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 |
|---|---|---|---|---|---|---|---|
|
Oct 20, 2023
Q3 2023
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-515- 10.43% |
$30.3K - $35.3K
|
4.43K
$336K
|
|
|
Oct 25, 2023
Q3 2023
|
Passaic Partners LLC
|
SELL
|
- |
-524- 0.26% |
$30.8K - $35.9K
|
198K
$15M
|
|
|
Nov 01, 2023
Q3 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-535- 14.49% |
$31.5K - $36.6K
|
3.16K
$240K
|
|
|
Nov 13, 2023
Q3 2023
|
True Private Wealth Advisors
|
SELL
|
- |
-551- 5.1% |
$32.4K - $37.7K
|
10.3K
$780K
|
|
|
Oct 19, 2023
Q3 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
SELL
|
- |
-580- 4.52% |
$34.1K - $39.7K
|
12.3K
$932K
|
|
|
Oct 19, 2023
Q3 2023
|
Jmac Enterprises LLC
|
SELL
|
- |
-584- 4.82% |
$34.4K - $40K
|
11.5K
$876K
|
|
|
Nov 01, 2023
Q3 2023
|
Telos Capital Management, Inc.
|
SELL
|
- |
-594- 4.1% |
$34.9K - $40.7K
|
13.9K
$1.06M
|
|
|
Oct 19, 2023
Q3 2023
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-597- 12.96% |
$35.1K - $40.9K
|
4.01K
$305K
|
|
|
Oct 10, 2023
Q3 2023
|
Boltwood Capital Management
|
SELL
|
- |
-609- 4.6% |
$35.8K - $41.7K
|
12.6K
$960K
|
|
|
Oct 13, 2023
Q3 2023
|
City Holding CO
|
SELL
|
- |
-611- 2.92% |
$35.9K - $41.8K
|
20.3K
$1.54M
|
|
|
Nov 13, 2023
Q3 2023
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-621- 8.72% |
$36.5K - $42.5K
|
6.5K
$494K
|
|
|
Nov 14, 2023
Q3 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-643- 7.62% |
$37.8K - $44K
|
7.79K
$592K
|
|
|
Jul 19, 2024
Q3 2023
|
Pathway Financial Advisers, LLC
Auburn, IN |
SELL
|
- |
-652- 85.12% |
$38.4K - $44.6K
|
114
$8.67K
|
|
|
Oct 20, 2023
Q3 2023
|
Quattro Financial Advisors LLC
|
SELL
|
- |
-656- 4.66% |
$38.6K - $44.9K
|
13.4K
$1.02M
|
|
|
Nov 01, 2023
Q3 2023
|
Regions Financial Corp
|
SELL
|
- |
-660- 4.14% |
$38.8K - $45.2K
|
15.3K
$1.16M
|
|
|
Oct 12, 2023
Q3 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-662- 5.52% |
$38.9K - $45.3K
|
11.3K
$861K
|
|
|
Nov 02, 2023
Q3 2023
|
Diversified, LLC
|
SELL
|
- |
-667- 3.91% |
$39.2K - $45.7K
|
16.4K
$1.25M
|
|
|
Nov 13, 2023
Q3 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-668- 10.56% |
$39.3K - $45.7K
|
5.66K
$430K
|
|
|
Nov 03, 2023
Q3 2023
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-684- 10.03% |
$40.2K - $46.8K
|
6.14K
$466K
|
|
|
Nov 13, 2023
Q3 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-703- 14.64% |
$41.4K - $48.1K
|
4.1K
$312K
|
|
|
Nov 08, 2023
Q3 2023
|
Summit Place Financial Advisors, LLC
|
SELL
|
- |
-719- 2.26% |
$42.3K - $49.2K
|
31.1K
$2.36M
|
|
|
Oct 10, 2023
Q3 2023
|
Vontobel Holding Ltd.
|
SELL
|
- |
-740- 11.75% |
$43.5K - $50.7K
|
5.56K
$422K
|
|
|
Jun 03, 2024
Q3 2023
|
Vontobel Holding Ltd.
|
SELL
|
- |
-740- 11.75% |
$43.5K - $50.7K
|
5.56K
$422K
|
|
|
Oct 20, 2023
Q3 2023
|
Brookstone Capital Management
|
SELL
|
- |
-740- 6.31% |
$43.5K - $50.7K
|
11K
$835K
|
|
|
Nov 02, 2023
Q3 2023
|
Avitas Wealth Management LLC
|
SELL
|
- |
-770- 9.68% |
$45.3K - $52.7K
|
7.18K
$546K
|
|
|
Nov 13, 2023
Q3 2023
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-775- 2.95% |
$45.6K - $53.1K
|
25.5K
$1.94M
|
|
|
Oct 11, 2023
Q3 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-781- 8.19% |
$45.9K - $53.5K
|
8.75K
$665K
|
|
|
Oct 12, 2023
Q3 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-803- 8.1% |
$47.2K - $55K
|
9.11K
$692K
|
|
|
Oct 18, 2023
Q3 2023
|
Heritage Wealth Partners, LLC
Dublin, OH |
SELL
|
- |
-805- 16.22% |
$47.4K - $55.1K
|
4.16K
$316K
|
|
|
Nov 07, 2023
Q3 2023
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-810- 11.94% |
$47.7K - $55.5K
|
5.98K
$454K
|
|
|
May 20, 2024
Q3 2023
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-814- 5.5% |
$47.9K - $55.7K
|
14K
$1.06M
|
|
|
Oct 19, 2023
Q3 2023
|
Kovack Advisors, Inc.
|
SELL
|
- |
-817- 8.01% |
$48.1K - $55.9K
|
9.38K
$713K
|
|
|
Nov 02, 2023
Q3 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-819- 4.95% |
$48.2K - $56.1K
|
15.7K
$1.2M
|
|
|
Oct 10, 2023
Q3 2023
|
Wbh Advisory Inc
|
SELL
|
- |
-834- 2.32% |
$49.1K - $57.1K
|
35.1K
$2.67M
|
|
|
Oct 31, 2023
Q3 2023
|
Mc Adam, LLC
|
SELL
|
- |
-846- 8.64% |
$49.8K - $57.9K
|
8.95K
$680K
|
|
|
Nov 08, 2023
Q3 2023
|
Amg National Trust Bank
|
SELL
|
- |
-850- 3.63% |
$50K - $58.2K
|
22.6K
$1.72M
|
|
|
Nov 13, 2023
Q3 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-873- 2.9% |
$51.4K - $59.8K
|
29.2K
$2.22M
|
|
|
Nov 14, 2023
Q3 2023
|
Cim Investment Management Inc
Pittsburgh, PA |
SELL
|
- |
-882- 2.35% |
$51.9K - $60.4K
|
36.7K
$2.79M
|
|
|
Oct 10, 2023
Q3 2023
|
Tsfg, LLC
|
SELL
|
- |
-895- 6.46% |
$52.7K - $61.3K
|
13K
$986K
|
|
|
Aug 28, 2024
Q3 2023
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-897- 6.62% |
$52.8K - $61.4K
|
12.7K
$963K
|
|
|
Oct 16, 2023
Q3 2023
|
Montecito Bank & Trust
|
SELL
|
- |
-897- 3.84% |
$52.8K - $61.4K
|
22.5K
$1.71M
|
|
|
Oct 30, 2023
Q3 2023
|
Cowa, LLC
Tulsa, OK |
SELL
|
- |
-909- 16.37% |
$53.5K - $62.2K
|
4.64K
$353K
|
|
|
Oct 23, 2023
Q3 2023
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-915- 13.47% |
$53.8K - $62.6K
|
5.88K
$447K
|
|
|
Oct 10, 2023
Q3 2023
|
Client First Capital LLC
|
SELL
|
- |
-923- 0.7% |
$54.3K - $63.2K
|
132K
$10M
|
|
|
Nov 01, 2023
Q3 2023
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-955- 13.95% |
$56.2K - $65.4K
|
5.89K
$448K
|
|
|
Nov 13, 2023
Q3 2023
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-958- 10.41% |
$56.4K - $65.6K
|
8.24K
$627K
|
|
|
Oct 17, 2023
Q3 2023
|
Paladin Advisory Group, LLC
|
SELL
|
- |
-971- 61.69% |
$57.1K - $66.5K
|
603
$45.8K
|
|
|
Oct 27, 2023
Q3 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-978- 5.75% |
$57.5K - $67K
|
16K
$1.22M
|
|
|
Nov 01, 2023
Q3 2023
|
John G Ullman & Associates Inc
|
SELL
|
- |
-990- 13.04% |
$58.2K - $67.8K
|
6.6K
$502K
|
|
|
Oct 19, 2023
Q3 2023
|
Accel Wealth Management
|
SELL
|
- |
-996- 6.32% |
$58.6K - $68.2K
|
14.8K
$1.12M
|