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 16, 2024
Q2 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
2.99KNew |
$188K - $218K
|
2.99K
$237K
|
|
|
Aug 08, 2024
Q2 2024
|
Alerus Financial Na
Grand Forks, ND |
BUY
|
- |
2.96K+ 12.42% |
$186K - $216K
|
26.8K
$2.13M
|
|
|
Aug 14, 2024
Q2 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
2.96K+ 4.32% |
$185K - $215K
|
71.4K
$5.66M
|
|
|
Aug 13, 2024
Q2 2024
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
2.94KNew |
$185K - $214K
|
2.94K
$233K
|
|
|
Aug 02, 2024
Q2 2024
|
Larson Financial Group LLC
|
BUY
|
- |
2.93K+ 76.36% |
$184K - $214K
|
6.77K
$537K
|
|
|
Aug 13, 2024
Q2 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
2.91K+ 4.65% |
$183K - $212K
|
65.5K
$5.2M
|
|
|
Aug 08, 2024
Q2 2024
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
2.86K+ 8.46% |
$180K - $209K
|
36.7K
$2.91M
|
|
|
Aug 01, 2024
Q2 2024
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
2.81K+ 7.63% |
$176K - $205K
|
39.6K
$3.14M
|
|
|
Jul 25, 2024
Q2 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
2.72K+ 7.99% |
$171K - $198K
|
36.8K
$2.92M
|
|
|
Aug 09, 2024
Q2 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
2.56K+ 16.56% |
$161K - $187K
|
18K
$1.43M
|
|
|
Aug 14, 2024
Q2 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
2.55K+ 1156.82% |
$160K - $185K
|
2.77K
$219K
|
|
|
Aug 13, 2024
Q2 2024
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
2.52K+ 119.52% |
$158K - $184K
|
4.63K
$367K
|
|
|
Aug 05, 2024
Q2 2024
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
2.13K+ 40.44% |
$134K - $156K
|
7.41K
$588K
|
|
|
Aug 02, 2024
Q2 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
2.06K+ 23.65% |
$129K - $150K
|
10.8K
$855K
|
|
|
Aug 01, 2024
Q2 2024
|
Game Plan Financial Advisors, LLC
|
BUY
|
- |
2KNew |
$126K - $146K
|
2K
$159K
|
|
|
Jul 26, 2024
Q2 2024
|
Encompass More Asset Management
Danville, CA |
BUY
|
- |
2K+ 51.1% |
$125K - $146K
|
5.91K
$469K
|
|
|
Jul 23, 2024
Q2 2024
|
Private Trust CO Na
|
BUY
|
- |
1.98K+ 10.03% |
$124K - $145K
|
21.8K
$1.72M
|
|
|
Sep 17, 2024
Q2 2024
|
University Of Texas
|
BUY
|
- |
1.9KNew |
$119K - $138K
|
1.9K
$151K
|
|
|
Aug 15, 2024
Q2 2024
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
BUY
|
- |
1.88K+ 80.86% |
$118K - $137K
|
4.21K
$333K
|
|
|
Aug 14, 2024
Q2 2024
|
Wfa Of San Diego, LLC
|
BUY
|
- |
1.88K+ 450.36% |
$118K - $137K
|
2.3K
$182K
|
|
|
Jul 23, 2024
Q2 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.82K+ 3.19% |
$114K - $133K
|
59K
$4.68M
|
|
|
Aug 01, 2024
Q2 2024
|
Capital Square, LLC
|
BUY
|
- |
1.78K+ 25.05% |
$112K - $130K
|
8.9K
$706K
|
|
|
Aug 12, 2024
Q2 2024
|
Allie Family Office LLC
|
BUY
|
- |
1.76K+ 18.6% |
$110K - $128K
|
11.2K
$887K
|
|
|
Aug 12, 2024
Q2 2024
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
1.7KNew |
$107K - $124K
|
1.7K
$135K
|
|
|
Aug 15, 2024
Q2 2024
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
1.7K+ 5.87% |
$107K - $124K
|
30.6K
$2.43M
|
|
|
Aug 13, 2024
Q2 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
1.68K+ 14.12% |
$106K - $123K
|
13.6K
$1.08M
|
|
|
Jul 31, 2024
Q2 2024
|
Bray Capital Advisors
|
BUY
|
- |
1.59K+ 3.32% |
$99.9K - $116K
|
49.6K
$3.93M
|
|
|
Aug 07, 2024
Q2 2024
|
Greenwood Gearhart Inc
Fayetteville, AR |
BUY
|
- |
1.57K+ 0.88% |
$98.5K - $114K
|
180K
$14.2M
|
|
|
Jul 19, 2024
Q2 2024
|
Donald L. Hagan, LLC
|
BUY
|
- |
1.56K+ 22.69% |
$97.7K - $113K
|
8.42K
$667K
|
|
|
Aug 14, 2024
Q2 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
1.41K+ 13.36% |
$88.7K - $103K
|
12K
$951K
|
|
|
Jul 22, 2024
Q2 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
1.39K+ 4.19% |
$87.3K - $101K
|
34.6K
$2.74M
|
|
|
Aug 14, 2024
Q2 2024
|
Jsf Financial, LLC
|
BUY
|
- |
1.34K+ 6.26% |
$83.8K - $97.3K
|
22.6K
$1.8M
|
|
|
Jul 30, 2024
Q2 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
1.32K+ 2.72% |
$83K - $96.3K
|
49.9K
$3.96M
|
|
|
Jul 30, 2024
Q2 2024
|
Lee Danner & Bass Inc
|
BUY
|
- |
1.32K+ 8.52% |
$82.7K - $96K
|
16.8K
$1.33M
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
1.26K+ 4.8% |
$79.3K - $92.1K
|
27.6K
$2.19M
|
|
|
Jul 26, 2024
Q2 2024
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
1.25KNew |
$78.5K - $91.1K
|
1.25K
$99.1K
|
|
|
Aug 08, 2024
Q2 2024
|
Abbrea Capital, LLC
|
BUY
|
- |
1.2K+ 7.41% |
$75K - $87.1K
|
17.3K
$1.37M
|
|
|
Jul 24, 2024
Q2 2024
|
Family Firm, Inc.
|
BUY
|
- |
1.18KNew |
$74.3K - $86.3K
|
1.18K
$93.9K
|
|
|
Jul 22, 2024
Q2 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
1.18K+ 53.04% |
$73.9K - $85.8K
|
3.4K
$269K
|
|
|
Aug 14, 2024
Q2 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
1.1K+ 24.21% |
$69.3K - $80.4K
|
5.66K
$449K
|
|
|
Jul 23, 2024
Q2 2024
|
Koa Wealth Management, LLC
Encinitas, CA |
BUY
|
- |
1.08K+ 2.84% |
$67.9K - $78.8K
|
39.1K
$3.1M
|
|
|
Jul 23, 2024
Q2 2024
|
Wespac Advisors So Cal, LLC
|
BUY
|
- |
1.05K+ 6.11% |
$65.6K - $76.1K
|
18.1K
$1.44M
|
|
|
Aug 02, 2024
Q2 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
1.04K+ 5.12% |
$65.3K - $75.8K
|
21.4K
$1.69M
|
|
|
Aug 09, 2024
Q2 2024
|
Lokken Investment Group LLC
|
BUY
|
- |
1.02K+ 9.15% |
$63.8K - $74K
|
12.1K
$961K
|
|
|
Jul 24, 2024
Q2 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
981New |
$61.6K - $71.5K
|
981
$77.8K
|
|
|
Aug 09, 2024
Q2 2024
|
Macquarie Group LTD
Australia, C3 |
BUY
|
- |
969New |
$60.8K - $70.6K
|
969
$76.8K
|
|
|
Jul 30, 2024
Q2 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
960+ 15.58% |
$60.3K - $70K
|
7.12K
$564K
|
|
|
Aug 09, 2024
Q2 2024
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
878+ 3.96% |
$55.1K - $64K
|
23.1K
$1.83M
|
|
|
Aug 14, 2024
Q2 2024
|
Treynor Bancshares, Inc.
|
BUY
|
- |
868+ 5.91% |
$54.5K - $63.3K
|
15.5K
$1.23M
|
|
|
Aug 05, 2024
Q2 2024
|
Corrado Advisors, LLC
Ramsey, NJ |
BUY
|
- |
868+ 5.57% |
$54.5K - $63.3K
|
16.4K
$1.3M
|