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
|
Bedell Frazier Investment Counseling, LLC
|
SELL
|
- |
-228- 0.21% |
$13.7K - $15K
|
109K
$8.33M
|
|
|
May 02, 2024
Q1 2024
|
River Front Investment Group, LLC
Richmond, VA |
SELL
|
- |
-230- 6.12% |
$13.8K - $15.1K
|
3.53K
$270K
|
|
|
Aug 28, 2024
Q1 2024
|
River Front Investment Group, LLC
Richmond, VA |
SELL
|
- |
-230- 6.12% |
$13.8K - $15.1K
|
3.53K
$270K
|
|
|
May 02, 2024
Q1 2024
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-233- 5.07% |
$14K - $15.3K
|
4.37K
$334K
|
|
|
May 14, 2024
Q1 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-234- 0.45% |
$14K - $15.4K
|
51.4K
$3.93M
|
|
|
May 03, 2024
Q1 2024
|
United Community Bank
Greenville, SC |
SELL
|
- |
-235- 73.21% |
$14.1K - $15.4K
|
86
$6.58K
|
|
|
Apr 18, 2024
Q1 2024
|
Waterway Wealth Management, LLC
The Woodlands, TX |
SELL
|
- |
-239- 3.47% |
$14.3K - $15.7K
|
6.66K
$509K
|
|
|
May 08, 2024
Q1 2024
|
Paladin Advisory Group, LLC
|
SELL
|
- |
-241- 39.97% |
$14.4K - $15.8K
|
362
$27.7K
|
|
|
Apr 16, 2024
Q1 2024
|
Stillwater Capital Advisors, LLC
|
SELL
|
- |
-243- 1.45% |
$14.6K - $16K
|
16.5K
$1.26M
|
|
|
Apr 16, 2024
Q1 2024
|
Independence Bank Of Kentucky
|
SELL
|
- |
-243- 15.36% |
$14.6K - $16K
|
1.34K
$102K
|
|
|
May 15, 2024
Q1 2024
|
Burford Brothers, Inc.
Dallas, TX |
SELL
|
- |
-258- 2.73% |
$15.5K - $16.9K
|
9.2K
$704K
|
|
|
May 10, 2024
Q1 2024
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-259- 20.6% |
$15.5K - $17K
|
998
$76.3K
|
|
|
May 03, 2024
Q1 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-265- 2.13% |
$15.9K - $17.4K
|
12.2K
$930K
|
|
|
Apr 15, 2024
Q1 2024
|
Corundum Group, Inc.
|
SELL
|
- |
-266- 1.18% |
$15.9K - $17.5K
|
22.2K
$1.7M
|
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
SELL
|
- |
-268- 1.34% |
$16.1K - $17.6K
|
19.8K
$1.51M
|
|
|
Apr 15, 2024
Q1 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-268- 63.96% |
$16.1K - $17.6K
|
151
$11.5K
|
|
|
May 02, 2024
Q1 2024
|
Diversified, LLC
|
SELL
|
- |
-270- 1.68% |
$16.2K - $17.7K
|
15.8K
$1.21M
|
|
|
Oct 28, 2024
Q1 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-271- 14.21% |
$16.2K - $17.8K
|
1.64K
$125K
|
|
|
May 03, 2024
Q1 2024
|
Citizens National Bank Trust Department
|
SELL
|
- |
-275- 11.11% |
$16.5K - $18.1K
|
2.2K
$168K
|
|
|
Aug 29, 2024
Q1 2024
|
University Of Texas
|
SELL
|
- |
-275- 14.47% |
$16.5K - $18.1K
|
1.63K
$124K
|
|
|
Apr 16, 2024
Q1 2024
|
Sageworth Trust CO
|
SELL
|
- |
-283- 4.25% |
$17K - $18.6K
|
6.37K
$487K
|
|
|
Apr 08, 2024
Q1 2024
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-285- 6.59% |
$17.1K - $18.7K
|
4.04K
$309K
|
|
|
Apr 15, 2024
Q1 2024
|
Mkt Advisors LLC
Escondido, CA |
SELL
|
- |
-297- 8.73% |
$17.8K - $19.5K
|
3.11K
$238K
|
|
|
May 13, 2024
Q1 2024
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-297- 26.93% |
$17.8K - $19.5K
|
806
$61.6K
|
|
|
Apr 23, 2024
Q1 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-299- 2.06% |
$17.9K - $19.6K
|
14.2K
$1.09M
|
|
|
Apr 04, 2024
Q1 2024
|
Boltwood Capital Management
|
SELL
|
- |
-305- 2.34% |
$18.3K - $20K
|
12.7K
$973K
|
|
|
May 15, 2024
Q1 2024
|
Ascent Group, LLC
|
SELL
|
- |
-308- 6.83% |
$18.5K - $20.2K
|
4.2K
$321K
|
|
|
May 14, 2024
Q1 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-309- 0.19% |
$18.5K - $20.3K
|
160K
$12.2M
|
|
|
May 15, 2024
Q1 2024
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-319- 33.33% |
$19.1K - $20.9K
|
638
$48.8K
|
|
|
May 01, 2024
Q1 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-321- 4.61% |
$19.2K - $21.1K
|
6.64K
$508K
|
|
|
Apr 16, 2024
Q1 2024
|
Trust CO Of Virginia
|
SELL
|
- |
-323- 0.27% |
$19.4K - $21.2K
|
119K
$9.06M
|
|
|
Apr 19, 2024
Q1 2024
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-326- 7.23% |
$19.5K - $21.4K
|
4.19K
$320K
|
|
|
May 01, 2024
Q1 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-326- 15.97% |
$19.5K - $21.4K
|
1.72K
$131K
|
|
|
May 09, 2024
Q1 2024
|
Jbr CO Financial Management Inc
Ardmore, OK |
SELL
|
- |
-329- 3.75% |
$19.7K - $21.6K
|
8.46K
$647K
|
|
|
May 08, 2024
Q1 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
- |
-329- 5.07% |
$19.7K - $21.6K
|
6.16K
$471K
|
|
|
May 08, 2024
Q1 2024
|
Jackson, Grant Investment Advisers, Inc.
|
SELL
|
- |
-337- 2.79% |
$20.2K - $22.1K
|
11.7K
$897K
|
|
|
May 02, 2024
Q1 2024
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-347- 87.41% |
$20.8K - $22.8K
|
50
$3.82K
|
|
|
May 02, 2024
Q1 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-348- 5.67% |
$20.9K - $22.8K
|
5.79K
$443K
|
|
|
May 07, 2024
Q1 2024
|
M&T Bank Corp
|
SELL
|
- |
-351- 1.39% |
$21K - $23K
|
24.8K
$1.9M
|
|
|
Apr 29, 2024
Q1 2024
|
Union Savings Bank
Litchfield, CT |
SELL
|
- |
-357- 8.22% |
$21.4K - $23.4K
|
3.99K
$305K
|
|
|
Apr 17, 2024
Q1 2024
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-367- 3.48% |
$22K - $24.1K
|
10.2K
$779K
|
|
|
Apr 19, 2024
Q1 2024
|
Trust CO Of Oklahoma
|
SELL
|
- |
-368- 0.85% |
$22.1K - $24.2K
|
42.7K
$3.27M
|
|
|
Apr 18, 2024
Q1 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-371- 0.76% |
$22.2K - $24.4K
|
48.5K
$3.71M
|
|
|
May 10, 2024
Q1 2024
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-372- 0.76% |
$22.3K - $24.4K
|
48.4K
$3.7M
|
|
|
Apr 24, 2024
Q1 2024
|
Nbt Bank N A
|
SELL
|
- |
-380- 0.9% |
$22.8K - $24.9K
|
41.9K
$3.2M
|
|
|
May 09, 2024
Q1 2024
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-385- 2.19% |
$23.1K - $25.3K
|
17.2K
$1.31M
|
|
|
May 08, 2024
Q1 2024
|
Belpointe Asset Management LLC
|
SELL
|
- |
-387- 5.43% |
$23.2K - $25.4K
|
6.74K
$516K
|
|
|
Apr 24, 2024
Q1 2024
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-395- 2.78% |
$23.7K - $25.9K
|
13.8K
$1.05M
|
|
|
May 09, 2024
Q1 2024
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-402- 6.54% |
$24.1K - $26.4K
|
5.75K
$440K
|
|
|
May 14, 2024
Q1 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-403- 2.08% |
$24.2K - $26.5K
|
19K
$1.45M
|