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 |
|---|---|---|---|---|---|---|---|
|
May 14, 2024
Q1 2024
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
10New |
$600 - $657
|
10
$765
|
|
|
Apr 29, 2024
Q1 2024
|
Townsend Asset Management Corp
|
BUY
|
- |
5+ 0.31% |
$300 - $328
|
1.61K
$123K
|
|
|
Apr 17, 2024
Q1 2024
|
Atticus Wealth Management, LLC
|
BUY
|
- |
3+ 0.16% |
$180 - $197
|
1.91K
$146K
|
|
|
May 14, 2024
Q1 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
3+ 0.12% |
$180 - $197
|
2.41K
$184K
|
|
|
Apr 24, 2024
Q1 2024
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
3+ 0.27% |
$180 - $197
|
1.12K
$85.4K
|
|
|
Apr 12, 2024
Q1 2024
|
First Premier Bank
|
BUY
|
- |
3+ 8.33% |
$180 - $197
|
39
$2.98K
|
|
|
May 10, 2024
Q1 2024
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
2+ 0.99% |
$120 - $131
|
204
$15.6K
|
|
|
May 07, 2024
Q1 2024
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
2+ 0.6% |
$120 - $131
|
336
$25.7K
|
|
|
Apr 16, 2024
Q1 2024
|
Nova Point Capital, LLC
|
BUY
|
- |
2+ 0.03% |
$120 - $131
|
5.72K
$437K
|
|
|
Apr 18, 2024
Q1 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
2+ 0.01% |
$120 - $131
|
17.8K
$1.36M
|
|
|
Apr 10, 2024
Q1 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
2+ 0.85% |
$120 - $131
|
238
$18.2K
|
|
|
May 14, 2024
Q1 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
1+ 0.61% |
$60 - $65.7
|
165
$12.6K
|
|
|
Apr 17, 2024
Q1 2024
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
1+ 0.65% |
$60 - $65.7
|
155
$11.9K
|
|
|
Apr 17, 2024
Q1 2024
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
1+ 0.03% |
$60 - $65.7
|
3.81K
$291K
|
|
|
Apr 09, 2024
Q1 2024
|
Rise Advisors, LLC
|
BUY
|
- |
1+ 0.97% |
$60 - $65.7
|
104
$7.95K
|
|
|
Apr 15, 2024
Q1 2024
|
Goal Vest Advisory LLC
|
BUY
|
- |
1+ 0.58% |
$60 - $65.7
|
172
$13.2K
|
|
|
May 08, 2024
Q1 2024
|
New Square Capital LLC
|
BUY
|
- |
1New |
$60 - $65.7
|
1
$76.5
|
|
|
May 15, 2024
Q1 2024
|
Innealta Capital, LLC
Austin, TX |
BUY
|
- |
1+ 0.0% |
$60 - $65.7
|
32.7K
$2.5M
|
|
|
May 02, 2024
Q1 2024
|
Ars Investment Partners, LLC
|
SELL
|
- |
-2- 0.05% |
$120 - $131
|
4.33K
$331K
|
|
|
Apr 18, 2024
Q1 2024
|
Nvest Financial, LLC
|
SELL
|
- |
-7- 0.05% |
$420 - $460
|
15.1K
$1.16M
|
|
|
Apr 10, 2024
Q1 2024
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-20- 0.43% |
$1.2K - $1.31K
|
4.63K
$354K
|
|
|
May 10, 2024
Q1 2024
|
Covestor LTD
Boston, MA |
SELL
|
- |
-20- 20.41% |
$1.2K - $1.31K
|
78
$5.97K
|
|
|
Apr 25, 2024
Q1 2024
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-20- 0.43% |
$1.2K - $1.31K
|
4.64K
$355K
|
|
|
May 06, 2024
Q1 2024
|
Addison Advisors LLC
|
SELL
|
- |
-22- 2.32% |
$1.32K - $1.44K
|
927
$70.9K
|
|
|
Apr 30, 2024
Q1 2024
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-25- -0.0% |
$1.5K - $1.64K
|
4.05M
$309M
|
|
|
Apr 30, 2024
Q1 2024
|
Braun Stacey Associates Inc
|
SELL
|
- |
-25- 0.79% |
$1.5K - $1.64K
|
3.15K
$241K
|
|
|
May 01, 2024
Q1 2024
|
Mitchell Mcleod Pugh & Williams Inc
|
SELL
|
- |
-26- 0.55% |
$1.56K - $1.71K
|
4.74K
$363K
|
|
|
Apr 29, 2024
Q1 2024
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-27- 6.24% |
$1.62K - $1.77K
|
406
$31.1K
|
|
|
May 13, 2024
Q1 2024
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-32- 0.58% |
$1.92K - $2.1K
|
5.45K
$416K
|
|
|
Apr 23, 2024
Q1 2024
|
Gradient Investments LLC
|
SELL
|
- |
-33- 6.23% |
$1.98K - $2.17K
|
497
$38K
|
|
|
Apr 24, 2024
Q1 2024
|
Telos Capital Management, Inc.
|
SELL
|
- |
-34- 0.26% |
$2.04K - $2.23K
|
13.2K
$1.01M
|
|
|
May 10, 2024
Q1 2024
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
SELL
|
- |
-35- 0.48% |
$2.1K - $2.3K
|
7.24K
$554K
|
|
|
May 01, 2024
Q1 2024
|
James Investment Research Inc
|
SELL
|
- |
-36- 0.62% |
$2.16K - $2.36K
|
5.78K
$442K
|
|
|
May 14, 2024
Q1 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-36- 2.38% |
$2.16K - $2.36K
|
1.48K
$113K
|
|
|
May 10, 2024
Q1 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-37- 0.77% |
$2.22K - $2.43K
|
4.79K
$366K
|
|
|
May 09, 2024
Q1 2024
|
Cypress Capital Management LLC (Wy)
|
SELL
|
- |
-39- 0.39% |
$2.34K - $2.56K
|
9.92K
$759K
|
|
|
Apr 22, 2024
Q1 2024
|
American Financial Advisors, LLC
|
SELL
|
- |
-42- 0.75% |
$2.52K - $2.76K
|
5.52K
$422K
|
|
|
Apr 19, 2024
Q1 2024
|
Horizon Bancorp Inc /In/
Michigan City, IN |
SELL
|
- |
-43- 2.12% |
$2.58K - $2.82K
|
1.98K
$152K
|
|
|
May 07, 2024
Q1 2024
|
Tranquility Partners, LLC
|
SELL
|
- |
-45- 0.46% |
$2.7K - $2.95K
|
9.78K
$748K
|
|
|
May 15, 2024
Q1 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-50- 0.14% |
$3K - $3.28K
|
34.8K
$2.66M
|
|
|
May 06, 2024
Q1 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
SELL
|
- |
-50- 73.53% |
$3K - $3.28K
|
18
$1.38K
|
|
|
May 15, 2024
Q1 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-50- 0.43% |
$3K - $3.28K
|
11.5K
$882K
|
|
|
May 15, 2024
Q1 2024
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-50- 1.86% |
$3K - $3.28K
|
2.64K
$202K
|
|
|
May 02, 2024
Q1 2024
|
Paradigm, Strategies In Wealth Management, LLC
|
SELL
|
- |
-56- 0.76% |
$3.36K - $3.68K
|
7.27K
$556K
|
|
|
Apr 11, 2024
Q1 2024
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
SELL
|
- |
-61- 0.57% |
$3.66K - $4K
|
10.6K
$812K
|
|
|
May 08, 2024
Q1 2024
|
First National Bank Of Hutchinson
|
SELL
|
- |
-64- 0.79% |
$3.84K - $4.2K
|
8.07K
$617K
|
|
|
Jun 26, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-65- 15.51% |
$3.9K - $4.27K
|
354
$27.1K
|
|
|
May 15, 2024
Q1 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-70- 0.96% |
$4.2K - $4.6K
|
7.25K
$554K
|
|
|
May 14, 2024
Q1 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-71- 2.87% |
$4.26K - $4.66K
|
2.4K
$183K
|
|
|
Apr 15, 2024
Q1 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-72- 2.01% |
$4.32K - $4.73K
|
3.52K
$269K
|