Purchases and Sales Made in Q1 2024 in Utilities Sector Spdr (XLU)
This table provides information about the institutional ownership of Utilities Sector Spdr (XLU) during Q1 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 |
|---|---|---|---|---|---|---|---|
|
Jul 17, 2024
Q1 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
101+ 30.98% |
$6.05K - $6.63K
|
427
$33.3K
|
|
|
Apr 17, 2024
Q1 2024
|
D.B. Root & Company, LLC
|
BUY
|
- |
100+ 1.86% |
$6K - $6.57K
|
5.47K
$427K
|
|
|
May 14, 2024
Q1 2024
|
Merriman Wealth Management, LLC
|
BUY
|
- |
100+ 2.38% |
$6K - $6.57K
|
4.29K
$335K
|
|
|
May 06, 2024
Q1 2024
|
Kades & Cheifetz LLC
Berwyn, PA |
BUY
|
- |
98+ 1.25% |
$5.88K - $6.43K
|
7.91K
$617K
|
|
|
May 14, 2024
Q1 2024
|
Lokken Investment Group LLC
|
BUY
|
- |
98+ 0.89% |
$5.88K - $6.43K
|
11.1K
$866K
|
|
|
Apr 18, 2024
Q1 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
93+ 72.09% |
$5.58K - $6.11K
|
222
$17.3K
|
|
|
Apr 30, 2024
Q1 2024
|
Jmac Enterprises LLC
|
BUY
|
- |
91+ 0.78% |
$5.46K - $5.97K
|
11.7K
$913K
|
|
|
May 17, 2024
Q1 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
91+ 0.52% |
$5.46K - $5.97K
|
17.6K
$1.38M
|
|
|
May 10, 2024
Q1 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
91+ 1300.0% |
$5.46K - $5.97K
|
98
$7.64K
|
|
|
May 06, 2024
Q1 2024
|
Amg National Trust Bank
|
BUY
|
- |
90+ 0.35% |
$5.4K - $5.91K
|
25.7K
$2.01M
|
|
|
May 02, 2024
Q1 2024
|
Solutions 4 Wealth, LTD
Southlake, TX |
BUY
|
- |
87+ 0.71% |
$5.22K - $5.71K
|
12.4K
$968K
|
|
|
May 09, 2024
Q1 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
85+ 53.13% |
$5.1K - $5.58K
|
245
$19.1K
|
|
|
May 13, 2024
Q1 2024
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
82+ 4.47% |
$4.92K - $5.38K
|
1.92K
$150K
|
|
|
Apr 29, 2024
Q1 2024
|
Kanawha Capital Management LLC
|
BUY
|
- |
80+ 2.13% |
$4.8K - $5.25K
|
3.84K
$300K
|
|
|
May 13, 2024
Q1 2024
|
Eukles Asset Management
|
BUY
|
- |
78New |
$4.68K - $5.12K
|
78
$6.08K
|
|
|
Aug 08, 2024
Q1 2024
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
BUY
|
- |
77+ 1.95% |
$4.62K - $5.06K
|
4.03K
$315K
|
|
|
May 08, 2024
Q1 2024
|
Camelot Technology Advisors, Inc.
San Francisco, CA |
BUY
|
- |
73+ 0.88% |
$4.38K - $4.79K
|
8.41K
$656K
|
|
|
May 15, 2024
Q1 2024
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
BUY
|
- |
70+ 29.17% |
$4.2K - $4.6K
|
310
$24.2K
|
|
|
Aug 16, 2024
Q1 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
70+ 6.76% |
$4.2K - $4.6K
|
1.11K
$86.3K
|
|
|
May 13, 2024
Q1 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
69+ 138.0% |
$4.14K - $4.53K
|
119
$9.28K
|
|
|
May 14, 2024
Q1 2024
|
One Charles Private Wealth Services, LLC
|
BUY
|
- |
69+ 0.93% |
$4.14K - $4.53K
|
7.53K
$587K
|
|
|
May 02, 2024
Q1 2024
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
67+ 1.83% |
$4.02K - $4.4K
|
3.72K
$290K
|
|
|
Aug 06, 2024
Q1 2024
|
Hantz Financial Services, Inc.
|
BUY
|
- |
67+ 394.12% |
$4.02K - $4.4K
|
84
$6.55K
|
|
|
Apr 30, 2024
Q1 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
66+ 11.81% |
$3.96K - $4.33K
|
625
$48.8K
|
|
|
May 29, 2024
Q1 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
57New |
$3.42K - $3.74K
|
57
$4.45K
|
|
|
May 13, 2024
Q1 2024
|
White Pine Capital LLC
Golden Valley, MN |
BUY
|
- |
55+ 0.63% |
$3.3K - $3.61K
|
8.78K
$685K
|
|
|
May 06, 2024
Q1 2024
|
Lcm Capital Management Inc
|
BUY
|
- |
55+ 0.15% |
$3.3K - $3.61K
|
36K
$2.81M
|
|
|
Apr 15, 2024
Q1 2024
|
E Rn Financial, LLC
|
BUY
|
- |
55+ 0.64% |
$3.3K - $3.61K
|
8.67K
$676K
|
|
|
Aug 13, 2024
Q1 2024
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
53+ 0.66% |
$3.18K - $3.48K
|
8.05K
$628K
|
|
|
Apr 19, 2024
Q1 2024
|
Accel Wealth Management
|
BUY
|
- |
52+ 0.36% |
$3.12K - $3.41K
|
14.6K
$1.14M
|
|
|
Apr 29, 2024
Q1 2024
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
50+ 1.09% |
$3K - $3.28K
|
4.63K
$361K
|
|
|
May 06, 2024
Q1 2024
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
50+ 100.0% |
$3K - $3.28K
|
100
$7.8K
|
|
|
Apr 22, 2024
Q1 2024
|
4 J Wealth Management LLC
|
BUY
|
- |
46+ 0.39% |
$2.76K - $3.02K
|
12K
$935K
|
|
|
May 06, 2024
Q1 2024
|
Nvwm, LLC
|
BUY
|
- |
45+ 0.61% |
$2.7K - $2.95K
|
7.38K
$576K
|
|
|
May 13, 2024
Q1 2024
|
Fwl Investment Management, LLC
|
BUY
|
- |
40+ 28.99% |
$2.4K - $2.63K
|
178
$13.9K
|
|
|
Apr 17, 2024
Q1 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
37+ 0.65% |
$2.22K - $2.43K
|
5.74K
$448K
|
|
|
Apr 08, 2024
Q1 2024
|
Tompkins Financial Corp
|
BUY
|
- |
35New |
$2.1K - $2.3K
|
35
$2.73K
|
|
|
Apr 11, 2024
Q1 2024
|
David J Yvars Group
|
BUY
|
- |
35+ 0.31% |
$2.1K - $2.3K
|
11.3K
$881K
|
|
|
Apr 15, 2024
Q1 2024
|
Ellsworth Advisors, LLC
|
BUY
|
- |
35+ 0.8% |
$2.1K - $2.3K
|
4.41K
$344K
|
|
|
Apr 15, 2024
Q1 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
33New |
$1.98K - $2.17K
|
33
$2.57K
|
|
|
Apr 15, 2024
Q1 2024
|
Taylor & Morgan Wealth Management, LLC
|
BUY
|
- |
32+ 0.8% |
$1.92K - $2.1K
|
4.03K
$314K
|
|
|
Apr 22, 2024
Q1 2024
|
Byrne Asset Management LLC
|
BUY
|
- |
32+ 8.08% |
$1.92K - $2.1K
|
428
$33.4K
|
|
|
May 02, 2024
Q1 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
28New |
$1.68K - $1.84K
|
28
$2.18K
|
|
|
Apr 29, 2024
Q1 2024
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
26+ 0.3% |
$1.56K - $1.71K
|
8.71K
$679K
|
|
|
May 06, 2024
Q1 2024
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
26+ 0.41% |
$1.56K - $1.71K
|
6.3K
$491K
|
|
|
Jul 09, 2024
Q1 2024
|
Rockingstone Advisors LLC
Great Barrington, MA |
BUY
|
- |
21+ 0.27% |
$1.26K - $1.38K
|
7.78K
$607K
|
|
|
May 03, 2024
Q1 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
20+ 0.15% |
$1.2K - $1.31K
|
13.7K
$1.07M
|
|
|
May 02, 2024
Q1 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
20+ 0.82% |
$1.2K - $1.31K
|
2.47K
$193K
|
|
|
May 03, 2024
Q1 2024
|
Mont Vue Capital Management, Inc.
Lynchburg, VA |
BUY
|
- |
18+ 0.18% |
$1.08K - $1.18K
|
9.85K
$769K
|
|
|
Apr 23, 2024
Q1 2024
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
17New |
$1.02K - $1.12K
|
17
$1.33K
|