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 |
|---|---|---|---|---|---|---|---|
|
Oct 24, 2024
Q3 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
8.19K+ 116.35% |
$554K - $662K
|
15.2K
$1.24M
|
|
|
Oct 23, 2024
Q3 2024
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
8.18KNew |
$554K - $661K
|
8.18K
$666K
|
|
|
Oct 21, 2024
Q3 2024
|
Evernest Financial Advisors, LLC
Carmel, IN |
BUY
|
- |
8.13K+ 135.19% |
$550K - $656K
|
14.1K
$1.15M
|
|
|
Nov 13, 2024
Q3 2024
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
8.12K+ 175.31% |
$550K - $656K
|
12.8K
$1.04M
|
|
|
Oct 22, 2024
Q3 2024
|
Saxony Capital Management, LLC
St. Louis, MO |
BUY
|
- |
8.04KNew |
$544K - $649K
|
8.04K
$655K
|
|
|
Nov 12, 2024
Q3 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
7.97K+ 83.73% |
$540K - $644K
|
17.5K
$1.43M
|
|
|
Nov 14, 2024
Q3 2024
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
7.84KNew |
$531K - $634K
|
7.84K
$639K
|
|
|
Nov 07, 2024
Q3 2024
|
Mai Capital Management
|
BUY
|
- |
7.82K+ 6.69% |
$529K - $632K
|
125K
$10.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Concentric Capital Strategies, LP
Stamford, CT |
BUY
|
- |
7.6K+ 10.55% |
$514K - $614K
|
79.7K
$6.49M
|
|
|
Nov 14, 2024
Q3 2024
|
Fox Hill Wealth Management
Dedham, MA |
BUY
|
- |
7.49K+ 37.69% |
$507K - $605K
|
27.4K
$2.23M
|
|
|
Nov 06, 2024
Q3 2024
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
BUY
|
- |
7.39KNew |
$500K - $597K
|
7.39K
$602K
|
|
|
Nov 12, 2024
Q3 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
7.24K+ 14.79% |
$490K - $584K
|
56.1K
$4.57M
|
|
|
Oct 24, 2024
Q3 2024
|
Custom Index Systems, LLC
New York, NY |
BUY
|
- |
7.15KNew |
$484K - $578K
|
7.15K
$583K
|
|
|
Nov 12, 2024
Q3 2024
|
Basso Capital Management, L.P.
Stamford, CT |
BUY
|
- |
7.05KNew |
$477K - $569K
|
7.05K
$574K
|
|
|
Oct 11, 2024
Q3 2024
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
7KNew |
$474K - $565K
|
7K
$570K
|
|
|
Nov 12, 2024
Q3 2024
|
Adapt Wealth Advisors, LLC
Atlanta, GA |
BUY
|
- |
6.92K+ 8.77% |
$468K - $559K
|
85.8K
$6.99M
|
|
|
Nov 14, 2024
Q3 2024
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
BUY
|
- |
6.88K+ 201.23% |
$465K - $555K
|
10.3K
$838K
|
|
|
Nov 13, 2024
Q3 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
6.75K+ 56.31% |
$457K - $545K
|
18.7K
$1.53M
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
6.74K+ 20.22% |
$456K - $545K
|
40.1K
$3.26M
|
|
|
Nov 07, 2024
Q3 2024
|
Lmr Partners LLP
London, X0 |
BUY
|
- |
6.74KNew |
$456K - $544K
|
6.74K
$549K
|
|
|
Nov 12, 2024
Q3 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
6.63K+ 12.8% |
$448K - $535K
|
58.4K
$4.75M
|
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
BUY
|
- |
6.61K+ 97.58% |
$447K - $534K
|
13.4K
$1.09M
|
|
|
Nov 08, 2024
Q3 2024
|
Westover Capital Advisors, LLC
Wilmington, DE |
BUY
|
- |
6.6KNew |
$447K - $533K
|
6.6K
$538K
|
|
|
Oct 16, 2024
Q3 2024
|
Gruss & Co., LLC
|
BUY
|
- |
6.5KNew |
$440K - $525K
|
6.5K
$529K
|
|
|
Oct 15, 2024
Q3 2024
|
Accel Wealth Management
|
BUY
|
- |
6.43K+ 45.39% |
$435K - $519K
|
20.6K
$1.68M
|
|
|
Nov 12, 2024
Q3 2024
|
Power Wealth Management LLC
Roswell, GA |
BUY
|
- |
6.39K+ 7.59% |
$432K - $516K
|
90.6K
$7.38M
|
|
|
Oct 21, 2024
Q3 2024
|
Oakworth Capital, Inc.
|
BUY
|
- |
6.37K+ 878.34% |
$431K - $514K
|
7.09K
$578K
|
|
|
Nov 04, 2024
Q3 2024
|
Kaizen Financial Strategies
|
BUY
|
- |
6.34KNew |
$429K - $512K
|
6.34K
$516K
|
|
|
Oct 21, 2024
Q3 2024
|
Venture Visionary Partners LLC
|
BUY
|
- |
6.29K+ 43.19% |
$426K - $508K
|
20.8K
$1.7M
|
|
|
Nov 06, 2024
Q3 2024
|
Wespac Advisors So Cal, LLC
|
BUY
|
- |
6.23K+ 34.3% |
$421K - $503K
|
24.4K
$1.99M
|
|
|
Nov 08, 2024
Q3 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
6.21K+ 71.45% |
$420K - $501K
|
14.9K
$1.21M
|
|
|
Nov 12, 2024
Q3 2024
|
Amica Retiree Medical Trust
|
BUY
|
- |
6.08KNew |
$412K - $491K
|
6.08K
$495K
|
|
|
Oct 15, 2024
Q3 2024
|
Keystone Wealth Services, LLC
|
BUY
|
- |
6.02KNew |
$407K - $486K
|
6.02K
$490K
|
|
|
Nov 12, 2024
Q3 2024
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
6KNew |
$406K - $485K
|
6K
$489K
|
|
|
Nov 05, 2024
Q3 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
5.95K+ 19.56% |
$403K - $480K
|
36.4K
$2.96M
|
|
|
Nov 13, 2024
Q3 2024
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
BUY
|
- |
5.81KNew |
$393K - $470K
|
5.81K
$474K
|
|
|
Nov 13, 2024
Q3 2024
|
Cibc World Markets Corp
New York, NY |
BUY
|
- |
5.75K+ 26.03% |
$389K - $465K
|
27.9K
$2.27M
|
|
|
Nov 12, 2024
Q3 2024
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
BUY
|
- |
5.73K+ 3.17% |
$387K - $463K
|
187K
$15.2M
|
|
|
Nov 08, 2024
Q3 2024
|
Cornerstone Advisors, LLC
Asheville, NC |
BUY
|
- |
5.7KNew |
$386K - $460K
|
5.7K
$464K
|
|
|
Oct 30, 2024
Q3 2024
|
Flagship Private Wealth, LLC
|
BUY
|
- |
5.66KNew |
$383K - $457K
|
5.66K
$461K
|
|
|
Nov 14, 2024
Q3 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
5.47K+ 9.64% |
$370K - $441K
|
62.2K
$5.06M
|
|
|
Nov 13, 2024
Q3 2024
|
American Alpha Advisors, LLC
New York, NY |
BUY
|
- |
5.37KNew |
$363K - $433K
|
5.37K
$437K
|
|
|
Oct 15, 2024
Q3 2024
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
5.31K+ 0.13% |
$359K - $429K
|
4.05M
$330M
|
|
|
Oct 08, 2024
Q3 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
5.26K+ 53.37% |
$356K - $425K
|
15.1K
$1.23M
|
|
|
Nov 14, 2024
Q3 2024
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
5.22K+ 101.32% |
$353K - $421K
|
10.4K
$844K
|
|
|
Oct 17, 2024
Q3 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
5.11KNew |
$346K - $413K
|
5.11K
$416K
|
|
|
Oct 31, 2024
Q3 2024
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
BUY
|
- |
5.03K+ 27.71% |
$340K - $406K
|
23.2K
$1.89M
|
|
|
Oct 31, 2024
Q3 2024
|
Advisor Resource Council
|
BUY
|
- |
5.02KNew |
$340K - $406K
|
5.02K
$409K
|
|
|
Oct 21, 2024
Q3 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
5.01KNew |
$339K - $405K
|
5.01K
$408K
|
|
|
Nov 07, 2024
Q3 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
5KNew |
$339K - $404K
|
5K
$407K
|