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 |
|---|---|---|---|---|---|---|---|
|
Jul 18, 2024
Q2 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
400New |
$25.1K - $29.1K
|
400
$32.6K
|
|
|
Jul 18, 2024
Q2 2024
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
383+ 2252.94% |
$24K - $27.9K
|
400
$32.6K
|
|
|
Aug 13, 2024
Q2 2024
|
Innova Wealth Partners
|
BUY
|
- |
365+ 0.51% |
$22.9K - $26.6K
|
72K
$5.86M
|
|
|
Aug 28, 2024
Q2 2024
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
293+ 8.31% |
$18.4K - $21.4K
|
3.82K
$311K
|
|
|
Jul 22, 2024
Q2 2024
|
Capital Investment Counsel, Inc
|
BUY
|
- |
276New |
$17.3K - $20.1K
|
276
$22.5K
|
|
|
Aug 14, 2024
Q2 2024
|
Nicolet Bankshares Inc
Green Bay, WI |
BUY
|
- |
250+ 7.74% |
$15.7K - $18.2K
|
3.48K
$284K
|
|
|
Jul 16, 2024
Q2 2024
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
250New |
$15.7K - $18.2K
|
250
$20.4K
|
|
|
Aug 22, 2024
Q2 2024
|
Cypress Capital, LLC
|
BUY
|
- |
244New |
$15.3K - $17.8K
|
244
$19.9K
|
|
|
Aug 02, 2024
Q2 2024
|
United Community Bank
Greenville, SC |
BUY
|
- |
200+ 232.56% |
$12.6K - $14.6K
|
286
$23.3K
|
|
|
Jul 24, 2024
Q2 2024
|
Dt Investment Partners, LLC
|
BUY
|
- |
199New |
$12.5K - $14.5K
|
199
$16.2K
|
|
|
Aug 12, 2024
Q2 2024
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
180New |
$11.3K - $13.1K
|
180
$14.7K
|
|
|
Aug 01, 2024
Q2 2024
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
165+ 1.97% |
$10.4K - $12K
|
8.56K
$697K
|
|
|
Jul 15, 2024
Q2 2024
|
Peoples Bank/Ks
Pratt, KS |
BUY
|
- |
145+ 1.97% |
$9.1K - $10.6K
|
7.52K
$612K
|
|
|
Sep 20, 2024
Q2 2024
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
144+ 11.17% |
$9.04K - $10.5K
|
1.43K
$117K
|
|
|
Aug 14, 2024
Q2 2024
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
140New |
$8.79K - $10.2K
|
140
$11.4K
|
|
|
Jul 23, 2024
Q2 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
140New |
$8.79K - $10.2K
|
140
$11.4K
|
|
|
Aug 15, 2024
Q2 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
125New |
$7.85K - $9.11K
|
125
$10.2K
|
|
|
Aug 23, 2024
Q2 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
108+ 7.31% |
$6.78K - $7.87K
|
1.59K
$129K
|
|
|
Jul 12, 2024
Q2 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
79New |
$4.96K - $5.76K
|
79
$6.43K
|
|
|
Aug 14, 2024
Q2 2024
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
75New |
$4.71K - $5.47K
|
75
$6.11K
|
|
|
Jul 31, 2024
Q2 2024
|
Ntv Asset Management LLC
|
BUY
|
- |
47+ 1.41% |
$2.95K - $3.42K
|
3.37K
$275K
|
|
|
Jul 18, 2024
Q2 2024
|
Ellsworth Advisors, LLC
|
BUY
|
- |
36+ 0.82% |
$2.26K - $2.62K
|
4.45K
$362K
|
|
|
Aug 12, 2024
Q2 2024
|
Old Second National Bank Of Aurora
|
BUY
|
- |
33+ 1.14% |
$2.07K - $2.4K
|
2.93K
$239K
|
|
|
Jul 16, 2024
Q2 2024
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
29+ 322.22% |
$1.82K - $2.11K
|
38
$3.1K
|
|
|
Jul 26, 2024
Q2 2024
|
Zimmermann Investment Management & Planning LLC
|
BUY
|
- |
18+ 0.56% |
$1.13K - $1.31K
|
3.23K
$263K
|
|
|
Aug 09, 2024
Q2 2024
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
11New |
$690 - $802
|
11
$896
|
|
|
Aug 07, 2024
Q2 2024
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
9New |
$565 - $656
|
9
$733
|
|
|
Aug 05, 2024
Q2 2024
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
5+ 12.2% |
$314 - $364
|
46
$3.75K
|
|
|
Aug 13, 2024
Q2 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
1New |
$62.8 - $72.9
|
1
$81.5
|
|
|
Aug 08, 2024
Q2 2024
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
1+ 0.49% |
$62.8 - $72.9
|
205
$16.7K
|
|
|
Aug 02, 2024
Q2 2024
|
Weaver Capital Management LLC
Suwanee, GA |
BUY
|
- |
1New |
$62.8 - $72.9
|
1
$81.5
|
|
|
Jul 31, 2024
Q2 2024
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
1+ 0.02% |
$62.8 - $72.9
|
4.75K
$386K
|
|
|
Jul 30, 2024
Q2 2024
|
Goal Vest Advisory LLC
|
BUY
|
- |
1+ 0.58% |
$62.8 - $72.9
|
173
$14.1K
|
|
|
Jul 25, 2024
Q2 2024
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
1+ 1.59% |
$62.8 - $72.9
|
64
$5.21K
|
|
| Q1 2024 | |||||||
|
May 15, 2024
Q1 2024
|
Squarepoint Ops LLC
New York, NY |
BUY
|
- |
915K+ 313.32% |
$54.8M - $60M
|
1.21M
$98.3M
|
|
|
May 15, 2024
Q1 2024
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
BUY
|
- |
623KNew |
$37.4M - $40.9M
|
623K
$50.8M
|
|
|
Aug 23, 2024
Q1 2024
|
Spx Equities Gestao De Recursos Ltda
Rio De Janeiro, D5 |
BUY
|
- |
425KNew |
$25.5M - $27.9M
|
425K
$34.6M
|
|
|
Apr 24, 2024
Q1 2024
|
Adams Diversified Equity Fund, Inc.
|
BUY
|
- |
110KNew |
$6.59M - $7.22M
|
110K
$8.96M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
97.4K+ 75.7% |
$5.84M - $6.39M
|
226K
$18.4M
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
BUY
|
- |
64.3KNew |
$3.85M - $4.22M
|
64.3K
$5.23M
|
|
|
May 15, 2024
Q1 2024
|
Point72 Europe (London) LLP
London, X0 |
BUY
|
- |
60.8K+ 618.36% |
$3.64M - $3.99M
|
70.6K
$5.75M
|
|
|
Apr 23, 2024
Q1 2024
|
Gunma Bank,Ltd.
|
BUY
|
- |
50K+ 47.62% |
$3M - $3.28M
|
155K
$12.6M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
47.4K+ 13.65% |
$2.84M - $3.11M
|
395K
$32.1M
|
|
|
May 10, 2024
Q1 2024
|
Readystate Asset Management LP
Chicago, IL |
BUY
|
PUT |
38.3KNew |
$2.3M - $2.51M
|
38.3K
$3.12M
|
|
|
Aug 29, 2024
Q1 2024
|
Provida Pension Fund Administrator
Santiago, F3 |
BUY
|
- |
36KNew |
$2.16M - $2.37M
|
36K
$2.94M
|
|
|
Apr 25, 2024
Q1 2024
|
Triumph Capital Management
|
BUY
|
- |
27.3K+ 421.87% |
$1.64M - $1.79M
|
33.7K
$2.75M
|
|
|
May 14, 2024
Q1 2024
|
Old Mission Capital LLC
|
BUY
|
- |
26.2KNew |
$1.57M - $1.72M
|
26.2K
$2.13M
|
|
|
May 15, 2024
Q1 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
24.5KNew |
$1.47M - $1.61M
|
24.5K
$2M
|
|
|
May 15, 2024
Q1 2024
|
New Vernon Capital Holdings Ii LLC
Morristown, NJ |
BUY
|
- |
22KNew |
$1.32M - $1.44M
|
22K
$1.79M
|
|
|
May 15, 2024
Q1 2024
|
Centiva Capital, LP
New York, NY |
BUY
|
- |
21.9K+ 393.54% |
$1.31M - $1.44M
|
27.4K
$2.23M
|
|