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 |
|---|---|---|---|---|---|---|---|
|
Aug 08, 2024
Q2 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
10.2KNew |
$638K - $741K
|
10.2K
$773K
|
|
|
Jul 18, 2024
Q2 2024
|
Brookstone Capital Management
|
BUY
|
- |
10.1K+ 73.24% |
$637K - $739K
|
24K
$1.82M
|
|
|
Aug 09, 2024
Q2 2024
|
Abbot Financial Management, Inc.
North Andover, MA |
BUY
|
- |
10.1KNew |
$634K - $736K
|
10.1K
$768K
|
|
|
Aug 05, 2024
Q2 2024
|
Heritage Wealth Advisors
|
BUY
|
- |
10K+ 489.72% |
$628K - $729K
|
12K
$916K
|
|
|
Jul 23, 2024
Q2 2024
|
Dumont & Blake Investment Advisors LLC
|
BUY
|
- |
9.91K+ 97.25% |
$622K - $722K
|
20.1K
$1.53M
|
|
|
Jul 15, 2024
Q2 2024
|
Vigilare Wealth Management
|
BUY
|
- |
9.89KNew |
$621K - $721K
|
9.89K
$752K
|
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
9.89K+ 42.17% |
$621K - $721K
|
33.3K
$2.54M
|
|
|
Aug 09, 2024
Q2 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
9.88KNew |
$620K - $720K
|
9.88K
$751K
|
|
|
Jul 26, 2024
Q2 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
9.86KNew |
$619K - $718K
|
9.86K
$750K
|
|
|
Jul 30, 2024
Q2 2024
|
J. Safra Sarasin Holding Ag
Basel, V8 |
BUY
|
- |
9.74KNew |
$611K - $710K
|
9.74K
$741K
|
|
|
Aug 13, 2024
Q2 2024
|
Axiom Advisory, LLC
San Diego, CA |
BUY
|
- |
9.45KNew |
$593K - $689K
|
9.45K
$718K
|
|
|
Jul 30, 2024
Q2 2024
|
Sabal Trust CO
|
BUY
|
- |
9.37K+ 25.51% |
$588K - $683K
|
46.1K
$3.51M
|
|
|
Jul 23, 2024
Q2 2024
|
Fortis Capital Management LLC
|
BUY
|
- |
9.34KNew |
$586K - $681K
|
9.34K
$710K
|
|
|
Dec 02, 2024
Q2 2024
|
Capasso Planning Partners LLC
Charleston, SC |
BUY
|
- |
9.28KNew |
$583K - $677K
|
9.28K
$706K
|
|
|
Jul 30, 2024
Q2 2024
|
L.M. Kohn & Company
|
BUY
|
- |
9.28K+ 77.18% |
$583K - $676K
|
21.3K
$1.62M
|
|
|
Aug 09, 2024
Q2 2024
|
Belvedere Trading LLC
|
BUY
|
- |
9.22KNew |
$579K - $672K
|
9.22K
$701K
|
|
|
Nov 01, 2024
Q2 2024
|
Belvedere Trading LLC
|
BUY
|
- |
9.22KNew |
$579K - $672K
|
9.22K
$701K
|
|
|
Jul 10, 2024
Q2 2024
|
Parkside Investments, LLC
|
BUY
|
- |
9.2K+ 44.23% |
$577K - $670K
|
30K
$2.28M
|
|
|
Aug 13, 2024
Q2 2024
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
BUY
|
- |
9.14KNew |
$574K - $666K
|
9.14K
$695K
|
|
|
Aug 14, 2024
Q2 2024
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
BUY
|
- |
9.1K+ 100.72% |
$571K - $663K
|
18.1K
$1.38M
|
|
|
Aug 12, 2024
Q2 2024
|
Measured Wealth Private Client Group, LLC
|
BUY
|
- |
8.99K+ 55.38% |
$564K - $655K
|
25.2K
$1.92M
|
|
|
Jul 03, 2024
Q2 2024
|
First Financial Bank Trust Division
Hamilton, OH |
BUY
|
- |
8.98K+ 4.75% |
$564K - $654K
|
198K
$15.1M
|
|
|
Aug 13, 2024
Q2 2024
|
Power Wealth Management LLC
Roswell, GA |
BUY
|
- |
8.87K+ 11.77% |
$557K - $646K
|
84.2K
$6.4M
|
|
|
Jul 31, 2024
Q2 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
8.83K+ 27.61% |
$554K - $643K
|
40.8K
$3.1M
|
|
|
Jul 15, 2024
Q2 2024
|
Terra Nova Asset Management LLC
|
BUY
|
- |
8.82K+ 144.54% |
$554K - $643K
|
14.9K
$1.14M
|
|
|
Aug 02, 2024
Q2 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
8.73KNew |
$548K - $636K
|
8.73K
$664K
|
|
|
Jul 30, 2024
Q2 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
8.65KNew |
$543K - $630K
|
8.65K
$658K
|
|
|
Jul 30, 2024
Q2 2024
|
Esg Planning
Santa Clara, CA |
BUY
|
- |
8.59K+ 135.77% |
$539K - $626K
|
14.9K
$1.13M
|
|
|
Aug 09, 2024
Q2 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
8.59K+ 13.91% |
$539K - $626K
|
70.3K
$5.35M
|
|
|
Jul 15, 2024
Q2 2024
|
Jbr CO Financial Management Inc
Ardmore, OK |
BUY
|
- |
8.3K+ 98.1% |
$521K - $604K
|
16.8K
$1.27M
|
|
|
Aug 14, 2024
Q2 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
8.24K+ 61.63% |
$517K - $600K
|
21.6K
$1.64M
|
|
|
Aug 02, 2024
Q2 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
8.24KNew |
$517K - $600K
|
8.24K
$626K
|
|
|
Jul 15, 2024
Q2 2024
|
Roman Butler Fullerton & CO
|
BUY
|
- |
8.16KNew |
$512K - $595K
|
8.16K
$621K
|
|
|
Aug 12, 2024
Q2 2024
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
8.1K+ 10.57% |
$509K - $591K
|
84.8K
$6.45M
|
|
|
Jul 22, 2024
Q2 2024
|
Krilogy Financial LLC
|
BUY
|
- |
8.02K+ 9.14% |
$503K - $584K
|
95.8K
$7.28M
|
|
|
Aug 14, 2024
Q2 2024
|
Graham Capital Management, L.P.
Rowayton, CT |
BUY
|
- |
8KNew |
$502K - $583K
|
8K
$608K
|
|
|
Jul 09, 2024
Q2 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
7.98K+ 43.43% |
$501K - $581K
|
26.3K
$2M
|
|
|
Aug 13, 2024
Q2 2024
|
Centric Wealth Management
|
BUY
|
- |
7.8KNew |
$490K - $569K
|
7.8K
$593K
|
|
|
Aug 14, 2024
Q2 2024
|
Aspen Grove Capital, LLC
Avon, CO |
BUY
|
- |
7.8KNew |
$490K - $568K
|
7.8K
$593K
|
|
|
Jul 11, 2024
Q2 2024
|
Worth Asset Management, LLC
|
BUY
|
- |
7.73KNew |
$485K - $563K
|
7.73K
$587K
|
|
|
Aug 13, 2024
Q2 2024
|
Cullen Capital Management, LLC
New York, NY |
BUY
|
- |
7.65KNew |
$480K - $558K
|
7.65K
$582K
|
|
|
Aug 09, 2024
Q2 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
7.6K+ 114.36% |
$477K - $554K
|
14.2K
$1.08M
|
|
|
Jul 17, 2024
Q2 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
7.24K+ 173.63% |
$455K - $528K
|
11.4K
$868K
|
|
|
Jul 12, 2024
Q2 2024
|
Legacy Private Trust Co.
|
BUY
|
- |
7.23K+ 16.52% |
$454K - $527K
|
51K
$3.88M
|
|
|
Jul 19, 2024
Q2 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
7.04KNew |
$442K - $513K
|
7.04K
$535K
|
|
|
Jul 19, 2024
Q2 2024
|
Fulcrum Equity Management
|
BUY
|
- |
7.01KNew |
$440K - $510K
|
7.01K
$533K
|
|
|
Jul 09, 2024
Q2 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
6.87KNew |
$431K - $500K
|
6.87K
$522K
|
|
|
Jul 12, 2024
Q2 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
6.81K+ 40.84% |
$427K - $496K
|
23.5K
$1.78M
|
|
|
Aug 13, 2024
Q2 2024
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
BUY
|
- |
6.78K+ 93.6% |
$425K - $494K
|
14K
$1.07M
|
|
|
Aug 14, 2024
Q2 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
6.69K+ 57.12% |
$420K - $487K
|
18.4K
$1.4M
|