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 |
|---|---|---|---|---|---|---|---|
|
May 10, 2023
Q1 2023
|
Hamilton Point Investment Advisors, LLC
|
BUY
|
- |
1.43KNew |
$90.8K - $103K
|
1.43K
$116K
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
1.2KNew |
$76.4K - $86.5K
|
1.2K
$97.7K
|
|
|
May 02, 2023
Q1 2023
|
Magnolia Capital Management LTD
|
BUY
|
- |
1.09KNew |
$69.1K - $78.2K
|
1.09K
$88.4K
|
|
|
Jun 14, 2024
Q1 2023
|
Quent Capital, LLC
|
BUY
|
- |
1KNew |
$63.7K - $72.1K
|
1K
$81.5K
|
|
|
May 03, 2023
Q1 2023
|
Optimum Investment Advisors
|
BUY
|
CALL |
1KNew |
$63.7K - $72.1K
|
1K
$81.5K
|
|
|
Apr 19, 2023
Q1 2023
|
Carderock Capital Management Inc
|
BUY
|
- |
1KNew |
$63.7K - $72.1K
|
1K
$81.5K
|
|
|
Apr 26, 2023
Q1 2023
|
Benedetti & Gucer, Inc.
|
BUY
|
- |
347+ 10.83% |
$22.1K - $25K
|
3.55K
$289K
|
|
|
May 10, 2023
Q1 2023
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
276New |
$17.6K - $19.9K
|
276
$22.5K
|
|
|
Apr 05, 2023
Q1 2023
|
Stillwater Investment Management, LLC
|
BUY
|
- |
266+ 0.72% |
$16.9K - $19.2K
|
37.4K
$3.05M
|
|
|
May 10, 2023
Q1 2023
|
Vestor Capital, LLC
Chicago, IL |
BUY
|
- |
233+ 23.3% |
$14.8K - $16.8K
|
1.23K
$100K
|
|
|
Apr 14, 2023
Q1 2023
|
Asset Management Corp
|
BUY
|
- |
209+ 2.66% |
$13.3K - $15.1K
|
8.08K
$658K
|
|
|
Apr 20, 2023
Q1 2023
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
102+ 3.27% |
$6.5K - $7.35K
|
3.22K
$262K
|
|
|
Apr 26, 2023
Q1 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
80New |
$5.1K - $5.77K
|
80
$6.52K
|
|
|
Apr 17, 2023
Q1 2023
|
Connable Office Inc
|
BUY
|
- |
53+ 0.2% |
$3.38K - $3.82K
|
26.4K
$2.15M
|
|
|
Apr 26, 2023
Q1 2023
|
First American Trust, Fsb
|
BUY
|
- |
49+ 1.16% |
$3.12K - $3.53K
|
4.28K
$349K
|
|
|
Apr 26, 2024
Q1 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
26New |
$1.66K - $1.87K
|
26
$2.12K
|
|
|
May 09, 2023
Q1 2023
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
22New |
$1.4K - $1.59K
|
22
$1.79K
|
|
|
Apr 25, 2023
Q1 2023
|
Norwood Financial Corp
|
BUY
|
- |
20+ 7.69% |
$1.27K - $1.44K
|
280
$22.8K
|
|
|
Apr 24, 2023
Q1 2023
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
4+ 0.13% |
$255 - $288
|
3.03K
$247K
|
|
|
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
$46.3M
|
|
|
Jan 20, 2023
Q4 2022
|
Hartford Investment Management CO
|
BUY
|
- |
338KNew |
$20.8M - $24.6M
|
338K
$27.5M
|
|
|
Feb 14, 2023
Q4 2022
|
Carronade Capital Management, LP
Darien, CT |
BUY
|
PUT |
275KNew |
$16.9M - $20M
|
275K
$22.4M
|
|
|
Feb 13, 2023
Q4 2022
|
Oribel Capital Management, LP
New York, NY |
BUY
|
- |
208KNew |
$12.8M - $15.1M
|
208K
$16.9M
|
|
|
Feb 14, 2023
Q4 2022
|
Broadmark Asset Management LLC
|
BUY
|
- |
197KNew |
$12.1M - $14.3M
|
197K
$16M
|
|
|
Feb 02, 2023
Q4 2022
|
Dfpg Investments, LLC
|
BUY
|
- |
128K+ 2370.23% |
$7.86M - $9.29M
|
133K
$10.8M
|
|
|
Jan 31, 2023
Q4 2022
|
Pacific Sage Partners, LLC
Shoreline, WA |
BUY
|
- |
117KNew |
$7.18M - $8.48M
|
117K
$9.51M
|
|
|
Jan 26, 2023
Q4 2022
|
Bank Hapoalim Bm
|
BUY
|
- |
83KNew |
$5.11M - $6.03M
|
83K
$6.76M
|
|
|
Feb 09, 2023
Q4 2022
|
Marmo Financial Group, LLC
Johnson City, TN |
BUY
|
- |
81.2KNew |
$4.99M - $5.9M
|
81.2K
$6.61M
|
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
65.3KNew |
$4.02M - $4.75M
|
65.3K
$5.32M
|
|
|
Feb 10, 2023
Q4 2022
|
Berry Street Capital Management LLP
London, X0 |
BUY
|
PUT |
62.5KNew |
$3.85M - $4.54M
|
62.5K
$5.09M
|
|
|
Feb 10, 2023
Q4 2022
|
Richard C. Young & Co., Ltd.
|
BUY
|
- |
57.9KNew |
$3.56M - $4.21M
|
57.9K
$4.71M
|
|
|
Feb 13, 2023
Q4 2022
|
Black Swift Group, LLC
Boulder, CO |
BUY
|
- |
46.5KNew |
$2.86M - $3.38M
|
46.5K
$3.79M
|
|
|
Feb 09, 2023
Q4 2022
|
Reaves W H & CO Inc
|
BUY
|
- |
40.1KNew |
$2.47M - $2.91M
|
40.1K
$3.27M
|
|
|
Feb 13, 2023
Q4 2022
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
35.2KNew |
$2.17M - $2.56M
|
35.2K
$2.87M
|
|
|
Feb 14, 2023
Q4 2022
|
Brookfield Asset Management Inc.
Toronto, A6 |
BUY
|
- |
32.4KNew |
$1.99M - $2.35M
|
32.4K
$2.64M
|
|
|
Jan 24, 2023
Q4 2022
|
Caliber Wealth Management, LLC
|
BUY
|
- |
21KNew |
$1.29M - $1.53M
|
21K
$1.71M
|
|
|
Jan 30, 2023
Q4 2022
|
Highview Capital Management LLC
|
BUY
|
- |
15.8KNew |
$971K - $1.15M
|
15.8K
$1.29M
|
|
|
Feb 14, 2023
Q4 2022
|
Flaharty Asset Management, LLC
|
BUY
|
- |
15.7KNew |
$963K - $1.14M
|
15.7K
$1.27M
|
|
|
Feb 13, 2023
Q4 2022
|
Gabelli Funds LLC
Rye, NY |
BUY
|
- |
14.6KNew |
$899K - $1.06M
|
14.6K
$1.19M
|
|
|
Feb 14, 2023
Q4 2022
|
Garda Capital Partners LP
Wayzata, MN |
BUY
|
- |
11.6KNew |
$713K - $842K
|
11.6K
$943K
|
|
|
Feb 09, 2023
Q4 2022
|
Lwmg, LLC
Lake Elmo, MN |
BUY
|
- |
11.4KNew |
$702K - $829K
|
11.4K
$929K
|
|
|
Feb 02, 2023
Q4 2022
|
Argi Investment Services, LLC
|
BUY
|
- |
10.3KNew |
$631K - $745K
|
10.3K
$835K
|
|
|
Feb 14, 2023
Q4 2022
|
Personal Capital Advisors Corp
|
BUY
|
- |
8.38K+ 163.36% |
$516K - $609K
|
13.5K
$1.1M
|
|
|
Feb 07, 2023
Q4 2022
|
Ug Investment Advisers Ltd.
Taipei, F5 |
BUY
|
- |
8KNew |
$492K - $581K
|
8K
$652K
|
|
|
Feb 27, 2023
Q4 2022
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
BUY
|
- |
6.06KNew |
$373K - $441K
|
6.06K
$494K
|
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
5.64K+ 9.02% |
$347K - $410K
|
68.2K
$5.55M
|
|
|
Jan 31, 2023
Q4 2022
|
Advisor Os, LLC
|
BUY
|
- |
5.31K+ 16.97% |
$326K - $386K
|
36.6K
$2.98M
|
|
|
Jan 25, 2023
Q4 2022
|
Sns Financial Group, LLC
|
BUY
|
CALL |
5KNew |
$308K - $363K
|
5K
$407K
|
|
|
Feb 01, 2023
Q4 2022
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
BUY
|
- |
4.83KNew |
$297K - $351K
|
4.83K
$393K
|
|