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 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
19.6K+ 15.49% |
$1.33M - $1.58M
|
146K
$11.1M
|
|
|
Nov 08, 2024
Q3 2024
|
Counterweight Ventures, LLC
Wilmington, NC |
BUY
|
- |
18.7KNew |
$1.26M - $1.51M
|
18.7K
$1.42M
|
|
|
Oct 29, 2024
Q3 2024
|
Innealta Capital, LLC
Austin, TX |
BUY
|
- |
18.5K+ 64.75% |
$1.25M - $1.5M
|
47.2K
$3.59M
|
|
|
Oct 03, 2024
Q3 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
18.5K+ 70.2% |
$1.25M - $1.49M
|
44.8K
$3.41M
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
18.2K+ 71.61% |
$1.23M - $1.47M
|
43.6K
$3.32M
|
|
|
Nov 14, 2024
Q3 2024
|
Greenwood Gearhart Inc
Fayetteville, AR |
BUY
|
- |
17.9K+ 9.98% |
$1.21M - $1.45M
|
197K
$15M
|
|
|
Oct 31, 2024
Q3 2024
|
Prudent Investors Network, Inc.
Lake Forest, CA |
BUY
|
- |
17.8K+ 13.31% |
$1.21M - $1.44M
|
152K
$11.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
17.8K+ 23.7% |
$1.2M - $1.43M
|
92.7K
$7.05M
|
|
|
Nov 14, 2024
Q3 2024
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
BUY
|
- |
17.7K+ 54.71% |
$1.2M - $1.43M
|
50K
$3.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Wellington Management Group LLP
Boston, MA |
BUY
|
- |
17.4KNew |
$1.18M - $1.4M
|
17.4K
$1.32M
|
|
|
Nov 07, 2024
Q3 2024
|
Theory Financial LLC
Fort Collins, CO |
BUY
|
- |
17.3K+ 40.89% |
$1.17M - $1.4M
|
59.6K
$4.53M
|
|
|
Nov 13, 2024
Q3 2024
|
Worth Pointe, LLC
La Jolla, CA |
BUY
|
- |
17.3KNew |
$1.17M - $1.4M
|
17.3K
$1.31M
|
|
|
Nov 14, 2024
Q3 2024
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
16.8K+ 54.91% |
$1.14M - $1.36M
|
47.5K
$3.61M
|
|
|
Nov 14, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
16.8K+ 66.7% |
$1.14M - $1.36M
|
42K
$3.19M
|
|
|
Nov 05, 2024
Q3 2024
|
Spirepoint Private Client, LLC
Vero Beach, FL |
BUY
|
- |
16.7K+ 18.45% |
$1.13M - $1.35M
|
107K
$8.13M
|
|
|
Nov 12, 2024
Q3 2024
|
Stone X Group Inc.
|
BUY
|
- |
16.2K+ 117.84% |
$1.1M - $1.31M
|
30K
$2.28M
|
|
|
Oct 23, 2024
Q3 2024
|
Moody Lynn & Lieberson, LLC
|
BUY
|
- |
16KNew |
$1.08M - $1.29M
|
16K
$1.21M
|
|
|
Oct 25, 2024
Q3 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
16K+ 117.38% |
$1.08M - $1.29M
|
29.5K
$2.25M
|
|
|
Oct 24, 2024
Q3 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
15.7K+ 109.03% |
$1.06M - $1.27M
|
30.1K
$2.29M
|
|
|
Nov 13, 2024
Q3 2024
|
Shum Financial Group, Inc.
Alameda, CA |
BUY
|
- |
15.6KNew |
$1.05M - $1.26M
|
15.6K
$1.18M
|
|
|
Nov 14, 2024
Q3 2024
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
15.2KNew |
$1.03M - $1.23M
|
15.2K
$1.16M
|
|
|
Nov 13, 2024
Q3 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
14.7K+ 35.92% |
$991K - $1.18M
|
55.4K
$4.21M
|
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
14.4K+ 11.04% |
$978K - $1.17M
|
145K
$11M
|
|
|
Nov 05, 2024
Q3 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
14.1K+ 51.18% |
$955K - $1.14M
|
41.7K
$3.17M
|
|
|
Nov 14, 2024
Q3 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
13.9K+ 21.15% |
$942K - $1.12M
|
79.7K
$6.06M
|
|
|
Nov 06, 2024
Q3 2024
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
13.8K+ 12.86% |
$934K - $1.12M
|
121K
$9.21M
|
|
|
Nov 14, 2024
Q3 2024
|
Alerus Financial Na
Grand Forks, ND |
BUY
|
- |
13.7K+ 51.01% |
$925K - $1.1M
|
40.5K
$3.08M
|
|
|
Oct 08, 2024
Q3 2024
|
Heritage Wealth Partners, LLC
Dublin, OH |
BUY
|
- |
13KNew |
$882K - $1.05M
|
13K
$991K
|
|
|
Oct 16, 2024
Q3 2024
|
Nottingham Advisors, Inc.
Amherst, NY |
BUY
|
- |
12.9K+ 16.78% |
$876K - $1.05M
|
90.1K
$6.85M
|
|
|
Nov 01, 2024
Q3 2024
|
Primoris Wealth Advisors, LLC
|
BUY
|
- |
12.8K+ 22.47% |
$863K - $1.03M
|
69.5K
$5.28M
|
|
|
Oct 23, 2024
Q3 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
12.7K+ 70.63% |
$863K - $1.03M
|
30.8K
$2.34M
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
12.7K+ 70.48% |
$860K - $1.03M
|
30.8K
$2.34M
|
|
|
Nov 12, 2024
Q3 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
12.6KNew |
$852K - $1.02M
|
12.6K
$957K
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
12.6KNew |
$852K - $1.02M
|
12.6K
$957K
|
|
|
Oct 18, 2024
Q3 2024
|
Stegent Equity Advisors, Inc.
Houston, TX |
BUY
|
- |
12.4KNew |
$841K - $1M
|
12.4K
$944K
|
|
|
Oct 07, 2024
Q3 2024
|
Imz Advisory Inc
Boca Raton, FL |
BUY
|
- |
12.3K+ 39.4% |
$830K - $991K
|
43.4K
$3.3M
|
|
|
Nov 15, 2024
Q3 2024
|
M&T Bank Corp
|
BUY
|
- |
12.2K+ 47.92% |
$822K - $982K
|
37.5K
$2.85M
|
|
|
Oct 16, 2024
Q3 2024
|
Howard Capital Management Group, LLC
|
BUY
|
- |
12K+ 58.62% |
$815K - $973K
|
32.6K
$2.48M
|
|
|
Nov 12, 2024
Q3 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
11.7K+ 279.31% |
$791K - $944K
|
15.9K
$1.21M
|
|
|
Nov 14, 2024
Q3 2024
|
Community Bank, N.A.
|
BUY
|
- |
11.5K+ 126.89% |
$779K - $930K
|
20.6K
$1.56M
|
|
|
Nov 13, 2024
Q3 2024
|
J.Safra Asset Management Corp
|
BUY
|
- |
11.3K+ 2.31% |
$764K - $912K
|
500K
$38M
|
|
|
Nov 04, 2024
Q3 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
11.3K+ 100.69% |
$761K - $909K
|
22.4K
$1.7M
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
11.2K+ 6.27% |
$761K - $909K
|
191K
$14.5M
|
|
|
Oct 18, 2024
Q3 2024
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
11.2K+ 26.72% |
$758K - $905K
|
53.1K
$4.04M
|
|
|
Oct 23, 2024
Q3 2024
|
Cwc Advisors, Llc.
Lake Oswego, OR |
BUY
|
- |
10.8KNew |
$733K - $875K
|
10.8K
$823K
|
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
10.8K+ 6.84% |
$730K - $872K
|
169K
$12.8M
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
10.6K+ 33.21% |
$720K - $859K
|
42.7K
$3.24M
|
|
|
Nov 08, 2024
Q3 2024
|
German American Bancorp, Inc.
Jasper, IN |
BUY
|
- |
10.6K+ 7.44% |
$720K - $859K
|
154K
$11.7M
|
|
|
Dec 13, 2024
Q3 2024
|
Smart Wealth LLC
Omaha, NE |
BUY
|
- |
10.5K+ 55.86% |
$714K - $852K
|
29.4K
$2.24M
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
10.5K+ 15.12% |
$710K - $847K
|
79.8K
$6.07M
|