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 13, 2023
Q3 2023
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-1.02K- 13.27% |
$59.8K - $69.6K
|
6.64K
$505K
|
|
|
Nov 08, 2023
Q3 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-1.02K- 4.52% |
$59.9K - $69.8K
|
21.5K
$1.64M
|
|
|
Nov 09, 2023
Q3 2023
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-1.02K- 0.84% |
$60.2K - $70.1K
|
121K
$9.17M
|
|
|
Nov 14, 2023
Q3 2023
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-1.03K- 12.57% |
$60.8K - $70.8K
|
7.19K
$547K
|
|
|
Nov 13, 2023
Q3 2023
|
Citizens Financial Group Inc
|
SELL
|
- |
-1.05K- 5.01% |
$61.8K - $71.9K
|
19.9K
$1.51M
|
|
|
Oct 12, 2023
Q3 2023
|
Patten Group, Inc.
|
SELL
|
- |
-1.05K- 17.81% |
$61.8K - $72K
|
4.85K
$369K
|
|
|
Nov 14, 2023
Q3 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-1.1K- 5.56% |
$64.8K - $75.4K
|
18.7K
$1.42M
|
|
|
Nov 02, 2023
Q3 2023
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-1.11K- 17.42% |
$65.2K - $75.9K
|
5.25K
$399K
|
|
|
Oct 31, 2023
Q3 2023
|
Allworth Financial LP
|
SELL
|
- |
-1.11K- 4.42% |
$65.3K - $76K
|
24K
$1.83M
|
|
|
Nov 08, 2023
Q3 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-1.11K- 3.98% |
$65.3K - $76K
|
26.8K
$2.04M
|
|
|
Oct 19, 2023
Q3 2023
|
First Personal Financial Services
|
SELL
|
- |
-1.13K- 76.61% |
$66.5K - $77.4K
|
345
$26.2K
|
|
|
Oct 31, 2023
Q3 2023
|
Oakworth Capital, Inc.
|
SELL
|
- |
-1.17K- 91.7% |
$68.9K - $80.2K
|
106
$8.06K
|
|
|
Nov 13, 2023
Q3 2023
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-1.2K- 17.35% |
$70.8K - $82.4K
|
5.73K
$436K
|
|
|
Oct 16, 2023
Q3 2023
|
Palumbo Wealth Management LLC
Great Neck, NY |
SELL
|
- |
-1.2K- 25.2% |
$70.8K - $82.4K
|
3.57K
$272K
|
|
|
Oct 19, 2023
Q3 2023
|
Proffitt & Goodson Inc
|
SELL
|
- |
-1.21K- 5.27% |
$70.9K - $82.6K
|
21.7K
$1.65M
|
|
|
Nov 02, 2023
Q3 2023
|
D L Carlson Investment Group Inc
Concord, NH |
SELL
|
- |
-1.28K- 4.11% |
$75.5K - $87.9K
|
30K
$2.28M
|
|
|
Oct 31, 2023
Q3 2023
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-1.29K- 13.07% |
$75.9K - $88.4K
|
8.59K
$653K
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.3K- 1.9% |
$76.4K - $88.9K
|
67K
$5.09M
|
|
|
Oct 30, 2023
Q3 2023
|
Perfromance Wealth Partners, LLC
|
SELL
|
- |
-1.3K- 2.96% |
$76.5K - $89K
|
42.6K
$3.24M
|
|
|
Nov 14, 2023
Q3 2023
|
Treynor Bancshares, Inc.
|
SELL
|
- |
-1.33K- 8.32% |
$78.4K - $91.2K
|
14.7K
$1.12M
|
|
|
Nov 14, 2023
Q3 2023
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-1.34K- 28.32% |
$78.6K - $91.5K
|
3.38K
$257K
|
|
|
Nov 14, 2023
Q3 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-1.39K- 3.12% |
$81.8K - $95.2K
|
43.2K
$3.29M
|
|
|
Nov 14, 2023
Q3 2023
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-1.43K- 18.35% |
$84.4K - $98.2K
|
6.38K
$485K
|
|
|
Oct 12, 2023
Q3 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-1.46K- 4.63% |
$85.8K - $99.8K
|
30K
$2.28M
|
|
|
Nov 13, 2023
Q3 2023
|
Barry Investment Advisors, LLC
|
SELL
|
- |
-1.55K- 14.87% |
$91.4K - $106K
|
8.89K
$676K
|
|
|
Nov 08, 2023
Q3 2023
|
Heritage Wealth Advisors
|
SELL
|
- |
-1.56K- 7.88% |
$91.5K - $107K
|
18.2K
$1.38M
|
|
|
Dec 12, 2024
Q3 2023
|
Heritage Wealth Advisors
|
SELL
|
- |
-1.56K- 7.88% |
$91.5K - $107K
|
18.2K
$1.38M
|
|
|
Dec 11, 2023
Q3 2023
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-1.61K- 27.98% |
$95K - $110K
|
4.16K
$316K
|
|
|
Nov 02, 2023
Q3 2023
|
Wayfinding Financial, LLC
Lynnwood, WA |
SELL
|
- |
-1.63K- 2.67% |
$95.8K - $111K
|
59.3K
$4.5M
|
|
|
Oct 03, 2023
Q3 2023
|
Red Spruce Capital, LLC
|
SELL
|
- |
-1.66K- 12.54% |
$97.6K - $114K
|
11.6K
$879K
|
|
|
Oct 19, 2023
Q3 2023
|
Hwg Holdings LP
Houston, TX |
SELL
|
- |
-1.72K- 90.36% |
$101K - $117K
|
183
$13.9K
|
|
|
Nov 08, 2023
Q3 2023
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-1.74K- 3.91% |
$103K - $119K
|
42.9K
$3.26M
|
|
|
Oct 24, 2023
Q3 2023
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-1.77K- 12.97% |
$104K - $121K
|
11.9K
$903K
|
|
|
Nov 04, 2024
Q3 2023
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
SELL
|
- |
-1.78K- 23.1% |
$105K - $122K
|
5.94K
$451K
|
|
|
Nov 08, 2023
Q3 2023
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-1.79K- 24.86% |
$105K - $122K
|
5.41K
$411K
|
|
|
Nov 13, 2023
Q3 2023
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-1.79K- 2.81% |
$105K - $122K
|
62K
$4.71M
|
|
|
Nov 13, 2023
Q3 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-1.8K- 27.28% |
$106K - $123K
|
4.8K
$365K
|
|
|
Oct 13, 2023
Q3 2023
|
Arkadios Wealth Advisors
|
SELL
|
- |
-1.81K- 13.75% |
$106K - $124K
|
11.3K
$861K
|
|
|
Nov 02, 2023
Q3 2023
|
F Dx Advisors, Inc.
|
SELL
|
- |
-1.85K- 20.24% |
$109K - $127K
|
7.28K
$554K
|
|
|
Oct 10, 2023
Q3 2023
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-1.85K- 8.56% |
$109K - $127K
|
19.7K
$1.5M
|
|
|
Oct 10, 2023
Q3 2023
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-1.86K- 16.54% |
$110K - $127K
|
9.4K
$714K
|
|
|
Oct 16, 2023
Q3 2023
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-1.88K- 1.59% |
$110K - $128K
|
116K
$8.79M
|
|
|
Oct 10, 2023
Q3 2023
|
Capitol Family Office, Inc.
|
SELL
|
- |
-1.91K- 4.46% |
$112K - $131K
|
40.9K
$3.11M
|
|
|
Oct 31, 2023
Q3 2023
|
Adirondack Trust CO
|
SELL
|
- |
-2.07K- 66.2% |
$122K - $141K
|
1.06K
$80.2K
|
|
|
Oct 25, 2023
Q3 2023
|
3 D/L Capital Management, LLC
|
SELL
|
- |
-2.08K- 21.89% |
$122K - $142K
|
7.42K
$564K
|
|
|
Nov 13, 2023
Q3 2023
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-2.11K- 21.85% |
$124K - $144K
|
7.53K
$573K
|
|
|
Nov 06, 2023
Q3 2023
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-2.12K- 26.07% |
$125K - $145K
|
6.01K
$457K
|
|
|
Nov 08, 2023
Q3 2023
|
Wade G W & Inc
Wellesley, MA |
SELL
|
- |
-2.14K- 16.02% |
$126K - $146K
|
11.2K
$852K
|
|
|
Oct 12, 2023
Q3 2023
|
Wealthpoint, LLC
|
SELL
|
- |
-2.14K- 20.94% |
$126K - $147K
|
8.09K
$615K
|
|
|
Nov 14, 2023
Q3 2023
|
Key Client Fiduciary Advisors, LLC
|
SELL
|
- |
-2.2K- 4.05% |
$129K - $151K
|
52.1K
$3.96M
|