|
|
Aug 12, 2024
Q2 2024
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
5.68KNew |
$357K - $414K
|
5.68K
$451K
|
|
|
Aug 14, 2024
Q2 2024
|
Community Bank, N.A.
|
BUY
|
- |
5.6K+ 161.04% |
$351K - $408K
|
9.07K
$719K
|
|
|
Aug 12, 2024
Q2 2024
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
5.23KNew |
$328K - $381K
|
5.23K
$415K
|
|
|
Aug 14, 2024
Q2 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
PUT |
5.2KNew |
$326K - $379K
|
5.2K
$412K
|
|
|
Aug 14, 2024
Q2 2024
|
Css LLC
Chicago, IL |
BUY
|
PUT |
5KNew |
$314K - $364K
|
5K
$396K
|
|
|
Aug 09, 2024
Q2 2024
|
Glaxis Capital Management, LLC
Sarasota, FL |
BUY
|
- |
5KNew |
$314K - $364K
|
5K
$396K
|
|
|
Aug 06, 2024
Q2 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
4.95KNew |
$311K - $361K
|
4.95K
$393K
|
|
|
Jul 19, 2024
Q2 2024
|
Cpr Investments Inc.
Rochester, MI |
BUY
|
- |
4.86KNew |
$305K - $354K
|
4.86K
$385K
|