Purchases and Sales Made in Q1 2024 in Utilities Sector Spdr (XLU)
This table provides information about the institutional ownership of Utilities Sector Spdr (XLU) during Q1 2024. The information is specifically focused on institutions that hold shares of UTILITIES SECTOR SPDR.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 03, 2024
Q1 2024
|
Mont Vue Capital Management, Inc.
Lynchburg, VA |
BUY
|
- |
18+ 0.18% |
$1.08K - $1.18K
|
9.85K
$807K
|
|
|
Apr 23, 2024
Q1 2024
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
17New |
$1.02K - $1.12K
|
17
$1.39K
|
|
|
Apr 25, 2024
Q1 2024
|
Friedenthal Financial
|
BUY
|
- |
15+ 2.81% |
$899 - $985
|
549
$45K
|
|
|
May 13, 2024
Q1 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
15+ 8.06% |
$899 - $985
|
201
$16.5K
|
|
|
Apr 18, 2024
Q1 2024
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
13+ 0.11% |
$779 - $853
|
12.3K
$1.01M
|
|
|
May 13, 2024
Q1 2024
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
12+ 0.67% |
$719 - $788
|
1.81K
$148K
|
|
|
May 01, 2024
Q1 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
10New |
$600 - $657
|
10
$819
|
|
|
May 15, 2024
Q1 2024
|
All Terrain Financial Advisors, LLC
Coon Rapids, MN |
BUY
|
- |
10+ 0.2% |
$600 - $657
|
4.95K
$405K
|
|
|
May 14, 2024
Q1 2024
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
10New |
$600 - $657
|
10
$819
|
|
|
Apr 29, 2024
Q1 2024
|
Townsend Asset Management Corp
|
BUY
|
- |
5+ 0.31% |
$300 - $328
|
1.61K
$132K
|
|
|
May 14, 2024
Q1 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
3+ 0.12% |
$180 - $197
|
2.41K
$197K
|
|
|
Apr 12, 2024
Q1 2024
|
First Premier Bank
|
BUY
|
- |
3+ 8.33% |
$180 - $197
|
39
$3.19K
|
|
|
Apr 24, 2024
Q1 2024
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
3+ 0.27% |
$180 - $197
|
1.12K
$91.5K
|
|
|
Apr 17, 2024
Q1 2024
|
Atticus Wealth Management, LLC
|
BUY
|
- |
3+ 0.16% |
$180 - $197
|
1.91K
$156K
|
|
|
Apr 18, 2024
Q1 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
2+ 0.01% |
$120 - $131
|
17.8K
$1.46M
|
|
|
May 07, 2024
Q1 2024
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
2+ 0.6% |
$120 - $131
|
336
$27.5K
|
|
|
May 10, 2024
Q1 2024
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
2+ 0.99% |
$120 - $131
|
204
$16.7K
|
|
|
Apr 16, 2024
Q1 2024
|
Nova Point Capital, LLC
|
BUY
|
- |
2+ 0.03% |
$120 - $131
|
5.72K
$468K
|
|
|
Apr 10, 2024
Q1 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
2+ 0.85% |
$120 - $131
|
238
$19.5K
|
|
|
Apr 17, 2024
Q1 2024
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
1+ 0.65% |
$60 - $65.7
|
155
$12.7K
|
|
|
May 14, 2024
Q1 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
1+ 0.61% |
$60 - $65.7
|
165
$13.5K
|
|
|
Apr 15, 2024
Q1 2024
|
Goal Vest Advisory LLC
|
BUY
|
- |
1+ 0.58% |
$60 - $65.7
|
172
$14.1K
|
|
|
May 08, 2024
Q1 2024
|
New Square Capital LLC
|
BUY
|
- |
1New |
$60 - $65.7
|
1
$81.9
|
|
|
Apr 17, 2024
Q1 2024
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
1+ 0.03% |
$60 - $65.7
|
3.81K
$312K
|
|
|
May 15, 2024
Q1 2024
|
Innealta Capital, LLC
Austin, TX |
BUY
|
- |
1+ 0.0% |
$60 - $65.7
|
32.7K
$2.68M
|
|
|
Apr 09, 2024
Q1 2024
|
Rise Advisors, LLC
|
BUY
|
- |
1+ 0.97% |
$60 - $65.7
|
104
$8.52K
|
|
|
May 02, 2024
Q1 2024
|
Ars Investment Partners, LLC
|
SELL
|
- |
-2- 0.05% |
$120 - $131
|
4.33K
$355K
|
|
|
Apr 18, 2024
Q1 2024
|
Nvest Financial, LLC
|
SELL
|
- |
-7- 0.05% |
$420 - $460
|
15.1K
$1.24M
|
|
|
Apr 25, 2024
Q1 2024
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-20- 0.43% |
$1.2K - $1.31K
|
4.64K
$380K
|
|
|
May 10, 2024
Q1 2024
|
Covestor LTD
Boston, MA |
SELL
|
- |
-20- 20.41% |
$1.2K - $1.31K
|
78
$6.39K
|
|
|
Apr 10, 2024
Q1 2024
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-20- 0.43% |
$1.2K - $1.31K
|
4.63K
$379K
|
|
|
May 06, 2024
Q1 2024
|
Addison Advisors LLC
|
SELL
|
- |
-22- 2.32% |
$1.32K - $1.44K
|
927
$75.9K
|
|
|
Apr 30, 2024
Q1 2024
|
Braun Stacey Associates Inc
|
SELL
|
- |
-25- 0.79% |
$1.5K - $1.64K
|
3.15K
$258K
|
|
|
Apr 30, 2024
Q1 2024
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-25- -0.0% |
$1.5K - $1.64K
|
4.05M
$331M
|
|
|
May 01, 2024
Q1 2024
|
Mitchell Mcleod Pugh & Williams Inc
|
SELL
|
- |
-26- 0.55% |
$1.56K - $1.71K
|
4.74K
$389K
|
|
|
Apr 29, 2024
Q1 2024
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-27- 6.24% |
$1.62K - $1.77K
|
406
$33.3K
|
|
|
May 13, 2024
Q1 2024
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-32- 0.58% |
$1.92K - $2.1K
|
5.45K
$446K
|
|
|
Apr 23, 2024
Q1 2024
|
Gradient Investments LLC
|
SELL
|
- |
-33- 6.23% |
$1.98K - $2.17K
|
497
$40.7K
|
|
|
Apr 24, 2024
Q1 2024
|
Telos Capital Management, Inc.
|
SELL
|
- |
-34- 0.26% |
$2.04K - $2.23K
|
13.2K
$1.08M
|
|
|
May 10, 2024
Q1 2024
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
SELL
|
- |
-35- 0.48% |
$2.1K - $2.3K
|
7.24K
$593K
|
|
|
May 01, 2024
Q1 2024
|
James Investment Research Inc
|
SELL
|
- |
-36- 0.62% |
$2.16K - $2.36K
|
5.78K
$473K
|
|
|
May 14, 2024
Q1 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-36- 2.38% |
$2.16K - $2.36K
|
1.48K
$121K
|
|
|
May 10, 2024
Q1 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-37- 0.77% |
$2.22K - $2.43K
|
4.79K
$393K
|
|
|
May 09, 2024
Q1 2024
|
Cypress Capital Management LLC (Wy)
|
SELL
|
- |
-39- 0.39% |
$2.34K - $2.56K
|
9.92K
$813K
|
|
|
Apr 22, 2024
Q1 2024
|
American Financial Advisors, LLC
|
SELL
|
- |
-42- 0.75% |
$2.52K - $2.76K
|
5.52K
$452K
|
|
|
Apr 19, 2024
Q1 2024
|
Horizon Bancorp Inc /In/
Michigan City, IN |
SELL
|
- |
-43- 2.12% |
$2.58K - $2.82K
|
1.98K
$162K
|
|
|
May 07, 2024
Q1 2024
|
Tranquility Partners, LLC
|
SELL
|
- |
-45- 0.46% |
$2.7K - $2.95K
|
9.78K
$802K
|
|
|
May 15, 2024
Q1 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-50- 0.43% |
$3K - $3.28K
|
11.5K
$945K
|
|
|
May 15, 2024
Q1 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-50- 0.14% |
$3K - $3.28K
|
34.8K
$2.85M
|
|
|
May 06, 2024
Q1 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
SELL
|
- |
-50- 73.53% |
$3K - $3.28K
|
18
$1.47K
|