Purchases and Sales Made in Q2 2023 in Utilities Sector Spdr (XLU)
This table provides information about the institutional ownership of Utilities Sector Spdr (XLU) during Q2 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Aug 08, 2023
Q2 2023
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-948- 5.99% |
$61K - $66.3K
|
14.9K
$1.13M
|
|
|
Jul 21, 2023
Q2 2023
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-955- 20.06% |
$61.4K - $66.8K
|
3.81K
$289K
|
|
|
Aug 03, 2023
Q2 2023
|
Emfo, LLC
|
SELL
|
- |
-1K- 71.43% |
$64.3K - $70K
|
400
$30.4K
|
|
|
Aug 07, 2023
Q2 2023
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-1K- 12.87% |
$64.3K - $70K
|
6.77K
$515K
|
|
|
Aug 07, 2023
Q2 2023
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-1.01K- 13.91% |
$64.7K - $70.3K
|
6.22K
$473K
|
|
|
Aug 11, 2023
Q2 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-1.01K- 1.29% |
$64.7K - $70.3K
|
76.8K
$5.84M
|
|
|
Aug 28, 2024
Q2 2023
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-1.02K- 7.0% |
$65.6K - $71.4K
|
13.6K
$1.03M
|
|
|
Jul 10, 2023
Q2 2023
|
Mechanics Bank Trust Department
|
SELL
|
- |
-1.03K- 3.65% |
$66K - $71.8K
|
27.1K
$2.06M
|
|
|
Aug 08, 2023
Q2 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-1.05K- 10.3% |
$67.7K - $73.6K
|
9.17K
$697K
|
|
|
Aug 11, 2023
Q2 2023
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-1.06K- 1.9% |
$67.9K - $73.8K
|
54.6K
$4.15M
|
|
|
Aug 08, 2023
Q2 2023
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-1.07K- 12.91% |
$68.7K - $74.7K
|
7.2K
$547K
|
|
|
Jul 26, 2023
Q2 2023
|
Arkadios Wealth Advisors
|
SELL
|
- |
-1.1K- 7.72% |
$70.7K - $76.9K
|
13.1K
$998K
|
|
|
Jul 19, 2023
Q2 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-1.1K- 17.77% |
$71K - $77.2K
|
5.11K
$388K
|
|
|
Aug 14, 2023
Q2 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-1.13K- 42.92% |
$72.6K - $78.9K
|
1.5K
$114K
|
|
|
Jul 20, 2023
Q2 2023
|
Successful Portfolios LLC
|
SELL
|
- |
-1.14K- 21.83% |
$73.3K - $79.7K
|
4.08K
$310K
|
|
|
Aug 10, 2023
Q2 2023
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-1.17K- 2.8% |
$75.5K - $82.1K
|
40.7K
$3.1M
|
|
|
Aug 08, 2023
Q2 2023
|
Prospera Financial Services Inc
|
SELL
|
- |
-1.19K- 9.62% |
$76.6K - $83.3K
|
11.2K
$850K
|
|
|
Aug 03, 2023
Q2 2023
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-1.2K- 6.53% |
$77K - $83.8K
|
17.1K
$1.3M
|
|
|
Aug 11, 2023
Q2 2023
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-1.21K- 33.9% |
$77.7K - $84.5K
|
2.36K
$179K
|
|
|
Aug 14, 2023
Q2 2023
|
Matrix Private Capital Group LLC
New York, NY |
SELL
|
- |
-1.21K- 76.88% |
$78.1K - $84.9K
|
365
$27.7K
|
|
|
Aug 11, 2023
Q2 2023
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-1.22K- 15.26% |
$78.6K - $85.5K
|
6.79K
$516K
|
|
|
Aug 02, 2023
Q2 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-1.26K- 10.23% |
$80.8K - $87.9K
|
11K
$838K
|
|
|
Aug 09, 2023
Q2 2023
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-1.26K- 2.57% |
$80.9K - $88K
|
47.6K
$3.62M
|
|
|
Jul 19, 2023
Q2 2023
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-1.29K- 11.24% |
$82.7K - $90K
|
10.2K
$772K
|
|
|
Jul 24, 2023
Q2 2023
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-1.32K- 3.29% |
$85.1K - $92.6K
|
38.9K
$2.96M
|
|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-1.33K- 5.81% |
$85.8K - $93.3K
|
21.6K
$1.64M
|
|
|
Jul 14, 2023
Q2 2023
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-1.48K- 28.52% |
$95.2K - $103K
|
3.71K
$282K
|
|
|
Jul 13, 2023
Q2 2023
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-1.51K- 12.87% |
$96.8K - $105K
|
10.2K
$775K
|
|
|
Aug 09, 2023
Q2 2023
|
Pacific Center For Financial Services
San Ramon, CA |
SELL
|
- |
-1.53K- 37.53% |
$98.6K - $107K
|
2.55K
$194K
|
|
|
Aug 11, 2023
Q2 2023
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-1.54K- 16.77% |
$99.3K - $108K
|
7.66K
$582K
|
|
|
Jul 21, 2023
Q2 2023
|
Miller Howard Investments Inc
|
SELL
|
- |
-1.55K- 7.25% |
$99.5K - $108K
|
19.8K
$1.5M
|
|
|
Jul 31, 2023
Q2 2023
|
Noesis Capital Mangement Corp
|
SELL
|
- |
-1.56K- 10.33% |
$100K - $109K
|
13.5K
$1.03M
|
|
|
Jul 14, 2023
Q2 2023
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-1.57K- 10.34% |
$101K - $110K
|
13.6K
$1.03M
|
|
|
Jul 13, 2023
Q2 2023
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-1.67K- 29.77% |
$108K - $117K
|
3.94K
$300K
|
|
|
Jul 17, 2023
Q2 2023
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-1.73K- 27.27% |
$111K - $121K
|
4.61K
$350K
|
|
|
Aug 08, 2023
Q2 2023
|
Catalyst Capital Advisors LLC
Huntington, NY |
SELL
|
- |
-1.73K- 10.87% |
$111K - $121K
|
14.2K
$1.08M
|
|
|
Jul 28, 2023
Q2 2023
|
Bnc Wealth Management, LLC
|
SELL
|
- |
-1.74K- 27.12% |
$112K - $121K
|
4.67K
$355K
|
|
|
Jul 10, 2023
Q2 2023
|
Tsfg, LLC
|
SELL
|
- |
-1.74K- 11.13% |
$112K - $122K
|
13.9K
$1.05M
|
|
|
Aug 11, 2023
Q2 2023
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-1.76K- 73.32% |
$113K - $123K
|
642
$48.8K
|
|
|
Jul 17, 2023
Q2 2023
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
SELL
|
- |
-1.8K- 2.76% |
$115K - $126K
|
63.3K
$4.81M
|
|
|
Aug 14, 2023
Q2 2023
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-1.81K- 4.07% |
$117K - $127K
|
42.7K
$3.25M
|
|
|
Jul 14, 2023
Q2 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-1.83K- 61.4% |
$118K - $128K
|
1.15K
$87.5K
|
|
|
Jul 31, 2023
Q2 2023
|
Wayfinding Financial, LLC
Lynnwood, WA |
SELL
|
- |
-1.89K- 3.01% |
$122K - $132K
|
60.9K
$4.63M
|
|
|
Jul 31, 2023
Q2 2023
|
Credit Agricole S A
|
SELL
|
- |
-1.96K- 15.86% |
$126K - $137K
|
10.4K
$792K
|
|
|
Aug 03, 2023
Q2 2023
|
Mv Capital Management, Inc.
|
SELL
|
- |
-1.98K- 3.6% |
$128K - $139K
|
53.1K
$4.03M
|
|
|
Aug 01, 2023
Q2 2023
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-2K- 3.04% |
$128K - $140K
|
63.8K
$4.85M
|
|
|
Jul 20, 2023
Q2 2023
|
Measured Wealth Private Client Group, LLC
|
SELL
|
- |
-2.03K- 22.48% |
$130K - $142K
|
6.99K
$531K
|
|
|
Jul 10, 2023
Q2 2023
|
Trust CO
|
SELL
|
- |
-2.07K- 6.55% |
$133K - $145K
|
29.5K
$2.25M
|
|
|
Aug 16, 2024
Q2 2023
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-2.1K- 57.8% |
$135K - $147K
|
1.53K
$117K
|
|
|
Jul 31, 2023
Q2 2023
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
SELL
|
- |
-2.18K- 4.75% |
$140K - $152K
|
43.7K
$3.32M
|