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 12, 2024
Q3 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
1+ 0.3% |
$67.7 - $80.8
|
339
$25.8K
|
|
|
Oct 09, 2024
Q3 2024
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 07, 2024
Q3 2024
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-1- 1.01% |
$67.7 - $80.8
|
98
$7.45K
|
|
|
Nov 13, 2024
Q3 2024
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-3- 0.02% |
$203 - $242
|
12.8K
$975K
|
|
|
Oct 30, 2024
Q3 2024
|
American Capital Advisory, LLC
Ketchum, ID |
SELL
|
- |
-5- 1.81% |
$338 - $404
|
271
$20.6K
|
|
|
Oct 09, 2024
Q3 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-8- 0.17% |
$541 - $646
|
4.62K
$351K
|
|
|
Nov 13, 2024
Q3 2024
|
Scotia Capital Inc.
|
SELL
|
- |
-8- 0.1% |
$541 - $646
|
7.85K
$597K
|
|
|
Nov 12, 2024
Q3 2024
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-9- 0.29% |
$609 - $727
|
3.07K
$233K
|
|
|
Nov 12, 2024
Q3 2024
|
Investors Research Corp
|
SELL
|
- |
-10- 3.17% |
$677 - $808
|
305
$23.2K
|
|
|
Oct 15, 2024
Q3 2024
|
First United Bank & Trust
|
SELL
|
- |
-11- 0.28% |
$744 - $889
|
3.95K
$300K
|
|
|
Oct 18, 2024
Q3 2024
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-11- 8.03% |
$744 - $889
|
126
$9.58K
|
|
|
Oct 31, 2024
Q3 2024
|
Fpc Investment Advisory, Inc.
Petaluma, CA |
SELL
|
- |
-11- 0.14% |
$744 - $889
|
7.99K
$607K
|
|
|
Nov 08, 2024
Q3 2024
|
Ssi Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-14- 0.07% |
$947 - $1.13K
|
20.3K
$1.54M
|
|
|
Oct 30, 2024
Q3 2024
|
Ballast Advisors LLC
|
SELL
|
- |
-15- 1.35% |
$1.02K - $1.21K
|
1.1K
$83.6K
|
|
|
Nov 18, 2024
Q3 2024
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-15- 1.19% |
$1.02K - $1.21K
|
1.25K
$94.8K
|
|
|
Nov 12, 2024
Q3 2024
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-18- 0.45% |
$1.22K - $1.45K
|
3.99K
$303K
|
|
|
Oct 15, 2024
Q3 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-19- 0.5% |
$1.29K - $1.53K
|
3.79K
$288K
|
|
|
Nov 06, 2024
Q3 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-20- 35.09% |
$1.35K - $1.62K
|
37
$2.81K
|
|
|
Nov 12, 2024
Q3 2024
|
Broadleaf Partners, LLC
Hudson, OH |
SELL
|
- |
-22- 0.6% |
$1.49K - $1.78K
|
3.62K
$275K
|
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO
|
SELL
|
- |
-23- 1.48% |
$1.56K - $1.86K
|
1.53K
$116K
|
|
|
Oct 29, 2024
Q3 2024
|
Kg&L Capital Management,Llc
|
SELL
|
- |
-23- 0.48% |
$1.56K - $1.86K
|
4.78K
$363K
|
|
|
Oct 11, 2024
Q3 2024
|
Novare Capital Management LLC
|
SELL
|
- |
-25- 0.71% |
$1.69K - $2.02K
|
3.52K
$267K
|
|
|
Oct 21, 2024
Q3 2024
|
Townsend Asset Management Corp
|
SELL
|
- |
-27- 1.67% |
$1.83K - $2.18K
|
1.59K
$121K
|
|
|
Nov 04, 2024
Q3 2024
|
Blue Chip Partners, Inc.
|
SELL
|
- |
-32- 1.0% |
$2.17K - $2.58K
|
3.18K
$242K
|
|
|
Nov 13, 2024
Q3 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-32- 0.79% |
$2.17K - $2.58K
|
4K
$304K
|
|
|
Nov 04, 2024
Q3 2024
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-35- 0.35% |
$2.37K - $2.83K
|
9.9K
$753K
|
|
|
Oct 15, 2024
Q3 2024
|
Shulman De Meo Asset Management LLC
|
SELL
|
- |
-39- 0.28% |
$2.64K - $3.15K
|
13.7K
$1.04M
|
|
|
Nov 04, 2024
Q3 2024
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-40- 4.01% |
$2.71K - $3.23K
|
957
$72.7K
|
|
|
Nov 08, 2024
Q3 2024
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-40- 1.49% |
$2.71K - $3.23K
|
2.64K
$201K
|
|
|
Oct 31, 2024
Q3 2024
|
Washington Trust Bank
|
SELL
|
- |
-41- 1.1% |
$2.77K - $3.31K
|
3.68K
$279K
|
|
|
Nov 05, 2024
Q3 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-41- 17.3% |
$2.77K - $3.31K
|
196
$14.9K
|
|
|
Nov 12, 2024
Q3 2024
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-41- 0.73% |
$2.77K - $3.31K
|
5.59K
$425K
|
|
|
Nov 06, 2024
Q3 2024
|
Hallmark Capital Management Inc
|
SELL
|
- |
-48- 5.44% |
$3.25K - $3.88K
|
835
$63.5K
|
|
|
Nov 13, 2024
Q3 2024
|
Northwest Financial Advisors
Herndon, VA |
SELL
|
- |
-50- 31.25% |
$3.38K - $4.04K
|
110
$8.36K
|
|
|
Oct 07, 2024
Q3 2024
|
Founders Capital Management
|
SELL
|
- |
-55- 6.55% |
$3.72K - $4.44K
|
785
$59.7K
|
|
|
Oct 29, 2024
Q3 2024
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-57- 0.6% |
$3.86K - $4.6K
|
9.41K
$715K
|
|
|
Oct 23, 2024
Q3 2024
|
St. Johns Investment Management Company, LLC
|
SELL
|
- |
-61- 2.8% |
$4.13K - $4.93K
|
2.12K
$161K
|
|
|
Nov 06, 2024
Q3 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-63- 2.87% |
$4.26K - $5.09K
|
2.13K
$162K
|
|
|
Nov 14, 2024
Q3 2024
|
Betterment LLC
New York, NY |
SELL
|
- |
-64- 1.13% |
$4.33K - $5.17K
|
5.6K
$426K
|
|
|
Oct 28, 2024
Q3 2024
|
Hills Bank & Trust CO
|
SELL
|
- |
-66- 0.54% |
$4.47K - $5.33K
|
12.1K
$922K
|
|
|
Oct 30, 2024
Q3 2024
|
Jnba Financial Advisors
|
SELL
|
- |
-66- 14.7% |
$4.47K - $5.33K
|
383
$29.1K
|
|
|
Nov 12, 2024
Q3 2024
|
9258 Wealth Management, LLC
|
SELL
|
- |
-67- 1.15% |
$4.53K - $5.41K
|
5.74K
$436K
|
|
|
Oct 07, 2024
Q3 2024
|
Bank Of New Hampshire
|
SELL
|
- |
-70- 25.93% |
$4.74K - $5.65K
|
200
$15.2K
|
|
|
Nov 14, 2024
Q3 2024
|
Hollow Brook Wealth Management LLC
|
SELL
|
- |
-70- 0.07% |
$4.74K - $5.65K
|
96.4K
$7.32M
|
|
|
Nov 14, 2024
Q3 2024
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-71- 0.6% |
$4.8K - $5.74K
|
11.8K
$897K
|
|
|
Nov 06, 2024
Q3 2024
|
Destiny Capital Corp/Co
Golden, CO |
SELL
|
- |
-74- 0.71% |
$5.01K - $5.98K
|
10.4K
$787K
|
|
|
Oct 23, 2024
Q3 2024
|
Spirit Of America Management Corp
|
SELL
|
- |
-75- 1.54% |
$5.08K - $6.06K
|
4.79K
$364K
|
|
|
Oct 08, 2024
Q3 2024
|
Adirondack Trust CO
|
SELL
|
- |
-77- 8.68% |
$5.21K - $6.22K
|
810
$61.6K
|
|
|
Oct 23, 2024
Q3 2024
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-80- 2.38% |
$5.41K - $6.46K
|
3.29K
$250K
|
|
|
Oct 24, 2024
Q3 2024
|
Sageworth Trust CO
|
SELL
|
- |
-84- 1.32% |
$5.68K - $6.79K
|
6.28K
$478K
|