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 |
|---|---|---|---|---|---|---|---|
|
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
|
|
|
Aug 14, 2024
Q2 2024
|
Elco Management Co., LLC
New York, NY |
BUY
|
- |
4.75KNew |
$298K - $346K
|
4.75K
$377K
|
|
|
Jul 26, 2024
Q2 2024
|
Crown Wealth Group, LLC
|
BUY
|
- |
4.64KNew |
$291K - $338K
|
4.64K
$368K
|
|
|
Aug 09, 2024
Q2 2024
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
4.63K+ 50.29% |
$291K - $337K
|
13.8K
$1.1M
|
|
|
Jul 29, 2024
Q2 2024
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
BUY
|
- |
4.58K+ 20.52% |
$287K - $334K
|
26.9K
$2.13M
|
|
|
Aug 14, 2024
Q2 2024
|
Legal & General Group PLC
London, X0 |
BUY
|
- |
4.5K+ 49.72% |
$282K - $328K
|
13.6K
$1.07M
|
|
|
Aug 15, 2024
Q2 2024
|
Texas Capital Bank Wealth Management Services Inc
|
BUY
|
- |
4.44KNew |
$279K - $324K
|
4.44K
$352K
|
|
|
Aug 13, 2024
Q2 2024
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
BUY
|
- |
4.44K+ 4.77% |
$279K - $324K
|
97.6K
$7.74M
|
|
|
Jul 10, 2024
Q2 2024
|
Csenge Advisory Group
|
BUY
|
- |
4.42K+ 5.41% |
$277K - $322K
|
86.1K
$6.82M
|
|
|
Jul 25, 2024
Q2 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
4.38KNew |
$275K - $319K
|
4.38K
$347K
|
|
|
Aug 14, 2024
Q2 2024
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
4.35KNew |
$273K - $317K
|
4.35K
$345K
|
|
|
Aug 14, 2024
Q2 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
4.19KNew |
$263K - $305K
|
4.19K
$332K
|
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
4.13K+ 3.43% |
$259K - $301K
|
124K
$9.87M
|
|
|
Aug 01, 2024
Q2 2024
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
4.12KNew |
$258K - $300K
|
4.12K
$326K
|
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
BUY
|
- |
4.08K+ 6.02% |
$256K - $297K
|
71.9K
$5.7M
|
|
|
Aug 09, 2024
Q2 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
3.98K+ 32.89% |
$250K - $290K
|
16.1K
$1.28M
|
|
|
Jul 30, 2024
Q2 2024
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
3.97KNew |
$249K - $289K
|
3.97K
$315K
|
|
|
Aug 21, 2024
Q2 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
3.96K+ 2.81% |
$249K - $289K
|
145K
$11.5M
|
|
|
Jul 26, 2024
Q2 2024
|
Sequent Asset Management, LLC
|
BUY
|
- |
3.9KNew |
$245K - $284K
|
3.9K
$309K
|
|
|
Jul 30, 2024
Q2 2024
|
Prudent Investors Network, Inc.
Lake Forest, CA |
BUY
|
- |
3.74K+ 2.87% |
$235K - $272K
|
134K
$10.6M
|
|
|
Jul 31, 2024
Q2 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
3.69K+ 26.76% |
$232K - $269K
|
17.5K
$1.39M
|
|
|
Jul 23, 2024
Q2 2024
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
3.67K+ 117.75% |
$230K - $267K
|
6.78K
$538K
|
|
|
Aug 13, 2024
Q2 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
3.62K+ 3.51% |
$227K - $264K
|
107K
$8.45M
|
|
|
Aug 05, 2024
Q2 2024
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
3.62K+ 11.11% |
$227K - $264K
|
36.2K
$2.87M
|
|
|
Aug 14, 2024
Q2 2024
|
Brown Advisory Inc
|
BUY
|
- |
3.6K+ 30.71% |
$226K - $262K
|
15.3K
$1.21M
|
|
|
Jul 25, 2024
Q2 2024
|
Simplex Trading, LLC
|
BUY
|
- |
3.59KNew |
$225K - $262K
|
3.59K
$285K
|
|
|
Aug 14, 2024
Q2 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
3.56K+ 21.85% |
$224K - $259K
|
19.9K
$1.57M
|
|
|
Aug 12, 2024
Q2 2024
|
3 Edge Asset Management, LP
|
BUY
|
- |
3.55KNew |
$223K - $259K
|
3.55K
$282K
|
|
|
Aug 06, 2024
Q2 2024
|
Mount Lucas Management LP
Newtown, PA |
BUY
|
- |
3.48K+ 60.53% |
$218K - $254K
|
9.23K
$732K
|
|
|
Jul 26, 2024
Q2 2024
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
3.43KNew |
$215K - $250K
|
3.43K
$272K
|
|
|
Aug 13, 2024
Q2 2024
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
3.42KNew |
$215K - $250K
|
3.42K
$271K
|
|
|
Aug 06, 2024
Q2 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
3.3KNew |
$207K - $241K
|
3.3K
$262K
|
|
|
Aug 01, 2024
Q2 2024
|
Lgl Partners, LLC
West Conshohocken, PA |
BUY
|
- |
3.21KNew |
$202K - $234K
|
3.21K
$255K
|
|
|
Aug 13, 2024
Q2 2024
|
Ally Invest Advisors Inc.
Charlotte, NC |
BUY
|
- |
3.2KNew |
$201K - $233K
|
3.2K
$254K
|
|
|
Aug 12, 2024
Q2 2024
|
Zuckerman Investment Group, LLC
Chicago, IL |
BUY
|
- |
3.2K+ 20.38% |
$201K - $233K
|
18.9K
$1.5M
|
|
|
Jul 23, 2024
Q2 2024
|
Godsey & Gibb Associates
|
BUY
|
- |
3.2K+ 880.44% |
$201K - $233K
|
3.56K
$282K
|
|
|
Aug 15, 2024
Q2 2024
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
3.15KNew |
$198K - $230K
|
3.15K
$250K
|
|
|
Aug 07, 2024
Q2 2024
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
BUY
|
- |
3.12K+ 37.66% |
$196K - $227K
|
11.4K
$904K
|
|
|
Aug 12, 2024
Q2 2024
|
Spider Rock Advisors, LLC
|
BUY
|
- |
3.1KNew |
$195K - $226K
|
3.1K
$246K
|
|
|
Aug 07, 2024
Q2 2024
|
Safeguard Financial, LLC
|
BUY
|
- |
3.07KNew |
$193K - $224K
|
3.07K
$244K
|
|
|
Jul 19, 2024
Q2 2024
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
3.07KNew |
$193K - $224K
|
3.07K
$243K
|
|
|
Aug 02, 2024
Q2 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
3.06KNew |
$192K - $223K
|
3.06K
$243K
|
|
|
Aug 14, 2024
Q2 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
3.06KNew |
$192K - $223K
|
3.06K
$243K
|
|
|
Aug 12, 2024
Q2 2024
|
Ieq Capital, LLC
|
BUY
|
- |
3.05KNew |
$192K - $223K
|
3.05K
$242K
|
|
|
Aug 13, 2024
Q2 2024
|
German American Bancorp, Inc.
Jasper, IN |
BUY
|
- |
3.04K+ 2.17% |
$191K - $222K
|
143K
$11.3M
|
|
|
Aug 09, 2024
Q2 2024
|
Black Diamond Financial, LLC
|
BUY
|
- |
3.01KNew |
$189K - $219K
|
3.01K
$239K
|
|
|
Jul 09, 2024
Q2 2024
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
BUY
|
- |
3KNew |
$188K - $219K
|
3K
$238K
|
|
|
Aug 13, 2024
Q2 2024
|
Fwl Investment Management, LLC
|
BUY
|
- |
3K+ 1683.71% |
$188K - $218K
|
3.18K
$252K
|