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 23, 2024
Q2 2024
|
Koa Wealth Management, LLC
Encinitas, CA |
BUY
|
- |
1.08K+ 2.84% |
$67.9K - $78.8K
|
39.1K
$2.97M
|
|
|
Jul 17, 2024
Q2 2024
|
Atticus Wealth Management, LLC
|
BUY
|
- |
1.08K+ 56.63% |
$67.8K - $78.7K
|
2.99K
$227K
|
|
|
Jul 23, 2024
Q2 2024
|
Wespac Advisors So Cal, LLC
|
BUY
|
- |
1.05K+ 6.11% |
$65.6K - $76.1K
|
18.1K
$1.38M
|
|
|
Jul 15, 2024
Q2 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
1.04K+ 167.04% |
$65.5K - $76.1K
|
1.67K
$127K
|
|
|
Aug 02, 2024
Q2 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
1.04K+ 5.12% |
$65.3K - $75.8K
|
21.4K
$1.62M
|
|
|
Aug 02, 2024
Q2 2024
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
1.03K+ 12.98% |
$64.5K - $74.8K
|
8.94K
$680K
|
|
|
Aug 09, 2024
Q2 2024
|
Lokken Investment Group LLC
|
BUY
|
- |
1.02K+ 9.15% |
$63.8K - $74K
|
12.1K
$921K
|
|
|
Jul 31, 2024
Q2 2024
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
BUY
|
- |
1.01K+ 7.52% |
$63.5K - $73.7K
|
14.5K
$1.1M
|
|
|
Jul 12, 2024
Q2 2024
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
999+ 19.22% |
$62.7K - $72.8K
|
6.2K
$471K
|
|
|
Jul 24, 2024
Q2 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
981New |
$61.6K - $71.5K
|
981
$74.6K
|
|
|
Aug 09, 2024
Q2 2024
|
Macquarie Group LTD
Australia, C3 |
BUY
|
- |
969New |
$60.8K - $70.6K
|
969
$73.7K
|
|
|
Jul 30, 2024
Q2 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
960+ 15.58% |
$60.3K - $70K
|
7.12K
$541K
|
|
|
Aug 09, 2024
Q2 2024
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
878+ 3.96% |
$55.1K - $64K
|
23.1K
$1.75M
|
|
|
Jul 26, 2024
Q2 2024
|
Trust CO Of Virginia
|
BUY
|
- |
877+ 0.74% |
$55K - $63.9K
|
119K
$9.08M
|
|
|
Aug 05, 2024
Q2 2024
|
Corrado Advisors, LLC
Ramsey, NJ |
BUY
|
- |
868+ 5.57% |
$54.5K - $63.3K
|
16.4K
$1.25M
|
|
|
Aug 14, 2024
Q2 2024
|
Treynor Bancshares, Inc.
|
BUY
|
- |
868+ 5.91% |
$54.5K - $63.3K
|
15.5K
$1.18M
|
|
|
Jul 29, 2024
Q2 2024
|
Umb Bank, N.A.
|
BUY
|
- |
852+ 62.69% |
$53.5K - $62.1K
|
2.21K
$168K
|
|
|
Jul 22, 2024
Q2 2024
|
Matthew Goff Investment Advisor, LLC
|
BUY
|
- |
843+ 10.57% |
$52.9K - $61.4K
|
8.82K
$670K
|
|
|
Jul 18, 2024
Q2 2024
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
817+ 13.99% |
$51.3K - $59.5K
|
6.66K
$506K
|
|
|
Jul 24, 2024
Q2 2024
|
True Wealth Advisors, LLC
|
BUY
|
- |
799+ 8.9% |
$50.2K - $58.2K
|
9.78K
$744K
|
|
|
Aug 07, 2024
Q2 2024
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
786+ 3.01% |
$49.3K - $57.3K
|
26.9K
$2.05M
|
|
|
Jul 19, 2024
Q2 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
770+ 5.42% |
$48.3K - $56.1K
|
15K
$1.14M
|
|
|
Aug 07, 2024
Q2 2024
|
Evernest Financial Advisors, LLC
Carmel, IN |
BUY
|
- |
741+ 14.06% |
$46.5K - $54K
|
6.01K
$457K
|
|
|
Aug 09, 2024
Q2 2024
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
BUY
|
- |
731New |
$45.9K - $53.3K
|
731
$55.6K
|
|
|
Jul 22, 2024
Q2 2024
|
Kg&L Capital Management,Llc
|
BUY
|
- |
717+ 17.55% |
$45K - $52.2K
|
4.8K
$365K
|
|
|
Jul 17, 2024
Q2 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
677+ 4.31% |
$42.5K - $49.3K
|
16.4K
$1.24M
|
|
|
Jul 16, 2024
Q2 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
676+ 2.16% |
$42.4K - $49.3K
|
32K
$2.43M
|
|
|
Aug 09, 2024
Q2 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
673+ 3.82% |
$42.2K - $49K
|
18.3K
$1.39M
|
|
|
Aug 01, 2024
Q2 2024
|
Guidance Capital, Inc
Lousville, KY |
BUY
|
- |
660+ 3.53% |
$41.4K - $48.1K
|
19.4K
$1.47M
|
|
|
Jul 25, 2024
Q2 2024
|
Independence Bank Of Kentucky
|
BUY
|
- |
658+ 49.14% |
$41.3K - $47.9K
|
2K
$152K
|
|
|
Jul 26, 2024
Q2 2024
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
654+ 4.82% |
$41.1K - $47.7K
|
14.2K
$1.08M
|
|
|
Jul 11, 2024
Q2 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
652+ 6.82% |
$40.9K - $47.5K
|
10.2K
$776K
|
|
|
Aug 13, 2024
Q2 2024
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
651+ 8.08% |
$40.9K - $47.4K
|
8.7K
$662K
|
|
|
Jul 19, 2024
Q2 2024
|
Oakworth Capital, Inc.
|
BUY
|
- |
619+ 583.96% |
$38.9K - $45.1K
|
725
$55.1K
|
|
|
Jul 15, 2024
Q2 2024
|
Brave Asset Management Inc
|
BUY
|
- |
618+ 0.94% |
$38.8K - $45K
|
66.3K
$5.04M
|
|
|
Aug 05, 2024
Q2 2024
|
Apexium Financial, LP
|
BUY
|
- |
616+ 5.15% |
$38.7K - $44.9K
|
12.6K
$956K
|
|
|
Jul 22, 2024
Q2 2024
|
Investment House LLC
Las Vegas, NV |
BUY
|
- |
600+ 5.85% |
$37.7K - $43.7K
|
10.9K
$825K
|
|
|
Aug 13, 2024
Q2 2024
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
562+ 1.95% |
$35.3K - $41K
|
29.4K
$2.23M
|
|
|
Jul 26, 2024
Q2 2024
|
Mwa Asset Management
Lexington, MA |
BUY
|
- |
545+ 6.65% |
$34.2K - $39.7K
|
8.75K
$665K
|
|
|
Jul 31, 2024
Q2 2024
|
M&T Bank Corp
|
BUY
|
- |
535+ 2.16% |
$33.6K - $39K
|
25.4K
$1.93M
|
|
|
Aug 09, 2024
Q2 2024
|
Sharper & Granite LLC
El Segundo, CA |
BUY
|
- |
525+ 2.81% |
$33K - $38.3K
|
19.2K
$1.46M
|
|
|
Aug 15, 2024
Q2 2024
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
520+ 12.8% |
$32.6K - $37.9K
|
4.58K
$348K
|
|
|
Aug 01, 2024
Q2 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
497+ 13.25% |
$31.2K - $36.2K
|
4.25K
$323K
|
|
|
Aug 15, 2024
Q2 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
491+ 0.71% |
$30.8K - $35.8K
|
69.8K
$5.31M
|
|
|
Aug 08, 2024
Q2 2024
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
490+ 1.03% |
$30.8K - $35.7K
|
48.2K
$3.66M
|
|
|
Aug 13, 2024
Q2 2024
|
Allred Capital Management, LLC
Dallas, TX |
BUY
|
- |
489+ 5.79% |
$30.7K - $35.6K
|
8.94K
$680K
|
|
|
Aug 14, 2024
Q2 2024
|
Ncm Capital Management, LLC
Ramsey, NJ |
BUY
|
- |
488+ 2.4% |
$30.6K - $35.6K
|
20.8K
$1.58M
|
|
|
Aug 06, 2024
Q2 2024
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
482+ 1.0% |
$30.3K - $35.1K
|
48.9K
$3.72M
|
|
|
Jul 11, 2024
Q2 2024
|
Stillwater Capital Advisors, LLC
|
BUY
|
- |
467+ 2.83% |
$29.3K - $34K
|
17K
$1.29M
|
|
|
Aug 14, 2024
Q2 2024
|
Stone House Investment Management, LLC
|
BUY
|
- |
461+ 91.83% |
$28.9K - $33.6K
|
963
$73.2K
|