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
Oct 27, 2023 Q3 2023	Dubuque Bank & Trust CO	BUY	-	13.1K + 21.94%	$771K - $897K	72.8K $5.93M
Nov 13, 2023 Q3 2023	Westfield Capital Management CO LP Boston, MA	BUY	-	12.3K New	$725K - $843K	12.3K $1M
Nov 01, 2023 Q3 2023	Xy Capital LTD Central, K3	BUY	PUT	12K New	$706K - $822K	12K $977K
Nov 13, 2023 Q3 2023	Destiny Capital Securities Corporation Golden, CO	BUY	-	10.7K New	$631K - $734K	10.7K $874K
Nov 14, 2023 Q3 2023	Bluefin Capital Management, LLC New York, NY	BUY	CALL	10K New	$588K - $685K	10K $815K
Nov 09, 2023 Q3 2023	Prudential PLC London, England, X0	BUY	-	7.83K New	$461K - $536K	7.83K $638K
Nov 13, 2023 Q3 2023	Laidlaw Wealth Management LLC New York City, NY	BUY	-	7.75K + 221.74%	$456K - $531K	11.2K $916K
Nov 14, 2023 Q3 2023	Pictet Asset Management Holding Sa Carouge, V8	BUY	-	7.7K New	$453K - $527K	7.7K $627K
Oct 30, 2023 Q3 2023	Qcm Cayman, Ltd.	BUY	-	6K New	$353K - $411K	6K $489K
Oct 17, 2023 Q3 2023	1900 Wealth Management LLC	BUY	-	5.85K New	$344K - $400K	5.85K $476K
Oct 19, 2023 Q3 2023	Charles Schwab Trust CO	BUY	-	5.6K New	$329K - $383K	5.6K $456K
Nov 13, 2023 Q3 2023	Lumina Fund Management LLC New York, NY	BUY	-	5K New	$294K - $342K	5K $407K
Feb 15, 2024 Q3 2023	Swmg, LLC Fort Worth, TX	BUY	-	4.56K New	$268K - $312K	4.56K $371K
Nov 14, 2023 Q3 2023	Alesco Advisors LLC Pittsford, NY	BUY	-	3.91K New	$230K - $268K	3.91K $319K
Nov 08, 2023 Q3 2023	Cadence Wealth Management LLC Westborough, MA	BUY	-	3.81K New	$224K - $261K	3.81K $311K
Nov 13, 2023 Q3 2023	Truadvice, LLC Sarasota, FL	BUY	-	3.79K New	$223K - $259K	3.79K $309K
Nov 01, 2023 Q3 2023	Xy Capital LTD Central, K3	BUY	-	3.6K New	$212K - $247K	3.6K $293K
Oct 17, 2023 Q3 2023	Advocate Group LLC	BUY	-	3.47K New	$204K - $238K	3.47K $283K
Nov 14, 2023 Q3 2023	Texas Capital Bancshares Inc	BUY	-	2.8K + 9.66%	$165K - $192K	31.8K $2.59M
Nov 06, 2023 Q3 2023	Wall Capital Group, Inc.	BUY	-	2.51K + 49.73%	$147K - $171K	7.54K $614K
Oct 23, 2023 Q3 2023	Sheets Smith Wealth Management	BUY	-	2.37K New	$139K - $162K	2.37K $193K
Nov 14, 2023 Q3 2023	Alphadyne Asset Management LP New York, NY	BUY	PUT	2.3K + 4.38%	$135K - $157K	54.8K $4.46M
Nov 09, 2023 Q3 2023	Capstone Wealth Management Group, LLC Clarks Green, PA	BUY	-	2.02K + 7.8%	$119K - $138K	27.9K $2.27M
Oct 02, 2024 Q3 2023	Cannon Financial Strategists, Inc. Athens, GA	BUY	-	1.94K New	$114K - $133K	1.94K $158K
Oct 19, 2023 Q3 2023	Great Diamond Partners, LLC	BUY	-	773 + 6.04%	$45.5K - $52.9K	13.6K $1.11M
Nov 09, 2023 Q3 2023	Deutsche Bank Ag\ Frankfurt Am Main, 2M	BUY	-	625 + 83.67%	$36.8K - $42.8K	1.37K $112K
Nov 13, 2023 Q3 2023	Wolverine Asset Management LLC	BUY	-	300 + 13.04%	$17.6K - $20.5K	2.6K $212K
Oct 25, 2023 Q3 2023	Sawyer & Company, Inc	BUY	-	281 New	$16.5K - $19.2K	281 $22.9K
Oct 12, 2023 Q3 2023	Field & Main Bank	BUY	-	168 New	$9.88K - $11.5K	168 $13.7K
Oct 10, 2023 Q3 2023	Outlook Wealth Advisors, LLC	BUY	-	160 + 3.67%	$9.41K - $11K	4.52K $368K
Oct 10, 2023 Q3 2023	Indiana Trust & Investment Management CO	BUY	-	113 New	$6.65K - $7.74K	113 $9.2K
Nov 13, 2023 Q3 2023	Lavaca Capital LLC Houston, TX	BUY	-	92 + 1.57%	$5.41K - $6.3K	5.96K $485K
Nov 13, 2023 Q3 2023	West Hill Financial Advisors, Inc.	BUY	-	79 New	$4.65K - $5.41K	79 $6.43K
Nov 06, 2023 Q3 2023	Authentikos Wealth Advisory, LLC Morgan Hill, CA	BUY	-	68 New	$4K - $4.66K	68 $5.54K
Nov 07, 2023 Q3 2023	Plante Moran Financial Advisors, LLC	BUY	-	55 New	$3.24K - $3.77K	55 $4.48K
Oct 26, 2023 Q3 2023	Steph & CO	BUY	-	50 New	$2.94K - $3.42K	50 $4.07K
Oct 10, 2023 Q3 2023	Dhjj Financial Advisors, Ltd.	BUY	-	49 New	$2.88K - $3.35K	49 $3.99K
Nov 09, 2023 Q3 2023	Lee Financial CO Dallas, TX	BUY	-	37 New	$2.18K - $2.53K	37 $3.01K
Dec 11, 2023 Q3 2023	Headinvest, LLC Portland, ME	BUY	-	23 New	$1.35K - $1.57K	23 $1.87K
Nov 01, 2023 Q3 2023	Key F Inancial Inc	BUY	-	14 + 0.72%	$824 - $958	1.95K $159K
Oct 12, 2023 Q3 2023	Hibernia Wealth Partners, LLC Baton Rouge, LA	BUY	-	9 New	$529 - $616	9 $733
Nov 07, 2023 Q3 2023	Johnson Midwest Financial, LLC	BUY	-	1 + 2.94%	$58.8 - $68.5	35 $2.85K
Q2 2023
Aug 14, 2023 Q2 2023	Zimmer Partners, LP New York, NY	BUY	CALL	1.2M New	$77.2M - $84M	1.2M $97.7M
Aug 15, 2023 Q2 2023	Chicago Wealth Management, Inc. Chicago, IL	BUY	-	108K New	$6.93M - $7.54M	108K $8.78M
Aug 14, 2023 Q2 2023	Lmr Partners LLP London, X0	BUY	PUT	92.3K New	$5.94M - $6.46M	92.3K $7.52M
Aug 02, 2023 Q2 2023	Houlihan Financial Resource Group, Ltd. Ashburn, VA	BUY	-	77K New	$4.96M - $5.39M	77K $6.27M
Aug 11, 2023 Q2 2023	Weiss Asset Management LP Boston, MA	BUY	-	73.3K New	$4.72M - $5.13M	73.3K $5.97M
Aug 10, 2023 Q2 2023	Sws Partners	BUY	-	52.5K New	$3.38M - $3.67M	52.5K $4.28M
Aug 10, 2023 Q2 2023	May Tech Global Investments, LLC New York, NY	BUY	-	50K New	$3.22M - $3.5M	50K $4.07M
Aug 07, 2023 Q2 2023	Vestmark Advisory Solutions, Inc.	BUY	-	35.8K + 23.55%	$2.3M - $2.5M	188K $15.3M

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Latest Institutional Purchases of Utilities Sector Spdr (XLU)

13.1K

12.3K

12K

10.7K

10K

7.83K

7.75K

7.7K

6K

5.85K

5.6K

5K

4.56K

3.91K

3.81K

3.79K

3.6K

3.47K

2.8K

2.51K

2.37K

2.3K

2.02K

1.94K

773

625

300

281

168

160

113

92

79

68

55

50

49

37

23

14

9

1

1.2M

108K

92.3K

77K

73.3K

52.5K

50K

35.8K

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