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 01, 2024
Q3 2024
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-85- 16.63% |
$5.75K - $6.87K
|
426
$32.4K
|
|
|
Oct 07, 2024
Q3 2024
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-86- 1.54% |
$5.82K - $6.95K
|
5.49K
$418K
|
|
|
Oct 07, 2024
Q3 2024
|
Pacifica Partners Inc.
|
SELL
|
- |
-91- 2.95% |
$6.16K - $7.35K
|
3K
$228K
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-94- 1.13% |
$6.36K - $7.59K
|
8.26K
$628K
|
|
|
Nov 14, 2024
Q3 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-95- 6.57% |
$6.43K - $7.67K
|
1.35K
$103K
|
|
|
Nov 13, 2024
Q3 2024
|
Wealth Trust Axiom LLC
|
SELL
|
- |
-99- 1.32% |
$6.7K - $8K
|
7.38K
$561K
|
|
|
Oct 22, 2024
Q3 2024
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-100- 2.41% |
$6.77K - $8.08K
|
4.05K
$308K
|
|
|
Oct 30, 2024
Q3 2024
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-100- 2.34% |
$6.77K - $8.08K
|
4.17K
$317K
|
|
|
Oct 24, 2024
Q3 2024
|
First Merchants Corp
|
SELL
|
- |
-101- 0.26% |
$6.83K - $8.16K
|
38.2K
$2.9M
|
|
|
Oct 08, 2024
Q3 2024
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-103- 17.0% |
$6.97K - $8.32K
|
503
$38.2K
|
|
|
Oct 28, 2024
Q3 2024
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-106- 1.94% |
$7.17K - $8.56K
|
5.34K
$406K
|
|
|
Oct 01, 2024
Q3 2024
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-107- 0.05% |
$7.24K - $8.64K
|
198K
$15.1M
|
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-110- 70.97% |
$7.44K - $8.89K
|
45
$3.42K
|
|
|
Nov 13, 2024
Q3 2024
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-113- 0.04% |
$7.65K - $9.13K
|
278K
$21.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-113- 7.06% |
$7.65K - $9.13K
|
1.49K
$113K
|
|
|
Oct 08, 2024
Q3 2024
|
Patten Group, Inc.
|
SELL
|
- |
-114- 2.3% |
$7.71K - $9.21K
|
4.84K
$368K
|
|
|
Nov 07, 2024
Q3 2024
|
Tranquility Partners, LLC
|
SELL
|
- |
-114- 1.2% |
$7.71K - $9.21K
|
9.4K
$714K
|
|
|
Nov 14, 2024
Q3 2024
|
Encompass More Asset Management
Danville, CA |
SELL
|
- |
-114- 1.93% |
$7.71K - $9.21K
|
5.8K
$441K
|
|
|
Nov 14, 2024
Q3 2024
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-121- 1.56% |
$8.19K - $9.77K
|
7.64K
$581K
|
|
|
Oct 31, 2024
Q3 2024
|
Aries Wealth Management
|
SELL
|
- |
-125- 2.95% |
$8.46K - $10.1K
|
4.11K
$313K
|
|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-128- 7.57% |
$8.66K - $10.3K
|
1.56K
$119K
|
|
|
Oct 17, 2024
Q3 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-129- 0.98% |
$8.73K - $10.4K
|
13K
$988K
|
|
|
Oct 08, 2024
Q3 2024
|
Perkins Coie Trust CO
|
SELL
|
- |
-132- 0.18% |
$8.93K - $10.7K
|
73.1K
$5.56M
|
|
|
Oct 23, 2024
Q3 2024
|
Midland Wealth Advisors LLC
Rockford, IL |
SELL
|
- |
-132- 1.19% |
$8.93K - $10.7K
|
10.9K
$831K
|
|
|
Oct 24, 2024
Q3 2024
|
Smithbridge Asset Management Inc
|
SELL
|
- |
-134- 1.11% |
$9.07K - $10.8K
|
12K
$910K
|
|
|
Nov 12, 2024
Q3 2024
|
Naples Money Management LLC
Naples, FL |
SELL
|
- |
-143- 10.21% |
$9.68K - $11.6K
|
1.26K
$95.5K
|
|
|
Oct 28, 2024
Q3 2024
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-145- 1.55% |
$9.81K - $11.7K
|
9.23K
$701K
|
|
|
Nov 12, 2024
Q3 2024
|
Cmg Global Holdings, LLC
|
SELL
|
- |
-145- 1.68% |
$9.81K - $11.7K
|
8.5K
$646K
|
|
|
Oct 30, 2024
Q3 2024
|
Pittenger & Anderson Inc
|
SELL
|
- |
-150- 3.74% |
$10.2K - $12.1K
|
3.87K
$294K
|
|
|
Nov 06, 2024
Q3 2024
|
Black Diamond Financial, LLC
|
SELL
|
- |
-150- 4.98% |
$10.2K - $12.1K
|
2.86K
$218K
|
|
|
Nov 07, 2024
Q3 2024
|
Investment House LLC
Las Vegas, NV |
SELL
|
- |
-150- 1.38% |
$10.2K - $12.1K
|
10.7K
$813K
|
|
|
Oct 25, 2024
Q3 2024
|
Pinnacle Associates LTD
|
SELL
|
- |
-151- 3.02% |
$10.2K - $12.2K
|
4.84K
$368K
|
|
|
Nov 15, 2024
Q3 2024
|
Wilson & Boucher Capital Management, LLC
|
SELL
|
- |
-152- 0.49% |
$10.3K - $12.3K
|
30.8K
$2.34M
|
|
|
Oct 07, 2024
Q3 2024
|
Versant Capital Management, Inc
|
SELL
|
- |
-158- 58.74% |
$10.7K - $12.8K
|
111
$8.44K
|
|
|
Nov 12, 2024
Q3 2024
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
SELL
|
- |
-160- 0.7% |
$10.8K - $12.9K
|
22.8K
$1.73M
|
|
|
Nov 14, 2024
Q3 2024
|
Fort Sheridan Advisors LLC
Highland Park, IL |
SELL
|
- |
-161- 2.26% |
$10.9K - $13K
|
6.98K
$530K
|
|
|
Oct 07, 2024
Q3 2024
|
Legacy Private Trust Co.
|
SELL
|
- |
-165- 0.32% |
$11.2K - $13.3K
|
50.8K
$3.86M
|
|
|
Nov 12, 2024
Q3 2024
|
Lgl Partners, LLC
West Conshohocken, PA |
SELL
|
- |
-166- 5.16% |
$11.2K - $13.4K
|
3.05K
$232K
|
|
|
Nov 06, 2024
Q3 2024
|
Mount Lucas Management LP
Newtown, PA |
SELL
|
- |
-184- 1.99% |
$12.5K - $14.9K
|
9.04K
$687K
|
|
|
Nov 14, 2024
Q3 2024
|
Ieq Capital, LLC
|
SELL
|
- |
-188- 6.16% |
$12.7K - $15.2K
|
2.87K
$218K
|
|
|
Oct 09, 2024
Q3 2024
|
Hoese & CO LLP
|
SELL
|
- |
-190- 19.19% |
$12.9K - $15.3K
|
800
$60.8K
|
|
|
Nov 12, 2024
Q3 2024
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-192- 0.98% |
$13K - $15.5K
|
19.3K
$1.47M
|
|
|
Oct 15, 2024
Q3 2024
|
Apexium Financial, LP
|
SELL
|
- |
-196- 1.56% |
$13.3K - $15.8K
|
12.4K
$941K
|
|
|
Nov 06, 2024
Q3 2024
|
Cutler Investment Counsel LLC
|
SELL
|
- |
-200- 3.07% |
$13.5K - $16.2K
|
6.32K
$480K
|
|
|
Nov 13, 2024
Q3 2024
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-200- 0.74% |
$13.5K - $16.2K
|
26.8K
$2.04M
|
|
|
Nov 04, 2024
Q3 2024
|
Intrepid Financial Planning Group LLC
Carmel, IN |
SELL
|
- |
-209- 0.87% |
$14.1K - $16.9K
|
23.7K
$1.8M
|
|
|
Nov 08, 2024
Q3 2024
|
Cypress Capital Group
|
SELL
|
- |
-211- 1.56% |
$14.3K - $17K
|
13.3K
$1.01M
|
|
|
Oct 21, 2024
Q3 2024
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
SELL
|
- |
-215- 5.33% |
$14.5K - $17.4K
|
3.82K
$290K
|
|
|
Nov 13, 2024
Q3 2024
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-215- 2.26% |
$14.5K - $17.4K
|
9.28K
$706K
|
|
|
Oct 22, 2024
Q3 2024
|
Brighton Jones LLC
|
SELL
|
- |
-217- 6.02% |
$14.7K - $17.5K
|
3.39K
$258K
|