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 09, 2024
Q1 2024
|
Banco Btg Pactual S.A.
Rio De Janeiro, D5 |
SELL
|
- |
-43.8K- 87.78% |
$2.62M - $2.87M
|
6.09K
$466K
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-44.5K- 12.03% |
$2.67M - $2.92M
|
326K
$24.9M
|
|
|
May 14, 2024
Q1 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-44.7K- 41.64% |
$2.68M - $2.93M
|
62.6K
$4.79M
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-45.4K- 0.41% |
$2.72M - $2.98M
|
11M
$842M
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
SELL
|
- |
-46.7K- 38.8% |
$2.8M - $3.06M
|
73.6K
$5.63M
|
|
|
Apr 30, 2024
Q1 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-48.2K- 28.53% |
$2.89M - $3.17M
|
121K
$9.24M
|
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-49.8K- 14.1% |
$2.98M - $3.27M
|
303K
$23.2M
|
|
|
May 13, 2024
Q1 2024
|
Jump Financial, LLC
Chicago, IL |
SELL
|
- |
-52.3K- 22.85% |
$3.13M - $3.43M
|
176K
$13.5M
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-52.3K- 7.41% |
$3.14M - $3.43M
|
654K
$50M
|
|
|
May 13, 2024
Q1 2024
|
Jsf Financial, LLC
|
SELL
|
- |
-52.6K- 71.15% |
$3.15M - $3.45M
|
21.3K
$1.63M
|
|
|
May 15, 2024
Q1 2024
|
Logan Stone Capital, LLC
Chicago, IL |
SELL
|
- |
-55.8K- 77.81% |
$3.34M - $3.66M
|
15.9K
$1.22M
|
|
|
May 13, 2024
Q1 2024
|
Amica Mutual Insurance CO
|
SELL
|
- |
-58.9K- 38.79% |
$3.53M - $3.87M
|
93K
$7.11M
|
|
|
May 09, 2024
Q1 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-65.4K- 23.37% |
$3.92M - $4.29M
|
214K
$16.4M
|
|
|
Apr 18, 2024
Q1 2024
|
Wespac Advisors So Cal, LLC
|
SELL
|
- |
-68.1K- 79.93% |
$4.08M - $4.47M
|
17.1K
$1.31M
|
|
|
Apr 10, 2024
Q1 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-71.6K- 79.58% |
$4.29M - $4.7M
|
18.4K
$1.4M
|
|
|
May 15, 2024
Q1 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-79.3K- 85.54% |
$4.75M - $5.2M
|
13.4K
$1.02M
|
|
|
May 14, 2024
Q1 2024
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-82.7K- 39.44% |
$4.96M - $5.43M
|
127K
$9.71M
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-87.5K- 2.31% |
$5.25M - $5.74M
|
3.7M
$283M
|
|
|
May 09, 2024
Q1 2024
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
SELL
|
- |
-93.3K- 92.63% |
$5.59M - $6.13M
|
7.42K
$568K
|
|
|
May 15, 2024
Q1 2024
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-94.5K- 80.63% |
$5.66M - $6.2M
|
22.7K
$1.74M
|
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
SELL
|
- |
-95.7K- 5.16% |
$5.74M - $6.28M
|
1.76M
$134M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-98.7K- 45.11% |
$5.92M - $6.48M
|
120K
$9.18M
|
|
|
May 13, 2024
Q1 2024
|
Cibc World Markets Corp
New York, NY |
SELL
|
- |
-107K- 67.39% |
$6.4M - $7.01M
|
51.6K
$3.95M
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-109K- 3.33% |
$6.51M - $7.13M
|
3.15M
$241M
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-109K- 51.83% |
$6.53M - $7.15M
|
101K
$7.74M
|
|
|
May 15, 2024
Q1 2024
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-112K- 47.04% |
$6.71M - $7.35M
|
126K
$9.64M
|
|
|
May 15, 2024
Q1 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-119K- 84.88% |
$7.13M - $7.81M
|
21.2K
$1.62M
|
|
|
May 06, 2024
Q1 2024
|
Sg Americas Securities, LLC
|
SELL
|
- |
-126K- 62.15% |
$7.56M - $8.28M
|
76.8K
$5.87M
|
|
|
Apr 09, 2024
Q1 2024
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-128K- 97.24% |
$7.64M - $8.37M
|
3.61K
$276K
|
|
|
May 14, 2024
Q1 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-141K- 82.49% |
$8.48M - $9.28M
|
30K
$2.3M
|
|
|
Apr 22, 2024
Q1 2024
|
Sollinda Capital Management LLC
Hickory, NC |
SELL
|
- |
-174K- 97.01% |
$10.4M - $11.4M
|
5.36K
$410K
|
|
|
Apr 22, 2024
Q1 2024
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-177K- 94.15% |
$10.6M - $11.6M
|
11K
$841K
|
|
|
Apr 25, 2024
Q1 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-177K- 87.14% |
$10.6M - $11.6M
|
26.2K
$2M
|
|
|
May 13, 2024
Q1 2024
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-178K- 92.83% |
$10.6M - $11.7M
|
13.7K
$1.05M
|
|
|
May 14, 2024
Q1 2024
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
SELL
|
- |
-230K- 7.13% |
$13.8M - $15.1M
|
2.99M
$229M
|
|
|
Apr 23, 2024
Q1 2024
|
Summit Trail Advisors, LLC
New York, NY |
SELL
|
- |
-257K- 79.57% |
$15.4M - $16.9M
|
65.9K
$5.04M
|
|
|
May 14, 2024
Q1 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-308K- 58.28% |
$18.5M - $20.2M
|
221K
$16.9M
|
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-391K- 86.36% |
$23.4M - $25.7M
|
61.8K
$4.72M
|
|
|
May 15, 2024
Q1 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-414K- 6.43% |
$24.8M - $27.2M
|
6.02M
$461M
|
|
|
May 14, 2024
Q1 2024
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-473K- 63.21% |
$28.3M - $31M
|
275K
$21M
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-496K- 19.64% |
$29.7M - $32.5M
|
2.03M
$155M
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-618K- 23.36% |
$37.1M - $40.6M
|
2.03M
$155M
|
|
|
Apr 15, 2024
Q1 2024
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-628K- 63.08% |
$37.6M - $41.2M
|
367K
$28.1M
|
|
|
May 14, 2024
Q1 2024
|
Caisse De Depot Et Placement Du Quebec
Montreal, A8 |
SELL
|
- |
-675K- 13.42% |
$40.4M - $44.3M
|
4.35M
$333M
|
|
|
May 14, 2024
Q1 2024
|
Bank Of Nova Scotia
|
SELL
|
- |
-1.33M- 98.42% |
$79.8M - $87.4M
|
21.4K
$1.64M
|
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-1.34M- 44.24% |
$80.1M - $87.7M
|
1.68M
$129M
|
|
|
May 10, 2024
Q1 2024
|
Citigroup Inc
|
SELL
|
- |
-1.35M- 41.81% |
$81M - $88.7M
|
1.88M
$144M
|
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-1.52M- 86.59% |
$91M - $99.6M
|
235K
$18M
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
SELL
|
- |
-2.17M- 43.79% |
$130M - $143M
|
2.79M
$213M
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-3.22M- 56.8% |
$193M - $212M
|
2.45M
$188M
|