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 |
|---|---|---|---|---|---|---|---|
|
Oct 22, 2024
Q3 2024
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
162New |
$11K - $13.1K
|
162
$12.3K
|
|
|
Nov 04, 2024
Q3 2024
|
Proffitt & Goodson Inc
|
BUY
|
- |
162+ 0.78% |
$11K - $13.1K
|
21K
$1.6M
|
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
159+ 23.25% |
$10.8K - $12.8K
|
843
$64.1K
|
|
|
Nov 01, 2024
Q3 2024
|
Objective Capital Management, LLC
|
BUY
|
- |
158+ 1.65% |
$10.7K - $12.8K
|
9.72K
$739K
|
|
|
Nov 20, 2024
Q3 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
150+ 0.92% |
$10.2K - $12.1K
|
16.5K
$1.26M
|
|
|
Oct 09, 2024
Q3 2024
|
Successful Portfolios LLC
|
BUY
|
- |
140+ 3.49% |
$9.47K - $11.3K
|
4.16K
$316K
|
|
|
Nov 12, 2024
Q3 2024
|
Sykon Capital LLC
Harrison, NY |
BUY
|
- |
137+ 0.69% |
$9.27K - $11.1K
|
19.9K
$1.51M
|
|
|
Nov 12, 2024
Q3 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
135+ 45.0% |
$9.14K - $10.9K
|
435
$33.1K
|
|
|
Oct 08, 2024
Q3 2024
|
Sage Capital Advisors,Llc
|
BUY
|
- |
133+ 0.45% |
$9K - $10.7K
|
29.5K
$2.25M
|
|
|
Oct 09, 2024
Q3 2024
|
Nvest Financial, LLC
|
BUY
|
- |
130+ 0.79% |
$8.8K - $10.5K
|
16.6K
$1.26M
|
|
|
Oct 24, 2024
Q3 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
130+ 333.33% |
$8.8K - $10.5K
|
169
$12.8K
|
|
|
Oct 30, 2024
Q3 2024
|
Interactive Financial Advisors
Chicago, IL |
BUY
|
- |
127+ 0.54% |
$8.59K - $10.3K
|
23.8K
$1.81M
|
|
|
Nov 05, 2024
Q3 2024
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
125+ 3.36% |
$8.46K - $10.1K
|
3.85K
$292K
|
|
|
Nov 08, 2024
Q3 2024
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
BUY
|
- |
125+ 0.46% |
$8.46K - $10.1K
|
27K
$2.05M
|
|
|
Oct 09, 2024
Q3 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
123+ 2.58% |
$8.32K - $9.94K
|
4.9K
$372K
|
|
|
Nov 14, 2024
Q3 2024
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
118+ 1.33% |
$7.99K - $9.53K
|
9.02K
$686K
|
|
|
Nov 14, 2024
Q3 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
111New |
$7.51K - $8.97K
|
111
$8.44K
|
|
|
Nov 15, 2024
Q3 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
111New |
$7.51K - $8.97K
|
111
$8.44K
|
|
|
Oct 07, 2024
Q3 2024
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
109+ 1.0% |
$7.38K - $8.81K
|
11K
$833K
|
|
|
Oct 09, 2024
Q3 2024
|
Peak Financial Advisors LLC
|
BUY
|
- |
101+ 0.48% |
$6.83K - $8.16K
|
21.1K
$1.6M
|
|
|
Oct 31, 2024
Q3 2024
|
Hollencrest Capital Management
|
BUY
|
- |
101+ 0.47% |
$6.83K - $8.16K
|
21.5K
$1.63M
|
|
|
Oct 22, 2024
Q3 2024
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
100+ 22.47% |
$6.77K - $8.08K
|
545
$41.4K
|
|
|
Oct 23, 2024
Q3 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
100+ 95.24% |
$6.77K - $8.08K
|
205
$15.6K
|
|
|
Nov 06, 2024
Q3 2024
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
100+ 2.45% |
$6.77K - $8.08K
|
4.18K
$317K
|
|
|
Nov 14, 2024
Q3 2024
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
94+ 2350.0% |
$6.36K - $7.59K
|
98
$7.45K
|
|
|
Oct 21, 2024
Q3 2024
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
92New |
$6.23K - $7.43K
|
92
$6.99K
|
|
|
Oct 15, 2024
Q3 2024
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
82+ 2.72% |
$5.55K - $6.62K
|
3.09K
$235K
|
|
|
Oct 08, 2024
Q3 2024
|
Country Trust Bank
|
BUY
|
- |
80+ 5.76% |
$5.41K - $6.46K
|
1.47K
$112K
|
|
|
Oct 15, 2024
Q3 2024
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
80+ 0.27% |
$5.41K - $6.46K
|
29.4K
$2.24M
|
|
|
Oct 17, 2024
Q3 2024
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
78+ 0.98% |
$5.28K - $6.3K
|
8K
$608K
|
|
|
Nov 07, 2024
Q3 2024
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
75+ 1.11% |
$5.08K - $6.06K
|
6.86K
$521K
|
|
|
Oct 02, 2024
Q3 2024
|
Kades & Cheifetz LLC
Berwyn, PA |
BUY
|
- |
74+ 0.91% |
$5.01K - $5.98K
|
8.17K
$621K
|
|
|
Oct 10, 2024
Q3 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
69+ 40.12% |
$4.67K - $5.57K
|
241
$18.3K
|
|
|
Oct 30, 2024
Q3 2024
|
Sage Capital Management, LLC
Stockton, NJ |
BUY
|
- |
66+ 0.49% |
$4.47K - $5.33K
|
13.6K
$1.03M
|
|
|
Oct 22, 2024
Q3 2024
|
Mc Adam, LLC
|
BUY
|
- |
65+ 0.83% |
$4.4K - $5.25K
|
7.88K
$599K
|
|
|
Oct 24, 2024
Q3 2024
|
Family Investment Center, Inc.
Saint Joseph, MO |
BUY
|
- |
64+ 2.15% |
$4.33K - $5.17K
|
3.05K
$232K
|
|
|
Nov 13, 2024
Q3 2024
|
Hantz Financial Services, Inc.
|
BUY
|
- |
63New |
$4.26K - $5.09K
|
63
$4.79K
|
|
|
Oct 23, 2024
Q3 2024
|
Burford Brothers, Inc.
Dallas, TX |
BUY
|
- |
58+ 0.63% |
$3.92K - $4.69K
|
9.26K
$704K
|
|
|
Oct 15, 2024
Q3 2024
|
Terra Nova Asset Management LLC
|
BUY
|
- |
52+ 0.35% |
$3.52K - $4.2K
|
15K
$1.14M
|
|
|
Oct 30, 2024
Q3 2024
|
Central Bank & Trust CO
|
BUY
|
- |
51+ 0.41% |
$3.45K - $4.12K
|
12.3K
$938K
|
|
|
Oct 11, 2024
Q3 2024
|
Rise Advisors, LLC
|
BUY
|
- |
50New |
$3.38K - $4.04K
|
50
$3.8K
|
|
|
Oct 16, 2024
Q3 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
50New |
$3.38K - $4.04K
|
50
$3.8K
|
|
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
50+ 0.33% |
$3.38K - $4.04K
|
15K
$1.14M
|
|
|
Oct 04, 2024
Q3 2024
|
Grandview Asset Management LLC
|
BUY
|
- |
48+ 1.01% |
$3.25K - $3.88K
|
4.79K
$364K
|
|
|
Oct 17, 2024
Q3 2024
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
46+ 0.39% |
$3.11K - $3.72K
|
11.8K
$900K
|
|
|
Oct 23, 2024
Q3 2024
|
Mcdaniel Terry & CO
|
BUY
|
- |
45+ 0.56% |
$3.05K - $3.64K
|
8.13K
$618K
|
|
|
Nov 06, 2024
Q3 2024
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
43+ 0.76% |
$2.91K - $3.47K
|
5.73K
$435K
|
|
|
Oct 04, 2024
Q3 2024
|
Halpern Financial, Inc.
Ashburn, VA |
BUY
|
- |
41+ 37.96% |
$2.77K - $3.31K
|
149
$11.3K
|
|
|
Oct 17, 2024
Q3 2024
|
Fifth Third Bancorp
|
BUY
|
- |
39+ 0.08% |
$2.64K - $3.15K
|
51.8K
$3.93M
|
|
|
Oct 16, 2024
Q3 2024
|
Bar Harbor Wealth Management
Concord, NH |
BUY
|
- |
38+ 0.05% |
$2.57K - $3.07K
|
76.3K
$5.8M
|