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 09, 2024
Q3 2024
|
Ferguson Shapiro LLC
|
BUY
|
- |
10.4KNew |
$702K - $838K
|
10.4K
$789K
|
|
|
Nov 13, 2024
Q3 2024
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
BUY
|
- |
10.4K+ 4.33% |
$701K - $837K
|
250K
$19M
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
BUY
|
- |
10.1K+ 14.06% |
$684K - $816K
|
82K
$6.23M
|
|
|
Oct 04, 2024
Q3 2024
|
Mirador Capital Partners LP
|
BUY
|
- |
9.94KNew |
$673K - $803K
|
9.94K
$756K
|
|
|
Nov 05, 2024
Q3 2024
|
Sumitomo Mitsui Trust Holdings, Inc.
|
BUY
|
- |
9.84K+ 34.04% |
$666K - $795K
|
38.7K
$2.94M
|
|
|
Oct 07, 2024
Q3 2024
|
Axiom Advisory, LLC
San Diego, CA |
BUY
|
- |
9.75K+ 103.17% |
$660K - $788K
|
19.2K
$1.46M
|
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
9.6K+ 9.03% |
$649K - $775K
|
116K
$8.81M
|
|
|
Nov 06, 2024
Q3 2024
|
Meridian Investment Counsel Inc.
Lafayette, CA |
BUY
|
- |
9.33K+ 17.22% |
$631K - $753K
|
63.5K
$4.83M
|
|
|
Oct 04, 2024
Q3 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
9.27K+ 66.67% |
$627K - $749K
|
23.2K
$1.76M
|
|
|
Nov 14, 2024
Q3 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
9.22K+ 9.0% |
$624K - $745K
|
112K
$8.49M
|
|
|
Oct 24, 2024
Q3 2024
|
Lunt Capital Management, Inc.
Holladay, UT |
BUY
|
- |
8.66KNew |
$586K - $699K
|
8.66K
$658K
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
BUY
|
- |
8.61K+ 0.5% |
$582K - $695K
|
1.73M
$131M
|
|
|
Nov 14, 2024
Q3 2024
|
Gateway Advisory, LLC
Westfield, NJ |
BUY
|
- |
8.57K+ 3.56% |
$580K - $693K
|
250K
$19M
|
|
|
Nov 13, 2024
Q3 2024
|
David R. Rahn & Associates Inc.
|
BUY
|
- |
8.51K+ 8.07% |
$576K - $687K
|
114K
$8.66M
|
|
|
Oct 30, 2024
Q3 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
8.46K+ 16.94% |
$572K - $683K
|
58.4K
$4.44M
|
|
|
Nov 12, 2024
Q3 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
8.44K+ 167.51% |
$571K - $682K
|
13.5K
$1.02M
|
|
|
Nov 12, 2024
Q3 2024
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
8.4KNew |
$568K - $679K
|
8.4K
$639K
|
|
|
Nov 13, 2024
Q3 2024
|
Polymer Capital Management (Hk) LTD
Hong Kong, K3 |
BUY
|
- |
8.38KNew |
$567K - $677K
|
8.38K
$637K
|
|
|
Oct 09, 2024
Q3 2024
|
Moller Financial Services
|
BUY
|
- |
8.26KNew |
$559K - $667K
|
8.26K
$628K
|
|
|
Oct 15, 2024
Q3 2024
|
Vontobel Holding Ltd.
|
BUY
|
- |
8.21K+ 170.79% |
$556K - $663K
|
13K
$990K
|
|
|
Oct 24, 2024
Q3 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
8.19K+ 116.35% |
$554K - $662K
|
15.2K
$1.16M
|
|
|
Oct 23, 2024
Q3 2024
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
8.18KNew |
$554K - $661K
|
8.18K
$622K
|
|
|
Oct 21, 2024
Q3 2024
|
Evernest Financial Advisors, LLC
Carmel, IN |
BUY
|
- |
8.13K+ 135.19% |
$550K - $656K
|
14.1K
$1.07M
|
|
|
Nov 13, 2024
Q3 2024
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
8.12K+ 175.31% |
$550K - $656K
|
12.8K
$970K
|
|
|
Oct 22, 2024
Q3 2024
|
Saxony Capital Management, LLC
St. Louis, MO |
BUY
|
- |
8.04KNew |
$544K - $649K
|
8.04K
$611K
|
|
|
Nov 12, 2024
Q3 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
7.97K+ 83.73% |
$540K - $644K
|
17.5K
$1.33M
|
|
|
Nov 14, 2024
Q3 2024
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
7.84KNew |
$531K - $634K
|
7.84K
$596K
|
|
|
Nov 07, 2024
Q3 2024
|
Mai Capital Management
|
BUY
|
- |
7.82K+ 6.69% |
$529K - $632K
|
125K
$9.48M
|
|
|
Nov 14, 2024
Q3 2024
|
Concentric Capital Strategies, LP
Stamford, CT |
BUY
|
- |
7.6K+ 10.55% |
$514K - $614K
|
79.7K
$6.06M
|
|
|
Nov 14, 2024
Q3 2024
|
Fox Hill Wealth Management
Dedham, MA |
BUY
|
- |
7.49K+ 37.69% |
$507K - $605K
|
27.4K
$2.08M
|
|
|
Nov 06, 2024
Q3 2024
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
BUY
|
- |
7.39KNew |
$500K - $597K
|
7.39K
$562K
|
|
|
Nov 12, 2024
Q3 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
7.24K+ 14.79% |
$490K - $584K
|
56.1K
$4.27M
|
|
|
Oct 24, 2024
Q3 2024
|
Custom Index Systems, LLC
New York, NY |
BUY
|
- |
7.15KNew |
$484K - $578K
|
7.15K
$544K
|
|
|
Nov 12, 2024
Q3 2024
|
Basso Capital Management, L.P.
Stamford, CT |
BUY
|
- |
7.05KNew |
$477K - $569K
|
7.05K
$536K
|
|
|
Oct 11, 2024
Q3 2024
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
7KNew |
$474K - $565K
|
7K
$532K
|
|
|
Nov 12, 2024
Q3 2024
|
Adapt Wealth Advisors, LLC
Atlanta, GA |
BUY
|
- |
6.92K+ 8.77% |
$468K - $559K
|
85.8K
$6.52M
|
|
|
Nov 14, 2024
Q3 2024
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
BUY
|
- |
6.88K+ 201.23% |
$465K - $555K
|
10.3K
$783K
|
|
|
Nov 13, 2024
Q3 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
6.75K+ 56.31% |
$457K - $545K
|
18.7K
$1.42M
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
6.74K+ 20.22% |
$456K - $545K
|
40.1K
$3.05M
|
|
|
Nov 07, 2024
Q3 2024
|
Lmr Partners LLP
London, X0 |
BUY
|
- |
6.74KNew |
$456K - $544K
|
6.74K
$512K
|
|
|
Nov 12, 2024
Q3 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
6.63K+ 12.8% |
$448K - $535K
|
58.4K
$4.44M
|
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
BUY
|
- |
6.61K+ 97.58% |
$447K - $534K
|
13.4K
$1.02M
|
|
|
Nov 08, 2024
Q3 2024
|
Westover Capital Advisors, LLC
Wilmington, DE |
BUY
|
- |
6.6KNew |
$447K - $533K
|
6.6K
$502K
|
|
|
Oct 16, 2024
Q3 2024
|
Gruss & Co., LLC
|
BUY
|
- |
6.5KNew |
$440K - $525K
|
6.5K
$494K
|
|
|
Oct 15, 2024
Q3 2024
|
Accel Wealth Management
|
BUY
|
- |
6.43K+ 45.39% |
$435K - $519K
|
20.6K
$1.56M
|
|
|
Nov 12, 2024
Q3 2024
|
Power Wealth Management LLC
Roswell, GA |
BUY
|
- |
6.39K+ 7.59% |
$432K - $516K
|
90.6K
$6.89M
|
|
|
Oct 21, 2024
Q3 2024
|
Oakworth Capital, Inc.
|
BUY
|
- |
6.37K+ 878.34% |
$431K - $514K
|
7.09K
$539K
|
|
|
Nov 04, 2024
Q3 2024
|
Kaizen Financial Strategies
|
BUY
|
- |
6.34KNew |
$429K - $512K
|
6.34K
$482K
|
|
|
Oct 21, 2024
Q3 2024
|
Venture Visionary Partners LLC
|
BUY
|
- |
6.29K+ 43.19% |
$426K - $508K
|
20.8K
$1.58M
|
|
|
Nov 06, 2024
Q3 2024
|
Wespac Advisors So Cal, LLC
|
BUY
|
- |
6.23K+ 34.3% |
$421K - $503K
|
24.4K
$1.85M
|