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
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
608New |
$37.4K - $44.2K
|
608
$48.2K
|
|
|
Jan 12, 2023
Q4 2022
|
Titleist Asset Management, Ltd.
San Antonio, TX |
BUY
|
- |
603+ 6.43% |
$37.1K - $43.8K
|
9.98K
$791K
|
|
|
Jan 17, 2023
Q4 2022
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
429New |
$26.4K - $31.2K
|
429
$34K
|
|
|
Jan 23, 2023
Q4 2022
|
First Command Bank
|
BUY
|
- |
347New |
$21.3K - $25.2K
|
347
$27.5K
|
|
|
Jan 20, 2023
Q4 2022
|
First Command Financial Services, Inc.
|
BUY
|
- |
347New |
$21.3K - $25.2K
|
347
$27.5K
|
|
|
Feb 17, 2023
Q4 2022
|
Compass Wealth Management LLC
Guilford, CT |
BUY
|
- |
310New |
$19.1K - $22.5K
|
310
$24.6K
|
|
|
Feb 03, 2023
Q4 2022
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
300New |
$18.5K - $21.8K
|
300
$23.8K
|
|
|
Jan 26, 2023
Q4 2022
|
Piscataqua Savings Bank
|
BUY
|
- |
300New |
$18.5K - $21.8K
|
300
$23.8K
|
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
250New |
$15.4K - $18.2K
|
250
$19.8K
|
|
|
Jan 09, 2023
Q4 2022
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
249New |
$15.3K - $18.1K
|
249
$19.7K
|
|
|
Feb 01, 2023
Q4 2022
|
Capital Directions Investment Advisors, LLC
|
BUY
|
- |
240New |
$14.8K - $17.4K
|
240
$19K
|
|
|
Feb 16, 2023
Q4 2022
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
205New |
$12.6K - $14.9K
|
205
$16.3K
|
|
|
Feb 15, 2023
Q4 2022
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
182+ 4.91% |
$11.2K - $13.2K
|
3.89K
$308K
|
|
|
Jan 27, 2023
Q4 2022
|
West Branch Capital LLC
|
BUY
|
- |
150+ 133.93% |
$9.23K - $10.9K
|
262
$20.8K
|
|
|
Feb 10, 2023
Q4 2022
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
133New |
$8.18K - $9.67K
|
133
$10.5K
|
|
|
Jan 27, 2023
Q4 2022
|
Concord Wealth Partners
|
BUY
|
- |
133New |
$8.18K - $9.67K
|
133
$10.5K
|
|
|
Feb 14, 2023
Q4 2022
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
BUY
|
- |
127New |
$7.81K - $9.23K
|
127
$10.1K
|
|
|
Jan 13, 2023
Q4 2022
|
Piershale Financial Group, Inc.
|
BUY
|
- |
125New |
$7.69K - $9.08K
|
125
$9.91K
|
|
|
Feb 06, 2023
Q4 2022
|
Lee Johnson Capital Management, LLC
|
BUY
|
- |
112+ 3.0% |
$6.89K - $8.14K
|
3.84K
$305K
|
|
|
Feb 14, 2023
Q4 2022
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
PUT |
100New |
$6.15K - $7.27K
|
100
$7.93K
|
|
|
Jan 10, 2023
Q4 2022
|
Madden Securities Corp
|
BUY
|
- |
100New |
$6.15K - $7.27K
|
100
$7.93K
|
|
|
Feb 09, 2023
Q4 2022
|
New Hampshire Trust
Concord, NH |
BUY
|
- |
83New |
$5.11K - $6.03K
|
83
$6.58K
|
|
|
Feb 13, 2023
Q4 2022
|
Mc Gowan Group Asset Management, Inc.
Dallas, TX |
BUY
|
- |
82+ 1.36% |
$5.04K - $5.96K
|
6.1K
$484K
|
|
|
Feb 08, 2023
Q4 2022
|
Belmont Capital, LLC
|
BUY
|
- |
48+ 35.56% |
$2.95K - $3.49K
|
183
$14.5K
|
|
|
Jan 10, 2023
Q4 2022
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
33New |
$2.03K - $2.4K
|
33
$2.62K
|
|
|
Feb 14, 2023
Q4 2022
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
25New |
$1.54K - $1.82K
|
25
$1.98K
|
|
|
Feb 13, 2023
Q4 2022
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
25New |
$1.54K - $1.82K
|
25
$1.98K
|
|
|
Feb 27, 2023
Q4 2022
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
24New |
$1.48K - $1.74K
|
24
$1.9K
|
|
|
Jan 18, 2023
Q4 2022
|
Family Asset Management, LLC
Charleston, SC |
BUY
|
- |
9New |
$554 - $654
|
9
$714
|
|
|
Feb 13, 2023
Q4 2022
|
Covestor LTD
Boston, MA |
BUY
|
PUT |
5New |
$308 - $363
|
5
$396
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Public Investment Fund
Riyadh, T0 |
BUY
|
- |
33MNew |
$2.16B - $2.58B
|
33M
$2.62B
|
|
|
Nov 14, 2022
Q3 2022
|
Public Sector Pension Investment Board
Montreal, A8 |
BUY
|
PUT |
1MNew |
$65.5M - $78.1M
|
1M
$79.3M
|
|
|
Nov 14, 2022
Q3 2022
|
Knighthead Capital Management, LLC
New York, NY |
BUY
|
PUT |
1MNew |
$65.5M - $78.1M
|
1M
$79.3M
|
|
|
Nov 14, 2022
Q3 2022
|
Diameter Capital Partners LP
New York, NY |
BUY
|
PUT |
750KNew |
$49.1M - $58.6M
|
750K
$59.5M
|
|
|
Nov 14, 2022
Q3 2022
|
Caption Management, LLC
Oklahoma City, OK |
BUY
|
PUT |
188KNew |
$12.3M - $14.6M
|
188K
$14.9M
|
|
|
Nov 04, 2022
Q3 2022
|
Amj Financial Wealth Management
Leesburg, VA |
BUY
|
- |
181KNew |
$11.8M - $14.1M
|
181K
$14.3M
|
|
|
Nov 03, 2022
Q3 2022
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
144K+ 58.67% |
$9.42M - $11.2M
|
389K
$30.8M
|
|
|
Nov 03, 2022
Q3 2022
|
Spectrum Management Group, LLC
|
BUY
|
- |
76.1KNew |
$4.98M - $5.94M
|
76.1K
$6.03M
|
|
|
Nov 04, 2022
Q3 2022
|
Lake Hills Wealth Management, LLC
|
BUY
|
CALL |
53.6KNew |
$3.51M - $4.19M
|
53.6K
$4.25M
|
|
|
Nov 14, 2022
Q3 2022
|
Cinctive Capital Management LP
New York, NY |
BUY
|
CALL |
50KNew |
$3.28M - $3.91M
|
50K
$3.96M
|
|
|
Oct 18, 2022
Q3 2022
|
Bull Oak Capital, LLC
San Diego, CA |
BUY
|
- |
32.6KNew |
$2.14M - $2.55M
|
32.6K
$2.59M
|
|
|
Nov 14, 2022
Q3 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
27.7K+ 130.55% |
$1.81M - $2.16M
|
48.9K
$3.88M
|
|
|
Nov 14, 2022
Q3 2022
|
Arrow Investment Advisors, LLC
Laurel, MD |
BUY
|
- |
22.8K+ 28.16% |
$1.49M - $1.78M
|
104K
$8.21M
|
|
|
Oct 21, 2022
Q3 2022
|
Columbus Macro, LLC
|
BUY
|
- |
16KNew |
$1.05M - $1.25M
|
16K
$1.27M
|
|
|
Oct 19, 2022
Q3 2022
|
Wealth Enhancement & Preservation Of Ga, LLC
Alpharetta, GA |
BUY
|
- |
14.3K+ 329.5% |
$937K - $1.12M
|
18.7K
$1.48M
|
|
|
Nov 14, 2022
Q3 2022
|
Clark Financial Services Group Inc
Chesterfield, MO |
BUY
|
- |
11.1KNew |
$724K - $863K
|
11.1K
$876K
|
|
|
Oct 17, 2022
Q3 2022
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
9.62KNew |
$630K - $752K
|
9.62K
$763K
|
|
|
Nov 14, 2022
Q3 2022
|
Beaumont Financial Partners, LLC
|
BUY
|
- |
7.72K+ 167.87% |
$506K - $603K
|
12.3K
$976K
|
|
|
Nov 14, 2022
Q3 2022
|
Blueshift Asset Management, LLC
Red Bank, NJ |
BUY
|
- |
7.34K+ 79.32% |
$481K - $573K
|
16.6K
$1.31M
|
|
|
Nov 14, 2022
Q3 2022
|
Diametric Capital, LP
Boston, MA |
BUY
|
- |
7.22KNew |
$473K - $564K
|
7.22K
$573K
|
|