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 16, 2024
Q1 2024
|
Country Trust Bank
|
SELL
|
- |
-4.15K- 73.25% |
$249K - $273K
|
1.52K
$120K
|
|
|
May 10, 2024
Q1 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-4.23K- 26.16% |
$253K - $277K
|
11.9K
$946K
|
|
|
May 02, 2024
Q1 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-4.25K- 18.48% |
$255K - $279K
|
18.7K
$1.49M
|
|
|
May 14, 2024
Q1 2024
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-4.49K- 54.33% |
$269K - $295K
|
3.77K
$299K
|
|
|
May 08, 2024
Q1 2024
|
Cypress Capital Group
|
SELL
|
- |
-4.53K- 25.02% |
$271K - $297K
|
13.6K
$1.08M
|
|
|
Apr 29, 2024
Q1 2024
|
Adviser Investments LLC
|
SELL
|
- |
-4.54K- 35.35% |
$272K - $298K
|
8.3K
$658K
|
|
|
Apr 16, 2024
Q1 2024
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-4.56K- 57.16% |
$273K - $299K
|
3.42K
$271K
|
|
|
May 16, 2024
Q1 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-4.58K- 6.74% |
$274K - $300K
|
63.3K
$5.02M
|
|
|
May 15, 2024
Q1 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-4.71K- 30.57% |
$282K - $309K
|
10.7K
$847K
|
|
|
Apr 25, 2024
Q1 2024
|
L.M. Kohn & Company
|
SELL
|
- |
-5.01K- 29.39% |
$300K - $329K
|
12K
$953K
|
|
|
May 02, 2024
Q1 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-5.27K- 61.36% |
$316K - $346K
|
3.32K
$263K
|
|
|
Apr 12, 2024
Q1 2024
|
Factory Mutual Insurance CO
Waltham, MA |
SELL
|
- |
-5.3K- 0.25% |
$318K - $348K
|
2.16M
$171M
|
|
|
Apr 18, 2024
Q1 2024
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-5.44K- 40.74% |
$326K - $357K
|
7.91K
$627K
|
|
|
Apr 09, 2024
Q1 2024
|
Montecito Bank & Trust
|
SELL
|
- |
-5.63K- 26.87% |
$338K - $370K
|
15.3K
$1.21M
|
|
|
May 15, 2024
Q1 2024
|
Greenwood Gearhart Inc
Fayetteville, AR |
SELL
|
- |
-5.64K- 3.07% |
$338K - $370K
|
178K
$14.1M
|
|
|
May 06, 2024
Q1 2024
|
Penobscot Wealth Management
|
SELL
|
- |
-5.74K- 36.56% |
$344K - $377K
|
9.96K
$789K
|
|
|
May 14, 2024
Q1 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-5.89K- 10.59% |
$353K - $387K
|
49.7K
$3.94M
|
|
|
May 15, 2024
Q1 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-6.1K- 14.47% |
$365K - $400K
|
36K
$2.86M
|
|
|
May 15, 2024
Q1 2024
|
Fort Sheridan Advisors LLC
Highland Park, IL |
SELL
|
- |
-6.1K- 31.79% |
$366K - $401K
|
13.1K
$1.04M
|
|
|
Apr 10, 2024
Q1 2024
|
Legacy Private Trust Co.
|
SELL
|
- |
-6.21K- 12.42% |
$372K - $407K
|
43.8K
$3.47M
|
|
|
Apr 18, 2024
Q1 2024
|
Mv Capital Management, Inc.
|
SELL
|
- |
-6.25K- 12.9% |
$375K - $410K
|
42.2K
$3.35M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-6.36K- 0.93% |
$381K - $417K
|
677K
$53.6M
|
|
|
Apr 19, 2024
Q1 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-6.47K- 37.31% |
$388K - $425K
|
10.9K
$862K
|
|
|
May 20, 2024
Q1 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-7K- 65.39% |
$420K - $460K
|
3.71K
$294K
|
|
|
May 14, 2024
Q1 2024
|
Berkeley Capital Partners, LLC
|
SELL
|
- |
-7.05K- 63.44% |
$423K - $463K
|
4.06K
$322K
|
|
|
May 15, 2024
Q1 2024
|
Marshall Wace, LLP
London, X0 |
SELL
|
- |
-7.07K- 13.28% |
$424K - $464K
|
46.1K
$3.66M
|
|
|
Apr 30, 2024
Q1 2024
|
Perfromance Wealth Partners, LLC
|
SELL
|
- |
-7.16K- 22.38% |
$429K - $470K
|
24.8K
$1.97M
|
|
|
Apr 29, 2024
Q1 2024
|
Meritage Portfolio Management
|
SELL
|
- |
-7.26K- 6.29% |
$435K - $476K
|
108K
$8.57M
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
SELL
|
- |
-7.41K- 9.85% |
$444K - $486K
|
67.8K
$5.37M
|
|
|
Apr 23, 2024
Q1 2024
|
H&H Retirement Design & Management Inc
|
SELL
|
- |
-7.43K- 12.56% |
$446K - $488K
|
51.8K
$4.1M
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-7.54K- 57.93% |
$452K - $495K
|
5.47K
$434K
|
|
|
May 14, 2024
Q1 2024
|
Scotia Capital Inc.
|
SELL
|
- |
-7.64K- 50.77% |
$458K - $501K
|
7.4K
$587K
|
|
|
May 08, 2024
Q1 2024
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-7.8K- 45.85% |
$467K - $512K
|
9.21K
$730K
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-7.99K- 32.04% |
$479K - $524K
|
16.9K
$1.34M
|
|
|
Apr 12, 2024
Q1 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-8.15K- 7.44% |
$488K - $535K
|
101K
$8.04M
|
|
|
Aug 08, 2024
Q1 2024
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-8.2K- 80.71% |
$492K - $539K
|
1.96K
$155K
|
|
|
Apr 18, 2024
Q1 2024
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
SELL
|
- |
-8.45K- 12.75% |
$506K - $554K
|
57.8K
$4.58M
|
|
|
Apr 15, 2024
Q1 2024
|
Old National Bancorp
|
SELL
|
- |
-8.66K- 16.17% |
$519K - $568K
|
44.9K
$3.56M
|
|
|
May 13, 2024
Q1 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-8.9K- 7.7% |
$534K - $584K
|
107K
$8.46M
|
|
|
May 15, 2024
Q1 2024
|
Wexford Capital LP
Greenwich, CT |
SELL
|
- |
-9.28K- 48.33% |
$557K - $609K
|
9.93K
$787K
|
|
|
Apr 30, 2024
Q1 2024
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-9.74K- 90.41% |
$584K - $639K
|
1.03K
$81.9K
|
|
|
Apr 15, 2024
Q1 2024
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-9.78K- 8.52% |
$586K - $642K
|
105K
$8.33M
|
|
|
May 15, 2024
Q1 2024
|
Twin Focus Capital Partners, LLC
Boston, MA |
SELL
|
- |
-9.97K- 17.55% |
$597K - $654K
|
46.8K
$3.71M
|
|
|
May 07, 2024
Q1 2024
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-10.2K- 24.1% |
$613K - $672K
|
32.2K
$2.55M
|
|
|
May 13, 2024
Q1 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-10.4K- 3.54% |
$625K - $684K
|
284K
$22.5M
|
|
|
May 14, 2024
Q1 2024
|
Connectus Wealth, LLC
Cincinnati, OH |
SELL
|
- |
-10.7K- 18.44% |
$640K - $701K
|
47.2K
$3.74M
|
|
|
May 10, 2024
Q1 2024
|
Jacobi Capital Management LLC
|
SELL
|
- |
-10.8K- 68.93% |
$647K - $709K
|
4.87K
$386K
|
|
|
Apr 29, 2024
Q1 2024
|
Privium Fund Management (Uk) LTD
|
SELL
|
- |
-11K- 16.65% |
$659K - $722K
|
55.1K
$4.37M
|
|
|
May 15, 2024
Q1 2024
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-11K- 42.65% |
$660K - $722K
|
14.8K
$1.17M
|
|
|
May 03, 2024
Q1 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-11K- 44.1% |
$661K - $724K
|
14K
$1.11M
|