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 14, 2024
Q2 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
212+ 6.68% |
$13.3K - $15.4K
|
3.39K
$268K
|
|
|
Oct 09, 2024
Q2 2024
|
Cladis Investment Advisory, LLC
Billings, MT |
BUY
|
- |
202+ 1.61% |
$12.7K - $14.7K
|
12.8K
$1.01M
|
|
|
Aug 02, 2024
Q2 2024
|
United Community Bank
Greenville, SC |
BUY
|
- |
200+ 232.56% |
$12.6K - $14.6K
|
286
$22.7K
|
|
|
Jul 24, 2024
Q2 2024
|
Dt Investment Partners, LLC
|
BUY
|
- |
199New |
$12.5K - $14.5K
|
199
$15.8K
|
|
|
Aug 12, 2024
Q2 2024
|
Intrepid Financial Planning Group LLC
Carmel, IN |
BUY
|
- |
197+ 0.83% |
$12.4K - $14.4K
|
23.9K
$1.9M
|
|
|
Jul 30, 2024
Q2 2024
|
Clarity Financial LLC
|
BUY
|
- |
191+ 0.16% |
$12K - $13.9K
|
120K
$9.52M
|
|
|
Aug 12, 2024
Q2 2024
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
180New |
$11.3K - $13.1K
|
180
$14.3K
|
|
|
Aug 01, 2024
Q2 2024
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
165+ 1.97% |
$10.4K - $12K
|
8.56K
$679K
|
|
|
Oct 22, 2024
Q2 2024
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
158+ 0.55% |
$9.92K - $11.5K
|
28.9K
$2.29M
|
|
|
Aug 12, 2024
Q2 2024
|
Tradition Wealth Management, LLC
|
BUY
|
- |
153+ 1.71% |
$9.6K - $11.1K
|
9.08K
$720K
|
|
|
Aug 14, 2024
Q2 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
151New |
$9.48K - $11K
|
151
$12K
|
|
|
Jul 15, 2024
Q2 2024
|
Peoples Bank/Ks
Pratt, KS |
BUY
|
- |
145+ 1.97% |
$9.1K - $10.6K
|
7.52K
$596K
|
|
|
Sep 20, 2024
Q2 2024
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
144+ 11.17% |
$9.04K - $10.5K
|
1.43K
$114K
|
|
|
Jul 09, 2024
Q2 2024
|
Naples Money Management LLC
Naples, FL |
BUY
|
- |
143+ 11.38% |
$8.98K - $10.4K
|
1.4K
$111K
|
|
|
Jul 30, 2024
Q2 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
142+ 1.73% |
$8.91K - $10.3K
|
8.35K
$662K
|
|
|
Aug 14, 2024
Q2 2024
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
140New |
$8.79K - $10.2K
|
140
$11.1K
|
|
|
Jul 23, 2024
Q2 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
140New |
$8.79K - $10.2K
|
140
$11.1K
|
|
|
Jul 19, 2024
Q2 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
138+ 0.74% |
$8.66K - $10.1K
|
18.9K
$1.5M
|
|
|
Aug 07, 2024
Q2 2024
|
Carson Advisory Inc.
|
BUY
|
- |
137+ 1.65% |
$8.6K - $9.98K
|
8.44K
$669K
|
|
|
Aug 07, 2024
Q2 2024
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
126+ 0.79% |
$7.91K - $9.18K
|
16.1K
$1.28M
|
|
|
Aug 15, 2024
Q2 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
125New |
$7.85K - $9.11K
|
125
$9.91K
|
|
|
Aug 23, 2024
Q2 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
108+ 7.31% |
$6.78K - $7.87K
|
1.59K
$126K
|
|
|
Jul 29, 2024
Q2 2024
|
Crewe Advisors LLC
|
BUY
|
- |
108+ 45.0% |
$6.78K - $7.87K
|
348
$27.6K
|
|
|
Jul 26, 2024
Q2 2024
|
Dearborn Partners LLC
|
BUY
|
- |
98+ 1.46% |
$6.15K - $7.14K
|
6.8K
$539K
|
|
|
Aug 14, 2024
Q2 2024
|
One Charles Private Wealth Services, LLC
|
BUY
|
- |
89+ 1.18% |
$5.59K - $6.49K
|
7.62K
$604K
|
|
|
Jul 12, 2024
Q2 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
79New |
$4.96K - $5.76K
|
79
$6.26K
|
|
|
Aug 14, 2024
Q2 2024
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
75New |
$4.71K - $5.47K
|
75
$5.95K
|
|
|
Aug 14, 2024
Q2 2024
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
70+ 0.79% |
$4.39K - $5.1K
|
8.9K
$706K
|
|
|
Aug 08, 2024
Q2 2024
|
John G Ullman & Associates Inc
|
BUY
|
- |
67+ 1.0% |
$4.21K - $4.88K
|
6.77K
$536K
|
|
|
Aug 12, 2024
Q2 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
57New |
$3.58K - $4.15K
|
57
$4.52K
|
|
|
Aug 13, 2024
Q2 2024
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
49+ 0.18% |
$3.08K - $3.57K
|
27.6K
$2.19M
|
|
|
Jul 31, 2024
Q2 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
47+ 470.0% |
$2.95K - $3.42K
|
57
$4.52K
|
|
|
Jul 31, 2024
Q2 2024
|
Ntv Asset Management LLC
|
BUY
|
- |
47+ 1.41% |
$2.95K - $3.42K
|
3.37K
$267K
|
|
|
Aug 14, 2024
Q2 2024
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
BUY
|
- |
45+ 0.4% |
$2.82K - $3.28K
|
11.4K
$903K
|
|
|
Aug 14, 2024
Q2 2024
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
42+ 0.21% |
$2.64K - $3.06K
|
20.4K
$1.62M
|
|
|
Aug 13, 2024
Q2 2024
|
White Pine Capital LLC
Golden Valley, MN |
BUY
|
- |
40+ 0.46% |
$2.51K - $2.91K
|
8.82K
$699K
|
|
|
Aug 13, 2024
Q2 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
40+ 1.51% |
$2.51K - $2.91K
|
2.68K
$213K
|
|
|
Aug 07, 2024
Q2 2024
|
Redwood Financial Network Corp
|
BUY
|
- |
39+ 1.1% |
$2.45K - $2.84K
|
3.59K
$284K
|
|
|
Aug 01, 2024
Q2 2024
|
Providence First Trust CO
|
BUY
|
- |
38+ 0.1% |
$2.39K - $2.77K
|
36.7K
$2.91M
|
|
|
Jul 18, 2024
Q2 2024
|
Ellsworth Advisors, LLC
|
BUY
|
- |
36+ 0.82% |
$2.26K - $2.62K
|
4.45K
$353K
|
|
|
Aug 09, 2024
Q2 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
34+ 0.85% |
$2.13K - $2.48K
|
4.04K
$320K
|
|
|
Aug 12, 2024
Q2 2024
|
Old Second National Bank Of Aurora
|
BUY
|
- |
33+ 1.14% |
$2.07K - $2.4K
|
2.93K
$233K
|
|
|
Aug 14, 2024
Q2 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
29+ 4.2% |
$1.82K - $2.11K
|
720
$57.1K
|
|
|
Jul 16, 2024
Q2 2024
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
29+ 322.22% |
$1.82K - $2.11K
|
38
$3.01K
|
|
|
Jul 22, 2024
Q2 2024
|
David J Yvars Group
|
BUY
|
- |
24+ 0.21% |
$1.51K - $1.75K
|
11.3K
$897K
|
|
|
Jul 26, 2024
Q2 2024
|
Zimmermann Investment Management & Planning LLC
|
BUY
|
- |
18+ 0.56% |
$1.13K - $1.31K
|
3.23K
$256K
|
|
|
Jul 29, 2024
Q2 2024
|
Braun Stacey Associates Inc
|
BUY
|
- |
15+ 0.48% |
$942 - $1.09K
|
3.16K
$251K
|
|
|
Aug 14, 2024
Q2 2024
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
11+ 0.61% |
$690 - $802
|
1.82K
$144K
|
|
|
Aug 09, 2024
Q2 2024
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
11New |
$690 - $802
|
11
$872
|
|
|
Aug 07, 2024
Q2 2024
|
Madden Advisory Services, Inc.
|
BUY
|
- |
10+ 0.15% |
$628 - $729
|
6.5K
$516K
|