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
|
Truadvice, LLC
Sarasota, FL |
BUY
|
- |
3.79KNew |
$223K - $259K
|
3.79K
$288K
|
|
|
Oct 16, 2023
Q3 2023
|
Community Trust & Investment CO
|
BUY
|
- |
3.79K+ 1.33% |
$223K - $259K
|
288K
$21.9M
|
|
|
Nov 09, 2023
Q3 2023
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
3.75KNew |
$221K - $257K
|
3.75K
$285K
|
|
|
Nov 14, 2023
Q3 2023
|
Cornerstone Advisory, LLC
|
BUY
|
- |
3.74KNew |
$220K - $256K
|
3.74K
$284K
|
|
|
Nov 13, 2023
Q3 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
3.68K+ 28.65% |
$216K - $252K
|
16.5K
$1.26M
|
|
|
Nov 13, 2023
Q3 2023
|
Full Sail Capital, LLC
Oklahoma City, OK |
BUY
|
- |
3.68K+ 7.46% |
$216K - $252K
|
53K
$4.03M
|
|
|
Oct 27, 2023
Q3 2023
|
Planning Directions Inc
|
BUY
|
- |
3.66K+ 16.86% |
$215K - $250K
|
25.4K
$1.93M
|
|
|
Oct 25, 2023
Q3 2023
|
Horizon Financial Services, LLC
|
BUY
|
- |
3.65KNew |
$215K - $250K
|
3.65K
$278K
|
|
|
Nov 01, 2023
Q3 2023
|
Xy Capital LTD
Central, K3 |
BUY
|
- |
3.6KNew |
$212K - $247K
|
3.6K
$274K
|
|
|
Nov 02, 2023
Q3 2023
|
Asset Management Resources, LLC
|
BUY
|
- |
3.53KNew |
$208K - $242K
|
3.53K
$268K
|
|
|
Nov 02, 2023
Q3 2023
|
Forbes J M & CO LLP
|
BUY
|
- |
3.5K+ 8.61% |
$206K - $239K
|
44.1K
$3.35M
|
|
|
Nov 14, 2023
Q3 2023
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
3.48K+ 10.4% |
$205K - $238K
|
37K
$2.81M
|
|
|
Oct 17, 2023
Q3 2023
|
Advocate Group LLC
|
BUY
|
- |
3.47KNew |
$204K - $238K
|
3.47K
$264K
|
|
|
Nov 03, 2023
Q3 2023
|
Diligent Investors, LLC
|
BUY
|
- |
3.47K+ 66.73% |
$204K - $238K
|
8.68K
$660K
|
|
|
Nov 14, 2023
Q3 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
3.42K+ 4.45% |
$201K - $234K
|
80.2K
$6.1M
|
|
|
Dec 05, 2023
Q3 2023
|
Tap Consulting, LLC
|
BUY
|
- |
3.4K+ 9.92% |
$200K - $233K
|
37.6K
$2.86M
|
|
|
Nov 02, 2023
Q3 2023
|
Pittenger & Anderson Inc
|
BUY
|
- |
3.2K+ 65.11% |
$188K - $219K
|
8.12K
$617K
|
|
|
Oct 13, 2023
Q3 2023
|
Prentice Wealth Management LLC
|
BUY
|
- |
3.19K+ 35.74% |
$188K - $219K
|
12.1K
$922K
|
|
|
Nov 14, 2023
Q3 2023
|
Wedbush Securities Inc
|
BUY
|
- |
3.18K+ 6.89% |
$187K - $218K
|
49.4K
$3.75M
|
|
|
Nov 02, 2023
Q3 2023
|
Estate Counselors, LLC
|
BUY
|
- |
3.18K+ 4.25% |
$187K - $217K
|
77.9K
$5.92M
|
|
|
Oct 11, 2023
Q3 2023
|
Donald L. Hagan, LLC
|
BUY
|
- |
3.13K+ 37.06% |
$184K - $214K
|
11.6K
$880K
|
|
|
Oct 30, 2023
Q3 2023
|
Sandy Spring Bank
|
BUY
|
- |
3.12K+ 4.21% |
$184K - $214K
|
77.2K
$5.87M
|
|
|
Nov 14, 2023
Q3 2023
|
Private Portfolio Partners LLC
|
BUY
|
- |
3.09K+ 21.39% |
$182K - $211K
|
17.5K
$1.33M
|
|
|
Nov 06, 2023
Q3 2023
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
3.08K+ 17.97% |
$181K - $211K
|
20.2K
$1.54M
|
|
|
Oct 13, 2023
Q3 2023
|
Brave Asset Management Inc
|
BUY
|
- |
2.9K+ 4.8% |
$170K - $198K
|
63.3K
$4.81M
|
|
|
Nov 02, 2023
Q3 2023
|
Thrive Capital Management, LLC
Fort Washington, PA |
BUY
|
- |
2.88K+ 11.98% |
$170K - $197K
|
26.9K
$2.05M
|
|
|
Nov 07, 2023
Q3 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
2.86K+ 8.68% |
$168K - $196K
|
35.8K
$2.72M
|
|
|
Oct 23, 2023
Q3 2023
|
Dakota Wealth Management
|
BUY
|
- |
2.84K+ 2.77% |
$167K - $194K
|
105K
$8.01M
|
|
|
Nov 14, 2023
Q3 2023
|
Texas Capital Bancshares Inc
|
BUY
|
- |
2.8K+ 9.66% |
$165K - $192K
|
31.8K
$2.42M
|
|
|
Oct 12, 2023
Q3 2023
|
First Financial Bank Trust Division
Hamilton, OH |
BUY
|
- |
2.77K+ 1.16% |
$163K - $189K
|
241K
$18.3M
|
|
|
Nov 03, 2023
Q3 2023
|
Ssi Investment Management LLC
Los Angeles, CA |
BUY
|
- |
2.66K+ 14.83% |
$156K - $182K
|
20.6K
$1.57M
|
|
|
Oct 19, 2023
Q3 2023
|
Trust CO Of Virginia
|
BUY
|
- |
2.65K+ 2.3% |
$156K - $182K
|
118K
$8.96M
|
|
|
Nov 06, 2023
Q3 2023
|
Wall Capital Group, Inc.
|
BUY
|
- |
2.51K+ 49.73% |
$147K - $171K
|
7.54K
$573K
|
|
|
Oct 11, 2023
Q3 2023
|
Perkins Coie Trust CO
|
BUY
|
- |
2.46K+ 3.47% |
$144K - $168K
|
73.1K
$5.56M
|
|
|
Oct 16, 2023
Q3 2023
|
Howard Capital Management Group, LLC
|
BUY
|
- |
2.43K+ 25.23% |
$143K - $166K
|
12.1K
$917K
|
|
|
Oct 23, 2023
Q3 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
2.37KNew |
$139K - $162K
|
2.37K
$180K
|
|
|
Oct 19, 2023
Q3 2023
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
2.36K+ 9.21% |
$139K - $162K
|
28K
$2.13M
|
|
|
Oct 23, 2023
Q3 2023
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
2.27K+ 14.52% |
$133K - $155K
|
17.9K
$1.36M
|
|
|
Nov 01, 2023
Q3 2023
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
2.24K+ 42.72% |
$132K - $153K
|
7.48K
$569K
|
|
|
Nov 07, 2023
Q3 2023
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
2.18K+ 69.01% |
$128K - $149K
|
5.33K
$405K
|
|
|
Nov 16, 2023
Q3 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
2.14K+ 3.19% |
$126K - $147K
|
69.2K
$5.26M
|
|
|
Nov 14, 2023
Q3 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
2.12K+ 4.17% |
$125K - $145K
|
52.9K
$4.02M
|
|
|
Oct 25, 2023
Q3 2023
|
Stone Point Wealth LLC
|
BUY
|
- |
2.12K+ 19.59% |
$124K - $145K
|
12.9K
$982K
|
|
|
Oct 23, 2023
Q3 2023
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
2.08K+ 16.86% |
$122K - $142K
|
14.4K
$1.09M
|
|
|
Oct 27, 2023
Q3 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
2.07K+ 5.21% |
$122K - $142K
|
41.9K
$3.18M
|
|
|
Nov 13, 2023
Q3 2023
|
Lokken Investment Group LLC
|
BUY
|
- |
2.07K+ 22.27% |
$122K - $142K
|
11.4K
$863K
|
|
|
Nov 07, 2023
Q3 2023
|
Vaughan David Investments LLC
Peoria, IL |
BUY
|
- |
2.07K+ 1.4% |
$121K - $141K
|
149K
$11.3M
|
|
|
Oct 25, 2023
Q3 2023
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
2.03K+ 54.73% |
$119K - $139K
|
5.74K
$437K
|
|
|
Mar 29, 2024
Q3 2023
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
BUY
|
- |
2.03KNew |
$119K - $139K
|
2.03K
$154K
|
|
|
Oct 24, 2023
Q3 2023
|
Horizon Bancorp Inc /In/
Michigan City, IN |
BUY
|
- |
2.02KNew |
$119K - $139K
|
2.02K
$154K
|