Purchases and Sales Made in Q2 2024 in Utilities Sector Spdr (XLU)
This table provides information about the institutional ownership of Utilities Sector Spdr (XLU) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 02, 2024
Q2 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-1.57K- 5.47% |
$98.2K - $114K
|
27K
$2.06M
|
|
|
Jul 15, 2024
Q2 2024
|
Patriot Investment Management Inc.
|
SELL
|
- |
-1.62K- 9.37% |
$102K - $118K
|
15.7K
$1.19M
|
|
|
Aug 09, 2024
Q2 2024
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-1.62K- 3.28% |
$102K - $118K
|
47.9K
$3.64M
|
|
|
Aug 07, 2024
Q2 2024
|
Vaughan David Investments LLC
Peoria, IL |
SELL
|
- |
-1.62K- 0.92% |
$102K - $118K
|
174K
$13.2M
|
|
|
Jul 31, 2024
Q2 2024
|
Graypoint LLC
|
SELL
|
- |
-1.64K- 2.01% |
$103K - $120K
|
79.9K
$6.08M
|
|
|
Aug 08, 2024
Q2 2024
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-1.65K- 5.76% |
$104K - $120K
|
27K
$2.05M
|
|
|
Jul 11, 2024
Q2 2024
|
Strategic Advisors LLC
|
SELL
|
- |
-1.65K- 16.71% |
$104K - $120K
|
8.24K
$626K
|
|
|
Aug 01, 2024
Q2 2024
|
Midland Wealth Advisors LLC
Rockford, IL |
SELL
|
- |
-1.69K- 13.25% |
$106K - $123K
|
11.1K
$841K
|
|
|
Aug 02, 2024
Q2 2024
|
Belpointe Asset Management LLC
|
SELL
|
- |
-1.7K- 25.27% |
$107K - $124K
|
5.04K
$383K
|
|
|
Aug 12, 2024
Q2 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-1.74K- 3.66% |
$109K - $127K
|
45.7K
$3.47M
|
|
|
Aug 06, 2024
Q2 2024
|
Morton Community Bank
East Peoria, IL |
SELL
|
- |
-1.74K- 1.98% |
$109K - $127K
|
86.3K
$6.56M
|
|
|
Aug 14, 2024
Q2 2024
|
First Trust Investment Solutions L.P.
Naples, FL |
SELL
|
- |
-1.75K- 11.39% |
$110K - $127K
|
13.6K
$1.03M
|
|
|
Aug 06, 2024
Q2 2024
|
Sandy Spring Bank
|
SELL
|
- |
-1.77K- 2.37% |
$111K - $129K
|
73K
$5.55M
|
|
|
Jul 24, 2024
Q2 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
SELL
|
- |
-1.81K- 7.34% |
$114K - $132K
|
22.9K
$1.74M
|
|
|
Jul 23, 2024
Q2 2024
|
Stableford Capital Ii LLC
Scottsdale, AZ |
SELL
|
- |
-1.85K- 2.88% |
$116K - $134K
|
62.2K
$4.73M
|
|
|
Jul 12, 2024
Q2 2024
|
City Holding CO
|
SELL
|
- |
-1.86K- 9.71% |
$117K - $135K
|
17.3K
$1.31M
|
|
|
Aug 12, 2024
Q2 2024
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-1.9K- 6.84% |
$119K - $139K
|
25.9K
$1.97M
|
|
|
Jul 31, 2024
Q2 2024
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-1.91K- 88.32% |
$120K - $139K
|
253
$19.2K
|
|
|
Aug 13, 2024
Q2 2024
|
Stamos Capital Partners, L.P.
Menlo Park, CA |
SELL
|
- |
-1.92K- 10.05% |
$121K - $140K
|
17.2K
$1.31M
|
|
|
Jul 25, 2024
Q2 2024
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-1.98K- 11.12% |
$124K - $144K
|
15.8K
$1.2M
|
|
|
Jul 25, 2024
Q2 2024
|
Aries Wealth Management
|
SELL
|
- |
-2.02K- 32.28% |
$127K - $147K
|
4.24K
$322K
|
|
|
Jul 17, 2024
Q2 2024
|
Montecito Bank & Trust
|
SELL
|
- |
-2.1K- 13.67% |
$132K - $153K
|
13.2K
$1.01M
|
|
|
Aug 09, 2024
Q2 2024
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-2.14K- 5.51% |
$134K - $156K
|
36.7K
$2.79M
|
|
|
Aug 13, 2024
Q2 2024
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-2.22K- 14.3% |
$139K - $162K
|
13.3K
$1.01M
|
|
|
Jul 09, 2024
Q2 2024
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-2.31K- 57.05% |
$145K - $168K
|
1.74K
$132K
|
|
|
Jul 22, 2024
Q2 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-2.37K- 8.73% |
$149K - $173K
|
24.8K
$1.88M
|
|
|
Aug 09, 2024
Q2 2024
|
Winthrop Capital Management, LLC
Carmel, IN |
SELL
|
- |
-2.38K- 6.44% |
$149K - $173K
|
34.6K
$2.63M
|
|
|
Aug 01, 2024
Q2 2024
|
Mv Capital Management, Inc.
|
SELL
|
- |
-2.39K- 5.67% |
$150K - $174K
|
39.8K
$3.03M
|
|
|
Aug 13, 2024
Q2 2024
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-2.41KClosed |
$151K - $175K
|
0
$0
|
|
|
Aug 14, 2024
Q2 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-2.45K- 5.66% |
$154K - $179K
|
40.9K
$3.11M
|
|
|
Aug 08, 2024
Q2 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-2.53K- 6.91% |
$159K - $184K
|
34.1K
$2.59M
|
|
|
Aug 05, 2024
Q2 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-2.87K- 2.98% |
$180K - $209K
|
93.4K
$7.1M
|
|
|
Aug 08, 2024
Q2 2024
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-2.91K- 12.47% |
$182K - $212K
|
20.4K
$1.55M
|
|
|
Jul 16, 2024
Q2 2024
|
Country Club Bank
|
SELL
|
- |
-3.06K- 16.45% |
$192K - $223K
|
15.6K
$1.18M
|
|
|
Aug 14, 2024
Q2 2024
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
- |
-3.08K- 0.57% |
$193K - $224K
|
536K
$40.8M
|
|
|
Jul 17, 2024
Q2 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-3.28K- 20.37% |
$206K - $239K
|
12.8K
$974K
|
|
|
Aug 12, 2024
Q2 2024
|
Beaumont Capital Management, LLC
Boston, MA |
SELL
|
- |
-3.3K- 4.98% |
$207K - $241K
|
62.9K
$4.78M
|
|
|
Aug 09, 2024
Q2 2024
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
SELL
|
- |
-3.66K- 5.29% |
$229K - $266K
|
65.5K
$4.98M
|
|
|
Jul 31, 2024
Q2 2024
|
Asset Allocation Strategies LLC
Farmington, MI |
SELL
|
- |
-3.69K- 5.47% |
$232K - $269K
|
63.8K
$4.85M
|
|
|
Jul 22, 2024
Q2 2024
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-3.76K- 7.06% |
$236K - $274K
|
49.4K
$3.75M
|
|
|
Aug 01, 2024
Q2 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-3.82K- 33.51% |
$240K - $279K
|
7.59K
$577K
|
|
|
Jul 12, 2024
Q2 2024
|
Perkins Coie Trust CO
|
SELL
|
- |
-3.85K- 4.99% |
$241K - $280K
|
73.2K
$5.57M
|
|
|
Jul 22, 2024
Q2 2024
|
Oak Harvest Investment Services
|
SELL
|
- |
-3.94K- 3.09% |
$247K - $287K
|
124K
$9.4M
|
|
|
Oct 24, 2024
Q2 2024
|
Oak Harvest Investment Services
|
SELL
|
- |
-3.94K- 3.09% |
$247K - $287K
|
124K
$9.4M
|
|
|
Jul 19, 2024
Q2 2024
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-3.94K- 18.29% |
$247K - $287K
|
17.6K
$1.34M
|
|
|
Jul 29, 2024
Q2 2024
|
Innealta Capital, LLC
Austin, TX |
SELL
|
- |
-4.05K- 12.39% |
$254K - $295K
|
28.6K
$2.18M
|
|
|
Jul 29, 2024
Q2 2024
|
Sowa Financial Group, Inc.
Lincoln, RI |
SELL
|
- |
-4.11K- 21.99% |
$258K - $300K
|
14.6K
$1.11M
|
|
|
Aug 13, 2024
Q2 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-4.14K- 1.52% |
$260K - $301K
|
268K
$20.4M
|
|
|
Aug 07, 2024
Q2 2024
|
Agf Management LTD
Toronto Ontario Canada, A6 |
SELL
|
- |
-4.17K- 2.68% |
$262K - $304K
|
151K
$11.5M
|
|
|
Jul 18, 2024
Q2 2024
|
Kessler Investment Group, LLC
|
SELL
|
- |
-4.26K- 33.04% |
$267K - $310K
|
8.63K
$656K
|