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 19, 2024
Q1 2024
|
Cutler Group LP
|
BUY
|
- |
64.3KNew |
$3.85M - $4.22M
|
64.3K
$4.91M
|
|
|
May 15, 2024
Q1 2024
|
Point72 Europe (London) LLP
London, X0 |
BUY
|
- |
60.8K+ 618.36% |
$3.64M - $3.99M
|
70.6K
$5.4M
|
|
|
Apr 16, 2024
Q1 2024
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
54.3K+ 1433.28% |
$3.26M - $3.57M
|
58.1K
$4.44M
|
|
|
May 09, 2024
Q1 2024
|
Mizuho Markets Americas LLC
|
BUY
|
- |
53.2KNew |
$3.19M - $3.49M
|
53.2K
$4.06M
|
|
|
Apr 23, 2024
Q1 2024
|
Gunma Bank,Ltd.
|
BUY
|
- |
50K+ 47.62% |
$3M - $3.28M
|
155K
$11.9M
|
|
|
May 16, 2024
Q1 2024
|
Prudent Investors Network, Inc.
Lake Forest, CA |
BUY
|
- |
49.8K+ 61.95% |
$2.98M - $3.27M
|
130K
$9.95M
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
47.8K+ 65.8% |
$2.86M - $3.14M
|
120K
$9.2M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
47.4K+ 13.65% |
$2.84M - $3.11M
|
395K
$30.2M
|
|
|
May 15, 2024
Q1 2024
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
46.6K+ 56.26% |
$2.79M - $3.06M
|
129K
$9.9M
|
|
|
May 06, 2024
Q1 2024
|
Quantbot Technologies LP
New York, NY |
BUY
|
- |
46.5K+ 168.99% |
$2.79M - $3.05M
|
74K
$5.66M
|
|
|
May 10, 2024
Q1 2024
|
Vista Finance, LLC
|
BUY
|
- |
45.3KNew |
$2.72M - $2.98M
|
45.3K
$3.47M
|
|
|
May 01, 2024
Q1 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
44.3K+ 85.28% |
$2.66M - $2.91M
|
96.3K
$7.37M
|
|
|
May 01, 2024
Q1 2024
|
First Interstate Bank
Billings, MT |
BUY
|
- |
42.3K+ 70.84% |
$2.54M - $2.78M
|
102K
$7.8M
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
39.2K+ 5.55% |
$2.35M - $2.58M
|
747K
$57.1M
|
|
|
May 15, 2024
Q1 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
38.9K+ 880.38% |
$2.33M - $2.55M
|
43.3K
$3.31M
|
|
|
Aug 29, 2024
Q1 2024
|
Provida Pension Fund Administrator
Santiago, F3 |
BUY
|
- |
36KNew |
$2.16M - $2.37M
|
36K
$2.76M
|
|
|
May 14, 2024
Q1 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
34K+ 83.54% |
$2.04M - $2.23M
|
74.8K
$5.72M
|
|
|
Apr 30, 2024
Q1 2024
|
Cordatus Wealth Management LLC
Newtown, PA |
BUY
|
- |
32.6KNew |
$1.96M - $2.14M
|
32.6K
$2.5M
|
|
|
May 15, 2024
Q1 2024
|
J. Goldman & CO LP
New York, NY |
BUY
|
- |
32.4KNew |
$1.94M - $2.12M
|
32.4K
$2.47M
|
|
|
Apr 02, 2024
Q1 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
30.2K+ 637.31% |
$1.81M - $1.98M
|
34.9K
$2.67M
|
|
|
May 21, 2024
Q1 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
29.7K+ 26.17% |
$1.78M - $1.95M
|
143K
$10.9M
|
|
|
May 13, 2024
Q1 2024
|
Morningstar Investment Management LLC
Chicago, IL |
BUY
|
- |
28.9K+ 64.26% |
$1.73M - $1.9M
|
73.9K
$5.65M
|
|
|
May 07, 2024
Q1 2024
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
28.7KNew |
$1.72M - $1.88M
|
28.7K
$2.19M
|
|
|
May 07, 2024
Q1 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
27.3K+ 63.96% |
$1.64M - $1.79M
|
70K
$5.35M
|
|
|
Apr 25, 2024
Q1 2024
|
Triumph Capital Management
|
BUY
|
- |
27.3K+ 421.87% |
$1.64M - $1.79M
|
33.7K
$2.58M
|
|
|
Apr 24, 2024
Q1 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
27.2KNew |
$1.63M - $1.78M
|
27.2K
$2.08M
|
|
|
May 15, 2024
Q1 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
26.9K+ 47.7% |
$1.61M - $1.76M
|
83.2K
$6.36M
|
|
|
May 14, 2024
Q1 2024
|
Old Mission Capital LLC
|
BUY
|
- |
26.2KNew |
$1.57M - $1.72M
|
26.2K
$2M
|
|
|
May 15, 2024
Q1 2024
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
BUY
|
- |
25.8K+ 26.31% |
$1.55M - $1.69M
|
124K
$9.47M
|
|
|
May 14, 2024
Q1 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
24.8K+ 701.75% |
$1.49M - $1.63M
|
28.3K
$2.17M
|
|
|
May 15, 2024
Q1 2024
|
Atom Investors LP
Austin, TX |
BUY
|
- |
24.6KNew |
$1.47M - $1.61M
|
24.6K
$1.88M
|
|
|
May 15, 2024
Q1 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
24.5KNew |
$1.47M - $1.61M
|
24.5K
$1.87M
|
|
|
May 14, 2024
Q1 2024
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
24.3K+ 46.34% |
$1.46M - $1.59M
|
76.7K
$5.86M
|
|
|
May 14, 2024
Q1 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
24.2K+ 36.2% |
$1.45M - $1.59M
|
91.2K
$6.97M
|
|
|
May 15, 2024
Q1 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
24.2K+ 20.63% |
$1.45M - $1.59M
|
141K
$10.8M
|
|
|
May 13, 2024
Q1 2024
|
Alerus Financial Na
Grand Forks, ND |
BUY
|
- |
23.8KNew |
$1.43M - $1.57M
|
23.8K
$1.82M
|
|
|
May 08, 2024
Q1 2024
|
Cornerstone Advisory, LLC
|
BUY
|
- |
22.7KNew |
$1.36M - $1.49M
|
22.7K
$1.74M
|
|
|
May 08, 2024
Q1 2024
|
Provident CO Of The Employees Of The Hebrew University LTD
Jerusalem, L3 |
BUY
|
- |
22.6KNew |
$1.36M - $1.48M
|
22.6K
$1.73M
|
|
|
May 15, 2024
Q1 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
22.4K+ 273.26% |
$1.34M - $1.47M
|
30.6K
$2.34M
|
|
|
May 09, 2024
Q1 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
22.1K+ 20.0% |
$1.33M - $1.45M
|
133K
$10.2M
|
|
|
May 15, 2024
Q1 2024
|
New Vernon Capital Holdings Ii LLC
Morristown, NJ |
BUY
|
- |
22KNew |
$1.32M - $1.44M
|
22K
$1.68M
|
|
|
May 10, 2024
Q1 2024
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
21.9K+ 163.59% |
$1.31M - $1.44M
|
35.3K
$2.7M
|
|
|
May 15, 2024
Q1 2024
|
Centiva Capital, LP
New York, NY |
BUY
|
- |
21.9K+ 393.54% |
$1.31M - $1.44M
|
27.4K
$2.1M
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
21.8K+ 3854.95% |
$1.31M - $1.43M
|
22.4K
$1.71M
|
|
|
May 07, 2024
Q1 2024
|
Koa Wealth Management, LLC
Encinitas, CA |
BUY
|
- |
19.8K+ 108.77% |
$1.19M - $1.3M
|
38K
$2.91M
|
|
|
May 06, 2024
Q1 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
19K+ 16.51% |
$1.14M - $1.25M
|
134K
$10.3M
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group Ltd.
Dublin, L2 |
BUY
|
- |
18.8KNew |
$1.13M - $1.23M
|
18.8K
$1.44M
|
|
|
May 06, 2024
Q1 2024
|
Assetmark, Inc
|
BUY
|
- |
18.7K+ 10.33% |
$1.12M - $1.23M
|
199K
$15.2M
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
BUY
|
- |
18.6K+ 13.6% |
$1.12M - $1.22M
|
156K
$11.9M
|
|
|
May 15, 2024
Q1 2024
|
Private Capital Management, LLC
Naples, FL |
BUY
|
- |
18.6K+ 76.04% |
$1.12M - $1.22M
|
43.1K
$3.3M
|