Purchases and Sales Made in Q4 2023 in Utilities Sector Spdr (XLU)
This table provides information about the institutional ownership of Utilities Sector Spdr (XLU) during Q4 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 15, 2024
Q4 2023
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
175New |
$9.83K - $11.5K
|
175
$13.3K
|
|
|
Jan 10, 2024
Q4 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
163+ 44.05% |
$9.16K - $10.8K
|
533
$40.5K
|
|
|
Feb 07, 2024
Q4 2023
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
160New |
$8.99K - $10.6K
|
160
$12.2K
|
|
|
Jan 24, 2024
Q4 2023
|
Peoples Financial Services Corp.
|
BUY
|
- |
157+ 0.73% |
$8.82K - $10.4K
|
21.7K
$1.65M
|
|
|
Feb 12, 2024
Q4 2023
|
Arrow Financial Corp
|
BUY
|
- |
157+ 1.06% |
$8.82K - $10.4K
|
14.9K
$1.14M
|
|
|
Jan 12, 2024
Q4 2023
|
Stolper CO
|
BUY
|
- |
139+ 1.54% |
$7.81K - $9.17K
|
9.15K
$696K
|
|
|
Feb 09, 2024
Q4 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
136+ 1.94% |
$7.64K - $8.97K
|
7.14K
$542K
|
|
|
Jan 16, 2024
Q4 2023
|
Hbw Advisory Services LLC
|
BUY
|
- |
122+ 2.46% |
$6.86K - $8.05K
|
5.07K
$386K
|
|
|
Jan 19, 2024
Q4 2023
|
Halpern Financial, Inc.
Ashburn, VA |
BUY
|
- |
108New |
$6.07K - $7.12K
|
108
$8.21K
|
|
|
Feb 13, 2024
Q4 2023
|
Fwl Investment Management, LLC
|
BUY
|
- |
107+ 345.16% |
$6.01K - $7.06K
|
138
$10.5K
|
|
|
Feb 06, 2024
Q4 2023
|
Rogco, LP
Claremore, OK |
BUY
|
- |
105New |
$5.9K - $6.93K
|
105
$7.98K
|
|
|
Mar 01, 2024
Q4 2023
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
102New |
$5.73K - $6.73K
|
102
$7.75K
|
|
|
Jan 29, 2024
Q4 2023
|
Kanawha Capital Management LLC
|
BUY
|
- |
100+ 2.73% |
$5.62K - $6.6K
|
3.76K
$286K
|
|
|
Mar 08, 2024
Q4 2023
|
Trust CO Of Vermont
|
BUY
|
- |
100+ 20.0% |
$5.62K - $6.6K
|
600
$45.6K
|
|
|
Feb 14, 2024
Q4 2023
|
Resources Management Corp
West Hartford, CT |
BUY
|
- |
97+ 153.97% |
$5.45K - $6.4K
|
160
$12.2K
|
|
|
Jan 30, 2024
Q4 2023
|
Duncker Streett & CO Inc
|
BUY
|
- |
92New |
$5.17K - $6.07K
|
92
$6.99K
|
|
|
Feb 02, 2024
Q4 2023
|
J.Safra Asset Management Corp
|
BUY
|
- |
92New |
$5.17K - $6.07K
|
92
$6.99K
|
|
|
May 10, 2024
Q4 2023
|
Evernest Financial Advisors, LLC
Carmel, IN |
BUY
|
- |
91+ 1.73% |
$5.11K - $6K
|
5.36K
$407K
|
|
|
Jan 26, 2024
Q4 2023
|
Jmac Enterprises LLC
|
BUY
|
- |
88+ 0.76% |
$4.94K - $5.8K
|
11.6K
$883K
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
86New |
$4.83K - $5.67K
|
86
$6.54K
|
|
|
Feb 15, 2024
Q4 2023
|
Primoris Wealth Advisors, LLC
|
BUY
|
- |
84+ 0.36% |
$4.72K - $5.54K
|
23.6K
$1.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
78+ 0.62% |
$4.38K - $5.14K
|
12.7K
$966K
|
|
|
Feb 09, 2024
Q4 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
76+ 5.29% |
$4.27K - $5.01K
|
1.51K
$115K
|
|
|
Jan 24, 2024
Q4 2023
|
Avitas Wealth Management LLC
|
BUY
|
- |
73+ 1.02% |
$4.1K - $4.82K
|
7.26K
$551K
|
|
|
Feb 01, 2024
Q4 2023
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
71+ 0.59% |
$3.99K - $4.68K
|
12.1K
$918K
|
|
|
Feb 12, 2024
Q4 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
71+ 22.12% |
$3.99K - $4.68K
|
392
$29.8K
|
|
|
Jan 05, 2024
Q4 2023
|
Pacifica Partners Inc.
|
BUY
|
- |
66+ 1.62% |
$3.71K - $4.35K
|
4.14K
$314K
|
|
|
Jan 30, 2024
Q4 2023
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
65+ 0.79% |
$3.65K - $4.29K
|
8.33K
$633K
|
|
|
Jan 26, 2024
Q4 2023
|
Sandy Spring Bank
|
BUY
|
- |
57+ 0.07% |
$3.2K - $3.76K
|
77.3K
$5.87M
|
|
|
Feb 14, 2024
Q4 2023
|
Resources Management Corp
West Hartford, CT |
BUY
|
- |
53+ 530.0% |
$2.98K - $3.5K
|
63
$4.79K
|
|
|
Feb 14, 2024
Q4 2023
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
51+ 0.55% |
$2.87K - $3.36K
|
9.38K
$713K
|
|
|
Apr 22, 2024
Q4 2023
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
50New |
$2.81K - $3.3K
|
50
$3.8K
|
|
|
Jan 23, 2024
Q4 2023
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
48+ 0.65% |
$2.7K - $3.17K
|
7.45K
$566K
|
|
|
Jan 18, 2024
Q4 2023
|
Evanson Asset Management, LLC
|
BUY
|
- |
47+ 0.51% |
$2.64K - $3.1K
|
9.2K
$699K
|
|
|
Jan 25, 2024
Q4 2023
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
46New |
$2.58K - $3.03K
|
46
$3.5K
|
|
|
Jan 18, 2024
Q4 2023
|
Ellsworth Advisors, LLC
|
BUY
|
- |
42+ 0.97% |
$2.36K - $2.77K
|
4.38K
$333K
|
|
|
Jan 24, 2024
Q4 2023
|
Grimes & Company, Inc.
|
BUY
|
- |
41+ 0.72% |
$2.3K - $2.7K
|
5.7K
$433K
|
|
|
Feb 01, 2024
Q4 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
39+ 0.02% |
$2.19K - $2.57K
|
204K
$15.5M
|
|
|
Jan 10, 2024
Q4 2023
|
Taylor & Morgan Wealth Management, LLC
|
BUY
|
- |
38+ 0.96% |
$2.14K - $2.51K
|
3.99K
$304K
|
|
|
Feb 05, 2024
Q4 2023
|
Mc Adam, LLC
|
BUY
|
- |
38+ 0.42% |
$2.14K - $2.51K
|
8.99K
$683K
|
|
|
Feb 14, 2024
Q4 2023
|
Ars Investment Partners, LLC
|
BUY
|
- |
37+ 0.86% |
$2.08K - $2.44K
|
4.33K
$329K
|
|
|
Jan 09, 2024
Q4 2023
|
Windsor Capital Management, LLC
|
BUY
|
- |
35+ 0.41% |
$1.97K - $2.31K
|
8.55K
$650K
|
|
|
Feb 05, 2024
Q4 2023
|
Lcm Capital Management Inc
|
BUY
|
- |
34+ 0.09% |
$1.91K - $2.24K
|
36K
$2.73M
|
|
|
Feb 09, 2024
Q4 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
32+ 0.59% |
$1.8K - $2.11K
|
5.48K
$416K
|
|
|
Feb 07, 2024
Q4 2023
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
BUY
|
- |
30+ 0.15% |
$1.69K - $1.98K
|
20.7K
$1.57M
|
|
|
Jan 09, 2024
Q4 2023
|
David J Yvars Group
|
BUY
|
- |
28+ 0.25% |
$1.57K - $1.85K
|
11.3K
$855K
|
|
|
Mar 01, 2024
Q4 2023
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
28New |
$1.57K - $1.85K
|
28
$2.13K
|
|
|
Jan 23, 2024
Q4 2023
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
27+ 21.26% |
$1.52K - $1.78K
|
154
$11.7K
|
|
|
Jan 24, 2024
Q4 2023
|
Gfs Advisors, LLC
|
BUY
|
- |
26+ 0.47% |
$1.46K - $1.71K
|
5.61K
$426K
|
|
|
Feb 15, 2024
Q4 2023
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
23+ 0.47% |
$1.29K - $1.52K
|
4.95K
$376K
|