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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2023
Q4 2022
|
Carronade Capital Management, LP
Darien, CT |
BUY
|
PUT |
275KNew |
$16.9M - $20M
|
275K
$21.8M
|
|
|
Feb 13, 2023
Q4 2022
|
Oribel Capital Management, LP
New York, NY |
BUY
|
- |
208KNew |
$12.8M - $15.1M
|
208K
$16.5M
|
|
|
Feb 14, 2023
Q4 2022
|
Broadmark Asset Management LLC
|
BUY
|
- |
197KNew |
$12.1M - $14.3M
|
197K
$15.6M
|
|
|
Feb 02, 2023
Q4 2022
|
Dfpg Investments, LLC
|
BUY
|
- |
128K+ 2370.23% |
$7.86M - $9.29M
|
133K
$10.6M
|
|
|
Jan 31, 2023
Q4 2022
|
Pacific Sage Partners, LLC
Shoreline, WA |
BUY
|
- |
117KNew |
$7.18M - $8.48M
|
117K
$9.25M
|
|
|
Jan 26, 2023
Q4 2022
|
Bank Hapoalim Bm
|
BUY
|
- |
83KNew |
$5.11M - $6.03M
|
83K
$6.58M
|
|
|
Feb 09, 2023
Q4 2022
|
Marmo Financial Group, LLC
Johnson City, TN |
BUY
|
- |
81.2KNew |
$4.99M - $5.9M
|
81.2K
$6.43M
|
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
65.3KNew |
$4.02M - $4.75M
|
65.3K
$5.18M
|
|
|
Feb 10, 2023
Q4 2022
|
Berry Street Capital Management LLP
London, X0 |
BUY
|
PUT |
62.5KNew |
$3.85M - $4.54M
|
62.5K
$4.96M
|
|
|
Feb 10, 2023
Q4 2022
|
Richard C. Young & Co., Ltd.
|
BUY
|
- |
57.9KNew |
$3.56M - $4.21M
|
57.9K
$4.59M
|
|
|
Feb 13, 2023
Q4 2022
|
Black Swift Group, LLC
Boulder, CO |
BUY
|
- |
46.5KNew |
$2.86M - $3.38M
|
46.5K
$3.69M
|
|
|
Feb 09, 2023
Q4 2022
|
Reaves W H & CO Inc
|
BUY
|
- |
40.1KNew |
$2.47M - $2.91M
|
40.1K
$3.18M
|
|
|
Feb 13, 2023
Q4 2022
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
35.2KNew |
$2.17M - $2.56M
|
35.2K
$2.79M
|
|
|
Feb 14, 2023
Q4 2022
|
Brookfield Asset Management Inc.
Toronto, A6 |
BUY
|
- |
32.4KNew |
$1.99M - $2.35M
|
32.4K
$2.56M
|
|
|
Feb 06, 2023
Q4 2022
|
Hollencrest Capital Management
|
BUY
|
- |
21.4KNew |
$1.31M - $1.55M
|
21.4K
$1.69M
|
|
|
Jan 24, 2023
Q4 2022
|
Caliber Wealth Management, LLC
|
BUY
|
- |
21KNew |
$1.29M - $1.53M
|
21K
$1.67M
|
|
|
Feb 13, 2023
Q4 2022
|
Basso Capital Management, L.P.
Stamford, CT |
BUY
|
- |
20.5KNew |
$1.26M - $1.49M
|
20.5K
$1.62M
|
|
|
Jan 30, 2023
Q4 2022
|
Highview Capital Management LLC
|
BUY
|
- |
15.8KNew |
$971K - $1.15M
|
15.8K
$1.25M
|
|
|
Feb 14, 2023
Q4 2022
|
Flaharty Asset Management, LLC
|
BUY
|
- |
15.7KNew |
$963K - $1.14M
|
15.7K
$1.24M
|
|
|
Feb 13, 2023
Q4 2022
|
Gabelli Funds LLC
Rye, NY |
BUY
|
- |
14.6KNew |
$899K - $1.06M
|
14.6K
$1.16M
|
|
|
Feb 14, 2023
Q4 2022
|
Garda Capital Partners LP
Wayzata, MN |
BUY
|
- |
11.6KNew |
$713K - $842K
|
11.6K
$918K
|
|
|
Feb 09, 2023
Q4 2022
|
Lwmg, LLC
Lake Elmo, MN |
BUY
|
- |
11.4KNew |
$702K - $829K
|
11.4K
$905K
|
|
|
Feb 02, 2023
Q4 2022
|
Argi Investment Services, LLC
|
BUY
|
- |
10.3KNew |
$631K - $745K
|
10.3K
$813K
|
|
|
Feb 14, 2023
Q4 2022
|
Personal Capital Advisors Corp
|
BUY
|
- |
8.38K+ 163.36% |
$516K - $609K
|
13.5K
$1.07M
|
|
|
Feb 07, 2023
Q4 2022
|
Ug Investment Advisers Ltd.
Taipei, F5 |
BUY
|
- |
8KNew |
$492K - $581K
|
8K
$634K
|
|
|
Feb 27, 2023
Q4 2022
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
BUY
|
- |
6.06KNew |
$373K - $441K
|
6.06K
$481K
|
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
5.64K+ 9.02% |
$347K - $410K
|
68.2K
$5.4M
|
|
|
Jan 31, 2023
Q4 2022
|
Advisor Os, LLC
|
BUY
|
- |
5.31K+ 16.97% |
$326K - $386K
|
36.6K
$2.9M
|
|
|
Jan 25, 2023
Q4 2022
|
Sns Financial Group, LLC
|
BUY
|
CALL |
5KNew |
$308K - $363K
|
5K
$396K
|
|
|
Feb 01, 2023
Q4 2022
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
BUY
|
- |
4.83KNew |
$297K - $351K
|
4.83K
$383K
|
|
|
Feb 09, 2023
Q4 2022
|
Gainplan LLC
Bloomfield Hills, MI |
BUY
|
- |
4.55KNew |
$280K - $331K
|
4.55K
$361K
|
|
|
Jan 25, 2023
Q4 2022
|
Jgp Global Gestao De Recursos Ltda.
|
BUY
|
- |
4.14KNew |
$255K - $301K
|
4.14K
$329K
|
|
|
Feb 14, 2023
Q4 2022
|
Utah Peaks Capital Inc
Park City, UT |
BUY
|
- |
4KNew |
$246K - $291K
|
4K
$317K
|
|
|
Feb 14, 2023
Q4 2022
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
- |
3.85KNew |
$237K - $280K
|
3.85K
$305K
|
|
|
Jan 27, 2023
Q4 2022
|
Threadgill Financial, LLC
|
BUY
|
- |
3.41KNew |
$210K - $248K
|
3.41K
$271K
|
|
|
May 24, 2023
Q4 2022
|
3 Chopt Investment Partners, LLC
Richmond, VA |
BUY
|
- |
3.26KNew |
$201K - $237K
|
3.26K
$258K
|
|
|
Feb 13, 2023
Q4 2022
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
3.11KNew |
$192K - $226K
|
3.11K
$247K
|
|
|
Jan 31, 2023
Q4 2022
|
Sargent Investment Group, LLC
|
BUY
|
- |
3.05KNew |
$188K - $222K
|
3.05K
$242K
|
|
|
Feb 02, 2023
Q4 2022
|
Appleton Group, LLC
|
BUY
|
- |
2.94KNew |
$181K - $214K
|
2.94K
$233K
|
|
|
Jan 13, 2023
Q4 2022
|
Burns J W & CO Inc
|
BUY
|
- |
2.9KNew |
$178K - $211K
|
2.9K
$230K
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
2.86K+ 258.02% |
$176K - $208K
|
3.97K
$315K
|
|
|
Jan 13, 2023
Q4 2022
|
Range Financial Group LLC
|
BUY
|
- |
2.84KNew |
$175K - $207K
|
2.84K
$225K
|
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
2.15KNew |
$132K - $156K
|
2.15K
$171K
|
|
|
Feb 27, 2023
Q4 2022
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
1.87KNew |
$115K - $136K
|
1.87K
$148K
|
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
1.58KNew |
$97.1K - $115K
|
1.58K
$125K
|
|
|
Feb 14, 2023
Q4 2022
|
Putnam Investments LLC
Boston, MA |
BUY
|
- |
1.38K+ 1.09% |
$84.7K - $100K
|
128K
$10.1M
|
|
|
Jan 10, 2023
Q4 2022
|
Phocas Financial Corp.
Alameda, CA |
BUY
|
- |
1.38KNew |
$84.6K - $99.9K
|
1.38K
$109K
|
|
|
Feb 14, 2023
Q4 2022
|
Cribstone Capital Management, LLC
Augusta, ME |
BUY
|
- |
816+ 3.27% |
$50.2K - $59.3K
|
25.8K
$2.04M
|
|
|
Mar 01, 2023
Q4 2022
|
Lakewood Asset Management LLC
Naperville, IL |
BUY
|
- |
725New |
$44.6K - $52.7K
|
725
$57.5K
|
|
|
Feb 13, 2023
Q4 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
625+ 28.6% |
$38.5K - $45.4K
|
2.81K
$223K
|