Purchases and Sales Made in Q3 2023 in Utilities Sector Spdr (XLU)
This table provides information about the institutional ownership of Utilities Sector Spdr (XLU) during Q3 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2023
Q3 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
4+ 0.34% |
$235 - $274
|
1.2K
$92.9K
|
|
|
Nov 09, 2023
Q3 2023
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
3+ 0.13% |
$176 - $205
|
2.23K
$174K
|
|
|
Oct 30, 2023
Q3 2023
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
3+ 0.91% |
$176 - $205
|
331
$25.7K
|
|
|
Oct 30, 2023
Q3 2023
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
3+ 0.27% |
$176 - $205
|
1.11K
$86.3K
|
|
|
Nov 13, 2023
Q3 2023
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
3+ 0.04% |
$176 - $205
|
7.59K
$590K
|
|
|
Oct 31, 2023
Q3 2023
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
3+ 0.03% |
$176 - $205
|
11.3K
$880K
|
|
|
Oct 27, 2023
Q3 2023
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
2+ 0.01% |
$118 - $137
|
19.8K
$1.54M
|
|
|
Nov 01, 2023
Q3 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
2+ 0.04% |
$118 - $137
|
4.93K
$383K
|
|
|
Oct 10, 2023
Q3 2023
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
2+ 0.86% |
$118 - $137
|
234
$18.2K
|
|
|
Oct 26, 2023
Q3 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
2+ 4.88% |
$118 - $137
|
43
$3.34K
|
|
|
Oct 13, 2023
Q3 2023
|
Psi Advisors, LLC
|
BUY
|
- |
2+ 0.12% |
$118 - $137
|
1.67K
$130K
|
|
|
Jul 17, 2024
Q3 2023
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
2+ 0.62% |
$118 - $137
|
324
$25.2K
|
|
|
Oct 11, 2023
Q3 2023
|
Adviser Investments LLC
|
BUY
|
- |
1+ 0.01% |
$58.8 - $68.5
|
8.9K
$692K
|
|
|
Nov 30, 2023
Q3 2023
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
1+ 1.64% |
$58.8 - $68.5
|
62
$4.82K
|
|
|
Dec 06, 2023
Q3 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
1+ 2.04% |
$58.8 - $68.5
|
50
$3.89K
|
|
|
Nov 14, 2023
Q3 2023
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
1+ 0.79% |
$58.8 - $68.5
|
127
$9.88K
|
|
|
Nov 07, 2023
Q3 2023
|
Johnson Midwest Financial, LLC
|
BUY
|
- |
1+ 2.94% |
$58.8 - $68.5
|
35
$2.72K
|
|
|
Nov 14, 2023
Q3 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
1+ 0.78% |
$58.8 - $68.5
|
130
$10.1K
|
|
|
Nov 06, 2023
Q3 2023
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
1+ 0.62% |
$58.8 - $68.5
|
162
$12.6K
|
|
|
Nov 03, 2023
Q3 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-1- 0.05% |
$58.8 - $68.5
|
1.95K
$152K
|
|
|
Oct 19, 2023
Q3 2023
|
Shulman De Meo Asset Management LLC
|
SELL
|
- |
-2- 0.01% |
$118 - $137
|
16.4K
$1.28M
|
|
|
Nov 14, 2023
Q3 2023
|
Cmg Global Holdings, LLC
|
SELL
|
- |
-4- 0.05% |
$235 - $274
|
8.64K
$672K
|
|
|
Nov 13, 2023
Q3 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-6- 0.05% |
$353 - $411
|
12.2K
$945K
|
|
|
Nov 15, 2023
Q3 2023
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
SELL
|
- |
-8- 0.11% |
$471 - $548
|
7.3K
$568K
|
|
|
Nov 14, 2023
Q3 2023
|
Berkeley Capital Partners, LLC
|
SELL
|
- |
-11- 0.27% |
$647 - $753
|
4.09K
$318K
|
|
|
Nov 13, 2023
Q3 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-12- 7.14% |
$706 - $822
|
156
$12.1K
|
|
|
Oct 17, 2023
Q3 2023
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
SELL
|
- |
-12- 0.04% |
$706 - $822
|
33.7K
$2.62M
|
|
|
Nov 08, 2023
Q3 2023
|
Shepherd Financial Partners LLC
Winchester, MA |
SELL
|
- |
-13- 0.2% |
$765 - $890
|
6.39K
$497K
|
|
|
Feb 07, 2024
Q3 2023
|
Wealth Advisory Solutions, LLC
|
SELL
|
- |
-14- 0.09% |
$824 - $958
|
15.1K
$1.18M
|
|
|
Nov 08, 2023
Q3 2023
|
Spinnaker Trust
|
SELL
|
- |
-17- 0.33% |
$1K - $1.16K
|
5.16K
$401K
|
|
|
Oct 10, 2023
Q3 2023
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-19- 0.45% |
$1.12K - $1.3K
|
4.22K
$328K
|
|
|
Nov 15, 2023
Q3 2023
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-23- 1.2% |
$1.35K - $1.57K
|
1.89K
$147K
|
|
|
Oct 12, 2023
Q3 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-24- 7.69% |
$1.41K - $1.64K
|
288
$22.4K
|
|
|
Oct 11, 2023
Q3 2023
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-25- 1.24% |
$1.47K - $1.71K
|
1.99K
$155K
|
|
|
Oct 13, 2023
Q3 2023
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-29- 0.67% |
$1.71K - $1.99K
|
4.31K
$335K
|
|
|
Nov 13, 2023
Q3 2023
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-30- 4.36% |
$1.76K - $2.05K
|
658
$51.2K
|
|
|
Nov 07, 2023
Q3 2023
|
South State Corp
|
SELL
|
- |
-32- 1.46% |
$1.88K - $2.19K
|
2.16K
$168K
|
|
|
Oct 16, 2023
Q3 2023
|
Arkfeld Wealth Strategies, L.L.C.
|
SELL
|
- |
-34- 0.26% |
$2K - $2.33K
|
13K
$1.01M
|
|
|
Oct 11, 2023
Q3 2023
|
Sageworth Trust CO
|
SELL
|
- |
-38- 0.56% |
$2.24K - $2.6K
|
6.72K
$523K
|
|
|
Nov 13, 2023
Q3 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-38Closed |
$2.24K - $2.6K
|
0
$0
|
|
|
Oct 25, 2023
Q3 2023
|
Citizens National Bank Trust Department
|
SELL
|
- |
-39- 1.54% |
$2.29K - $2.67K
|
2.49K
$193K
|
|
|
Mar 11, 2025
Q3 2023
|
Private Capital Management LLC
|
SELL
|
- |
-39- 18.22% |
$2.29K - $2.67K
|
175
$13.6K
|
|
|
Oct 10, 2023
Q3 2023
|
Rise Advisors, LLC
|
SELL
|
- |
-40- 28.17% |
$2.35K - $2.74K
|
102
$7.93K
|
|
|
Nov 13, 2023
Q3 2023
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-41- 16.02% |
$2.41K - $2.81K
|
215
$16.7K
|
|
|
Nov 02, 2023
Q3 2023
|
Jnba Financial Advisors
|
SELL
|
- |
-43- 8.74% |
$2.53K - $2.94K
|
449
$34.9K
|
|
|
Oct 11, 2023
Q3 2023
|
Constitution Capital LLC
Shelton, CT |
SELL
|
- |
-50- 0.73% |
$2.94K - $3.42K
|
6.8K
$529K
|
|
|
Oct 23, 2023
Q3 2023
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-50- 4.8% |
$2.94K - $3.42K
|
991
$77.1K
|
|
|
Nov 03, 2023
Q3 2023
|
Noesis Capital Mangement Corp
|
SELL
|
- |
-50- 0.37% |
$2.94K - $3.42K
|
13.5K
$1.05M
|
|
|
Oct 16, 2023
Q3 2023
|
First Premier Bank
|
SELL
|
- |
-54- 60.0% |
$3.18K - $3.7K
|
36
$2.8K
|
|
|
Nov 14, 2023
Q3 2023
|
Truist Financial Corp
|
SELL
|
- |
-57- -0.0% |
$3.35K - $3.9K
|
2.84M
$221M
|