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 21, 2024
Q3 2024
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
92New |
$6.23K - $7.43K
|
92
$7.49K
|
|
|
Oct 15, 2024
Q3 2024
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
82+ 2.72% |
$5.55K - $6.62K
|
3.09K
$252K
|
|
|
Oct 15, 2024
Q3 2024
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
80+ 0.27% |
$5.41K - $6.46K
|
29.4K
$2.4M
|
|
|
Oct 08, 2024
Q3 2024
|
Country Trust Bank
|
BUY
|
- |
80+ 5.76% |
$5.41K - $6.46K
|
1.47K
$120K
|
|
|
Oct 17, 2024
Q3 2024
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
78+ 0.98% |
$5.28K - $6.3K
|
8K
$652K
|
|
|
Nov 07, 2024
Q3 2024
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
75+ 1.11% |
$5.08K - $6.06K
|
6.86K
$559K
|
|
|
Oct 02, 2024
Q3 2024
|
Kades & Cheifetz LLC
Berwyn, PA |
BUY
|
- |
74+ 0.91% |
$5.01K - $5.98K
|
8.17K
$665K
|
|
|
Oct 10, 2024
Q3 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
69+ 40.12% |
$4.67K - $5.57K
|
241
$19.6K
|
|
|
Oct 30, 2024
Q3 2024
|
Sage Capital Management, LLC
Stockton, NJ |
BUY
|
- |
66+ 0.49% |
$4.47K - $5.33K
|
13.6K
$1.11M
|
|
|
Oct 22, 2024
Q3 2024
|
Mc Adam, LLC
|
BUY
|
- |
65+ 0.83% |
$4.4K - $5.25K
|
7.88K
$642K
|
|
|
Oct 24, 2024
Q3 2024
|
Family Investment Center, Inc.
Saint Joseph, MO |
BUY
|
- |
64+ 2.15% |
$4.33K - $5.17K
|
3.05K
$248K
|
|
|
Nov 13, 2024
Q3 2024
|
Hantz Financial Services, Inc.
|
BUY
|
- |
63New |
$4.26K - $5.09K
|
63
$5.13K
|
|
|
Oct 23, 2024
Q3 2024
|
Burford Brothers, Inc.
Dallas, TX |
BUY
|
- |
58+ 0.63% |
$3.92K - $4.69K
|
9.26K
$754K
|
|
|
Oct 15, 2024
Q3 2024
|
Terra Nova Asset Management LLC
|
BUY
|
- |
52+ 0.35% |
$3.52K - $4.2K
|
15K
$1.22M
|
|
|
Oct 30, 2024
Q3 2024
|
Central Bank & Trust CO
|
BUY
|
- |
51+ 0.41% |
$3.45K - $4.12K
|
12.3K
$1.01M
|
|
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
50+ 0.33% |
$3.38K - $4.04K
|
15K
$1.22M
|
|
|
Oct 16, 2024
Q3 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
50New |
$3.38K - $4.04K
|
50
$4.07K
|
|
|
Oct 11, 2024
Q3 2024
|
Rise Advisors, LLC
|
BUY
|
- |
50New |
$3.38K - $4.04K
|
50
$4.07K
|
|
|
Oct 04, 2024
Q3 2024
|
Grandview Asset Management LLC
|
BUY
|
- |
48+ 1.01% |
$3.25K - $3.88K
|
4.79K
$390K
|
|
|
Oct 17, 2024
Q3 2024
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
46+ 0.39% |
$3.11K - $3.72K
|
11.8K
$964K
|
|
|
Oct 23, 2024
Q3 2024
|
Mcdaniel Terry & CO
|
BUY
|
- |
45+ 0.56% |
$3.05K - $3.64K
|
8.13K
$662K
|
|
|
Nov 06, 2024
Q3 2024
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
43+ 0.76% |
$2.91K - $3.47K
|
5.73K
$466K
|
|
|
Oct 04, 2024
Q3 2024
|
Halpern Financial, Inc.
Ashburn, VA |
BUY
|
- |
41+ 37.96% |
$2.77K - $3.31K
|
149
$12.1K
|
|
|
Oct 17, 2024
Q3 2024
|
Fifth Third Bancorp
|
BUY
|
- |
39+ 0.08% |
$2.64K - $3.15K
|
51.8K
$4.22M
|
|
|
Oct 16, 2024
Q3 2024
|
Bar Harbor Wealth Management
Concord, NH |
BUY
|
- |
38+ 0.05% |
$2.57K - $3.07K
|
76.3K
$6.22M
|
|
|
Oct 24, 2024
Q3 2024
|
Taylor & Morgan Wealth Management, LLC
|
BUY
|
- |
37+ 0.69% |
$2.5K - $2.99K
|
5.41K
$440K
|
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
36+ 0.34% |
$2.44K - $2.91K
|
10.7K
$869K
|
|
|
Nov 13, 2024
Q3 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
35New |
$2.37K - $2.83K
|
35
$2.85K
|
|
|
Oct 31, 2024
Q3 2024
|
Jmac Enterprises LLC
|
BUY
|
- |
34+ 0.29% |
$2.3K - $2.75K
|
11.6K
$943K
|
|
|
Nov 08, 2024
Q3 2024
|
South State Corp
|
BUY
|
- |
33+ 3.83% |
$2.23K - $2.67K
|
894
$72.8K
|
|
|
Oct 08, 2024
Q3 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
33New |
$2.23K - $2.67K
|
33
$2.69K
|
|
|
Nov 14, 2024
Q3 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
31+ 20.53% |
$2.1K - $2.5K
|
182
$14.8K
|
|
|
Nov 14, 2024
Q3 2024
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
BUY
|
- |
31+ 0.61% |
$2.1K - $2.5K
|
5.09K
$414K
|
|
|
Oct 15, 2024
Q3 2024
|
Arkfeld Wealth Strategies, L.L.C.
|
BUY
|
- |
31+ 0.22% |
$2.1K - $2.5K
|
14.3K
$1.17M
|
|
|
Oct 10, 2024
Q3 2024
|
City State Bank
Norwalk, IA |
BUY
|
- |
30+ 5.61% |
$2.03K - $2.42K
|
565
$46K
|
|
|
Oct 25, 2024
Q3 2024
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
26+ 0.31% |
$1.76K - $2.1K
|
8.53K
$695K
|
|
|
Nov 13, 2024
Q3 2024
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
25+ 0.06% |
$1.69K - $2.02K
|
39.7K
$3.23M
|
|
|
Nov 12, 2024
Q3 2024
|
White Pine Capital LLC
Golden Valley, MN |
BUY
|
- |
25+ 0.28% |
$1.69K - $2.02K
|
8.85K
$721K
|
|
|
Nov 07, 2024
Q3 2024
|
Braun Stacey Associates Inc
|
BUY
|
- |
23+ 0.73% |
$1.56K - $1.86K
|
3.19K
$259K
|
|
|
Oct 21, 2024
Q3 2024
|
Integrity Financial Corp
|
BUY
|
- |
22+ 3.34% |
$1.49K - $1.78K
|
681
$55.5K
|
|
|
Oct 31, 2024
Q3 2024
|
David J Yvars Group
|
BUY
|
- |
21+ 0.19% |
$1.42K - $1.7K
|
11.3K
$923K
|
|
|
Oct 28, 2024
Q3 2024
|
Palumbo Wealth Management LLC
Great Neck, NY |
BUY
|
- |
21+ 0.65% |
$1.42K - $1.7K
|
3.23K
$263K
|
|
|
Nov 14, 2024
Q3 2024
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
20+ 0.62% |
$1.35K - $1.62K
|
3.25K
$265K
|
|
|
Nov 07, 2024
Q3 2024
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
20+ 80.0% |
$1.35K - $1.62K
|
45
$3.67K
|
|
|
Nov 13, 2024
Q3 2024
|
Allred Capital Management, LLC
Dallas, TX |
BUY
|
- |
18+ 0.2% |
$1.22K - $1.45K
|
8.96K
$730K
|
|
|
Oct 07, 2024
Q3 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
16+ 0.24% |
$1.08K - $1.29K
|
6.82K
$555K
|
|
|
Oct 31, 2024
Q3 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
14+ 0.68% |
$947 - $1.13K
|
2.07K
$169K
|
|
|
Oct 24, 2024
Q3 2024
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
13+ 0.02% |
$880 - $1.05K
|
78.9K
$6.43M
|
|
|
Oct 18, 2024
Q3 2024
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
13+ 0.1% |
$880 - $1.05K
|
13.5K
$1.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Solutions 4 Wealth, LTD
Southlake, TX |
BUY
|
- |
12+ 0.1% |
$812 - $969
|
12K
$977K
|