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 |
|---|---|---|---|---|---|---|---|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
7.03K+ 6.37% |
$461K - $549K
|
118K
$9.32M
|
|
|
Oct 17, 2022
Q3 2022
|
South Shore Capital Advisors
|
BUY
|
- |
4K+ 104.06% |
$262K - $312K
|
7.84K
$622K
|
|
|
Nov 10, 2022
Q3 2022
|
Townsquare Capital LLC
|
BUY
|
- |
3.18KNew |
$208K - $248K
|
3.18K
$252K
|
|
|
Nov 14, 2022
Q3 2022
|
Regentatlantic Capital LLC
Morristown, NJ |
BUY
|
- |
3.05KNew |
$200K - $239K
|
3.05K
$242K
|
|
|
Nov 14, 2022
Q3 2022
|
Loomis Sayles & CO L P
|
BUY
|
- |
3KNew |
$197K - $235K
|
3K
$238K
|
|
|
Nov 14, 2022
Q3 2022
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
2.94K+ 2.53% |
$193K - $230K
|
119K
$9.45M
|
|
|
Nov 10, 2022
Q3 2022
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
1.37K+ 8.03% |
$89.5K - $107K
|
18.4K
$1.46M
|
|
|
Dec 01, 2022
Q3 2022
|
Mufg Americas Holdings Corp
|
BUY
|
- |
957+ 24.8% |
$62.7K - $74.8K
|
4.82K
$382K
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
941New |
$61.6K - $73.5K
|
941
$74.6K
|
|
|
Nov 15, 2022
Q3 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
700New |
$45.9K - $54.7K
|
700
$55.5K
|
|
|
Nov 01, 2022
Q3 2022
|
Strategic Asset Management, LLC
|
BUY
|
- |
568+ 8.98% |
$37.2K - $44.4K
|
6.9K
$547K
|
|
|
Nov 14, 2022
Q3 2022
|
Axim Planning & Wealth
Dayton, OH |
BUY
|
- |
427+ 2033.33% |
$28K - $33.4K
|
448
$35.5K
|
|
|
Nov 15, 2022
Q3 2022
|
Signature Securities Group Corporation
|
BUY
|
- |
335New |
$21.9K - $26.2K
|
335
$26.6K
|
|
|
Nov 10, 2022
Q3 2022
|
Beck Bode, LLC
|
BUY
|
- |
284+ 7.81% |
$18.6K - $22.2K
|
3.92K
$311K
|
|
|
Oct 25, 2022
Q3 2022
|
Vigilant Capital Management, LLC
|
BUY
|
- |
232New |
$15.2K - $18.1K
|
232
$18.4K
|
|
|
Oct 17, 2022
Q3 2022
|
Veracity Capital LLC
|
BUY
|
- |
204+ 6.3% |
$13.4K - $15.9K
|
3.44K
$273K
|
|
|
Oct 27, 2022
Q3 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
200+ 79.68% |
$13.1K - $15.6K
|
451
$35.8K
|
|
|
Nov 10, 2022
Q3 2022
|
Lansing Street Advisors
|
BUY
|
- |
151+ 0.7% |
$9.89K - $11.8K
|
21.8K
$1.73M
|
|
|
Nov 10, 2022
Q3 2022
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
150New |
$9.83K - $11.7K
|
150
$11.9K
|
|
|
Nov 02, 2022
Q3 2022
|
Dowling & Yahnke LLC
San Diego, CA |
BUY
|
- |
145+ 0.21% |
$9.5K - $11.3K
|
67.9K
$5.38M
|
|
|
Oct 14, 2022
Q3 2022
|
Edge Rock Capital LLC
|
BUY
|
- |
144New |
$9.43K - $11.2K
|
144
$11.4K
|
|
|
Nov 07, 2022
Q3 2022
|
Castle Wealth Management LLC
|
BUY
|
- |
141+ 940.0% |
$9.24K - $11K
|
156
$12.4K
|
|
|
Oct 21, 2022
Q3 2022
|
Selective Wealth Management, Inc.
|
BUY
|
- |
102+ 10.96% |
$6.68K - $7.97K
|
1.03K
$81.9K
|
|
|
Nov 14, 2022
Q3 2022
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
100+ 50.0% |
$6.55K - $7.81K
|
300
$23.8K
|
|
|
Nov 10, 2022
Q3 2022
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
100New |
$6.55K - $7.81K
|
100
$7.93K
|
|
|
Oct 27, 2022
Q3 2022
|
Absolute Capital Management, LLC
|
BUY
|
- |
88New |
$5.76K - $6.87K
|
88
$6.98K
|
|
|
Nov 08, 2022
Q3 2022
|
Alpha Centric Advisors LLC
San Juan, PR |
BUY
|
- |
77+ 3.49% |
$5.04K - $6.02K
|
2.29K
$181K
|
|
|
Oct 21, 2022
Q3 2022
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
54New |
$3.54K - $4.22K
|
54
$4.28K
|
|
|
Oct 13, 2022
Q3 2022
|
Gofen & Glossberg LLC
|
BUY
|
- |
33+ 1.04% |
$2.16K - $2.58K
|
3.2K
$254K
|
|
|
Nov 09, 2022
Q3 2022
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
18New |
$1.18K - $1.41K
|
18
$1.43K
|
|
|
Aug 21, 2023
Q3 2022
|
Artemis Wealth Advisors, LLC
|
BUY
|
- |
16New |
$1.05K - $1.25K
|
16
$1.27K
|
|
|
Nov 14, 2022
Q3 2022
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
9+ 0.22% |
$590 - $703
|
4.15K
$329K
|
|
|
Nov 14, 2022
Q3 2022
|
Princeton Global Asset Management LLC
|
BUY
|
- |
2+ 0.75% |
$131 - $156
|
268
$21.2K
|
|
| Q2 2022 | |||||||
|
Aug 12, 2024
Q2 2022
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
232K+ 23263.19% |
$15M - $17.8M
|
233K
$18.5M
|
|
|
Aug 15, 2022
Q2 2022
|
Maven Securities LTD
St Helier, Y9 |
BUY
|
PUT |
211KNew |
$13.7M - $16.3M
|
211K
$16.7M
|
|
|
Aug 05, 2022
Q2 2022
|
Tiff Advisory Services Inc
|
BUY
|
- |
143KNew |
$9.28M - $11M
|
143K
$11.3M
|
|
|
Aug 02, 2022
Q2 2022
|
Q3 Asset Management
|
BUY
|
- |
102KNew |
$6.6M - $7.83M
|
102K
$8.07M
|
|
|
Sep 21, 2023
Q2 2022
|
Jefferies Group LLC
New York, NY |
BUY
|
PUT |
74.9K+ 116.49% |
$4.86M - $5.76M
|
139K
$11M
|
|
|
Jul 20, 2022
Q2 2022
|
Dorsey Wright & Associates
|
BUY
|
- |
41.6KNew |
$2.7M - $3.2M
|
41.6K
$3.3M
|
|
|
Aug 09, 2022
Q2 2022
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
31.7KNew |
$2.05M - $2.44M
|
31.7K
$2.51M
|
|
|
Aug 15, 2022
Q2 2022
|
Weiss Multi Strategy Advisers LLC
New York, NY |
BUY
|
- |
23.3K+ 86.28% |
$1.51M - $1.79M
|
50.3K
$3.99M
|
|
|
Aug 12, 2022
Q2 2022
|
Agf Investments Inc.
Toronto, A6 |
BUY
|
- |
15.8K+ 13.26% |
$1.03M - $1.22M
|
135K
$10.7M
|
|
|
Aug 12, 2022
Q2 2022
|
Agf Investments LLC
Boston, MA |
BUY
|
- |
15.8K+ 13.25% |
$1.03M - $1.22M
|
135K
$10.7M
|
|
|
Aug 08, 2022
Q2 2022
|
Financial Services Advisory Inc
|
BUY
|
- |
11.1KNew |
$720K - $854K
|
11.1K
$880K
|
|
|
Aug 15, 2022
Q2 2022
|
Menard Financial Group LLC
Houston, TX |
BUY
|
- |
5.6KNew |
$363K - $431K
|
5.6K
$444K
|
|
|
Jul 18, 2022
Q2 2022
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
5.03KNew |
$326K - $387K
|
5.03K
$399K
|
|
|
Jul 18, 2022
Q2 2022
|
Strategic Capital Advisers, Inc.
|
BUY
|
- |
5.01K+ 13.3% |
$325K - $386K
|
42.7K
$3.38M
|
|
|
Aug 15, 2022
Q2 2022
|
Kinloch Capital, LLC
Glen Allen, VA |
BUY
|
- |
4.7KNew |
$305K - $362K
|
4.7K
$373K
|
|
|
Jul 20, 2022
Q2 2022
|
Center For Asset Management LLC
|
BUY
|
- |
4.14KNew |
$268K - $318K
|
4.14K
$328K
|
|
|
Jul 15, 2022
Q2 2022
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
4.01KNew |
$260K - $309K
|
4.01K
$318K
|
|