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 10, 2024
Q1 2024
|
Providence First Trust CO
|
SELL
|
- |
-770- 2.06% |
$46.2K - $50.6K
|
36.7K
$2.91M
|
|
|
Apr 24, 2024
Q1 2024
|
Proffitt & Goodson Inc
|
SELL
|
- |
-795- 3.57% |
$47.7K - $52.2K
|
21.5K
$1.7M
|
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-806- 0.21% |
$48.3K - $52.9K
|
380K
$30.2M
|
|
|
Apr 04, 2024
Q1 2024
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-806- 18.76% |
$48.3K - $52.9K
|
3.49K
$277K
|
|
|
May 13, 2024
Q1 2024
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
SELL
|
- |
-814- 1.36% |
$48.8K - $53.4K
|
59.2K
$4.69M
|
|
|
Apr 15, 2024
Q1 2024
|
Transform Wealth, LLC
|
SELL
|
- |
-821- 8.21% |
$49.2K - $53.9K
|
9.18K
$728K
|
|
|
May 06, 2024
Q1 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-826- 5.82% |
$49.5K - $54.2K
|
13.4K
$1.06M
|
|
|
May 09, 2024
Q1 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-833- 2.93% |
$49.9K - $54.7K
|
27.5K
$2.18M
|
|
|
Apr 26, 2024
Q1 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-857- 4.43% |
$51.4K - $56.3K
|
18.5K
$1.47M
|
|
|
May 15, 2024
Q1 2024
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-892- 18.01% |
$53.5K - $58.6K
|
4.06K
$322K
|
|
|
Aug 13, 2024
Q1 2024
|
Correct Capital Wealth Management
Clayton, MO |
SELL
|
- |
-906- 8.88% |
$54.3K - $59.5K
|
9.3K
$737K
|
|
|
May 10, 2024
Q1 2024
|
Marathon Trading Investment Management LLC
Radnor, PA |
SELL
|
- |
-919- 4.18% |
$55.1K - $60.3K
|
21.1K
$1.67M
|
|
|
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-920- 3.66% |
$55.2K - $60.4K
|
24.2K
$1.92M
|
|
|
Apr 30, 2024
Q1 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-973- 14.72% |
$58.3K - $63.9K
|
5.64K
$447K
|
|
|
Apr 15, 2024
Q1 2024
|
Investment Partners, Ltd.
|
SELL
|
- |
-1.01K- 2.51% |
$60.5K - $66.2K
|
39.1K
$3.1M
|
|
|
Apr 23, 2024
Q1 2024
|
Mc Adam, LLC
|
SELL
|
- |
-1.05K- 11.63% |
$62.6K - $68.6K
|
7.94K
$630K
|
|
|
Apr 15, 2024
Q1 2024
|
St. Johns Investment Management Company, LLC
|
SELL
|
- |
-1.05K- 24.91% |
$62.9K - $68.9K
|
3.16K
$251K
|
|
|
May 08, 2024
Q1 2024
|
Hills Bank & Trust CO
|
SELL
|
- |
-1.07K- 8.25% |
$64.1K - $70.2K
|
11.9K
$943K
|
|
|
Apr 18, 2024
Q1 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-1.1K- 90.5% |
$65.7K - $72K
|
115
$9.12K
|
|
|
Apr 12, 2024
Q1 2024
|
Mechanics Bank Trust Department
|
SELL
|
- |
-1.11K- 4.19% |
$66.5K - $72.9K
|
25.4K
$2.01M
|
|
|
May 02, 2024
Q1 2024
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-1.14K- 7.61% |
$68K - $74.5K
|
13.8K
$1.09M
|
|
|
May 14, 2024
Q1 2024
|
Asset Advisors Investment Management, LLC
|
SELL
|
- |
-1.15K- 2.15% |
$68.8K - $75.3K
|
52.2K
$4.14M
|
|
|
May 01, 2024
Q1 2024
|
Stone Point Wealth LLC
|
SELL
|
- |
-1.16K- 7.6% |
$69.5K - $76.2K
|
14.1K
$1.12M
|
|
|
May 14, 2024
Q1 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-1.2K- 1.87% |
$71.7K - $78.5K
|
62.7K
$4.97M
|
|
|
Apr 15, 2024
Q1 2024
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-1.22K- 3.12% |
$73.4K - $80.4K
|
38.1K
$3.02M
|
|
|
Apr 11, 2024
Q1 2024
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-1.23K- 17.96% |
$73.7K - $80.7K
|
5.62K
$445K
|
|
|
May 08, 2024
Q1 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-1.27K- 2.82% |
$76.1K - $83.3K
|
43.7K
$3.47M
|
|
|
Apr 09, 2024
Q1 2024
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-1.28K- 92.73% |
$76.4K - $83.7K
|
100
$7.93K
|
|
|
May 15, 2024
Q1 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-1.32K- 4.59% |
$79K - $86.5K
|
27.4K
$2.17M
|
|
|
Apr 24, 2024
Q1 2024
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-1.37K- 35.12% |
$82K - $89.7K
|
2.53K
$200K
|
|
|
Apr 24, 2024
Q1 2024
|
Psi Advisors, LLC
|
SELL
|
- |
-1.39K- 15.29% |
$83.2K - $91.1K
|
7.68K
$609K
|
|
|
Apr 15, 2024
Q1 2024
|
Clarity Financial LLC
|
SELL
|
- |
-1.39K- 1.15% |
$83.3K - $91.3K
|
120K
$9.51M
|
|
|
Apr 15, 2024
Q1 2024
|
Imz Advisory Inc
Boca Raton, FL |
SELL
|
- |
-1.42K- 2.83% |
$85.1K - $93.2K
|
48.8K
$3.87M
|
|
|
Apr 11, 2024
Q1 2024
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-1.46K- 14.72% |
$87.8K - $96.1K
|
8.48K
$672K
|
|
|
May 10, 2024
Q1 2024
|
Harrell Investment Partners, LLC
Austin, TX |
SELL
|
- |
-1.48K- 4.58% |
$88.5K - $97K
|
30.8K
$2.44M
|
|
|
May 14, 2024
Q1 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-1.49K- 4.63% |
$89.1K - $97.6K
|
30.6K
$2.43M
|
|
|
Apr 25, 2024
Q1 2024
|
Gfs Advisors, LLC
|
SELL
|
- |
-1.5K- 26.76% |
$89.9K - $98.5K
|
4.11K
$325K
|
|
|
Apr 08, 2024
Q1 2024
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
SELL
|
- |
-1.51K- 23.58% |
$90.3K - $98.9K
|
4.89K
$387K
|
|
|
May 08, 2024
Q1 2024
|
Wp Advisors, LLC
|
SELL
|
- |
-1.52K- 6.38% |
$91.4K - $100K
|
22.3K
$1.77M
|
|
|
May 02, 2024
Q1 2024
|
Aries Wealth Management
|
SELL
|
- |
-1.55K- 19.8% |
$92.6K - $101K
|
6.26K
$496K
|
|
|
Apr 23, 2024
Q1 2024
|
Hamel Associates, Inc.
|
SELL
|
- |
-1.58K- 3.47% |
$94.4K - $103K
|
43.8K
$3.47M
|
|
|
May 22, 2024
Q1 2024
|
Second Line Capital, LLC
Metairie, LA |
SELL
|
- |
-1.61K- 21.71% |
$96.2K - $105K
|
5.79K
$459K
|
|
|
May 13, 2024
Q1 2024
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-1.61K- 11.64% |
$96.4K - $106K
|
12.2K
$967K
|
|
|
Apr 15, 2024
Q1 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-1.62K- 26.81% |
$96.9K - $106K
|
4.41K
$350K
|
|
|
Apr 05, 2024
Q1 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.62K- 8.96% |
$97K - $106K
|
16.4K
$1.3M
|
|
|
Apr 19, 2024
Q1 2024
|
E&G Advisors, LP
|
SELL
|
- |
-1.67K- 25.49% |
$100K - $110K
|
4.88K
$387K
|
|
|
Apr 01, 2024
Q1 2024
|
Appleton Partners Inc
|
SELL
|
- |
-1.68K- 3.04% |
$101K - $110K
|
53.7K
$4.26M
|
|
|
Apr 30, 2024
Q1 2024
|
Wilson & Boucher Capital Management, LLC
|
SELL
|
- |
-1.73K- 5.21% |
$103K - $113K
|
31.4K
$2.49M
|
|
|
May 06, 2024
Q1 2024
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-1.73K- 6.9% |
$104K - $113K
|
23.3K
$1.85M
|
|
|
May 07, 2024
Q1 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-1.74K- 31.68% |
$104K - $114K
|
3.75K
$297K
|