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 |
|---|---|---|---|---|---|---|---|
|
Jul 27, 2022
Q2 2022
|
West Wealth Group, LLC
|
BUY
|
- |
3.49KNew |
$227K - $269K
|
3.49K
$277K
|
|
|
Jul 13, 2022
Q2 2022
|
Acg Wealth
|
BUY
|
- |
2.4KNew |
$156K - $185K
|
2.4K
$190K
|
|
|
Jul 22, 2022
Q2 2022
|
Loveless Wealth Management LLC
|
BUY
|
- |
2.12K+ 3.61% |
$138K - $163K
|
60.8K
$4.82M
|
|
|
Aug 12, 2022
Q2 2022
|
Cpwm, LLC
Seattle, WA |
BUY
|
- |
1.67K+ 56.35% |
$108K - $128K
|
4.63K
$367K
|
|
|
Aug 16, 2022
Q2 2022
|
Smart Portfolios, LLC
Seattle, WA |
BUY
|
- |
1.52K+ 18.17% |
$98.4K - $117K
|
9.87K
$782K
|
|
|
Jul 19, 2022
Q2 2022
|
Lehman & Derafelo Financial Resources LLC
|
BUY
|
- |
1.39KNew |
$90.2K - $107K
|
1.39K
$110K
|
|
|
Jul 22, 2022
Q2 2022
|
Urban Wealth Management, LLC
|
BUY
|
- |
1.24KNew |
$80.4K - $95.4K
|
1.24K
$98.2K
|
|
|
Aug 01, 2022
Q2 2022
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
1.15KNew |
$74.8K - $88.7K
|
1.15K
$91.4K
|
|
|
Jul 12, 2022
Q2 2022
|
Dock Street Asset Management Inc
|
BUY
|
- |
976+ 3.54% |
$63.3K - $75.1K
|
28.5K
$2.26M
|
|
|
Jul 28, 2022
Q2 2022
|
Gryphon Financial Partners LLC
|
BUY
|
- |
784New |
$50.9K - $60.3K
|
784
$62.2K
|
|
|
Jul 13, 2022
Q2 2022
|
Murphy Capital Management Inc
|
BUY
|
- |
420+ 0.53% |
$27.2K - $32.3K
|
79K
$6.26M
|
|
|
Jul 28, 2022
Q2 2022
|
Concentrum Wealth Management
|
BUY
|
- |
223+ 8.27% |
$14.5K - $17.2K
|
2.92K
$231K
|
|
|
Aug 11, 2022
Q2 2022
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
180New |
$11.7K - $13.9K
|
180
$14.3K
|
|
|
Apr 04, 2024
Q2 2022
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
171New |
$11.1K - $13.2K
|
171
$13.6K
|
|
|
Aug 01, 2022
Q2 2022
|
Investors Asset Management Of Georgia Inc
|
BUY
|
- |
100New |
$6.49K - $7.7K
|
100
$7.93K
|
|
|
Aug 09, 2022
Q2 2022
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
80New |
$5.19K - $6.16K
|
80
$6.34K
|
|
|
Jul 19, 2022
Q2 2022
|
Heritage Financial Services, LLC
|
BUY
|
- |
64New |
$4.15K - $4.93K
|
64
$5.07K
|
|
|
Aug 05, 2022
Q2 2022
|
Better Money Decisions, LLC
|
BUY
|
- |
45New |
$2.92K - $3.46K
|
45
$3.57K
|
|
|
Oct 17, 2024
Q2 2022
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
42+ 17.0% |
$2.72K - $3.23K
|
289
$22.9K
|
|
|
Aug 03, 2022
Q2 2022
|
Mcmillion Capital Management Inc
|
BUY
|
- |
35New |
$2.27K - $2.69K
|
35
$2.77K
|
|
|
Jul 19, 2022
Q2 2022
|
Lake Point Wealth Management
|
BUY
|
- |
26+ 22.61% |
$1.69K - $2K
|
141
$11.2K
|
|
|
Jul 29, 2022
Q2 2022
|
Ridgecrest Wealth Partners, LLC
|
BUY
|
- |
19+ 0.45% |
$1.23K - $1.46K
|
4.22K
$335K
|
|
|
Aug 03, 2022
Q2 2022
|
Gould Capital, LLC
|
BUY
|
- |
16New |
$1.04K - $1.23K
|
16
$1.27K
|
|
|
Aug 15, 2022
Q2 2022
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
1New |
$64.9 - $77
|
1
$79.3
|
|
| Q1 2022 | |||||||
|
May 17, 2022
Q1 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
PUT |
781K+ 110.62% |
$50.8M - $58.2M
|
1.49M
$118M
|
|
|
Apr 21, 2022
Q1 2022
|
Bck Partners, Inc.
|
BUY
|
- |
37.7KNew |
$2.45M - $2.81M
|
37.7K
$2.99M
|
|
|
May 16, 2022
Q1 2022
|
Eisler Capital (Uk) Ltd.
London, X0 |
BUY
|
- |
32KNew |
$2.08M - $2.39M
|
32K
$2.54M
|
|
|
Apr 28, 2022
Q1 2022
|
Southern Farm Bureau Life Insurance
|
BUY
|
- |
4.5KNew |
$293K - $335K
|
4.5K
$357K
|
|
|
Apr 26, 2022
Q1 2022
|
Landmark Wealth Management, LLC
|
BUY
|
- |
500New |
$32.5K - $37.3K
|
500
$39.6K
|
|
|
May 10, 2022
Q1 2022
|
Meeder Asset Management Inc
|
BUY
|
- |
342New |
$22.2K - $25.5K
|
342
$27.1K
|
|
|
Apr 29, 2022
Q1 2022
|
Prairie View Partners, LLC
|
BUY
|
- |
178New |
$11.6K - $13.3K
|
178
$14.1K
|
|
|
Apr 28, 2022
Q1 2022
|
Hardy Reed LLC
|
BUY
|
- |
139New |
$9.04K - $10.4K
|
139
$11K
|
|
|
May 12, 2022
Q1 2022
|
Bison Wealth, LLC
|
BUY
|
- |
28+ 8.0% |
$1.82K - $2.09K
|
378
$30K
|
|
|
May 06, 2022
Q1 2022
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
PUT |
1+ 25.0% |
$65 - $74.5
|
5
$396
|
|
| Q4 2021 | |||||||
|
Feb 10, 2022
Q4 2021
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
14.9KNew |
$950K - $1.06M
|
14.9K
$1.18M
|
|
|
Feb 07, 2022
Q4 2021
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
9.72KNew |
$621K - $696K
|
9.72K
$771K
|
|
|
Feb 14, 2022
Q4 2021
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
PUT |
5.4K+ 0.82% |
$345K - $387K
|
662K
$52.4M
|
|
|
Apr 01, 2022
Q4 2021
|
Clientfirst Wealth Management, LLC
Little Rock, AR |
BUY
|
- |
3.89KNew |
$248K - $278K
|
3.89K
$308K
|
|
|
Feb 11, 2022
Q4 2021
|
Essex Financial Services, Inc.
|
BUY
|
- |
3KNew |
$192K - $215K
|
3K
$238K
|
|
|
Jan 11, 2022
Q4 2021
|
Paladin Advisory Group, LLC
|
BUY
|
CALL |
1.69KNew |
$108K - $121K
|
1.69K
$134K
|
|
|
Jan 31, 2022
Q4 2021
|
Allen Capital Group, LLC
|
BUY
|
- |
1.03KNew |
$65.6K - $73.5K
|
1.03K
$81.4K
|
|
|
Feb 14, 2022
Q4 2021
|
Bivin & Associates, Inc.
Ponca City, OK |
BUY
|
- |
519New |
$33.2K - $37.2K
|
519
$41.1K
|
|
|
Feb 09, 2022
Q4 2021
|
Orion Portfolio Solutions, LLC
|
BUY
|
PUT |
300New |
$19.2K - $21.5K
|
300
$23.8K
|
|
|
Feb 16, 2022
Q4 2021
|
First Community Trust Na
|
BUY
|
- |
200New |
$12.8K - $14.3K
|
200
$15.9K
|
|
|
Feb 14, 2022
Q4 2021
|
Caxton Associates LP
New York, NY |
BUY
|
PUT |
100New |
$6.39K - $7.16K
|
100
$7.93K
|
|
|
Jan 26, 2022
Q4 2021
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
23New |
$1.47K - $1.65K
|
23
$1.82K
|
|
| Q3 2021 | |||||||
|
Nov 05, 2021
Q3 2021
|
Chilton Investment CO Inc.
Stamford, CT |
BUY
|
- |
21.5KNew |
$1.37M - $1.51M
|
21.5K
$1.7M
|
|
|
Nov 15, 2021
Q3 2021
|
J. Goldman & CO LP
New York, NY |
BUY
|
CALL |
15KNew |
$953K - $1.05M
|
15K
$1.19M
|
|
|
Nov 12, 2021
Q3 2021
|
Laurel Wealth Planning LLC
Edina, MN |
BUY
|
- |
175New |
$11.1K - $12.3K
|
175
$13.9K
|
|
|
Nov 03, 2021
Q3 2021
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
12New |
$763 - $841
|
12
$951
|
|