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 15, 2023
Q3 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
68New |
$4K - $4.66K
|
68
$5.17K
|
|
|
Oct 10, 2023
Q3 2023
|
Country Trust Bank
|
BUY
|
- |
66+ 16.46% |
$3.88K - $4.52K
|
467
$35.5K
|
|
|
Oct 10, 2023
Q3 2023
|
Thomasville National Bank
|
BUY
|
- |
66+ 1.15% |
$3.88K - $4.52K
|
5.82K
$443K
|
|
|
Oct 31, 2023
Q3 2023
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
64+ 0.6% |
$3.77K - $4.38K
|
10.7K
$814K
|
|
|
Oct 13, 2023
Q3 2023
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
64+ 1.49% |
$3.77K - $4.38K
|
4.36K
$331K
|
|
|
Nov 08, 2023
Q3 2023
|
Banque Cantonale Vaudoise
|
BUY
|
- |
59+ 1.47% |
$3.47K - $4.04K
|
4.07K
$309K
|
|
|
Nov 03, 2023
Q3 2023
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
58+ 1.45% |
$3.41K - $3.97K
|
4.05K
$308K
|
|
|
Oct 10, 2023
Q3 2023
|
Successful Portfolios LLC
|
BUY
|
- |
57+ 1.4% |
$3.35K - $3.9K
|
4.14K
$314K
|
|
|
Nov 07, 2023
Q3 2023
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
55New |
$3.24K - $3.77K
|
55
$4.18K
|
|
|
Oct 23, 2023
Q3 2023
|
Sebold Capital Management, Inc.
Lisle, IL |
BUY
|
- |
51+ 1.41% |
$3K - $3.49K
|
3.66K
$278K
|
|
|
Oct 26, 2023
Q3 2023
|
Steph & CO
|
BUY
|
- |
50New |
$2.94K - $3.42K
|
50
$3.8K
|
|
|
Oct 19, 2023
Q3 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
49+ 0.72% |
$2.88K - $3.35K
|
6.83K
$519K
|
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
49New |
$2.88K - $3.35K
|
49
$3.73K
|
|
|
Nov 13, 2023
Q3 2023
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
38+ 25.85% |
$2.24K - $2.6K
|
185
$14.1K
|
|
|
Nov 09, 2023
Q3 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
37New |
$2.18K - $2.53K
|
37
$2.81K
|
|
|
Oct 23, 2023
Q3 2023
|
Hexagon Capital Partners LLC
|
BUY
|
- |
35+ 24.65% |
$2.06K - $2.4K
|
177
$13.5K
|
|
|
Oct 19, 2023
Q3 2023
|
Grimes & Company, Inc.
|
BUY
|
- |
35+ 0.62% |
$2.06K - $2.4K
|
5.66K
$430K
|
|
|
Oct 20, 2023
Q3 2023
|
Ellsworth Advisors, LLC
|
BUY
|
- |
35+ 0.81% |
$2.06K - $2.4K
|
4.34K
$330K
|
|
|
Nov 07, 2023
Q3 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
35+ 0.6% |
$2.06K - $2.4K
|
5.86K
$446K
|
|
|
Oct 18, 2023
Q3 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
34+ 0.31% |
$2K - $2.33K
|
11.1K
$841K
|
|
|
Nov 02, 2023
Q3 2023
|
Wfa Of San Diego, LLC
|
BUY
|
- |
33+ 8.59% |
$1.94K - $2.26K
|
417
$31.7K
|
|
|
Oct 05, 2023
Q3 2023
|
Taylor & Morgan Wealth Management, LLC
|
BUY
|
- |
32+ 0.82% |
$1.88K - $2.19K
|
3.96K
$301K
|
|
|
Nov 13, 2023
Q3 2023
|
Fwl Investment Management, LLC
|
BUY
|
- |
31New |
$1.82K - $2.12K
|
31
$2.36K
|
|
|
Oct 19, 2023
Q3 2023
|
Ballast Advisors LLC
|
BUY
|
- |
30+ 1.5% |
$1.76K - $2.05K
|
2.03K
$155K
|
|
|
Jan 09, 2024
Q3 2023
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
27+ 38.03% |
$1.59K - $1.85K
|
98
$7.45K
|
|
|
Oct 31, 2023
Q3 2023
|
Byrne Asset Management LLC
|
BUY
|
- |
26+ 6.75% |
$1.53K - $1.78K
|
411
$31.2K
|
|
|
Nov 14, 2023
Q3 2023
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
23+ 0.4% |
$1.35K - $1.57K
|
5.76K
$438K
|
|
|
Dec 11, 2023
Q3 2023
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
23New |
$1.35K - $1.57K
|
23
$1.75K
|
|
|
Nov 15, 2023
Q3 2023
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
20+ 0.41% |
$1.18K - $1.37K
|
4.93K
$375K
|
|
|
Nov 03, 2023
Q3 2023
|
Lincoln National Corp
|
BUY
|
- |
19+ 0.11% |
$1.12K - $1.3K
|
17.6K
$1.34M
|
|
|
Oct 20, 2023
Q3 2023
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
18+ 0.38% |
$1.06K - $1.23K
|
4.77K
$363K
|
|
|
Oct 13, 2023
Q3 2023
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
15+ 57.69% |
$882 - $1.03K
|
41
$3.12K
|
|
|
Nov 01, 2023
Q3 2023
|
Key F Inancial Inc
|
BUY
|
- |
14+ 0.72% |
$824 - $958
|
1.95K
$149K
|
|
|
Nov 01, 2023
Q3 2023
|
Silverleafe Capital Partners, LLC
Memphis, TN |
BUY
|
- |
14+ 0.22% |
$824 - $958
|
6.49K
$494K
|
|
|
Oct 17, 2023
Q3 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
BUY
|
- |
13+ 0.17% |
$765 - $890
|
7.44K
$566K
|
|
|
Oct 23, 2023
Q3 2023
|
Financial Advisory Service, Inc.
|
BUY
|
- |
13+ 0.63% |
$765 - $890
|
2.08K
$158K
|
|
|
Nov 06, 2023
Q3 2023
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
11+ 0.05% |
$647 - $753
|
24.4K
$1.85M
|
|
|
Nov 14, 2023
Q3 2023
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
11+ 0.62% |
$647 - $753
|
1.78K
$136K
|
|
|
Nov 14, 2023
Q3 2023
|
All Terrain Financial Advisors, LLC
Coon Rapids, MN |
BUY
|
- |
9+ 0.18% |
$529 - $616
|
4.93K
$375K
|
|
|
Oct 12, 2023
Q3 2023
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
9New |
$529 - $616
|
9
$684
|
|
|
Oct 30, 2023
Q3 2023
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
BUY
|
- |
9+ 0.16% |
$529 - $616
|
5.57K
$423K
|
|
|
Nov 16, 2023
Q3 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
8+ 0.03% |
$471 - $548
|
25.6K
$1.95M
|
|
|
Nov 14, 2023
Q3 2023
|
Innealta Capital, LLC
Austin, TX |
BUY
|
- |
7+ 0.02% |
$412 - $479
|
42.4K
$3.23M
|
|
|
Oct 20, 2023
Q3 2023
|
Townsend Asset Management Corp
|
BUY
|
- |
5+ 0.31% |
$294 - $342
|
1.6K
$122K
|
|
|
Nov 14, 2023
Q3 2023
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
5+ 0.1% |
$294 - $342
|
4.99K
$380K
|
|
|
Oct 13, 2023
Q3 2023
|
Nvest Financial, LLC
|
BUY
|
- |
5+ 0.03% |
$294 - $342
|
16.7K
$1.27M
|
|
|
Nov 15, 2023
Q3 2023
|
Wilson & Boucher Capital Management, LLC
|
BUY
|
- |
4+ 0.01% |
$235 - $274
|
33.3K
$2.53M
|
|
|
Nov 14, 2023
Q3 2023
|
Stone House Investment Management, LLC
|
BUY
|
- |
4+ 0.81% |
$235 - $274
|
497
$37.8K
|
|
|
Nov 14, 2023
Q3 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
4+ 0.34% |
$235 - $274
|
1.2K
$90.9K
|
|
|
Oct 31, 2023
Q3 2023
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
3+ 0.03% |
$176 - $205
|
11.3K
$860K
|