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 23, 2024
Q3 2024
|
Cooksen Wealth, LLC
The Woodlands, TX |
BUY
|
- |
231+ 3.12% |
$15.6K - $18.7K
|
7.63K
$621K
|
|
|
Oct 22, 2024
Q3 2024
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
231New |
$15.6K - $18.7K
|
231
$18.8K
|
|
|
Nov 05, 2024
Q3 2024
|
Fortis Capital Management LLC
|
BUY
|
- |
220+ 2.36% |
$14.9K - $17.8K
|
9.56K
$779K
|
|
|
Nov 08, 2024
Q3 2024
|
Private Portfolio Partners LLC
|
BUY
|
- |
217+ 1.09% |
$14.7K - $17.5K
|
20.1K
$1.63M
|
|
|
Oct 21, 2024
Q3 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
214+ 49.08% |
$14.5K - $17.3K
|
650
$52.9K
|
|
|
Nov 13, 2024
Q3 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
213New |
$14.4K - $17.2K
|
213
$17.3K
|
|
|
Nov 07, 2024
Q3 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
213+ 4.3% |
$14.4K - $17.2K
|
5.17K
$421K
|
|
|
Oct 25, 2024
Q3 2024
|
American Financial Advisors, LLC
|
BUY
|
- |
210+ 4.29% |
$14.2K - $17K
|
5.11K
$416K
|
|
|
Nov 12, 2024
Q3 2024
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
207+ 7.03% |
$14K - $16.7K
|
3.15K
$257K
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
PUT |
200+ 0.33% |
$13.5K - $16.2K
|
60.2K
$4.9M
|
|
|
Nov 08, 2024
Q3 2024
|
New Potomac Partners, LLC
|
BUY
|
- |
200New |
$13.5K - $16.2K
|
200
$16.3K
|
|
|
Oct 24, 2024
Q3 2024
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
200+ 1.04% |
$13.5K - $16.2K
|
19.4K
$1.58M
|
|
|
Oct 23, 2024
Q3 2024
|
Windsor Capital Management, LLC
|
BUY
|
- |
200+ 2.63% |
$13.5K - $16.2K
|
7.8K
$635K
|
|
|
Oct 23, 2024
Q3 2024
|
Global Trust Asset Management, LLC
|
BUY
|
- |
200New |
$13.5K - $16.2K
|
200
$16.3K
|
|
|
Oct 09, 2024
Q3 2024
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
BUY
|
- |
200+ 5.58% |
$13.5K - $16.2K
|
3.79K
$308K
|
|
|
Nov 13, 2024
Q3 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
195New |
$13.2K - $15.8K
|
195
$15.9K
|
|
|
Oct 10, 2024
Q3 2024
|
Jbr CO Financial Management Inc
Ardmore, OK |
BUY
|
- |
195+ 1.16% |
$13.2K - $15.8K
|
16.9K
$1.38M
|
|
|
Oct 24, 2024
Q3 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
192+ 0.65% |
$13K - $15.5K
|
29.5K
$2.4M
|
|
|
Oct 18, 2024
Q3 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
181+ 0.53% |
$12.2K - $14.6K
|
34.6K
$2.82M
|
|
|
Nov 13, 2024
Q3 2024
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
BUY
|
- |
180+ 4.28% |
$12.2K - $14.5K
|
4.39K
$357K
|
|
|
Oct 29, 2024
Q3 2024
|
Roman Butler Fullerton & CO
|
BUY
|
- |
176+ 2.16% |
$11.9K - $14.2K
|
8.34K
$679K
|
|
|
Nov 13, 2024
Q3 2024
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
174+ 99.43% |
$11.8K - $14.1K
|
349
$28.4K
|
|
|
Nov 08, 2024
Q3 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
173New |
$11.7K - $14K
|
173
$14.1K
|
|
|
Nov 05, 2024
Q3 2024
|
Simmons Bank
|
BUY
|
- |
171+ 0.51% |
$11.6K - $13.8K
|
33.8K
$2.75M
|
|
|
Oct 16, 2024
Q3 2024
|
Bfsg, LLC
|
BUY
|
- |
163+ 1.28% |
$11K - $13.2K
|
12.9K
$1.05M
|
|
|
Nov 04, 2024
Q3 2024
|
Proffitt & Goodson Inc
|
BUY
|
- |
162+ 0.78% |
$11K - $13.1K
|
21K
$1.71M
|
|
|
Oct 22, 2024
Q3 2024
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
162New |
$11K - $13.1K
|
162
$13.2K
|
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
159+ 23.25% |
$10.8K - $12.8K
|
843
$68.7K
|
|
|
Nov 01, 2024
Q3 2024
|
Objective Capital Management, LLC
|
BUY
|
- |
158+ 1.65% |
$10.7K - $12.8K
|
9.72K
$792K
|
|
|
Nov 20, 2024
Q3 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
150+ 0.92% |
$10.2K - $12.1K
|
16.5K
$1.35M
|
|
|
Oct 09, 2024
Q3 2024
|
Successful Portfolios LLC
|
BUY
|
- |
140+ 3.49% |
$9.47K - $11.3K
|
4.16K
$339K
|
|
|
Nov 12, 2024
Q3 2024
|
Sykon Capital LLC
Harrison, NY |
BUY
|
- |
137+ 0.69% |
$9.27K - $11.1K
|
19.9K
$1.62M
|
|
|
Nov 12, 2024
Q3 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
135+ 45.0% |
$9.14K - $10.9K
|
435
$35.4K
|
|
|
Oct 08, 2024
Q3 2024
|
Sage Capital Advisors,Llc
|
BUY
|
- |
133+ 0.45% |
$9K - $10.7K
|
29.5K
$2.41M
|
|
|
Oct 24, 2024
Q3 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
130+ 333.33% |
$8.8K - $10.5K
|
169
$13.8K
|
|
|
Oct 09, 2024
Q3 2024
|
Nvest Financial, LLC
|
BUY
|
- |
130+ 0.79% |
$8.8K - $10.5K
|
16.6K
$1.35M
|
|
|
Oct 30, 2024
Q3 2024
|
Interactive Financial Advisors
Chicago, IL |
BUY
|
- |
127+ 0.54% |
$8.59K - $10.3K
|
23.8K
$1.94M
|
|
|
Nov 08, 2024
Q3 2024
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
BUY
|
- |
125+ 0.46% |
$8.46K - $10.1K
|
27K
$2.2M
|
|
|
Nov 05, 2024
Q3 2024
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
125+ 3.36% |
$8.46K - $10.1K
|
3.85K
$313K
|
|
|
Oct 09, 2024
Q3 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
123+ 2.58% |
$8.32K - $9.94K
|
4.9K
$399K
|
|
|
Nov 14, 2024
Q3 2024
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
118+ 1.33% |
$7.99K - $9.53K
|
9.02K
$735K
|
|
|
Nov 15, 2024
Q3 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
111New |
$7.51K - $8.97K
|
111
$9.04K
|
|
|
Nov 14, 2024
Q3 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
111New |
$7.51K - $8.97K
|
111
$9.04K
|
|
|
Oct 07, 2024
Q3 2024
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
109+ 1.0% |
$7.38K - $8.81K
|
11K
$892K
|
|
|
Oct 31, 2024
Q3 2024
|
Hollencrest Capital Management
|
BUY
|
- |
101+ 0.47% |
$6.83K - $8.16K
|
21.5K
$1.75M
|
|
|
Oct 09, 2024
Q3 2024
|
Peak Financial Advisors LLC
|
BUY
|
- |
101+ 0.48% |
$6.83K - $8.16K
|
21.1K
$1.72M
|
|
|
Nov 06, 2024
Q3 2024
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
100+ 2.45% |
$6.77K - $8.08K
|
4.18K
$340K
|
|
|
Oct 23, 2024
Q3 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
100+ 95.24% |
$6.77K - $8.08K
|
205
$16.7K
|
|
|
Oct 22, 2024
Q3 2024
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
100+ 22.47% |
$6.77K - $8.08K
|
545
$44.4K
|
|
|
Nov 14, 2024
Q3 2024
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
94+ 2350.0% |
$6.36K - $7.59K
|
98
$7.98K
|