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 15, 2024
Q1 2024
|
Lm Advisors LLC
San Diego, CA |
SELL
|
- |
-1.86K- 5.27% |
$112K - $122K
|
33.4K
$2.65M
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-1.88K- 18.89% |
$113K - $123K
|
8.06K
$639K
|
|
|
May 15, 2024
Q1 2024
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
SELL
|
- |
-1.89K- 13.38% |
$113K - $124K
|
12.3K
$972K
|
|
|
May 14, 2024
Q1 2024
|
Vantage Financial Partners Ltd., Inc.
|
SELL
|
- |
-1.9K- 2.48% |
$114K - $125K
|
74.6K
$5.91M
|
|
|
May 07, 2024
Q1 2024
|
Ntv Asset Management LLC
|
SELL
|
- |
-1.93K- 36.67% |
$115K - $126K
|
3.33K
$264K
|
|
|
May 06, 2024
Q1 2024
|
Novare Capital Management LLC
|
SELL
|
- |
-1.96K- 32.65% |
$117K - $128K
|
4.03K
$320K
|
|
|
May 10, 2024
Q1 2024
|
Beaumont Capital Management, LLC
Boston, MA |
SELL
|
- |
-1.99K- 2.91% |
$119K - $131K
|
66.2K
$5.25M
|
|
|
Apr 12, 2024
Q1 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-2.04K- 10.96% |
$122K - $134K
|
16.5K
$1.31M
|
|
|
Apr 15, 2024
Q1 2024
|
Shulman De Meo Asset Management LLC
|
SELL
|
- |
-2.12K- 13.19% |
$127K - $139K
|
14K
$1.11M
|
|
|
May 13, 2024
Q1 2024
|
Martin & CO Inc
Knoxville, TN |
SELL
|
- |
-2.14K- 2.59% |
$128K - $140K
|
80.2K
$6.36M
|
|
|
May 13, 2024
Q1 2024
|
Midland Wealth Advisors LLC
Rockford, IL |
SELL
|
- |
-2.15K- 14.4% |
$129K - $141K
|
12.8K
$1.01M
|
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-2.17K- 30.17% |
$130K - $142K
|
5.02K
$398K
|
|
|
May 09, 2024
Q1 2024
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-2.18K- 15.15% |
$131K - $143K
|
12.2K
$967K
|
|
|
Apr 22, 2024
Q1 2024
|
Solitude Financial Services
|
SELL
|
- |
-2.18K- 10.91% |
$131K - $143K
|
17.8K
$1.41M
|
|
|
Apr 19, 2024
Q1 2024
|
Wealthfront Advisers LLC
|
SELL
|
- |
-2.22K- 14.21% |
$133K - $145K
|
13.4K
$1.06M
|
|
|
Apr 24, 2024
Q1 2024
|
Ritholtz Wealth Management
|
SELL
|
- |
-2.23K- 40.26% |
$133K - $146K
|
3.3K
$262K
|
|
|
Apr 25, 2024
Q1 2024
|
First Merchants Corp
|
SELL
|
- |
-2.29K- 5.49% |
$137K - $150K
|
39.4K
$3.12M
|
|
|
Apr 15, 2024
Q1 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-2.34K- 38.88% |
$140K - $154K
|
3.68K
$292K
|
|
|
Apr 24, 2024
Q1 2024
|
Brown Advisory Inc
|
SELL
|
- |
-2.35K- 16.68% |
$141K - $154K
|
11.7K
$929K
|
|
|
May 02, 2024
Q1 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-2.43K- 4.86% |
$145K - $159K
|
47.4K
$3.76M
|
|
|
Apr 12, 2024
Q1 2024
|
Evanson Asset Management, LLC
|
SELL
|
- |
-2.43K- 26.46% |
$146K - $160K
|
6.76K
$536K
|
|
|
May 02, 2024
Q1 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-2.44K- 12.9% |
$146K - $160K
|
16.5K
$1.3M
|
|
|
Apr 24, 2024
Q1 2024
|
Dakota Wealth Management
|
SELL
|
- |
-2.49K- 2.4% |
$149K - $163K
|
101K
$8.03M
|
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-2.51K- 3.24% |
$150K - $165K
|
74.8K
$5.93M
|
|
|
May 08, 2024
Q1 2024
|
Sandy Spring Bank
|
SELL
|
- |
-2.55K- 3.3% |
$153K - $168K
|
74.7K
$5.92M
|
|
|
Apr 15, 2024
Q1 2024
|
Brookstone Capital Management
|
SELL
|
- |
-2.68K- 16.22% |
$161K - $176K
|
13.8K
$1.1M
|
|
|
May 10, 2024
Q1 2024
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-2.78K- 6.67% |
$166K - $182K
|
38.8K
$3.08M
|
|
|
May 03, 2024
Q1 2024
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-2.8K- 9.15% |
$168K - $184K
|
27.8K
$2.2M
|
|
|
May 10, 2024
Q1 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-2.88K- 4.29% |
$172K - $189K
|
64.1K
$5.09M
|
|
|
Apr 26, 2024
Q1 2024
|
Millburn Ridgefield Corp
|
SELL
|
- |
-2.91K- 8.81% |
$174K - $191K
|
30.1K
$2.39M
|
|
|
May 09, 2024
Q1 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-3.01K- 5.03% |
$181K - $198K
|
56.9K
$4.51M
|
|
|
May 08, 2024
Q1 2024
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-3.04K- 27.07% |
$182K - $199K
|
8.18K
$648K
|
|
|
May 02, 2024
Q1 2024
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-3.04K- 38.73% |
$182K - $200K
|
4.81K
$381K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
SELL
|
- |
-3.05K- 15.32% |
$183K - $200K
|
16.9K
$1.34M
|
|
|
Apr 30, 2024
Q1 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-3.07K- 8.48% |
$184K - $202K
|
33.2K
$2.63M
|
|
|
May 30, 2024
Q1 2024
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-3.11K- 84.4% |
$187K - $204K
|
575
$45.6K
|
|
|
May 01, 2024
Q1 2024
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-3.15K- 26.9% |
$189K - $207K
|
8.55K
$678K
|
|
|
May 06, 2024
Q1 2024
|
Pfg Advisors
|
SELL
|
- |
-3.15K- 14.12% |
$189K - $207K
|
19.1K
$1.52M
|
|
|
May 08, 2024
Q1 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-3.21K- 53.72% |
$192K - $211K
|
2.76K
$219K
|
|
|
May 14, 2024
Q1 2024
|
Estate Counselors, LLC
|
SELL
|
- |
-3.5K- 2.4% |
$210K - $230K
|
142K
$11.3M
|
|
|
Apr 23, 2024
Q1 2024
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-3.59K- 20.14% |
$215K - $235K
|
14.2K
$1.13M
|
|
|
Apr 10, 2024
Q1 2024
|
Triangle Securities Wealth Management
|
SELL
|
- |
-3.62K- 20.51% |
$217K - $238K
|
14K
$1.11M
|
|
|
May 09, 2024
Q1 2024
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-3.66K- 10.11% |
$219K - $240K
|
32.6K
$2.58M
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-3.67K- 13.54% |
$220K - $241K
|
23.5K
$1.86M
|
|
|
Apr 19, 2024
Q1 2024
|
Oak Harvest Investment Services
|
SELL
|
- |
-3.75K- 2.85% |
$225K - $246K
|
128K
$10.1M
|
|
|
May 01, 2024
Q1 2024
|
Meitav Dash Investments LTD
|
SELL
|
- |
-3.82K- 2.99% |
$229K - $251K
|
124K
$9.81M
|
|
|
May 06, 2024
Q1 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-4.1K- 20.64% |
$246K - $269K
|
15.8K
$1.25M
|
|
|
Apr 25, 2024
Q1 2024
|
Grant
|
SELL
|
- |
-4.11K- 6.65% |
$246K - $269K
|
57.6K
$4.57M
|
|
|
Jul 31, 2024
Q1 2024
|
First American Bank
Dundee, IL |
SELL
|
- |
-4.11KClosed |
$246K - $270K
|
0
$0
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-4.13K- 2.54% |
$247K - $271K
|
158K
$12.5M
|