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 01, 2024
Q2 2024
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
2.81K+ 7.63% |
$176K - $205K
|
39.6K
$3.01M
|
|
|
Jul 25, 2024
Q2 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
2.72K+ 7.99% |
$171K - $198K
|
36.8K
$2.8M
|
|
|
Aug 01, 2024
Q2 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
2.66K+ 19.27% |
$167K - $194K
|
16.5K
$1.25M
|
|
|
Aug 09, 2024
Q2 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
2.56K+ 16.56% |
$161K - $187K
|
18K
$1.37M
|
|
|
Aug 14, 2024
Q2 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
2.55K+ 1156.82% |
$160K - $185K
|
2.77K
$210K
|
|
|
Aug 13, 2024
Q2 2024
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
2.52K+ 119.52% |
$158K - $184K
|
4.63K
$352K
|
|
|
Jul 05, 2024
Q2 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
2.45KNew |
$154K - $179K
|
2.45K
$187K
|
|
|
Jul 29, 2024
Q2 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
2.2K+ 19.22% |
$138K - $160K
|
13.6K
$1.03M
|
|
|
Jul 23, 2024
Q2 2024
|
Psi Advisors, LLC
|
BUY
|
- |
2.19K+ 28.52% |
$138K - $160K
|
9.87K
$751K
|
|
|
Jul 12, 2024
Q2 2024
|
Kwmg, LLC
|
BUY
|
- |
2.18K+ 2.07% |
$137K - $159K
|
108K
$8.19M
|
|
|
Jul 15, 2024
Q2 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
2.16K+ 48.87% |
$135K - $157K
|
6.57K
$500K
|
|
|
Aug 05, 2024
Q2 2024
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
2.13K+ 40.44% |
$134K - $156K
|
7.41K
$563K
|
|
|
Aug 02, 2024
Q2 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
2.06K+ 23.65% |
$129K - $150K
|
10.8K
$820K
|
|
|
Aug 01, 2024
Q2 2024
|
Game Plan Financial Advisors, LLC
|
BUY
|
- |
2KNew |
$126K - $146K
|
2K
$152K
|
|
|
Jul 26, 2024
Q2 2024
|
Encompass More Asset Management
Danville, CA |
BUY
|
- |
2K+ 51.1% |
$125K - $146K
|
5.91K
$449K
|
|
|
Jul 23, 2024
Q2 2024
|
Private Trust CO Na
|
BUY
|
- |
1.98K+ 10.03% |
$124K - $145K
|
21.8K
$1.65M
|
|
|
Sep 17, 2024
Q2 2024
|
University Of Texas
|
BUY
|
- |
1.9KNew |
$119K - $138K
|
1.9K
$144K
|
|
|
Aug 15, 2024
Q2 2024
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
BUY
|
- |
1.88K+ 80.86% |
$118K - $137K
|
4.21K
$320K
|
|
|
Aug 14, 2024
Q2 2024
|
Wfa Of San Diego, LLC
|
BUY
|
- |
1.88K+ 450.36% |
$118K - $137K
|
2.3K
$174K
|
|
|
Jul 23, 2024
Q2 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.82K+ 3.19% |
$114K - $133K
|
59K
$4.48M
|
|
|
Aug 01, 2024
Q2 2024
|
Capital Square, LLC
|
BUY
|
- |
1.78K+ 25.05% |
$112K - $130K
|
8.9K
$677K
|
|
|
Aug 12, 2024
Q2 2024
|
Allie Family Office LLC
|
BUY
|
- |
1.76K+ 18.6% |
$110K - $128K
|
11.2K
$851K
|
|
|
Jan 03, 2025
Q2 2024
|
Allie Family Office LLC
|
BUY
|
- |
1.76K+ 18.6% |
$110K - $128K
|
11.2K
$851K
|
|
|
Aug 12, 2024
Q2 2024
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
1.7KNew |
$107K - $124K
|
1.7K
$129K
|
|
|
Aug 15, 2024
Q2 2024
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
1.7K+ 5.87% |
$107K - $124K
|
30.6K
$2.33M
|
|
|
Aug 13, 2024
Q2 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
1.68K+ 14.12% |
$106K - $123K
|
13.6K
$1.03M
|
|
|
Jul 05, 2024
Q2 2024
|
Hbw Advisory Services LLC
|
BUY
|
- |
1.64K+ 32.35% |
$103K - $120K
|
6.71K
$510K
|
|
|
Jul 26, 2024
Q2 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
1.59K+ 11.2% |
$100K - $116K
|
15.8K
$1.2M
|
|
|
Jul 31, 2024
Q2 2024
|
Bray Capital Advisors
|
BUY
|
- |
1.59K+ 3.32% |
$99.9K - $116K
|
49.6K
$3.77M
|
|
|
Aug 07, 2024
Q2 2024
|
Greenwood Gearhart Inc
Fayetteville, AR |
BUY
|
- |
1.57K+ 0.88% |
$98.5K - $114K
|
180K
$13.7M
|
|
|
Jul 16, 2024
Q2 2024
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
1.56K+ 2.76% |
$98K - $114K
|
58.2K
$4.42M
|
|
|
Jul 19, 2024
Q2 2024
|
Donald L. Hagan, LLC
|
BUY
|
- |
1.56K+ 22.69% |
$97.7K - $113K
|
8.42K
$640K
|
|
|
Aug 14, 2024
Q2 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
1.41K+ 13.36% |
$88.7K - $103K
|
12K
$912K
|
|
|
Aug 06, 2024
Q2 2024
|
Stephens Inc
|
BUY
|
- |
1.39K+ 6.2% |
$87.4K - $101K
|
23.9K
$1.81M
|
|
|
Jul 22, 2024
Q2 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
1.39K+ 4.19% |
$87.3K - $101K
|
34.6K
$2.63M
|
|
|
Jul 19, 2024
Q2 2024
|
Nvest Financial, LLC
|
BUY
|
- |
1.37K+ 9.06% |
$86.1K - $99.9K
|
16.5K
$1.25M
|
|
|
Jul 16, 2024
Q2 2024
|
Taylor & Morgan Wealth Management, LLC
|
BUY
|
- |
1.34K+ 33.37% |
$84.3K - $97.9K
|
5.37K
$408K
|
|
|
Aug 14, 2024
Q2 2024
|
Jsf Financial, LLC
|
BUY
|
- |
1.34K+ 6.26% |
$83.8K - $97.3K
|
22.6K
$1.72M
|
|
|
Jul 30, 2024
Q2 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
1.32K+ 2.72% |
$83K - $96.3K
|
49.9K
$3.8M
|
|
|
Jul 30, 2024
Q2 2024
|
Lee Danner & Bass Inc
|
BUY
|
- |
1.32K+ 8.52% |
$82.7K - $96K
|
16.8K
$1.28M
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
1.26K+ 4.8% |
$79.3K - $92.1K
|
27.6K
$2.1M
|
|
|
Aug 14, 2024
Q2 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
1.26KNew |
$79.2K - $92K
|
1.26K
$95.9K
|
|
|
Jul 26, 2024
Q2 2024
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
1.25KNew |
$78.5K - $91.1K
|
1.25K
$95K
|
|
|
Jul 19, 2024
Q2 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
1.24K+ 4.0% |
$77.7K - $90.2K
|
32.2K
$2.45M
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
1.21K+ 14.26% |
$75.9K - $88.1K
|
9.69K
$737K
|
|
|
Aug 08, 2024
Q2 2024
|
Abbrea Capital, LLC
|
BUY
|
- |
1.2K+ 7.41% |
$75K - $87.1K
|
17.3K
$1.32M
|
|
|
Jul 24, 2024
Q2 2024
|
Family Firm, Inc.
|
BUY
|
- |
1.18KNew |
$74.3K - $86.3K
|
1.18K
$90K
|
|
|
Jul 22, 2024
Q2 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
1.18K+ 53.04% |
$73.9K - $85.8K
|
3.4K
$258K
|
|
|
Jul 15, 2024
Q2 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
1.12K+ 0.92% |
$70.1K - $81.4K
|
122K
$9.31M
|
|
|
Aug 14, 2024
Q2 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
1.1K+ 24.21% |
$69.3K - $80.4K
|
5.66K
$431K
|