Purchases and Sales Made in Q3 2024 in Utilities Sector Spdr (XLU)
This table provides information about the institutional ownership of Utilities Sector Spdr (XLU) during Q3 2024. 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 05, 2024
Q3 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
1.08K+ 4.29% |
$72.7K - $86.8K
|
26.1K
$1.98M
|
|
|
Nov 13, 2024
Q3 2024
|
Canton Hathaway, LLC
|
BUY
|
- |
1.06K+ 3.61% |
$71.9K - $85.8K
|
30.5K
$2.31M
|
|
|
Nov 04, 2024
Q3 2024
|
Patten & Patten Inc
|
BUY
|
- |
1.06K+ 3.96% |
$71.4K - $85.2K
|
27.7K
$2.11M
|
|
|
Oct 04, 2024
Q3 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
1.05K+ 433.88% |
$71.1K - $84.8K
|
1.29K
$98.2K
|
|
|
Oct 17, 2024
Q3 2024
|
First Citizens Bank & Trust CO
|
BUY
|
- |
1.05K+ 20.1% |
$71.1K - $84.8K
|
6.28K
$477K
|
|
|
Nov 12, 2024
Q3 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
1.03K+ 17.89% |
$69.4K - $82.8K
|
6.75K
$513K
|
|
|
Nov 12, 2024
Q3 2024
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
1.02K+ 5.01% |
$69.3K - $82.7K
|
21.5K
$1.63M
|
|
|
Oct 18, 2024
Q3 2024
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
1.01K+ 17.39% |
$68.6K - $81.9K
|
6.85K
$520K
|
|
|
Nov 12, 2024
Q3 2024
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
BUY
|
- |
1.01K+ 8.83% |
$68K - $81.2K
|
12.4K
$942K
|
|
|
Oct 07, 2024
Q3 2024
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
1K+ 16.15% |
$67.7K - $80.9K
|
7.2K
$547K
|
|
|
Oct 29, 2024
Q3 2024
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
966+ 139.6% |
$65.4K - $78K
|
1.66K
$126K
|
|
|
Oct 31, 2024
Q3 2024
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
964+ 28.1% |
$65.2K - $77.9K
|
4.39K
$334K
|
|
|
Oct 18, 2024
Q3 2024
|
Essex LLC
|
BUY
|
- |
946+ 8.74% |
$64K - $76.4K
|
11.8K
$894K
|
|
|
Nov 08, 2024
Q3 2024
|
One River Asset Management, LLC
Stamford, CT |
BUY
|
- |
935New |
$63.3K - $75.5K
|
935
$71.1K
|
|
|
Oct 10, 2024
Q3 2024
|
Brave Asset Management Inc
|
BUY
|
- |
932+ 1.41% |
$63.1K - $75.3K
|
67.2K
$5.11M
|
|
|
Nov 14, 2024
Q3 2024
|
Cladis Investment Advisory, LLC
Billings, MT |
BUY
|
- |
931+ 7.28% |
$63K - $75.2K
|
13.7K
$1.04M
|
|
|
Nov 14, 2024
Q3 2024
|
Noesis Capital Mangement Corp
|
BUY
|
- |
927+ 7.69% |
$62.7K - $74.9K
|
13K
$987K
|
|
|
Oct 10, 2024
Q3 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
906+ 19.44% |
$61.3K - $73.2K
|
5.57K
$423K
|
|
|
Oct 30, 2024
Q3 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
900+ 27.26% |
$60.9K - $72.7K
|
4.2K
$319K
|
|
|
Nov 13, 2024
Q3 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
865+ 2.48% |
$58.5K - $69.9K
|
35.7K
$2.71M
|
|
|
Oct 28, 2024
Q3 2024
|
Lcm Capital Management Inc
|
BUY
|
- |
861+ 2.37% |
$58.3K - $69.6K
|
37.1K
$2.82M
|
|
|
Nov 13, 2024
Q3 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
840+ 20.65% |
$56.8K - $67.9K
|
4.91K
$373K
|
|
|
Oct 18, 2024
Q3 2024
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
831+ 2.28% |
$56.2K - $67.1K
|
37.2K
$2.83M
|
|
|
Nov 13, 2024
Q3 2024
|
Private Capital Management LLC
|
BUY
|
- |
817New |
$55.3K - $66K
|
817
$62.1K
|
|
|
Nov 13, 2024
Q3 2024
|
Wfa Of San Diego, LLC
|
BUY
|
- |
814+ 35.47% |
$55.1K - $65.8K
|
3.11K
$236K
|
|
|
Oct 28, 2024
Q3 2024
|
Penobscot Wealth Management
|
BUY
|
- |
799+ 7.86% |
$54.1K - $64.5K
|
11K
$833K
|
|
|
Nov 14, 2024
Q3 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
796+ 1.63% |
$53.9K - $64.3K
|
49.6K
$3.77M
|
|
|
Nov 04, 2024
Q3 2024
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
788+ 2.28% |
$53.3K - $63.7K
|
35.4K
$2.69M
|
|
|
Nov 04, 2024
Q3 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
787+ 3.37% |
$53.3K - $63.6K
|
24.2K
$1.84M
|
|
|
Nov 13, 2024
Q3 2024
|
Zuckerman Investment Group, LLC
Chicago, IL |
BUY
|
- |
771+ 4.08% |
$52.2K - $62.3K
|
19.7K
$1.5M
|
|
|
Oct 17, 2024
Q3 2024
|
Midwest Financial Group LLC
Overland Park, KS |
BUY
|
- |
770+ 4.01% |
$52.1K - $62.2K
|
20K
$1.52M
|
|
|
Oct 31, 2024
Q3 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
762+ 3.3% |
$51.6K - $61.6K
|
23.8K
$1.81M
|
|
|
Oct 30, 2024
Q3 2024
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
751+ 9.55% |
$50.8K - $60.7K
|
8.61K
$655K
|
|
|
Oct 08, 2024
Q3 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
746+ 11.35% |
$50.5K - $60.3K
|
7.32K
$556K
|
|
|
Nov 04, 2024
Q3 2024
|
Platform Technology Partners
|
BUY
|
- |
703+ 7.91% |
$47.6K - $56.8K
|
9.59K
$729K
|
|
|
Nov 05, 2024
Q3 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
702+ 8.52% |
$47.5K - $56.7K
|
8.94K
$679K
|
|
|
Nov 01, 2024
Q3 2024
|
Sequent Asset Management, LLC
|
BUY
|
- |
700+ 17.97% |
$47.4K - $56.5K
|
4.6K
$349K
|
|
|
Nov 06, 2024
Q3 2024
|
Dearborn Partners LLC
|
BUY
|
- |
700+ 10.3% |
$47.4K - $56.5K
|
7.5K
$570K
|
|
|
Oct 24, 2024
Q3 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
698+ 8.21% |
$47.2K - $56.4K
|
9.2K
$699K
|
|
|
Oct 30, 2024
Q3 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
675+ 15.2% |
$45.7K - $54.5K
|
5.12K
$389K
|
|
|
Nov 08, 2024
Q3 2024
|
Abbot Financial Management, Inc.
North Andover, MA |
BUY
|
- |
675+ 6.68% |
$45.7K - $54.5K
|
10.8K
$819K
|
|
|
Nov 14, 2024
Q3 2024
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
672+ 1.33% |
$45.5K - $54.3K
|
51.3K
$3.9M
|
|
|
Oct 25, 2024
Q3 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
637+ 38.17% |
$43.1K - $51.5K
|
2.31K
$175K
|
|
|
Nov 01, 2024
Q3 2024
|
Arrow Financial Corp
|
BUY
|
- |
633+ 4.33% |
$42.8K - $51.1K
|
15.3K
$1.16M
|
|
|
Oct 15, 2024
Q3 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
632+ 12.05% |
$42.8K - $51.1K
|
5.88K
$447K
|
|
|
Oct 04, 2024
Q3 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
625+ 19.6% |
$42.3K - $50.5K
|
3.81K
$290K
|
|
|
Oct 01, 2024
Q3 2024
|
Appleton Partners Inc
|
BUY
|
- |
620+ 1.15% |
$42K - $50.1K
|
54.5K
$4.14M
|
|
|
Nov 08, 2024
Q3 2024
|
Darwin Advisors, LLC
|
BUY
|
- |
616New |
$41.7K - $49.8K
|
616
$46.8K
|
|
|
Oct 21, 2024
Q3 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
610+ 7.06% |
$41.3K - $49.3K
|
9.26K
$703K
|
|
|
Nov 15, 2024
Q3 2024
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
606+ 13.23% |
$41K - $49K
|
5.19K
$394K
|