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 17, 2024
Q3 2024
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-2.4K- 2.28% |
$162K - $194K
|
103K
$7.8M
|
|
|
Oct 31, 2024
Q3 2024
|
Graypoint LLC
|
SELL
|
- |
-2.41K- 3.01% |
$163K - $195K
|
77.5K
$5.89M
|
|
|
Nov 06, 2024
Q3 2024
|
Vectors Research Management, LLC
New York, NY |
SELL
|
- |
-2.42K- 2.84% |
$164K - $196K
|
83K
$6.31M
|
|
|
Oct 23, 2024
Q3 2024
|
Dakota Wealth Management
|
SELL
|
- |
-2.49K- 2.37% |
$169K - $201K
|
103K
$7.8M
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
SELL
|
- |
-2.59K- 3.38% |
$175K - $209K
|
74K
$5.62M
|
|
|
Oct 18, 2024
Q3 2024
|
Old National Bancorp
|
SELL
|
- |
-2.59K- 6.55% |
$175K - $209K
|
36.9K
$2.81M
|
|
|
Nov 14, 2024
Q3 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-2.7K- 18.98% |
$183K - $218K
|
11.5K
$877K
|
|
|
Oct 17, 2024
Q3 2024
|
Friedenthal Financial
|
SELL
|
- |
-2.71K- 57.02% |
$184K - $219K
|
2.05K
$156K
|
|
|
Nov 07, 2024
Q3 2024
|
Wp Advisors, LLC
|
SELL
|
- |
-2.8K- 13.17% |
$189K - $226K
|
18.5K
$1.4M
|
|
|
Nov 14, 2024
Q3 2024
|
L.M. Kohn & Company
|
SELL
|
- |
-2.8K- 13.15% |
$190K - $226K
|
18.5K
$1.41M
|
|
|
Nov 14, 2024
Q3 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-2.99K- 16.47% |
$202K - $242K
|
15.2K
$1.15M
|
|
|
Nov 05, 2024
Q3 2024
|
Beaumont Capital Management, LLC
Boston, MA |
SELL
|
- |
-3K- 4.76% |
$203K - $242K
|
59.9K
$4.56M
|
|
|
Oct 23, 2024
Q3 2024
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-3.01K- 22.62% |
$204K - $243K
|
10.3K
$783K
|
|
|
Oct 30, 2024
Q3 2024
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-3.02K- 37.64% |
$204K - $244K
|
5K
$380K
|
|
|
Nov 13, 2024
Q3 2024
|
First Trust Investment Solutions L.P.
Naples, FL |
SELL
|
- |
-3.04K- 22.38% |
$206K - $246K
|
10.5K
$802K
|
|
|
Nov 13, 2024
Q3 2024
|
Thrive Capital Management, LLC
Fort Washington, PA |
SELL
|
- |
-3.06K- 22.02% |
$207K - $247K
|
10.8K
$824K
|
|
|
Oct 25, 2024
Q3 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-3.07K- 13.39% |
$208K - $248K
|
19.8K
$1.51M
|
|
|
Nov 14, 2024
Q3 2024
|
J. Goldman & CO LP
New York, NY |
SELL
|
- |
-3.23K- 31.74% |
$219K - $261K
|
6.95K
$528K
|
|
|
Oct 29, 2024
Q3 2024
|
Lodestone Wealth Management LLC
Spokane, WA |
SELL
|
- |
-3.27K- 51.03% |
$221K - $264K
|
3.14K
$239K
|
|
|
Nov 12, 2024
Q3 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-3.28K- 3.17% |
$222K - $265K
|
100K
$7.63M
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-3.36K- 22.95% |
$228K - $272K
|
11.3K
$859K
|
|
|
Oct 21, 2024
Q3 2024
|
Crew Capital Management, Ltd.
|
SELL
|
- |
-3.42K- 45.15% |
$231K - $276K
|
4.16K
$316K
|
|
|
Oct 29, 2024
Q3 2024
|
Solstein Capital, LLC
Menlo Park, CA |
SELL
|
- |
-3.49K- 19.87% |
$236K - $282K
|
14.1K
$1.07M
|
|
|
Nov 12, 2024
Q3 2024
|
One Charles Private Wealth Services, LLC
|
SELL
|
- |
-3.5K- 45.88% |
$237K - $282K
|
4.12K
$313K
|
|
|
Oct 11, 2024
Q3 2024
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-3.51K- 2.86% |
$237K - $283K
|
119K
$9.04M
|
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-3.53K- 30.9% |
$239K - $285K
|
7.89K
$600K
|
|
|
Nov 13, 2024
Q3 2024
|
Treynor Bancshares, Inc.
|
SELL
|
- |
-3.54K- 22.78% |
$240K - $286K
|
12K
$912K
|
|
|
Oct 24, 2024
Q3 2024
|
Barry Investment Advisors, LLC
|
SELL
|
- |
-3.59K- 37.53% |
$243K - $290K
|
5.97K
$454K
|
|
|
Oct 25, 2024
Q3 2024
|
Hudson Valley Investment Advisors Inc
|
SELL
|
- |
-3.6K- 13.82% |
$244K - $291K
|
22.5K
$1.71M
|
|
|
Nov 12, 2024
Q3 2024
|
Valence8 Us LP
Cambridge, MA |
SELL
|
- |
-3.65K- 6.56% |
$247K - $295K
|
51.9K
$3.95M
|
|
|
Oct 31, 2024
Q3 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-3.7K- 6.47% |
$250K - $299K
|
53.5K
$4.06M
|
|
|
Nov 13, 2024
Q3 2024
|
Brown Advisory Inc
|
SELL
|
- |
-3.73K- 24.37% |
$253K - $302K
|
11.6K
$881K
|
|
|
Nov 12, 2024
Q3 2024
|
Sterling Capital Management LLC
Charlotte, NC |
SELL
|
- |
-3.75K- 69.93% |
$254K - $303K
|
1.61K
$123K
|
|
|
Oct 24, 2024
Q3 2024
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-3.79K- 23.95% |
$256K - $306K
|
12K
$915K
|
|
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-3.84K- 3.02% |
$260K - $310K
|
124K
$9.39M
|
|
|
Nov 07, 2024
Q3 2024
|
Lm Advisors LLC
San Diego, CA |
SELL
|
- |
-3.89K- 11.55% |
$263K - $314K
|
29.8K
$2.26M
|
|
|
Oct 03, 2024
Q3 2024
|
Trust CO
|
SELL
|
- |
-3.98K- 18.33% |
$269K - $322K
|
17.7K
$1.35M
|
|
|
Oct 24, 2024
Q3 2024
|
First Financial Bankshares Inc
Abilene, TX |
SELL
|
- |
-3.99K- 0.65% |
$270K - $323K
|
613K
$46.6M
|
|
|
Nov 13, 2024
Q3 2024
|
Stamos Capital Partners, L.P.
Menlo Park, CA |
SELL
|
- |
-4.31K- 25.09% |
$292K - $348K
|
12.9K
$978K
|
|
|
Oct 21, 2024
Q3 2024
|
Waldron Private Wealth LLC
|
SELL
|
- |
-4.6K- 26.45% |
$311K - $372K
|
12.8K
$972K
|
|
|
Nov 12, 2024
Q3 2024
|
National Bank Of Canada
|
SELL
|
- |
-4.64K- 15.62% |
$314K - $374K
|
25K
$1.9M
|
|
|
Oct 31, 2024
Q3 2024
|
Keybank National Association
|
SELL
|
- |
-4.76K- 11.18% |
$322K - $385K
|
37.8K
$2.88M
|
|
|
Oct 10, 2024
Q3 2024
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
SELL
|
- |
-4.8K- 39.08% |
$324K - $387K
|
7.48K
$568K
|
|
|
Oct 29, 2024
Q3 2024
|
Gfs Advisors, LLC
|
SELL
|
- |
-4.9K- 58.62% |
$331K - $395K
|
3.46K
$263K
|
|
|
Nov 14, 2024
Q3 2024
|
Jefferies Financial Group Inc.
New York, NY |
SELL
|
- |
-4.91K- 27.43% |
$332K - $397K
|
13K
$988K
|
|
|
Oct 15, 2024
Q3 2024
|
Parkside Investments, LLC
|
SELL
|
- |
-5K- 16.67% |
$338K - $404K
|
25K
$1.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Edgestream Partners, L.P.
Princeton, NJ |
SELL
|
- |
-5.26K- 16.48% |
$356K - $425K
|
26.7K
$2.03M
|
|
|
Nov 12, 2024
Q3 2024
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-5.46K- 91.15% |
$369K - $441K
|
530
$40.3K
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
SELL
|
- |
-5.52K- 1.31% |
$374K - $446K
|
415K
$31.6M
|
|
|
Nov 08, 2024
Q3 2024
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
SELL
|
- |
-5.71K- 5.85% |
$386K - $461K
|
91.9K
$6.99M
|