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 |
|---|---|---|---|---|---|---|---|
|
Nov 05, 2024
Q3 2024
|
First National Trust CO
|
BUY
|
- |
2.56KNew |
$173K - $207K
|
2.56K
$218K
|
|
|
Nov 14, 2024
Q3 2024
|
Blue Chip Wealth Advisors LLC
Milton, GA |
BUY
|
- |
2.56KNew |
$173K - $206K
|
2.56K
$217K
|
|
|
Nov 14, 2024
Q3 2024
|
Orleans Capital Management Corp
Mandeville, LA |
BUY
|
- |
2.55KNew |
$173K - $206K
|
2.55K
$217K
|
|
|
Oct 21, 2024
Q3 2024
|
Sebold Capital Management, Inc.
Lisle, IL |
BUY
|
- |
2.51KNew |
$170K - $203K
|
2.51K
$214K
|
|
|
Nov 13, 2024
Q3 2024
|
Rathbones Group PLC
Liverpool, X0 |
BUY
|
- |
2.51KNew |
$170K - $203K
|
2.51K
$213K
|
|
|
Oct 16, 2024
Q3 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
2.48KNew |
$168K - $200K
|
2.48K
$211K
|
|
|
Oct 11, 2024
Q3 2024
|
Harrell Investment Partners, LLC
Austin, TX |
BUY
|
- |
2.19K+ 4.64% |
$148K - $177K
|
49.3K
$4.19M
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
1.64K+ 4.45% |
$111K - $132K
|
38.5K
$3.27M
|
|
|
Oct 11, 2024
Q3 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
1.24K+ 32.32% |
$83.8K - $100K
|
5.07K
$431K
|
|
|
Nov 01, 2024
Q3 2024
|
Spider Rock Advisors, LLC
|
BUY
|
- |
1.22K+ 39.19% |
$82.2K - $98.1K
|
4.32K
$367K
|
|
|
Nov 14, 2024
Q3 2024
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
PUT |
1.15KNew |
$77.8K - $92.9K
|
1.15K
$97.8K
|
|
|
Oct 08, 2024
Q3 2024
|
Connective Portfolio Management, LLC
|
BUY
|
- |
1.1KNew |
$74.4K - $88.9K
|
1.1K
$93.6K
|
|
|
Oct 29, 2024
Q3 2024
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
966+ 139.6% |
$65.4K - $78K
|
1.66K
$141K
|
|
|
Nov 13, 2024
Q3 2024
|
Wfa Of San Diego, LLC
|
BUY
|
- |
814+ 35.47% |
$55.1K - $65.8K
|
3.11K
$264K
|
|
|
Nov 08, 2024
Q3 2024
|
Abbot Financial Management, Inc.
North Andover, MA |
BUY
|
- |
675+ 6.68% |
$45.7K - $54.5K
|
10.8K
$916K
|
|
|
Nov 08, 2024
Q3 2024
|
Darwin Advisors, LLC
|
BUY
|
- |
616New |
$41.7K - $49.8K
|
616
$52.4K
|
|
|
Nov 08, 2024
Q3 2024
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
525+ 30.88% |
$35.5K - $42.4K
|
2.23K
$189K
|
|
|
Nov 13, 2024
Q3 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
500New |
$33.8K - $40.4K
|
500
$42.5K
|
|
|
Oct 21, 2024
Q3 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
PUT |
500New |
$33.8K - $40.4K
|
500
$42.5K
|
|
|
Oct 15, 2024
Q3 2024
|
Bbjs Financial Advisors, LLC
Seattle, WA |
BUY
|
- |
468+ 0.78% |
$31.7K - $37.8K
|
60.3K
$5.13M
|
|
|
Oct 24, 2024
Q3 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
463New |
$31.3K - $37.4K
|
463
$39.4K
|
|
|
Nov 08, 2024
Q3 2024
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
453New |
$30.7K - $36.6K
|
453
$38.5K
|
|
|
Oct 08, 2024
Q3 2024
|
Marquette Asset Management, LLC
|
BUY
|
- |
405New |
$27.4K - $32.7K
|
405
$34.4K
|
|
|
Nov 06, 2024
Q3 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
320New |
$21.7K - $25.8K
|
320
$27.2K
|
|
|
Oct 24, 2024
Q3 2024
|
Bristlecone Advisors, LLC
|
BUY
|
- |
300New |
$20.3K - $24.2K
|
300
$25.5K
|
|
|
Oct 22, 2024
Q3 2024
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
231New |
$15.6K - $18.7K
|
231
$19.6K
|
|
|
Nov 05, 2024
Q3 2024
|
Fortis Capital Management LLC
|
BUY
|
- |
220+ 2.36% |
$14.9K - $17.8K
|
9.56K
$813K
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
PUT |
200+ 0.33% |
$13.5K - $16.2K
|
60.2K
$5.12M
|
|
|
Nov 08, 2024
Q3 2024
|
New Potomac Partners, LLC
|
BUY
|
- |
200New |
$13.5K - $16.2K
|
200
$17K
|
|
|
Oct 29, 2024
Q3 2024
|
Roman Butler Fullerton & CO
|
BUY
|
- |
176+ 2.16% |
$11.9K - $14.2K
|
8.34K
$709K
|
|
|
Nov 13, 2024
Q3 2024
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
174+ 99.43% |
$11.8K - $14.1K
|
349
$29.7K
|
|
|
Oct 22, 2024
Q3 2024
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
162New |
$11K - $13.1K
|
162
$13.8K
|
|
|
Oct 09, 2024
Q3 2024
|
Successful Portfolios LLC
|
BUY
|
- |
140+ 3.49% |
$9.47K - $11.3K
|
4.16K
$353K
|
|
|
Nov 12, 2024
Q3 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
135+ 45.0% |
$9.14K - $10.9K
|
435
$37K
|
|
|
Oct 24, 2024
Q3 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
130+ 333.33% |
$8.8K - $10.5K
|
169
$14.4K
|
|
|
Nov 05, 2024
Q3 2024
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
125+ 3.36% |
$8.46K - $10.1K
|
3.85K
$327K
|
|
|
Nov 06, 2024
Q3 2024
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
100+ 2.45% |
$6.77K - $8.08K
|
4.18K
$355K
|
|
|
Oct 23, 2024
Q3 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
100+ 95.24% |
$6.77K - $8.08K
|
205
$17.4K
|
|
|
Oct 21, 2024
Q3 2024
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
92New |
$6.23K - $7.43K
|
92
$7.82K
|
|
|
Nov 07, 2024
Q3 2024
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
75+ 1.11% |
$5.08K - $6.06K
|
6.86K
$583K
|
|
|
Jun 26, 2025
Q3 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
72+ 5.54% |
$4.87K - $5.82K
|
1.37K
$117K
|
|
|
Nov 13, 2024
Q3 2024
|
Hantz Financial Services, Inc.
|
BUY
|
- |
63New |
$4.26K - $5.09K
|
63
$5.36K
|
|
|
Oct 04, 2024
Q3 2024
|
Halpern Financial, Inc.
Ashburn, VA |
BUY
|
- |
41+ 37.96% |
$2.77K - $3.31K
|
149
$12.7K
|
|
|
Nov 07, 2024
Q3 2024
|
Braun Stacey Associates Inc
|
BUY
|
- |
23+ 0.73% |
$1.56K - $1.86K
|
3.19K
$271K
|
|
|
Nov 14, 2024
Q3 2024
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
20+ 0.62% |
$1.35K - $1.62K
|
3.25K
$276K
|
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
1+ 0.15% |
$67.7 - $80.8
|
665
$56.6K
|
|
|
Oct 09, 2024
Q3 2024
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q2 2024 | |||||||
|
Jul 29, 2024
Q2 2024
|
Bricktown Capital, LLC
Detroit, MI |
BUY
|
- |
307KNew |
$19.3M - $22.3M
|
307K
$26.1M
|
|
|
Apr 08, 2025
Q2 2024
|
I A Global Asset Management Inc.
Quebec, A8 |
BUY
|
- |
246KNew |
$15.4M - $17.9M
|
246K
$20.9M
|
|
|
Aug 01, 2024
Q2 2024
|
Bw Gestao De Investimentos Ltda.
|
BUY
|
- |
201KNew |
$12.6M - $14.6M
|
201K
$17.1M
|
|