Purchases and Sales Made in Q1 2024 in Utilities Sector Spdr (XLU)

XLU Quotes by TradingView

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 10, 2024 Q1 2024
Ironsides Asset Advisors, LLC

Rocky Mount, NC
BUY
 -
9.04K
New
$542K - $593K
9.04K $687K
Apr 15, 2024 Q1 2024
Cx Institutional

BUY
 -
8.94K
+ 50.22%
$536K - $587K
26.7K $2.03M
May 13, 2024 Q1 2024
Rockport Wealth LLC

Fairview Park, OH
BUY
 -
8.59K
New
$515K - $564K
8.59K $653K
Apr 17, 2024 Q1 2024
Foguth Wealth Management, Llc.

Brighton, MI
BUY
 -
8.53K
New
$511K - $560K
8.53K $648K
Apr 22, 2024 Q1 2024
Kessler Investment Group, LLC

BUY
 -
8.46K
+ 190.84%
$507K - $555K
12.9K $980K
Jun 28, 2024 Q1 2024
Bright Futures Wealth Management, Llc.

Webster, Ny 14580, NY
BUY
 -
8.28K
New
$496K - $544K
8.28K $630K
May 08, 2024 Q1 2024
Fpc Investment Advisory, Inc.

Petaluma, CA
BUY
 -
8.26K
New
$495K - $542K
8.26K $628K
May 10, 2024 Q1 2024
Cornerstone Advisors, LLC

Asheville, NC
BUY
 -
8.2K
New
$492K - $538K
8.2K $623K
Apr 29, 2024 Q1 2024
Mcdaniel Terry & CO

BUY
 -
8.09K
New
$485K - $531K
8.09K $615K
May 14, 2024 Q1 2024
Fine Mark National Bank & Trust

Fort Myers, FL
BUY
 -
8.07K
New
$484K - $530K
8.07K $613K
May 16, 2024 Q1 2024
Levin Capital Strategies, L.P.

New York, NY
BUY
 -
8K
New
$480K - $525K
8K $608K
May 15, 2024 Q1 2024
Zurich Insurance Group LTD

Zurich, V8
BUY
 -
8K
+ 22.08%
$480K - $525K
44.2K $3.36M
Apr 11, 2024 Q1 2024
Matthew Goff Investment Advisor, LLC

BUY
 -
7.97K
New
$478K - $523K
7.97K $606K
May 07, 2024 Q1 2024
Us Bancorp \De\

BUY
 -
7.96K
+ 1.9%
$477K - $522K
427K $32.5M
May 06, 2024 Q1 2024
Advisory Alpha, LLC

BUY
 -
7.94K
+ 5.97%
$476K - $521K
141K $10.7M
May 09, 2024 Q1 2024
Optiver Holding B.V.

Amsterdam, P7
BUY
 -
7.76K
New
$465K - $509K
7.76K $590K
May 10, 2024 Q1 2024
Pnc Financial Services Group, Inc.

Pittsburgh, PA
BUY
 -
7.74K
+ 2.09%
$464K - $508K
378K $28.8M
May 15, 2024 Q1 2024
Point72 (Difc) LTD

Dubai, C0
BUY
 -
7.67K
New
$460K - $504K
7.67K $583K
May 03, 2024 Q1 2024
Power Wealth Management LLC

Roswell, GA
BUY
 -
7.47K
+ 11.01%
$448K - $490K
75.3K $5.73M
Apr 15, 2024 Q1 2024
Courier Capital LLC

BUY
 -
7.15K
+ 9.27%
$429K - $469K
84.3K $6.41M
May 07, 2024 Q1 2024
Capital Square, LLC

BUY
 -
7.12K
New
$427K - $467K
7.12K $541K
May 15, 2024 Q1 2024
Gateway Advisory, LLC

Westfield, NJ
BUY
 -
7.04K
+ 5.13%
$422K - $462K
144K $11M
May 15, 2024 Q1 2024
Regal Investment Advisors LLC

Kentwood, MI
BUY
 -
6.98K
+ 15.88%
$418K - $458K
50.9K $3.87M
Dec 13, 2024 Q1 2024
Smart Wealth LLC

Omaha, NE
BUY
 -
6.87K
New
$412K - $451K
6.87K $522K
May 06, 2024 Q1 2024
Empowered Funds, LLC

BUY
 -
6.86K
New
$411K - $450K
6.86K $522K
Apr 18, 2024 Q1 2024
Center Star Asset Management, LLC

BUY
 -
6.84K
New
$410K - $449K
6.84K $520K
Apr 16, 2024 Q1 2024
Toth Financial Advisory Corp

BUY
 -
6.78K
+ 49.73%
$407K - $445K
20.4K $1.55M
Apr 24, 2024 Q1 2024
Smith Anglin Financial, LLC

BUY
 -
6.61K
New
$396K - $434K
6.61K $503K
May 01, 2024 Q1 2024
Esg Planning

Santa Clara, CA
BUY
 -
6.33K
New
$379K - $415K
6.33K $481K
Apr 29, 2024 Q1 2024
Benjamin Edwards Inc

Clayton, MO
BUY
 -
6.28K
+ 240.27%
$377K - $412K
8.9K $677K
Apr 25, 2024 Q1 2024
Terra Nova Asset Management LLC

BUY
 -
6.11K
New
$366K - $401K
6.11K $464K
Apr 19, 2024 Q1 2024
Teamwork Financial Advisors, LLC

BUY
 -
5.92K
+ 161.36%
$355K - $388K
9.58K $729K
May 14, 2024 Q1 2024
Northern Trust Corp

Chicago, IL
BUY
 -
5.87K
+ 2.45%
$352K - $385K
245K $18.7M
Apr 23, 2024 Q1 2024
Bar Harbor Wealth Management

Concord, NH
BUY
 -
5.86K
+ 8.15%
$352K - $385K
77.8K $5.92M
Apr 22, 2024 Q1 2024
Strategic Financial Concepts, LLC

San Antonio, TX
BUY
 -
5.75K
New
$345K - $378K
5.75K $437K
May 10, 2024 Q1 2024
Mount Lucas Management LP

Newtown, PA
BUY
 -
5.75K
New
$345K - $377K
5.75K $437K
May 14, 2024 Q1 2024
Equitable Holdings, Inc.

New York, NY
BUY
 -
5.74K
+ 7.86%
$344K - $377K
78.7K $5.98M
May 09, 2024 Q1 2024
Second Half Financial Partners, LLC

Sebring, FL
BUY
 -
5.69K
+ 10.27%
$341K - $374K
61.1K $4.65M
May 14, 2024 Q1 2024
Harmony Asset Management LLC

Scottsdale, AZ
BUY
 -
5.52K
New
$331K - $363K
5.52K $420K
Apr 15, 2024 Q1 2024
Key Client Fiduciary Advisors, LLC

BUY
 -
5.51K
+ 10.79%
$331K - $362K
56.6K $4.3M
May 14, 2024 Q1 2024
Eqis Capital Management, Inc.

San Rafael, CA
BUY
 -
5.33K
+ 24.81%
$319K - $350K
26.8K $2.04M
May 15, 2024 Q1 2024
Ambassador Advisors, LLC

Lancaster, PA
BUY
 -
5.32K
New
$319K - $349K
5.32K $404K
Apr 12, 2024 Q1 2024
Channel Wealth LLC

Santa Barbara, CA
BUY
 -
5.28K
New
$316K - $346K
5.28K $401K
Apr 15, 2024 Q1 2024
First Citizens Bank & Trust CO

BUY
 -
5.23K
New
$313K - $343K
5.23K $397K
Apr 15, 2024 Q1 2024
Chemistry Wealth Management LLC

New York, NY
BUY
 -
5.2K
New
$312K - $341K
5.2K $395K
May 03, 2024 Q1 2024
Bbjs Financial Advisors, LLC

Seattle, WA
BUY
 -
5.16K
+ 7.98%
$309K - $339K
69.8K $5.31M
May 15, 2024 Q1 2024
Quarry LP

New York, NY
BUY
 -
5.11K
New
$306K - $335K
5.11K $388K
May 14, 2024 Q1 2024
Kovitz Investment Group Partners, LLC

BUY
 -
5.1K
+ 4.88%
$306K - $335K
110K $8.34M
Apr 17, 2024 Q1 2024
Pettinga Financial Advisors, LLC

BUY
 -
5.05K
+ 33.7%
$303K - $332K
20K $1.52M

Track Institutional and Insider Activities on XLU

Follow UTILITIES SECTOR SPDR and customize your updates to receive the information that matters most to you.

Institutional Portfolio Updates

Receive a notification when an Institution or Guru buys or sells XLU shares.

Notify only if

Insider Trading

Get notified when an Utilities Sector Spdr insider buys or sells XLU shares.

Notify only if

News

Receive news related to UTILITIES SECTOR SPDR

Choose your preferred platform and Sign Up 👇 Telegram Email
Track Activities on XLU