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
|
Lgl Partners, LLC
West Conshohocken, PA |
SELL
|
- |
-166- 5.16% |
$11.2K - $13.4K
|
3.05K
$237K
|
|
|
Nov 06, 2024
Q3 2024
|
Mount Lucas Management LP
Newtown, PA |
SELL
|
- |
-184- 1.99% |
$12.5K - $14.9K
|
9.04K
$703K
|
|
|
Nov 14, 2024
Q3 2024
|
Ieq Capital, LLC
|
SELL
|
- |
-188- 6.16% |
$12.7K - $15.2K
|
2.87K
$223K
|
|
|
Oct 09, 2024
Q3 2024
|
Hoese & CO LLP
|
SELL
|
- |
-190- 19.19% |
$12.9K - $15.3K
|
800
$62.2K
|
|
|
Nov 12, 2024
Q3 2024
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-192- 0.98% |
$13K - $15.5K
|
19.3K
$1.5M
|
|
|
Oct 15, 2024
Q3 2024
|
Apexium Financial, LP
|
SELL
|
- |
-196- 1.56% |
$13.3K - $15.8K
|
12.4K
$963K
|
|
|
Nov 06, 2024
Q3 2024
|
Cutler Investment Counsel LLC
|
SELL
|
- |
-200- 3.07% |
$13.5K - $16.2K
|
6.32K
$491K
|
|
|
Nov 13, 2024
Q3 2024
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-200- 0.74% |
$13.5K - $16.2K
|
26.8K
$2.08M
|
|
|
Nov 04, 2024
Q3 2024
|
Intrepid Financial Planning Group LLC
Carmel, IN |
SELL
|
- |
-209- 0.87% |
$14.1K - $16.9K
|
23.7K
$1.85M
|
|
|
Nov 08, 2024
Q3 2024
|
Cypress Capital Group
|
SELL
|
- |
-211- 1.56% |
$14.3K - $17K
|
13.3K
$1.03M
|
|
|
Oct 21, 2024
Q3 2024
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
SELL
|
- |
-215- 5.33% |
$14.5K - $17.4K
|
3.82K
$297K
|
|
|
Nov 13, 2024
Q3 2024
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-215- 2.26% |
$14.5K - $17.4K
|
9.28K
$722K
|
|
|
Oct 22, 2024
Q3 2024
|
Brighton Jones LLC
|
SELL
|
- |
-217- 6.02% |
$14.7K - $17.5K
|
3.39K
$264K
|
|
|
Mar 04, 2025
Q3 2024
|
Brighton Jones LLC
|
SELL
|
- |
-217- 6.02% |
$14.7K - $17.5K
|
3.39K
$264K
|
|
|
Oct 15, 2024
Q3 2024
|
E Rn Financial, LLC
|
SELL
|
- |
-220- 2.48% |
$14.9K - $17.8K
|
8.64K
$672K
|
|
|
Oct 18, 2024
Q3 2024
|
Key Client Fiduciary Advisors, LLC
|
SELL
|
- |
-228- 0.39% |
$15.4K - $18.4K
|
57.9K
$4.51M
|
|
|
Oct 23, 2024
Q3 2024
|
Hudock, Inc.
|
SELL
|
- |
-229- 1.35% |
$15.5K - $18.5K
|
16.7K
$1.3M
|
|
|
Oct 15, 2024
Q3 2024
|
Transform Wealth, LLC
|
SELL
|
- |
-230- 2.56% |
$15.6K - $18.6K
|
8.75K
$680K
|
|
|
Nov 05, 2024
Q3 2024
|
Martin & CO Inc
Knoxville, TN |
SELL
|
- |
-232- 0.36% |
$15.7K - $18.7K
|
64.8K
$5.04M
|
|
|
Nov 12, 2024
Q3 2024
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-234- 5.29% |
$15.8K - $18.9K
|
4.19K
$326K
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-239- 0.69% |
$16.2K - $19.3K
|
34.3K
$2.67M
|
|
|
Nov 04, 2024
Q3 2024
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-241- 1.61% |
$16.3K - $19.5K
|
14.7K
$1.15M
|
|
|
Oct 21, 2024
Q3 2024
|
Maple Capital Management, Inc.
|
SELL
|
- |
-255- 3.28% |
$17.3K - $20.6K
|
7.53K
$585K
|
|
|
Oct 09, 2024
Q3 2024
|
Stolper CO
|
SELL
|
- |
-256- 2.71% |
$17.3K - $20.7K
|
9.18K
$714K
|
|
|
Oct 15, 2024
Q3 2024
|
Stillwater Capital Advisors, LLC
|
SELL
|
- |
-261- 1.54% |
$17.7K - $21.1K
|
16.7K
$1.3M
|
|
|
Oct 31, 2024
Q3 2024
|
Mont Vue Capital Management, Inc.
Lynchburg, VA |
SELL
|
- |
-266- 2.73% |
$18K - $21.5K
|
9.46K
$736K
|
|
|
Oct 24, 2024
Q3 2024
|
Paradigm, Strategies In Wealth Management, LLC
|
SELL
|
- |
-272- 3.74% |
$18.4K - $22K
|
7K
$545K
|
|
|
Nov 13, 2024
Q3 2024
|
Ally Invest Advisors Inc.
Charlotte, NC |
SELL
|
- |
-293- 9.15% |
$19.8K - $23.7K
|
2.91K
$226K
|
|
|
Nov 08, 2024
Q3 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-296- 1.77% |
$20K - $23.9K
|
16.4K
$1.28M
|
|
|
Oct 08, 2024
Q3 2024
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-313- 4.98% |
$21.2K - $25.3K
|
5.97K
$464K
|
|
|
Nov 05, 2024
Q3 2024
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-318- 0.95% |
$21.5K - $25.7K
|
33K
$2.57M
|
|
|
Nov 14, 2024
Q3 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-318- 0.78% |
$21.5K - $25.7K
|
40.6K
$3.15M
|
|
|
Nov 04, 2024
Q3 2024
|
Investment Partners, Ltd.
|
SELL
|
- |
-321- 0.82% |
$21.7K - $25.9K
|
38.8K
$3.02M
|
|
|
Nov 14, 2024
Q3 2024
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-323- 4.09% |
$21.9K - $26.1K
|
7.58K
$589K
|
|
|
Oct 29, 2024
Q3 2024
|
Klingenstein Fields & CO LP
|
SELL
|
- |
-326- 10.08% |
$22.1K - $26.3K
|
2.91K
$226K
|
|
|
Nov 01, 2024
Q3 2024
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
SELL
|
- |
-338- 1.35% |
$22.9K - $27.3K
|
24.8K
$1.93M
|
|
|
Oct 31, 2024
Q3 2024
|
Stone Point Wealth LLC
|
SELL
|
- |
-350- 2.59% |
$23.7K - $28.3K
|
13.1K
$1.02M
|
|
|
Nov 07, 2024
Q3 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-350- 0.15% |
$23.7K - $28.3K
|
239K
$18.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-351- 58.5% |
$23.8K - $28.4K
|
249
$19.4K
|
|
|
Oct 21, 2024
Q3 2024
|
Telos Capital Management, Inc.
|
SELL
|
- |
-354- 2.69% |
$24K - $28.6K
|
12.8K
$996K
|
|
|
Oct 31, 2024
Q3 2024
|
Sns Financial Group, LLC
|
SELL
|
- |
-358- 3.34% |
$24.2K - $28.9K
|
10.3K
$805K
|
|
|
Oct 16, 2024
Q3 2024
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-371- 1.8% |
$25.1K - $30K
|
20.2K
$1.57M
|
|
|
Oct 18, 2024
Q3 2024
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-371- 62.25% |
$25.1K - $30K
|
225
$17.5K
|
|
|
Nov 13, 2024
Q3 2024
|
Diversified, LLC
|
SELL
|
- |
-378- 2.42% |
$25.6K - $30.5K
|
15.2K
$1.18M
|
|
|
Oct 21, 2024
Q3 2024
|
Plimoth Trust CO LLC
|
SELL
|
- |
-382- 7.88% |
$25.8K - $30.9K
|
4.47K
$347K
|
|
|
Nov 15, 2024
Q3 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-385- 2.09% |
$26.1K - $31.1K
|
18.1K
$1.41M
|
|
|
Oct 16, 2024
Q3 2024
|
Peoples Financial Services Corp.
|
SELL
|
- |
-396- 1.92% |
$26.8K - $32K
|
20.2K
$1.57M
|
|
|
Oct 18, 2024
Q3 2024
|
E&G Advisors, LP
|
SELL
|
- |
-400- 8.3% |
$27.1K - $32.3K
|
4.42K
$344K
|
|
|
Oct 25, 2024
Q3 2024
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-400- 70.18% |
$27.1K - $32.3K
|
170
$13.2K
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-400- 9.16% |
$27.1K - $32.3K
|
3.97K
$308K
|