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 |
|---|---|---|---|---|---|---|---|
|
Feb 12, 2025
Q4 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
138+ 79.77% |
$10.3K - $11.4K
|
311
$24.6K
|
|
|
Jan 14, 2025
Q4 2024
|
Peak Financial Advisors LLC
|
BUY
|
- |
136+ 0.64% |
$10.2K - $11.3K
|
21.2K
$1.68M
|
|
|
Jan 30, 2025
Q4 2024
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
135+ 4.3% |
$10.1K - $11.2K
|
3.27K
$259K
|
|
|
Feb 04, 2025
Q4 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
133+ 1.11% |
$9.96K - $11K
|
12.2K
$962K
|
|
|
Jan 27, 2025
Q4 2024
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
133+ 1.23% |
$9.96K - $11K
|
10.9K
$864K
|
|
|
Jan 16, 2025
Q4 2024
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
131New |
$9.81K - $10.9K
|
131
$10.4K
|
|
|
Jan 28, 2025
Q4 2024
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
127+ 74.71% |
$9.51K - $10.5K
|
297
$23.5K
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
124+ 0.12% |
$9.29K - $10.3K
|
106K
$8.38M
|
|
|
Feb 13, 2025
Q4 2024
|
True Private Wealth Advisors
|
BUY
|
- |
123+ 0.36% |
$9.21K - $10.2K
|
34.2K
$2.7M
|
|
|
Jan 22, 2025
Q4 2024
|
Shum Financial Group, Inc.
Alameda, CA |
BUY
|
- |
123+ 0.79% |
$9.21K - $10.2K
|
15.7K
$1.24M
|
|
|
Jan 21, 2025
Q4 2024
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
119+ 3.83% |
$8.91K - $9.87K
|
3.23K
$255K
|
|
|
Feb 13, 2025
Q4 2024
|
Fil LTD
Hamilton, D0 |
BUY
|
- |
115+ 1.13% |
$8.61K - $9.54K
|
10.3K
$813K
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
115+ 0.49% |
$8.61K - $9.54K
|
23.6K
$1.86M
|
|
|
Feb 05, 2025
Q4 2024
|
Maple Capital Management, Inc.
|
BUY
|
- |
113+ 1.5% |
$8.46K - $9.37K
|
7.64K
$604K
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
113+ 2.19% |
$8.46K - $9.37K
|
5.28K
$418K
|
|
|
Jan 24, 2025
Q4 2024
|
Independence Bank Of Kentucky
|
BUY
|
- |
113+ 4.57% |
$8.46K - $9.37K
|
2.59K
$205K
|
|
|
Jan 22, 2025
Q4 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
112+ 5.56% |
$8.39K - $9.29K
|
2.13K
$168K
|
|
|
Jan 14, 2025
Q4 2024
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
110+ 0.66% |
$8.24K - $9.12K
|
16.7K
$1.32M
|
|
|
Feb 10, 2025
Q4 2024
|
South State Corp
|
BUY
|
- |
106+ 11.86% |
$7.94K - $8.79K
|
1K
$79.1K
|
|
|
Jan 16, 2025
Q4 2024
|
Camelot Technology Advisors, Inc.
San Francisco, CA |
BUY
|
- |
101+ 0.98% |
$7.56K - $8.38K
|
10.4K
$822K
|
|
|
Jan 17, 2025
Q4 2024
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
100+ 133.33% |
$7.49K - $8.29K
|
175
$13.8K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
97+ 2.27% |
$7.26K - $8.04K
|
4.37K
$346K
|
|
|
Jan 16, 2025
Q4 2024
|
Terra Nova Asset Management LLC
|
BUY
|
- |
92+ 0.61% |
$6.89K - $7.63K
|
15.1K
$1.19M
|
|
|
Jan 22, 2025
Q4 2024
|
Savior LLC
|
BUY
|
- |
90+ 0.42% |
$6.74K - $7.46K
|
21.4K
$1.69M
|
|
|
Jan 13, 2025
Q4 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
90+ 0.3% |
$6.74K - $7.46K
|
30.3K
$2.4M
|
|
|
Feb 12, 2025
Q4 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
88+ 1.72% |
$6.59K - $7.3K
|
5.2K
$412K
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
87+ 0.67% |
$6.52K - $7.21K
|
13.1K
$1.04M
|
|
|
Feb 05, 2025
Q4 2024
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
85New |
$6.37K - $7.05K
|
85
$6.72K
|
|
|
Jan 28, 2025
Q4 2024
|
Solutions 4 Wealth, LTD
Southlake, TX |
BUY
|
- |
84+ 0.7% |
$6.29K - $6.97K
|
12.1K
$956K
|
|
|
Feb 13, 2025
Q4 2024
|
Merriman Wealth Management, LLC
|
BUY
|
- |
81+ 1.89% |
$6.07K - $6.72K
|
4.37K
$346K
|
|
|
Feb 12, 2025
Q4 2024
|
Sage Capital Management, LLC
Stockton, NJ |
BUY
|
- |
81+ 0.59% |
$6.07K - $6.72K
|
13.7K
$1.08M
|
|
|
Feb 07, 2025
Q4 2024
|
Hollencrest Capital Management
|
BUY
|
- |
71+ 0.33% |
$5.32K - $5.89K
|
21.5K
$1.7M
|
|
|
Feb 07, 2025
Q4 2024
|
Solitude Financial Services
|
BUY
|
- |
70+ 0.89% |
$5.24K - $5.81K
|
7.95K
$628K
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
67+ 5.19% |
$5.02K - $5.56K
|
1.36K
$107K
|
|
|
Jan 06, 2025
Q4 2024
|
Boltwood Capital Management
|
BUY
|
- |
63+ 0.58% |
$4.72K - $5.22K
|
11K
$869K
|
|
|
Feb 06, 2025
Q4 2024
|
Vision Financial Markets LLC
Stamford, CT |
BUY
|
- |
61New |
$4.57K - $5.06K
|
61
$4.83K
|
|
|
Feb 12, 2025
Q4 2024
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
60+ 24.1% |
$4.49K - $4.98K
|
309
$24.4K
|
|
|
Jan 27, 2025
Q4 2024
|
Lcm Capital Management Inc
|
BUY
|
- |
60+ 0.16% |
$4.49K - $4.98K
|
37.2K
$2.94M
|
|
|
Jan 17, 2025
Q4 2024
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
60New |
$4.49K - $4.98K
|
60
$4.75K
|
|
|
Jan 21, 2025
Q4 2024
|
Arkfeld Wealth Strategies, L.L.C.
|
BUY
|
- |
56+ 0.39% |
$4.19K - $4.64K
|
14.4K
$1.14M
|
|
|
Jan 30, 2025
Q4 2024
|
White Pine Capital LLC
Golden Valley, MN |
BUY
|
- |
55+ 0.62% |
$4.12K - $4.56K
|
8.9K
$704K
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
53+ 53.0% |
$3.97K - $4.4K
|
153
$12.1K
|
|
|
Jan 08, 2025
Q4 2024
|
Fulton Bank, N.A.
|
BUY
|
- |
51+ 1.75% |
$3.82K - $4.23K
|
2.96K
$234K
|
|
|
Feb 13, 2025
Q4 2024
|
Bernard Wealth Management Corp.
Royal Oak, MI |
BUY
|
- |
50New |
$3.74K - $4.15K
|
50
$3.95K
|
|
|
Feb 12, 2025
Q4 2024
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
50+ 40.0% |
$3.74K - $4.15K
|
175
$13.8K
|
|
|
Feb 10, 2025
Q4 2024
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
49New |
$3.67K - $4.06K
|
49
$3.88K
|
|
|
Feb 05, 2025
Q4 2024
|
Proffitt & Goodson Inc
|
BUY
|
- |
48+ 0.23% |
$3.59K - $3.98K
|
21.1K
$1.67M
|
|
|
Feb 14, 2025
Q4 2024
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
46+ 0.94% |
$3.44K - $3.81K
|
4.92K
$389K
|
|
|
Jan 15, 2025
Q4 2024
|
Taylor & Morgan Wealth Management, LLC
|
BUY
|
- |
44+ 0.81% |
$3.3K - $3.65K
|
5.45K
$431K
|
|
|
Jan 23, 2025
Q4 2024
|
Plimoth Trust CO LLC
|
BUY
|
- |
43+ 0.96% |
$3.22K - $3.57K
|
4.51K
$357K
|