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, 2023
Q2 2023
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
270New |
$17.4K - $18.9K
|
270
$21.4K
|
|
|
Aug 15, 2023
Q2 2023
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
185+ 6.11% |
$11.9K - $12.9K
|
3.21K
$255K
|
|
|
Jul 18, 2023
Q2 2023
|
Annapolis Financial Services, LLC
|
BUY
|
- |
144New |
$9.26K - $10.1K
|
144
$11.4K
|
|
|
Aug 21, 2023
Q2 2023
|
Asset Dedication, LLC
|
BUY
|
- |
99New |
$6.37K - $6.93K
|
99
$7.85K
|
|
|
Jul 28, 2023
Q2 2023
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
75New |
$4.83K - $5.25K
|
75
$5.95K
|
|
|
Aug 02, 2023
Q2 2023
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
28New |
$1.8K - $1.96K
|
28
$2.22K
|
|
|
Jul 14, 2023
Q2 2023
|
Level Financial Advisors, Inc.
|
BUY
|
- |
8+ 0.8% |
$515 - $560
|
1K
$79.4K
|
|
|
Aug 01, 2023
Q2 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
7+ 2.19% |
$450 - $490
|
327
$25.9K
|
|
| Q1 2023 | |||||||
|
May 15, 2023
Q1 2023
|
Private Capital Management, LLC
Naples, FL |
BUY
|
PUT |
73.5KNew |
$4.68M - $5.3M
|
73.5K
$5.83M
|
|
|
May 16, 2023
Q1 2023
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
62.7K+ 684.51% |
$4M - $4.52M
|
71.9K
$5.7M
|
|
|
Apr 28, 2023
Q1 2023
|
Win Advisors, Inc
|
BUY
|
- |
48KNew |
$3.06M - $3.46M
|
48K
$3.8M
|
|
|
May 15, 2023
Q1 2023
|
Fullerton Fund Management CO Ltd.
Singapore, U0 |
BUY
|
- |
43.5KNew |
$2.77M - $3.14M
|
43.5K
$3.45M
|
|
|
May 03, 2023
Q1 2023
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
39.5K+ 126.27% |
$2.51M - $2.84M
|
70.7K
$5.6M
|
|
|
May 15, 2023
Q1 2023
|
Nuveen Asset Management, LLC
Chicago, IL |
BUY
|
PUT |
25KNew |
$1.59M - $1.8M
|
25K
$1.98M
|
|
|
May 15, 2023
Q1 2023
|
Ascendant Capital Management, LLC
Los Angeles, CA |
BUY
|
- |
22KNew |
$1.4M - $1.59M
|
22K
$1.74M
|
|
|
May 15, 2023
Q1 2023
|
Crestline Management, LP
Fort Worth, TX |
BUY
|
- |
20KNew |
$1.27M - $1.44M
|
20K
$1.59M
|
|
|
Apr 18, 2023
Q1 2023
|
Darwin Advisors, LLC
|
BUY
|
- |
17.9K+ 359.78% |
$1.14M - $1.29M
|
22.9K
$1.81M
|
|
|
May 12, 2023
Q1 2023
|
Trust Asset Management LLC
Houston, TX |
BUY
|
- |
10.4K+ 6.55% |
$663K - $750K
|
169K
$13.4M
|
|
|
Apr 21, 2023
Q1 2023
|
Access Financial Services, Inc.
|
BUY
|
- |
8.98K+ 243.85% |
$572K - $647K
|
12.7K
$1M
|
|
|
May 10, 2023
Q1 2023
|
Ergoteles LLC
New York, NY |
BUY
|
- |
6.91K+ 18.9% |
$440K - $498K
|
43.5K
$3.45M
|
|
|
Apr 17, 2023
Q1 2023
|
Fortune 45 LLC
|
BUY
|
- |
4.71K+ 14.8% |
$300K - $340K
|
36.6K
$2.9M
|
|
|
May 11, 2023
Q1 2023
|
Executive Wealth Management, LLC
|
BUY
|
- |
4.6KNew |
$293K - $332K
|
4.6K
$365K
|
|
|
May 18, 2023
Q1 2023
|
Hnp Capital LLC
|
BUY
|
- |
4K+ 3.8% |
$255K - $289K
|
109K
$8.68M
|
|
|
May 01, 2023
Q1 2023
|
Banque Pictet & Cie Sa
|
BUY
|
- |
3.35KNew |
$214K - $242K
|
3.35K
$266K
|
|
|
Apr 19, 2023
Q1 2023
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
3.25KNew |
$207K - $234K
|
3.25K
$258K
|
|
|
Apr 18, 2023
Q1 2023
|
First Hawaiian Bank
|
BUY
|
- |
3.13KNew |
$199K - $226K
|
3.13K
$248K
|
|
|
Apr 12, 2023
Q1 2023
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
2.84K+ 18.92% |
$181K - $204K
|
17.8K
$1.41M
|
|
|
May 15, 2023
Q1 2023
|
Harris Associates L P
Chicago, IL |
BUY
|
- |
2.25KNew |
$143K - $162K
|
2.25K
$178K
|
|
|
May 10, 2023
Q1 2023
|
Hamilton Point Investment Advisors, LLC
|
BUY
|
- |
1.43KNew |
$90.8K - $103K
|
1.43K
$113K
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
1.2KNew |
$76.4K - $86.5K
|
1.2K
$95.1K
|
|
|
May 02, 2023
Q1 2023
|
Magnolia Capital Management LTD
|
BUY
|
- |
1.09KNew |
$69.1K - $78.2K
|
1.09K
$86K
|
|
|
Jun 14, 2024
Q1 2023
|
Quent Capital, LLC
|
BUY
|
- |
1KNew |
$63.7K - $72.1K
|
1K
$79.3K
|
|
|
May 03, 2023
Q1 2023
|
Optimum Investment Advisors
|
BUY
|
CALL |
1KNew |
$63.7K - $72.1K
|
1K
$79.3K
|
|
|
Apr 19, 2023
Q1 2023
|
Carderock Capital Management Inc
|
BUY
|
- |
1KNew |
$63.7K - $72.1K
|
1K
$79.3K
|
|
|
Apr 26, 2023
Q1 2023
|
Benedetti & Gucer, Inc.
|
BUY
|
- |
347+ 10.83% |
$22.1K - $25K
|
3.55K
$282K
|
|
|
May 10, 2023
Q1 2023
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
276New |
$17.6K - $19.9K
|
276
$21.9K
|
|
|
Apr 05, 2023
Q1 2023
|
Stillwater Investment Management, LLC
|
BUY
|
- |
266+ 0.72% |
$16.9K - $19.2K
|
37.4K
$2.97M
|
|
|
May 10, 2023
Q1 2023
|
Vestor Capital, LLC
Chicago, IL |
BUY
|
- |
233+ 23.3% |
$14.8K - $16.8K
|
1.23K
$97.8K
|
|
|
Apr 14, 2023
Q1 2023
|
Asset Management Corp
|
BUY
|
- |
209+ 2.66% |
$13.3K - $15.1K
|
8.08K
$641K
|
|
|
Apr 20, 2023
Q1 2023
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
102+ 3.27% |
$6.5K - $7.35K
|
3.22K
$255K
|
|
|
Apr 26, 2023
Q1 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
80New |
$5.1K - $5.77K
|
80
$6.34K
|
|
|
Apr 17, 2023
Q1 2023
|
Connable Office Inc
|
BUY
|
- |
53+ 0.2% |
$3.38K - $3.82K
|
26.4K
$2.09M
|
|
|
Apr 26, 2023
Q1 2023
|
First American Trust, Fsb
|
BUY
|
- |
49+ 1.16% |
$3.12K - $3.53K
|
4.28K
$340K
|
|
|
Apr 26, 2024
Q1 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
26New |
$1.66K - $1.87K
|
26
$2.06K
|
|
|
May 09, 2023
Q1 2023
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
22New |
$1.4K - $1.59K
|
22
$1.74K
|
|
|
Apr 25, 2023
Q1 2023
|
Norwood Financial Corp
|
BUY
|
- |
20+ 7.69% |
$1.27K - $1.44K
|
280
$22.2K
|
|
|
Apr 24, 2023
Q1 2023
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
4+ 0.13% |
$255 - $288
|
3.03K
$240K
|
|
|
May 04, 2023
Q1 2023
|
Ellevest, Inc.
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q4 2022 | |||||||
|
Jan 17, 2023
Q4 2022
|
Maryland State Retirement & Pension System
|
BUY
|
- |
568KNew |
$35M - $41.3M
|
568K
$45.1M
|
|
|
Jan 20, 2023
Q4 2022
|
Hartford Investment Management CO
|
BUY
|
- |
338KNew |
$20.8M - $24.6M
|
338K
$26.8M
|
|