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 18, 2024
Q3 2024
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
831+ 2.28% |
$56.2K - $67.1K
|
37.2K
$3.09M
|
|
|
Nov 13, 2024
Q3 2024
|
Private Capital Management LLC
|
BUY
|
- |
817New |
$55.3K - $66K
|
817
$67.7K
|
|
|
Nov 13, 2024
Q3 2024
|
Wfa Of San Diego, LLC
|
BUY
|
- |
814+ 35.47% |
$55.1K - $65.8K
|
3.11K
$258K
|
|
|
Oct 28, 2024
Q3 2024
|
Penobscot Wealth Management
|
BUY
|
- |
799+ 7.86% |
$54.1K - $64.5K
|
11K
$909K
|
|
|
Nov 14, 2024
Q3 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
796+ 1.63% |
$53.9K - $64.3K
|
49.6K
$4.11M
|
|
|
Nov 04, 2024
Q3 2024
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
788+ 2.28% |
$53.3K - $63.7K
|
35.4K
$2.93M
|
|
|
Nov 04, 2024
Q3 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
787+ 3.37% |
$53.3K - $63.6K
|
24.2K
$2M
|
|
|
Nov 13, 2024
Q3 2024
|
Zuckerman Investment Group, LLC
Chicago, IL |
BUY
|
- |
771+ 4.08% |
$52.2K - $62.3K
|
19.7K
$1.63M
|
|
|
Oct 17, 2024
Q3 2024
|
Midwest Financial Group LLC
Overland Park, KS |
BUY
|
- |
770+ 4.01% |
$52.1K - $62.2K
|
20K
$1.65M
|
|
|
Oct 31, 2024
Q3 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
762+ 3.3% |
$51.6K - $61.6K
|
23.8K
$1.98M
|
|
|
Oct 30, 2024
Q3 2024
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
751+ 9.55% |
$50.8K - $60.7K
|
8.61K
$714K
|
|
|
Oct 08, 2024
Q3 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
746+ 11.35% |
$50.5K - $60.3K
|
7.32K
$607K
|
|
|
Nov 04, 2024
Q3 2024
|
Platform Technology Partners
|
BUY
|
- |
703+ 7.91% |
$47.6K - $56.8K
|
9.59K
$795K
|
|
|
Nov 05, 2024
Q3 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
702+ 8.52% |
$47.5K - $56.7K
|
8.94K
$741K
|
|
|
Nov 06, 2024
Q3 2024
|
Dearborn Partners LLC
|
BUY
|
- |
700+ 10.3% |
$47.4K - $56.5K
|
7.5K
$621K
|
|
|
Nov 01, 2024
Q3 2024
|
Sequent Asset Management, LLC
|
BUY
|
- |
700+ 17.97% |
$47.4K - $56.5K
|
4.6K
$381K
|
|
|
Oct 24, 2024
Q3 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
698+ 8.21% |
$47.2K - $56.4K
|
9.2K
$762K
|
|
|
Nov 08, 2024
Q3 2024
|
Abbot Financial Management, Inc.
North Andover, MA |
BUY
|
- |
675+ 6.68% |
$45.7K - $54.5K
|
10.8K
$893K
|
|
|
Oct 30, 2024
Q3 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
675+ 15.2% |
$45.7K - $54.5K
|
5.12K
$424K
|
|
|
Nov 14, 2024
Q3 2024
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
672+ 1.33% |
$45.5K - $54.3K
|
51.3K
$4.25M
|
|
|
Oct 25, 2024
Q3 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
637+ 38.17% |
$43.1K - $51.5K
|
2.31K
$191K
|
|
|
Nov 01, 2024
Q3 2024
|
Arrow Financial Corp
|
BUY
|
- |
633+ 4.33% |
$42.8K - $51.1K
|
15.3K
$1.26M
|
|
|
Oct 15, 2024
Q3 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
632+ 12.05% |
$42.8K - $51.1K
|
5.88K
$487K
|
|
|
Oct 04, 2024
Q3 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
625+ 19.6% |
$42.3K - $50.5K
|
3.81K
$316K
|
|
|
Oct 01, 2024
Q3 2024
|
Appleton Partners Inc
|
BUY
|
- |
620+ 1.15% |
$42K - $50.1K
|
54.5K
$4.52M
|
|
|
Nov 08, 2024
Q3 2024
|
Darwin Advisors, LLC
|
BUY
|
- |
616New |
$41.7K - $49.8K
|
616
$51.1K
|
|
|
Oct 21, 2024
Q3 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
610+ 7.06% |
$41.3K - $49.3K
|
9.26K
$767K
|
|
|
Nov 15, 2024
Q3 2024
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
606+ 13.23% |
$41K - $49K
|
5.19K
$430K
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
605+ 17.6% |
$40.9K - $48.9K
|
4.04K
$335K
|
|
|
Nov 08, 2024
Q3 2024
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
605+ 3.07% |
$40.9K - $48.9K
|
20.3K
$1.68M
|
|
|
Nov 06, 2024
Q3 2024
|
Coastline Trust CO
|
BUY
|
- |
600New |
$40.6K - $48.5K
|
600
$49.7K
|
|
|
Oct 16, 2024
Q3 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
600+ 12.58% |
$40.6K - $48.5K
|
5.37K
$445K
|
|
|
Nov 06, 2024
Q3 2024
|
Bank Of Marin
Novato, CA |
BUY
|
- |
594+ 9.14% |
$40.2K - $48K
|
7.09K
$588K
|
|
|
Oct 04, 2024
Q3 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
593+ 3.78% |
$40.1K - $47.9K
|
16.3K
$1.35M
|
|
|
Oct 11, 2024
Q3 2024
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
577+ 4.06% |
$39K - $46.6K
|
14.8K
$1.23M
|
|
|
Nov 04, 2024
Q3 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
576+ 13.56% |
$39K - $46.5K
|
4.82K
$400K
|
|
|
Oct 21, 2024
Q3 2024
|
Eastern Bank
|
BUY
|
- |
575New |
$38.9K - $46.4K
|
575
$47.7K
|
|
|
Nov 13, 2024
Q3 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
565+ 2.74% |
$38.2K - $45.6K
|
21.2K
$1.76M
|
|
|
Oct 15, 2024
Q3 2024
|
Atticus Wealth Management, LLC
|
BUY
|
- |
557+ 18.65% |
$37.7K - $45K
|
3.54K
$294K
|
|
|
Oct 09, 2024
Q3 2024
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
BUY
|
- |
553+ 14.72% |
$37.4K - $44.7K
|
4.31K
$357K
|
|
|
Nov 12, 2024
Q3 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
549+ 16.22% |
$37.2K - $44.3K
|
3.93K
$326K
|
|
|
Oct 15, 2024
Q3 2024
|
Wbh Advisory Inc
|
BUY
|
- |
546+ 1.45% |
$36.9K - $44.1K
|
38.2K
$3.17M
|
|
|
Nov 06, 2024
Q3 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
541+ 54.21% |
$36.6K - $43.7K
|
1.54K
$128K
|
|
|
Nov 14, 2024
Q3 2024
|
Regions Financial Corp
|
BUY
|
- |
538+ 3.91% |
$36.4K - $43.5K
|
14.3K
$1.19M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
535+ 1.17% |
$36.2K - $43.2K
|
46.2K
$3.83M
|
|
|
Nov 13, 2024
Q3 2024
|
Harmony Asset Management LLC
Scottsdale, AZ |
BUY
|
- |
531+ 9.79% |
$35.9K - $42.9K
|
5.95K
$494K
|
|
|
Nov 08, 2024
Q3 2024
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
525+ 30.88% |
$35.5K - $42.4K
|
2.23K
$184K
|
|
|
Oct 25, 2024
Q3 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
523+ 3.31% |
$35.4K - $42.2K
|
16.3K
$1.35M
|
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
522+ 1.17% |
$35.3K - $42.2K
|
45.1K
$3.73M
|
|
|
Oct 15, 2024
Q3 2024
|
Krilogy Financial LLC
|
BUY
|
- |
517+ 0.54% |
$35K - $41.8K
|
96.3K
$7.98M
|