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
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
71.4K+ 6.01% |
$4.2M - $4.89M
|
1.26M
$95.8M
|
|
Oct 19, 2023
Q3 2023
|
West End Advisors, LLC
|
BUY
|
- |
60.6K+ 2.66% |
$3.56M - $4.15M
|
2.34M
$178M
|
|
Oct 26, 2023
Q3 2023
|
Community Bank, N.A.
|
BUY
|
- |
60.1K+ 1733.85% |
$3.53M - $4.11M
|
63.5K
$4.83M
|
|
Nov 14, 2023
Q3 2023
|
Credit Agricole S A
|
BUY
|
- |
57.2K+ 548.82% |
$3.36M - $3.92M
|
67.6K
$5.14M
|
|
Nov 13, 2023
Q3 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
53.6KNew |
$3.16M - $3.67M
|
53.6K
$4.08M
|
|
Oct 30, 2023
Q3 2023
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
52.5K+ 22.06% |
$3.09M - $3.6M
|
291K
$22.1M
|
|
Nov 14, 2023
Q3 2023
|
Paloma Partners Management CO
Greenwich, CT |
BUY
|
- |
51.2K+ 35.02% |
$3.01M - $3.5M
|
197K
$15M
|
|
Nov 07, 2023
Q3 2023
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
50.9KNew |
$2.99M - $3.48M
|
50.9K
$3.87M
|
|
Nov 13, 2023
Q3 2023
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
BUY
|
- |
50.6KNew |
$2.98M - $3.46M
|
50.6K
$3.85M
|
|
Nov 14, 2023
Q3 2023
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
49.2KNew |
$2.89M - $3.37M
|
49.2K
$3.74M
|
|
Nov 02, 2023
Q3 2023
|
Tkg Advisors, LLC
|
BUY
|
- |
44.6KNew |
$2.62M - $3.05M
|
44.6K
$3.39M
|
|
Nov 14, 2023
Q3 2023
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
42.9K+ 466.3% |
$2.52M - $2.94M
|
52.1K
$3.96M
|
|
Nov 14, 2023
Q3 2023
|
Verition Fund Management LLC
Greenwich, CT |
BUY
|
- |
42.9K+ 124.41% |
$2.52M - $2.94M
|
77.4K
$5.88M
|
|
Nov 13, 2023
Q3 2023
|
Capstone Investment Advisors, LLC
New York, NY |
BUY
|
- |
41.1KNew |
$2.42M - $2.81M
|
41.1K
$3.13M
|
|
Nov 13, 2023
Q3 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
41K+ 136.9% |
$2.41M - $2.81M
|
71K
$5.4M
|
|
Oct 19, 2023
Q3 2023
|
Core Alternative Capital
|
BUY
|
- |
37.1KNew |
$2.18M - $2.54M
|
37.1K
$2.82M
|
|
Mar 05, 2024
Q3 2023
|
Provida Pension Fund Administrator
Santiago, F3 |
BUY
|
- |
36KNew |
$2.12M - $2.47M
|
36K
$2.74M
|
|
Nov 14, 2023
Q3 2023
|
Ehp Funds Inc.
Toronto, Z4 |
BUY
|
- |
35KNew |
$2.06M - $2.4M
|
35K
$2.66M
|
|
Nov 14, 2023
Q3 2023
|
Banco Btg Pactual S.A.
Rio De Janeiro, D5 |
BUY
|
- |
35KNew |
$2.06M - $2.39M
|
35K
$2.66M
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
34.5K+ 28.48% |
$2.03M - $2.36M
|
156K
$11.8M
|
|
Oct 24, 2023
Q3 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
34.5K+ 1.04% |
$2.03M - $2.36M
|
3.36M
$256M
|
|
Oct 12, 2023
Q3 2023
|
G&S Capital LLC
|
BUY
|
- |
34.4KNew |
$2.02M - $2.35M
|
34.4K
$2.61M
|
|
Nov 13, 2023
Q3 2023
|
Black Rock Inc.
New York, NY |
BUY
|
- |
34.3K+ 5.07% |
$2.02M - $2.35M
|
712K
$54.1M
|
|
Nov 13, 2023
Q3 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
33.3K+ 10.02% |
$1.96M - $2.28M
|
365K
$27.8M
|
|
Nov 08, 2023
Q3 2023
|
Bbjs Financial Advisors, LLC
Seattle, WA |
BUY
|
- |
32.9K+ 96.8% |
$1.93M - $2.25M
|
66.8K
$5.08M
|
|
Nov 03, 2023
Q3 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
32.5K+ 69.74% |
$1.91M - $2.23M
|
79.2K
$6.02M
|
|
Oct 13, 2023
Q3 2023
|
Benchmark Financial Wealth Advisors, LLC
|
BUY
|
- |
31.9K+ 616.87% |
$1.88M - $2.18M
|
37.1K
$2.82M
|
|
Nov 14, 2023
Q3 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
29.8KNew |
$1.76M - $2.04M
|
29.8K
$2.27M
|
|
Nov 13, 2023
Q3 2023
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
BUY
|
- |
29.7K+ 80.11% |
$1.75M - $2.04M
|
66.9K
$5.08M
|
|
Nov 09, 2023
Q3 2023
|
West Chester Capital Advisors, Inc
|
BUY
|
- |
29.5KNew |
$1.73M - $2.02M
|
29.5K
$2.24M
|
|
Nov 13, 2023
Q3 2023
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
29.5K+ 25.94% |
$1.73M - $2.02M
|
143K
$10.9M
|
|
Nov 14, 2023
Q3 2023
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
29KNew |
$1.71M - $1.99M
|
29K
$2.21M
|
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
BUY
|
- |
28.5K+ 36.12% |
$1.67M - $1.95M
|
107K
$8.15M
|
|
Nov 06, 2023
Q3 2023
|
Victory Capital Management Inc
|
BUY
|
- |
28.2K+ 4.56% |
$1.66M - $1.93M
|
646K
$49.1M
|
|
Dec 14, 2023
Q3 2023
|
One River Asset Management, LLC
Stamford, CT |
BUY
|
- |
27.7K+ 1306.71% |
$1.63M - $1.89M
|
29.8K
$2.26M
|
|
Nov 30, 2023
Q3 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
27.6K+ 399.93% |
$1.62M - $1.89M
|
34.5K
$2.62M
|
|
Nov 14, 2023
Q3 2023
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
26.6K+ 6.53% |
$1.56M - $1.82M
|
434K
$33M
|
|
Nov 14, 2023
Q3 2023
|
Atom Investors LP
Austin, TX |
BUY
|
- |
26.4KNew |
$1.55M - $1.81M
|
26.4K
$2.01M
|
|
Oct 18, 2023
Q3 2023
|
Advisory Alpha, LLC
|
BUY
|
- |
26K+ 30.5% |
$1.53M - $1.78M
|
111K
$8.47M
|
|
Nov 13, 2023
Q3 2023
|
Peak6 Investments LLC
Chicago, IL |
BUY
|
- |
24.8KNew |
$1.46M - $1.7M
|
24.8K
$1.89M
|
|
Jan 12, 2024
Q3 2023
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
23.3K+ 13.99% |
$1.37M - $1.59M
|
190K
$14.4M
|
|
Nov 14, 2023
Q3 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
23.1K+ 27.83% |
$1.36M - $1.58M
|
106K
$8.08M
|
|
Nov 06, 2023
Q3 2023
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
22.2KNew |
$1.31M - $1.52M
|
22.2K
$1.69M
|
|
Nov 14, 2023
Q3 2023
|
Hollow Brook Wealth Management LLC
|
BUY
|
- |
21.6K+ 37.48% |
$1.27M - $1.48M
|
79.2K
$6.02M
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
20.5KNew |
$1.21M - $1.4M
|
20.5K
$1.56M
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
20.2K+ 2.42% |
$1.19M - $1.39M
|
857K
$65.2M
|
|
Oct 27, 2023
Q3 2023
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
19.9KNew |
$1.17M - $1.36M
|
19.9K
$1.51M
|
|
Nov 03, 2023
Q3 2023
|
Ieq Capital, LLC
|
BUY
|
- |
18.6K+ 409.37% |
$1.09M - $1.27M
|
23.2K
$1.76M
|
|
Nov 13, 2023
Q3 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
18.3K+ 128.96% |
$1.08M - $1.26M
|
32.6K
$2.48M
|
|
Oct 18, 2023
Q3 2023
|
Miller Howard Investments Inc
|
BUY
|
- |
18K+ 91.0% |
$1.06M - $1.23M
|
37.8K
$2.87M
|