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 |
|---|---|---|---|---|---|---|---|
|
Aug 02, 2022
Q2 2022
|
Q3 Asset Management
|
BUY
|
- |
102KNew |
$6.6M - $7.83M
|
102K
$8.29M
|
|
|
Sep 21, 2023
Q2 2022
|
Jefferies Group LLC
New York, NY |
BUY
|
PUT |
74.9K+ 116.49% |
$4.86M - $5.76M
|
139K
$11.3M
|
|
|
Jul 20, 2022
Q2 2022
|
Dorsey Wright & Associates
|
BUY
|
- |
41.6KNew |
$2.7M - $3.2M
|
41.6K
$3.39M
|
|
|
Aug 09, 2022
Q2 2022
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
31.7KNew |
$2.05M - $2.44M
|
31.7K
$2.58M
|
|
|
Aug 15, 2022
Q2 2022
|
Weiss Multi Strategy Advisers LLC
New York, NY |
BUY
|
- |
23.3K+ 86.28% |
$1.51M - $1.79M
|
50.3K
$4.1M
|
|
|
Aug 12, 2022
Q2 2022
|
Agf Investments Inc.
Toronto, A6 |
BUY
|
- |
15.8K+ 13.26% |
$1.03M - $1.22M
|
135K
$11M
|
|
|
Aug 12, 2022
Q2 2022
|
Agf Investments LLC
Boston, MA |
BUY
|
- |
15.8K+ 13.25% |
$1.03M - $1.22M
|
135K
$11M
|
|
|
Aug 08, 2022
Q2 2022
|
Financial Services Advisory Inc
|
BUY
|
- |
11.1KNew |
$720K - $854K
|
11.1K
$904K
|
|
|
Aug 15, 2022
Q2 2022
|
Menard Financial Group LLC
Houston, TX |
BUY
|
- |
5.6KNew |
$363K - $431K
|
5.6K
$456K
|
|
|
Jul 18, 2022
Q2 2022
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
5.03KNew |
$326K - $387K
|
5.03K
$410K
|
|
|
Jul 18, 2022
Q2 2022
|
Strategic Capital Advisers, Inc.
|
BUY
|
- |
5.01K+ 13.3% |
$325K - $386K
|
42.7K
$3.48M
|
|
|
Aug 15, 2022
Q2 2022
|
Kinloch Capital, LLC
Glen Allen, VA |
BUY
|
- |
4.7KNew |
$305K - $362K
|
4.7K
$383K
|
|
|
Jul 20, 2022
Q2 2022
|
Center For Asset Management LLC
|
BUY
|
- |
4.14KNew |
$268K - $318K
|
4.14K
$337K
|
|
|
Jul 15, 2022
Q2 2022
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
4.01KNew |
$260K - $309K
|
4.01K
$327K
|
|
|
Jul 27, 2022
Q2 2022
|
West Wealth Group, LLC
|
BUY
|
- |
3.49KNew |
$227K - $269K
|
3.49K
$285K
|
|
|
Jul 13, 2022
Q2 2022
|
Acg Wealth
|
BUY
|
- |
2.4KNew |
$156K - $185K
|
2.4K
$195K
|
|
|
Jul 22, 2022
Q2 2022
|
Loveless Wealth Management LLC
|
BUY
|
- |
2.12K+ 3.61% |
$138K - $163K
|
60.8K
$4.95M
|
|
|
Aug 12, 2022
Q2 2022
|
Cpwm, LLC
Seattle, WA |
BUY
|
- |
1.67K+ 56.35% |
$108K - $128K
|
4.63K
$377K
|
|
|
Aug 16, 2022
Q2 2022
|
Smart Portfolios, LLC
Seattle, WA |
BUY
|
- |
1.52K+ 18.17% |
$98.4K - $117K
|
9.87K
$804K
|
|
|
Jul 19, 2022
Q2 2022
|
Lehman & Derafelo Financial Resources LLC
|
BUY
|
- |
1.39KNew |
$90.2K - $107K
|
1.39K
$113K
|
|
|
Jul 22, 2022
Q2 2022
|
Urban Wealth Management, LLC
|
BUY
|
- |
1.24KNew |
$80.4K - $95.4K
|
1.24K
$101K
|
|
|
Aug 01, 2022
Q2 2022
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
1.15KNew |
$74.8K - $88.7K
|
1.15K
$93.9K
|
|
|
Jul 12, 2022
Q2 2022
|
Dock Street Asset Management Inc
|
BUY
|
- |
976+ 3.54% |
$63.3K - $75.1K
|
28.5K
$2.33M
|
|
|
Jul 28, 2022
Q2 2022
|
Gryphon Financial Partners LLC
|
BUY
|
- |
784New |
$50.9K - $60.3K
|
784
$63.9K
|
|
|
Jul 13, 2022
Q2 2022
|
Murphy Capital Management Inc
|
BUY
|
- |
420+ 0.53% |
$27.2K - $32.3K
|
79K
$6.43M
|
|
|
Aug 11, 2022
Q2 2022
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
180New |
$11.7K - $13.9K
|
180
$14.7K
|
|
|
Apr 04, 2024
Q2 2022
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
171New |
$11.1K - $13.2K
|
171
$13.9K
|
|
|
Aug 01, 2022
Q2 2022
|
Investors Asset Management Of Georgia Inc
|
BUY
|
- |
100New |
$6.49K - $7.7K
|
100
$8.15K
|
|
|
Jul 19, 2022
Q2 2022
|
Heritage Financial Services, LLC
|
BUY
|
- |
64New |
$4.15K - $4.93K
|
64
$5.21K
|
|
|
Aug 05, 2022
Q2 2022
|
Better Money Decisions, LLC
|
BUY
|
- |
45New |
$2.92K - $3.46K
|
45
$3.67K
|
|
|
Oct 17, 2024
Q2 2022
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
42+ 17.0% |
$2.72K - $3.23K
|
289
$23.5K
|
|
|
Aug 03, 2022
Q2 2022
|
Mcmillion Capital Management Inc
|
BUY
|
- |
35New |
$2.27K - $2.69K
|
35
$2.85K
|
|
|
Jul 19, 2022
Q2 2022
|
Lake Point Wealth Management
|
BUY
|
- |
26+ 22.61% |
$1.69K - $2K
|
141
$11.5K
|
|
|
Aug 03, 2022
Q2 2022
|
Gould Capital, LLC
|
BUY
|
- |
16New |
$1.04K - $1.23K
|
16
$1.3K
|
|
|
Aug 15, 2022
Q2 2022
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
1New |
$64.9 - $77
|
1
$81.5
|
|
| Q1 2022 | |||||||
|
Apr 21, 2022
Q1 2022
|
Bck Partners, Inc.
|
BUY
|
- |
37.7KNew |
$2.45M - $2.81M
|
37.7K
$3.07M
|
|
|
May 16, 2022
Q1 2022
|
Eisler Capital (Uk) Ltd.
London, X0 |
BUY
|
- |
32KNew |
$2.08M - $2.39M
|
32K
$2.61M
|
|
|
Apr 28, 2022
Q1 2022
|
Southern Farm Bureau Life Insurance
|
BUY
|
- |
4.5KNew |
$293K - $335K
|
4.5K
$367K
|
|
|
Apr 26, 2022
Q1 2022
|
Landmark Wealth Management, LLC
|
BUY
|
- |
500New |
$32.5K - $37.3K
|
500
$40.7K
|
|
|
May 10, 2022
Q1 2022
|
Meeder Asset Management Inc
|
BUY
|
- |
342New |
$22.2K - $25.5K
|
342
$27.9K
|
|
|
Apr 29, 2022
Q1 2022
|
Prairie View Partners, LLC
|
BUY
|
- |
178New |
$11.6K - $13.3K
|
178
$14.5K
|
|
|
Apr 28, 2022
Q1 2022
|
Hardy Reed LLC
|
BUY
|
- |
139New |
$9.04K - $10.4K
|
139
$11.3K
|
|
|
May 12, 2022
Q1 2022
|
Bison Wealth, LLC
|
BUY
|
- |
28+ 8.0% |
$1.82K - $2.09K
|
378
$30.8K
|
|
|
May 06, 2022
Q1 2022
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
PUT |
1+ 25.0% |
$65 - $74.5
|
5
$407
|
|
| Q4 2021 | |||||||
|
Feb 07, 2022
Q4 2021
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
9.72KNew |
$621K - $696K
|
9.72K
$792K
|
|
|
Feb 14, 2022
Q4 2021
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
PUT |
5.4K+ 0.82% |
$345K - $387K
|
662K
$53.9M
|
|
|
Apr 01, 2022
Q4 2021
|
Clientfirst Wealth Management, LLC
Little Rock, AR |
BUY
|
- |
3.89KNew |
$248K - $278K
|
3.89K
$317K
|
|
|
Feb 11, 2022
Q4 2021
|
Essex Financial Services, Inc.
|
BUY
|
- |
3KNew |
$192K - $215K
|
3K
$244K
|
|
|
Jan 11, 2022
Q4 2021
|
Paladin Advisory Group, LLC
|
BUY
|
CALL |
1.69KNew |
$108K - $121K
|
1.69K
$138K
|
|
|
Jan 31, 2022
Q4 2021
|
Allen Capital Group, LLC
|
BUY
|
- |
1.03KNew |
$65.6K - $73.5K
|
1.03K
$83.6K
|
|