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 06, 2024
Q4 2023
|
Centric Wealth Management
|
BUY
|
- |
5.49KNew |
$309K - $362K
|
5.49K
$418K
|
|
|
Feb 05, 2024
Q4 2023
|
Steele Capital Management, Inc.
Dubuque, IA |
BUY
|
- |
5.45KNew |
$306K - $359K
|
5.45K
$414K
|
|
|
Jan 23, 2024
Q4 2023
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
BUY
|
- |
5.39K+ 8.86% |
$303K - $356K
|
66.3K
$5.04M
|
|
|
Jan 11, 2024
Q4 2023
|
Orrstown Financial Services Inc
Shippensburg, PA |
BUY
|
- |
5.28KNew |
$296K - $348K
|
5.28K
$401K
|
|
|
Jan 08, 2024
Q4 2023
|
Country Trust Bank
|
BUY
|
- |
5.2K+ 1114.35% |
$292K - $343K
|
5.67K
$431K
|
|
|
Feb 12, 2024
Q4 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
5.2K+ 7.67% |
$292K - $343K
|
73K
$5.55M
|
|
|
Jan 30, 2024
Q4 2023
|
Marietta Wealth Management, LLC
|
BUY
|
- |
5.14KNew |
$289K - $339K
|
5.14K
$391K
|
|
|
Feb 09, 2024
Q4 2023
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
5.13K+ 20.13% |
$288K - $338K
|
30.6K
$2.33M
|
|
|
Jan 12, 2024
Q4 2023
|
Westside Investment Management, Inc.
|
BUY
|
- |
5.08K+ 56.58% |
$285K - $335K
|
14K
$1.07M
|
|
|
Jan 12, 2024
Q4 2023
|
Cox Capital Mgt LLC
|
BUY
|
- |
5.07KNew |
$285K - $334K
|
5.07K
$385K
|
|
|
Feb 12, 2024
Q4 2023
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
5K+ 52.59% |
$281K - $329K
|
14.5K
$1.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Okabena Investment Services Inc
Minneapolis, MN |
BUY
|
- |
5KNew |
$281K - $329K
|
5K
$380K
|
|
|
Feb 13, 2024
Q4 2023
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
4.85KNew |
$272K - $320K
|
4.85K
$369K
|
|
|
Feb 07, 2024
Q4 2023
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
4.82K+ 3.41% |
$271K - $318K
|
146K
$11.1M
|
|
|
Jan 29, 2024
Q4 2023
|
S. R. Schill & Associates
Mercer Island, WA |
BUY
|
- |
4.82K+ 9.06% |
$271K - $318K
|
58K
$4.41M
|
|
|
Feb 05, 2024
Q4 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
4.82KNew |
$271K - $318K
|
4.82K
$366K
|
|
|
Feb 14, 2024
Q4 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
4.61K+ 128.48% |
$259K - $304K
|
8.2K
$623K
|
|
|
Jan 29, 2024
Q4 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
4.58K+ 118.94% |
$258K - $302K
|
8.44K
$642K
|
|
|
Mar 15, 2024
Q4 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
4.58K+ 7.23% |
$257K - $302K
|
67.9K
$5.16M
|
|
|
Jan 30, 2024
Q4 2023
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
BUY
|
- |
4.57KNew |
$257K - $301K
|
4.57K
$347K
|
|
|
Feb 09, 2024
Q4 2023
|
L.M. Kohn & Company
|
BUY
|
- |
4.53K+ 36.28% |
$255K - $299K
|
17K
$1.29M
|
|
|
Jan 31, 2024
Q4 2023
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
4.53K+ 31.49% |
$255K - $299K
|
18.9K
$1.44M
|
|
|
Jan 22, 2024
Q4 2023
|
Welch Group, LLC
|
BUY
|
- |
4.5KNew |
$253K - $297K
|
4.5K
$342K
|
|
|
Jan 24, 2024
Q4 2023
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
4.45KNew |
$250K - $294K
|
4.45K
$339K
|
|
|
Jan 26, 2024
Q4 2023
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
4.39K+ 30.96% |
$247K - $290K
|
18.6K
$1.41M
|
|
|
Feb 13, 2024
Q4 2023
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
4.33K+ 20.3% |
$243K - $286K
|
25.7K
$1.95M
|
|
|
Feb 13, 2024
Q4 2023
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
4.31KNew |
$242K - $284K
|
4.31K
$328K
|
|
|
Jan 22, 2024
Q4 2023
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
4.3K+ 47.52% |
$242K - $284K
|
13.4K
$1.02M
|
|
|
Feb 14, 2024
Q4 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
4.24K+ 7.9% |
$238K - $280K
|
57.9K
$4.4M
|
|
|
Jan 29, 2024
Q4 2023
|
Wealth Effects LLC
|
BUY
|
- |
4.22KNew |
$237K - $278K
|
4.22K
$321K
|
|
|
Jan 10, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
4.22KNew |
$237K - $278K
|
4.22K
$320K
|
|
|
Jan 26, 2024
Q4 2023
|
Dearborn Partners LLC
|
BUY
|
- |
4.14KNew |
$232K - $273K
|
4.14K
$315K
|
|
|
Jan 29, 2024
Q4 2023
|
Graypoint LLC
|
BUY
|
- |
4.13K+ 3.85% |
$232K - $272K
|
111K
$8.47M
|
|
|
Jul 31, 2024
Q4 2023
|
First American Bank
Dundee, IL |
BUY
|
- |
4.11KNew |
$231K - $271K
|
4.11K
$312K
|
|
|
Jan 08, 2024
Q4 2023
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
4.09KNew |
$230K - $270K
|
4.09K
$311K
|
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
4.02K+ 73.55% |
$226K - $265K
|
9.49K
$722K
|
|
|
Feb 13, 2024
Q4 2023
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
BUY
|
- |
3.99KNew |
$224K - $263K
|
3.99K
$304K
|
|
|
Aug 08, 2024
Q4 2023
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
BUY
|
- |
3.96KNew |
$222K - $261K
|
3.96K
$301K
|
|
|
Feb 14, 2024
Q4 2023
|
Df Dent & CO Inc
Baltimore, MD |
BUY
|
- |
3.95KNew |
$222K - $261K
|
3.95K
$300K
|
|
|
Feb 01, 2024
Q4 2023
|
Adviser Investments LLC
|
BUY
|
- |
3.94K+ 44.24% |
$221K - $260K
|
12.8K
$976K
|
|
|
Jan 30, 2024
Q4 2023
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
3.94KNew |
$221K - $260K
|
3.94K
$299K
|
|
|
Jan 29, 2024
Q4 2023
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
3.9K+ 58.73% |
$219K - $257K
|
10.5K
$802K
|
|
|
Feb 06, 2024
Q4 2023
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
3.9KNew |
$219K - $257K
|
3.9K
$297K
|
|
|
Jan 29, 2024
Q4 2023
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
3.81KNew |
$214K - $251K
|
3.81K
$290K
|
|
|
Feb 07, 2024
Q4 2023
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
3.79KNew |
$213K - $250K
|
3.79K
$288K
|
|
|
Jan 29, 2024
Q4 2023
|
Simplicity Wealth,Llc
|
BUY
|
- |
3.78KNew |
$212K - $249K
|
3.78K
$287K
|
|
|
Jan 17, 2024
Q4 2023
|
Signal Point Asset Management, LLC
|
BUY
|
- |
3.78KNew |
$212K - $249K
|
3.78K
$287K
|
|
|
Feb 05, 2024
Q4 2023
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
3.76KNew |
$211K - $248K
|
3.76K
$286K
|
|
|
Jan 02, 2024
Q4 2023
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
3.74K+ 377.6% |
$210K - $247K
|
4.73K
$360K
|
|
|
Jan 30, 2024
Q4 2023
|
Guidance Capital, Inc
Lousville, KY |
BUY
|
- |
3.72KNew |
$209K - $245K
|
3.72K
$283K
|