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 08, 2023
Q3 2023
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
17.8K+ 14.45% |
$1.05M - $1.22M
|
141K
$10.7M
|
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
17.5KNew |
$1.03M - $1.2M
|
17.5K
$1.33M
|
|
|
Dec 06, 2023
Q3 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
17.5K+ 1185.02% |
$1.03M - $1.2M
|
19K
$1.44M
|
|
|
Oct 26, 2023
Q3 2023
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
17.2K+ 18.22% |
$1.01M - $1.18M
|
112K
$8.48M
|
|
|
Oct 11, 2023
Q3 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
17K+ 6.07% |
$1M - $1.17M
|
298K
$22.6M
|
|
|
Nov 13, 2023
Q3 2023
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
16.8K+ 39.81% |
$986K - $1.15M
|
58.8K
$4.47M
|
|
|
Oct 10, 2023
Q3 2023
|
Biltmore Wealth Management, LLC
|
BUY
|
- |
16.6K+ 13.03% |
$978K - $1.14M
|
144K
$11M
|
|
|
Oct 13, 2023
Q3 2023
|
Key Bridge Compliance, LLC
Covington, KY |
BUY
|
- |
15.1KNew |
$891K - $1.04M
|
15.1K
$1.15M
|
|
|
Nov 14, 2023
Q3 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
15.1K+ 17.78% |
$887K - $1.03M
|
99.9K
$7.59M
|
|
|
Nov 08, 2023
Q3 2023
|
Spire Wealth Management
|
BUY
|
- |
14.5K+ 14.32% |
$854K - $994K
|
116K
$8.82M
|
|
|
Oct 12, 2023
Q3 2023
|
Northstar Advisory Group, LLC
|
BUY
|
- |
14.5KNew |
$852K - $991K
|
14.5K
$1.1M
|
|
|
Nov 09, 2023
Q3 2023
|
Valence8 Us LP
Cambridge, MA |
BUY
|
- |
14.4K+ 15.7% |
$848K - $987K
|
106K
$8.07M
|
|
|
Nov 14, 2023
Q3 2023
|
Ncm Capital Management, LLC
Ramsey, NJ |
BUY
|
- |
14.3K+ 391.27% |
$843K - $981K
|
18K
$1.37M
|
|
|
Nov 14, 2023
Q3 2023
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
13.9KNew |
$817K - $950K
|
13.9K
$1.06M
|
|
|
Nov 03, 2023
Q3 2023
|
Meridian Investment Counsel Inc.
Lafayette, CA |
BUY
|
- |
13.4K+ 76.27% |
$787K - $915K
|
30.9K
$2.35M
|
|
|
Nov 13, 2023
Q3 2023
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
13.4KNew |
$786K - $914K
|
13.4K
$1.02M
|
|
|
Oct 27, 2023
Q3 2023
|
Dubuque Bank & Trust CO
|
BUY
|
- |
13.1K+ 21.94% |
$771K - $897K
|
72.8K
$5.54M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
12.6K+ 15.58% |
$738K - $859K
|
93.1K
$7.08M
|
|
|
Nov 14, 2023
Q3 2023
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
12.4K+ 21.11% |
$729K - $848K
|
71.1K
$5.4M
|
|
|
Nov 13, 2023
Q3 2023
|
Westfield Capital Management CO LP
Boston, MA |
BUY
|
- |
12.3KNew |
$725K - $843K
|
12.3K
$937K
|
|
|
Nov 14, 2023
Q3 2023
|
Prudent Investors Network, Inc.
Lake Forest, CA |
BUY
|
- |
12.3K+ 18.06% |
$723K - $842K
|
80.4K
$6.11M
|
|
|
Oct 24, 2023
Q3 2023
|
Compton Financial Group, LLC
|
BUY
|
- |
11.1K+ 13.53% |
$653K - $759K
|
93K
$7.07M
|
|
|
Nov 07, 2023
Q3 2023
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
11K+ 34.52% |
$649K - $755K
|
43K
$3.27M
|
|
|
Oct 12, 2023
Q3 2023
|
Brendel Financial Advisors LLC
|
BUY
|
- |
10.8KNew |
$634K - $738K
|
10.8K
$820K
|
|
|
Nov 13, 2023
Q3 2023
|
Destiny Capital Securities Corporation
Golden, CO |
BUY
|
- |
10.7KNew |
$631K - $734K
|
10.7K
$815K
|
|
|
Nov 02, 2023
Q3 2023
|
Crew Capital Management, Ltd.
|
BUY
|
- |
10.5K+ 46.24% |
$618K - $719K
|
33.2K
$2.52M
|
|
|
Dec 14, 2023
Q3 2023
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
10.3KNew |
$608K - $708K
|
10.3K
$786K
|
|
|
Nov 02, 2023
Q3 2023
|
M&T Bank Corp
|
BUY
|
- |
10.2K+ 60.14% |
$597K - $695K
|
27K
$2.06M
|
|
|
Oct 18, 2023
Q3 2023
|
Kessler Investment Group, LLC
|
BUY
|
- |
10.1K+ 281.21% |
$597K - $695K
|
13.8K
$1.05M
|
|
|
Oct 19, 2023
Q3 2023
|
Center Star Asset Management, LLC
|
BUY
|
- |
10K+ 94.69% |
$591K - $687K
|
20.6K
$1.57M
|
|
|
Nov 13, 2023
Q3 2023
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
9.7K+ 27.91% |
$571K - $664K
|
44.5K
$3.38M
|
|
|
Nov 03, 2023
Q3 2023
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
9.68K+ 74.61% |
$570K - $663K
|
22.7K
$1.72M
|
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
9.48KNew |
$558K - $649K
|
9.48K
$721K
|
|
|
Nov 08, 2023
Q3 2023
|
Jsf Financial, LLC
|
BUY
|
- |
9.17K+ 11.54% |
$539K - $628K
|
88.7K
$6.74M
|
|
|
Nov 07, 2023
Q3 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
8.66K+ 10.47% |
$510K - $593K
|
91.4K
$6.95M
|
|
|
Oct 31, 2023
Q3 2023
|
Lunt Capital Management, Inc.
Holladay, UT |
BUY
|
- |
8.54KNew |
$502K - $584K
|
8.54K
$649K
|
|
|
Nov 07, 2023
Q3 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
8.5K+ 12.49% |
$500K - $582K
|
76.6K
$5.82M
|
|
|
Nov 15, 2023
Q3 2023
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
8.5KNew |
$500K - $582K
|
8.5K
$646K
|
|
|
Oct 13, 2023
Q3 2023
|
Ritholtz Wealth Management
|
BUY
|
- |
8.2KNew |
$482K - $561K
|
8.2K
$624K
|
|
|
Nov 03, 2023
Q3 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
8.14K+ 4.21% |
$479K - $557K
|
202K
$15.3M
|
|
|
Oct 26, 2023
Q3 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
8.06K+ 9.22% |
$474K - $552K
|
95.5K
$7.26M
|
|
|
Nov 09, 2023
Q3 2023
|
Prudential PLC
London, England, X0 |
BUY
|
- |
7.83KNew |
$461K - $536K
|
7.83K
$595K
|
|
|
Nov 13, 2023
Q3 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
7.75K+ 221.74% |
$456K - $531K
|
11.2K
$855K
|
|
|
Nov 14, 2023
Q3 2023
|
Pictet Asset Management Holding Sa
Carouge, V8 |
BUY
|
- |
7.7KNew |
$453K - $527K
|
7.7K
$585K
|
|
|
Nov 01, 2023
Q3 2023
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
7.65K+ 35.23% |
$450K - $524K
|
29.4K
$2.23M
|
|
|
Nov 13, 2023
Q3 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
7.64K+ 4.61% |
$449K - $523K
|
173K
$13.2M
|
|
|
Nov 14, 2023
Q3 2023
|
Private Capital Management, LLC
Naples, FL |
BUY
|
- |
7.49K+ 46.3% |
$441K - $513K
|
23.7K
$1.8M
|
|
|
Oct 30, 2023
Q3 2023
|
Peoples Bank/Ks
Pratt, KS |
BUY
|
- |
7.45KNew |
$438K - $510K
|
7.45K
$566K
|
|
|
Nov 15, 2023
Q3 2023
|
Crestwood Advisors Group LLC
|
BUY
|
- |
7.05KNew |
$415K - $483K
|
7.05K
$536K
|
|
|
Oct 26, 2023
Q3 2023
|
Waldron Private Wealth LLC
|
BUY
|
- |
7.05K+ 16.49% |
$415K - $483K
|
49.8K
$3.79M
|