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 11, 2024
Q2 2024
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
41.9KNew |
$2.63M - $3.05M
|
41.9K
$3.19M
|
|
|
Aug 13, 2024
Q2 2024
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
BUY
|
- |
41.8KNew |
$2.63M - $3.05M
|
41.8K
$3.18M
|
|
|
Aug 14, 2024
Q2 2024
|
Verition Fund Management LLC
Greenwich, CT |
BUY
|
- |
40.5KNew |
$2.54M - $2.95M
|
40.5K
$3.08M
|
|
|
Aug 15, 2024
Q2 2024
|
Main Management LLC
San Francisco, CA |
BUY
|
- |
40.3K+ 20.52% |
$2.53M - $2.94M
|
237K
$18M
|
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
39.7K+ 37.27% |
$2.49M - $2.9M
|
146K
$11.1M
|
|
|
Aug 08, 2024
Q2 2024
|
Second Half Financial Partners, LLC
Sebring, FL |
BUY
|
- |
38.6K+ 63.2% |
$2.42M - $2.81M
|
99.8K
$7.58M
|
|
|
Aug 02, 2024
Q2 2024
|
Cornerstone Capital, Inc.
Palo Alto, CA |
BUY
|
- |
36.5K+ 20.77% |
$2.29M - $2.66M
|
212K
$16.1M
|
|
|
Nov 25, 2024
Q2 2024
|
Provida Pension Fund Administrator
Santiago, F3 |
BUY
|
- |
36KNew |
$2.26M - $2.63M
|
36K
$2.74M
|
|
|
Jul 12, 2024
Q2 2024
|
Spectrum Asset Management, Inc.
|
BUY
|
- |
35.7KNew |
$2.24M - $2.6M
|
35.7K
$2.71M
|
|
|
Jul 24, 2024
Q2 2024
|
Silverleafe Capital Partners, LLC
Memphis, TN |
BUY
|
- |
35.2KNew |
$2.21M - $2.56M
|
35.2K
$2.68M
|
|
|
Jul 16, 2024
Q2 2024
|
True Private Wealth Advisors
|
BUY
|
- |
34.6K+ 332.84% |
$2.17M - $2.52M
|
45K
$3.42M
|
|
|
Aug 14, 2024
Q2 2024
|
Schonfeld Strategic Advisors LLC
New York, NY |
BUY
|
- |
34K+ 801.91% |
$2.13M - $2.48M
|
38.2K
$2.91M
|
|
|
Aug 13, 2024
Q2 2024
|
Rothschild Capital Partners, LLC
New York, NY |
BUY
|
- |
33.9K+ 39.6% |
$2.13M - $2.47M
|
119K
$9.08M
|
|
|
Aug 14, 2024
Q2 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
33.2K+ 13.53% |
$2.08M - $2.42M
|
279K
$21.2M
|
|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
33K+ 22.56% |
$2.07M - $2.41M
|
180K
$13.6M
|
|
|
Aug 01, 2024
Q2 2024
|
Primoris Wealth Advisors, LLC
|
BUY
|
- |
33K+ 139.14% |
$2.07M - $2.41M
|
56.7K
$4.31M
|
|
|
Aug 06, 2024
Q2 2024
|
Vista Finance, LLC
|
BUY
|
- |
32.6K+ 71.91% |
$2.05M - $2.38M
|
77.9K
$5.93M
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
32.1K+ 4.33% |
$2.01M - $2.34M
|
773K
$58.7M
|
|
|
Aug 13, 2024
Q2 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
31.8K+ 246.93% |
$2M - $2.32M
|
44.7K
$3.4M
|
|
|
Jul 29, 2024
Q2 2024
|
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD
|
BUY
|
- |
31.8KNew |
$2M - $2.32M
|
31.8K
$2.42M
|
|
|
Jul 23, 2024
Q2 2024
|
Vicus Capital
State College, PA |
BUY
|
- |
31.6KNew |
$1.98M - $2.3M
|
31.6K
$2.4M
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Asset Management Americas Inc
Chicago, IL |
BUY
|
- |
30.9KNew |
$1.94M - $2.25M
|
30.9K
$2.35M
|
|
|
Aug 14, 2024
Q2 2024
|
Blue Crest Capital Management LTD
St Helier, Y9 |
BUY
|
- |
30KNew |
$1.88M - $2.19M
|
30K
$2.28M
|
|
|
Jul 30, 2024
Q2 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
29.6K+ 94.06% |
$1.86M - $2.16M
|
61.1K
$4.64M
|
|
|
Jul 22, 2024
Q2 2024
|
Canton Hathaway, LLC
|
BUY
|
- |
29.4KNew |
$1.84M - $2.14M
|
29.4K
$2.23M
|
|
|
Aug 14, 2024
Q2 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
29.3K+ 107.11% |
$1.84M - $2.14M
|
56.7K
$4.31M
|
|
|
Aug 14, 2024
Q2 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
29.3K+ 38.76% |
$1.84M - $2.14M
|
105K
$7.98M
|
|
|
Jul 19, 2024
Q2 2024
|
Sumitomo Mitsui Trust Holdings, Inc.
|
BUY
|
- |
28.9KNew |
$1.81M - $2.11M
|
28.9K
$2.2M
|
|
|
Aug 07, 2024
Q2 2024
|
Altfest L J & CO Inc
|
BUY
|
- |
28.8K+ 122.2% |
$1.81M - $2.1M
|
52.4K
$3.99M
|
|
|
Aug 09, 2024
Q2 2024
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
28.2K+ 758.55% |
$1.77M - $2.06M
|
31.9K
$2.43M
|
|
|
Aug 13, 2024
Q2 2024
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
28.1K+ 60.08% |
$1.76M - $2.05M
|
74.9K
$5.7M
|
|
|
Jul 15, 2024
Q2 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
27.6K+ 308.38% |
$1.73M - $2.01M
|
36.5K
$2.77M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
26.8K+ 3.59% |
$1.68M - $1.96M
|
773K
$58.8M
|
|
|
Aug 15, 2024
Q2 2024
|
Smith Thornton Advisors LLC
Huntsville, AL |
BUY
|
- |
25.3KNew |
$1.59M - $1.84M
|
25.3K
$1.92M
|
|
|
Aug 14, 2024
Q2 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
25.2KNew |
$1.58M - $1.83M
|
25.2K
$1.91M
|
|
|
Jul 15, 2024
Q2 2024
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
BUY
|
- |
25.1KNew |
$1.58M - $1.83M
|
25.1K
$1.91M
|
|
|
Aug 13, 2024
Q2 2024
|
Forte Capital LLC
|
BUY
|
- |
24.9K+ 26.88% |
$1.56M - $1.82M
|
118K
$8.94M
|
|
|
Jul 31, 2024
Q2 2024
|
Hanseatic Management Services Inc
|
BUY
|
- |
24KNew |
$1.51M - $1.75M
|
24K
$1.83M
|
|
|
Jul 16, 2024
Q2 2024
|
Toth Financial Advisory Corp
|
BUY
|
- |
22.8K+ 111.47% |
$1.43M - $1.66M
|
43.2K
$3.28M
|
|
|
Jul 17, 2024
Q2 2024
|
Savior LLC
|
BUY
|
- |
22.5KNew |
$1.41M - $1.64M
|
22.5K
$1.71M
|
|
|
Aug 02, 2024
Q2 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
22.3K+ 100.04% |
$1.4M - $1.62M
|
44.5K
$3.39M
|
|
|
Aug 07, 2024
Q2 2024
|
Advisor Shares Investments LLC
Bethesda, MD |
BUY
|
- |
21.8KNew |
$1.37M - $1.59M
|
21.8K
$1.66M
|
|
|
Jul 12, 2024
Q2 2024
|
Peak Financial Advisors LLC
|
BUY
|
- |
21KNew |
$1.32M - $1.53M
|
21K
$1.6M
|
|
|
Jul 15, 2024
Q2 2024
|
Imc Chicago, LLC
|
BUY
|
- |
21KNew |
$1.32M - $1.53M
|
21K
$1.6M
|
|
|
Jul 16, 2024
Q2 2024
|
Foguth Wealth Management, Llc.
Brighton, MI |
BUY
|
- |
20.8K+ 243.44% |
$1.3M - $1.51M
|
29.3K
$2.23M
|
|
|
Aug 13, 2024
Q2 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
20.6KNew |
$1.29M - $1.5M
|
20.6K
$1.57M
|
|
|
Aug 08, 2024
Q2 2024
|
Spirepoint Private Client, LLC
Vero Beach, FL |
BUY
|
- |
20.3K+ 28.97% |
$1.27M - $1.48M
|
90.3K
$6.87M
|
|
|
Jul 29, 2024
Q2 2024
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
20.2KNew |
$1.27M - $1.48M
|
20.2K
$1.54M
|
|
|
Aug 14, 2024
Q2 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
20K+ 370.61% |
$1.26M - $1.46M
|
25.4K
$1.93M
|
|
|
Aug 06, 2024
Q2 2024
|
Fox Hill Wealth Management
Dedham, MA |
BUY
|
- |
19.9KNew |
$1.25M - $1.45M
|
19.9K
$1.51M
|