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 |
|---|---|---|---|---|---|---|---|
|
Apr 17, 2024
Q1 2024
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-367- 3.48% |
$22K - $24.1K
|
10.2K
$795K
|
|
|
Apr 19, 2024
Q1 2024
|
Trust CO Of Oklahoma
|
SELL
|
- |
-368- 0.85% |
$22.1K - $24.2K
|
42.7K
$3.33M
|
|
|
Apr 18, 2024
Q1 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-371- 0.76% |
$22.2K - $24.4K
|
48.5K
$3.78M
|
|
|
May 10, 2024
Q1 2024
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-372- 0.76% |
$22.3K - $24.4K
|
48.4K
$3.78M
|
|
|
Apr 24, 2024
Q1 2024
|
Nbt Bank N A
|
SELL
|
- |
-380- 0.9% |
$22.8K - $24.9K
|
41.9K
$3.27M
|
|
|
May 09, 2024
Q1 2024
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-385- 2.19% |
$23.1K - $25.3K
|
17.2K
$1.34M
|
|
|
May 08, 2024
Q1 2024
|
Belpointe Asset Management LLC
|
SELL
|
- |
-387- 5.43% |
$23.2K - $25.4K
|
6.74K
$526K
|
|
|
Apr 24, 2024
Q1 2024
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-395- 2.78% |
$23.7K - $25.9K
|
13.8K
$1.08M
|
|
|
May 09, 2024
Q1 2024
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-402- 6.54% |
$24.1K - $26.4K
|
5.75K
$448K
|
|
|
May 14, 2024
Q1 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-403- 2.08% |
$24.2K - $26.5K
|
19K
$1.48M
|
|
|
May 14, 2024
Q1 2024
|
D L Carlson Investment Group Inc
Concord, NH |
SELL
|
- |
-406- 1.4% |
$24.3K - $26.7K
|
28.5K
$2.22M
|
|
|
May 03, 2024
Q1 2024
|
Csenge Advisory Group
|
SELL
|
- |
-431- 0.52% |
$25.8K - $28.3K
|
81.7K
$6.37M
|
|
|
Apr 24, 2024
Q1 2024
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-443- 4.38% |
$26.6K - $29.1K
|
9.66K
$754K
|
|
|
May 15, 2024
Q1 2024
|
Hunting Hill Global Capital, LLC
New York, NY |
SELL
|
- |
-443- 6.33% |
$26.6K - $29.1K
|
6.56K
$511K
|
|
|
May 08, 2024
Q1 2024
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
SELL
|
- |
-453- 3.84% |
$27.2K - $29.7K
|
11.3K
$884K
|
|
|
May 03, 2024
Q1 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-459- 17.68% |
$27.5K - $30.1K
|
2.14K
$167K
|
|
|
May 13, 2024
Q1 2024
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-465- 0.05% |
$27.9K - $30.5K
|
930K
$72.5M
|
|
|
Apr 17, 2024
Q1 2024
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-467- 10.45% |
$28K - $30.7K
|
4K
$312K
|
|
|
May 02, 2024
Q1 2024
|
Financial Counselors Inc
|
SELL
|
- |
-477- 2.86% |
$28.6K - $31.3K
|
16.2K
$1.26M
|
|
|
Apr 17, 2024
Q1 2024
|
Patten Group, Inc.
|
SELL
|
- |
-482- 8.71% |
$28.9K - $31.6K
|
5.05K
$394K
|
|
|
Aug 30, 2024
Q1 2024
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-492- 4.79% |
$29.5K - $32.3K
|
9.77K
$762K
|
|
|
May 06, 2024
Q1 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-495- 7.96% |
$29.7K - $32.5K
|
5.72K
$446K
|
|
|
May 15, 2024
Q1 2024
|
First Manhattan CO
New York, NY |
SELL
|
- |
-500- 88.65% |
$30K - $32.8K
|
64
$4.99K
|
|
|
Apr 30, 2024
Q1 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-501- 42.03% |
$30K - $32.9K
|
691
$53.9K
|
|
|
May 14, 2024
Q1 2024
|
Keybank National Association
|
SELL
|
- |
-507- 1.16% |
$30.4K - $33.3K
|
43.2K
$3.37M
|
|
|
May 15, 2024
Q1 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-511- 4.47% |
$30.6K - $33.5K
|
10.9K
$852K
|
|
|
May 14, 2024
Q1 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-532- 2.11% |
$31.9K - $34.9K
|
24.7K
$1.93M
|
|
|
May 03, 2024
Q1 2024
|
Davenport & CO LLC
|
SELL
|
- |
-539- 0.55% |
$32.3K - $35.4K
|
97.5K
$7.6M
|
|
|
May 08, 2024
Q1 2024
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-545- 13.72% |
$32.7K - $35.8K
|
3.43K
$267K
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-545- 1.11% |
$32.7K - $35.8K
|
48.6K
$3.79M
|
|
|
May 15, 2024
Q1 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-565- 52.46% |
$33.9K - $37.1K
|
512
$39.9K
|
|
|
May 15, 2024
Q1 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-566- 8.3% |
$33.9K - $37.2K
|
6.25K
$488K
|
|
|
May 13, 2024
Q1 2024
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-567- 5.97% |
$34K - $37.2K
|
8.93K
$696K
|
|
|
May 09, 2024
Q1 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-586- 2.37% |
$35.1K - $38.5K
|
24.1K
$1.88M
|
|
|
Apr 18, 2024
Q1 2024
|
Plimoth Trust CO LLC
|
SELL
|
- |
-589- 10.79% |
$35.3K - $38.7K
|
4.87K
$380K
|
|
|
Apr 29, 2024
Q1 2024
|
First United Bank & Trust
|
SELL
|
- |
-590- 12.7% |
$35.4K - $38.7K
|
4.06K
$316K
|
|
|
Apr 30, 2024
Q1 2024
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-594- 5.63% |
$35.6K - $39K
|
9.95K
$776K
|
|
|
May 08, 2024
Q1 2024
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-608- 11.8% |
$36.4K - $39.9K
|
4.55K
$355K
|
|
|
May 03, 2024
Q1 2024
|
Noesis Capital Mangement Corp
|
SELL
|
- |
-615- 4.79% |
$36.9K - $40.4K
|
12.2K
$954K
|
|
|
Apr 26, 2024
Q1 2024
|
Advanced Asset Management Advisors Inc
Dublin, OH |
SELL
|
- |
-623- 14.39% |
$37.3K - $40.9K
|
3.71K
$289K
|
|
|
May 13, 2024
Q1 2024
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-623- 2.04% |
$37.3K - $40.9K
|
29.9K
$2.33M
|
|
|
Jun 20, 2024
Q1 2024
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-624- 22.21% |
$37.4K - $41K
|
2.19K
$170K
|
|
|
May 15, 2024
Q1 2024
|
Treynor Bancshares, Inc.
|
SELL
|
- |
-627- 4.1% |
$37.6K - $41.2K
|
14.7K
$1.14M
|
|
|
Apr 16, 2024
Q1 2024
|
Wbh Advisory Inc
|
SELL
|
- |
-636- 1.65% |
$38.1K - $41.8K
|
37.8K
$2.95M
|
|
|
Apr 26, 2024
Q1 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-651- 4.17% |
$39K - $42.7K
|
15K
$1.17M
|
|
|
Apr 30, 2024
Q1 2024
|
Retirement Group, LLC
|
SELL
|
- |
-664- 34.19% |
$39.8K - $43.6K
|
1.28K
$99.7K
|
|
|
Apr 19, 2024
Q1 2024
|
Apexium Financial, LP
|
SELL
|
- |
-666- 5.27% |
$39.9K - $43.7K
|
12K
$933K
|
|
|
Apr 24, 2024
Q1 2024
|
Country Club Bank
|
SELL
|
- |
-670- 3.47% |
$40.2K - $44K
|
18.6K
$1.45M
|
|
|
Nov 14, 2024
Q1 2024
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-675- 5.35% |
$40.5K - $44.3K
|
11.9K
$931K
|
|
|
Apr 22, 2024
Q1 2024
|
Wealth Effects LLC
|
SELL
|
- |
-679- 16.08% |
$40.7K - $44.6K
|
3.54K
$276K
|