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
|
Bayesian Capital Management, LP
Brooklyn, NY |
BUY
|
- |
18.5KNew |
$1.11M - $1.21M
|
18.5K
$1.47M
|
|
|
May 15, 2024
Q1 2024
|
Econ Financial Services Corp
|
BUY
|
- |
18.3K+ 69.68% |
$1.1M - $1.2M
|
44.5K
$3.53M
|
|
|
May 14, 2024
Q1 2024
|
Drw Securities, LLC
Chicago, IL |
BUY
|
- |
17.7K+ 24.01% |
$1.06M - $1.16M
|
91.5K
$7.26M
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
17.5K+ 116.93% |
$1.05M - $1.15M
|
32.5K
$2.57M
|
|
|
Apr 09, 2024
Q1 2024
|
Stableford Capital Ii LLC
Scottsdale, AZ |
BUY
|
- |
17.4K+ 37.4% |
$1.05M - $1.14M
|
64K
$5.08M
|
|
|
Apr 24, 2024
Q1 2024
|
Krilogy Financial LLC
|
BUY
|
- |
17.4K+ 24.77% |
$1.04M - $1.14M
|
87.8K
$6.96M
|
|
|
Apr 22, 2024
Q1 2024
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
17KNew |
$1.02M - $1.12M
|
17K
$1.35M
|
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
16.4K+ 27.66% |
$982K - $1.08M
|
75.6K
$6M
|
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
16.3K+ 2.89% |
$979K - $1.07M
|
581K
$46M
|
|
|
Apr 18, 2024
Q1 2024
|
Measured Wealth Private Client Group, LLC
|
BUY
|
- |
16.2KNew |
$973K - $1.07M
|
16.2K
$1.29M
|
|
|
May 02, 2024
Q1 2024
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
16KNew |
$958K - $1.05M
|
16K
$1.27M
|
|
|
May 15, 2024
Q1 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
15.9KNew |
$953K - $1.04M
|
15.9K
$1.26M
|
|
|
May 14, 2024
Q1 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
15.7K+ 10.23% |
$940K - $1.03M
|
169K
$13.4M
|
|
|
May 09, 2024
Q1 2024
|
Corrado Advisors, LLC
Ramsey, NJ |
BUY
|
- |
15.6KNew |
$934K - $1.02M
|
15.6K
$1.23M
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
15.5K+ 8.69% |
$931K - $1.02M
|
194K
$15.4M
|
|
|
May 03, 2024
Q1 2024
|
Interactive Financial Advisors
Chicago, IL |
BUY
|
- |
15.4K+ 164.82% |
$926K - $1.01M
|
24.8K
$1.97M
|
|
|
Apr 22, 2024
Q1 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
15.3K+ 72.46% |
$915K - $1M
|
36.3K
$2.88M
|
|
|
Apr 17, 2024
Q1 2024
|
Guidance Capital, Inc
Lousville, KY |
BUY
|
- |
15K+ 403.07% |
$898K - $984K
|
18.7K
$1.48M
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
14.6K+ 243.34% |
$875K - $959K
|
20.6K
$1.63M
|
|
|
Jul 23, 2024
Q1 2024
|
City Center Advisors, LLC
Troy, MI |
BUY
|
- |
14.4KNew |
$865K - $948K
|
14.4K
$1.14M
|
|
|
May 14, 2024
Q1 2024
|
Crabel Capital Management, LLC
Milwaukee, WI |
BUY
|
- |
14.1K+ 67.81% |
$845K - $925K
|
34.9K
$2.76M
|
|
|
May 15, 2024
Q1 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
13.8K+ 30.82% |
$828K - $907K
|
58.6K
$4.65M
|
|
|
May 14, 2024
Q1 2024
|
Exodus Point Capital Management, LP
New York, NY |
BUY
|
- |
13.5KNew |
$812K - $889K
|
13.5K
$1.07M
|
|
|
May 08, 2024
Q1 2024
|
Mai Capital Management
|
BUY
|
- |
13.2K+ 12.61% |
$791K - $866K
|
118K
$9.34M
|
|
|
May 14, 2024
Q1 2024
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
13KNew |
$778K - $852K
|
13K
$1.03M
|
|
|
May 09, 2024
Q1 2024
|
Waldron Private Wealth LLC
|
BUY
|
- |
12.9K+ 285.82% |
$772K - $846K
|
17.4K
$1.38M
|
|
|
May 09, 2024
Q1 2024
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
12.9K+ 31.93% |
$771K - $845K
|
53.2K
$4.21M
|
|
|
Apr 22, 2024
Q1 2024
|
Altfest L J & CO Inc
|
BUY
|
- |
12.7K+ 117.26% |
$763K - $836K
|
23.6K
$1.87M
|
|
|
May 01, 2024
Q1 2024
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
12.7K+ 59.97% |
$761K - $833K
|
33.9K
$2.68M
|
|
|
May 13, 2024
Q1 2024
|
Vaughan David Investments LLC
Peoria, IL |
BUY
|
- |
12.3K+ 7.51% |
$736K - $806K
|
176K
$13.9M
|
|
|
May 03, 2024
Q1 2024
|
Coulter & Justus Financial Services, LLC
|
BUY
|
- |
12.2KNew |
$733K - $803K
|
12.2K
$970K
|
|
|
May 15, 2024
Q1 2024
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
12.1KNew |
$728K - $797K
|
12.1K
$963K
|
|
|
May 13, 2024
Q1 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
12.1K+ 60.81% |
$724K - $793K
|
32K
$2.53M
|
|
|
Apr 25, 2024
Q1 2024
|
Blue Chip Partners, Inc.
|
BUY
|
- |
12K+ 185.31% |
$718K - $786K
|
18.4K
$1.46M
|
|
|
May 13, 2024
Q1 2024
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
11.9KNew |
$716K - $784K
|
11.9K
$947K
|
|
|
Apr 25, 2024
Q1 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
11.7KNew |
$702K - $769K
|
11.7K
$928K
|
|
|
Apr 29, 2024
Q1 2024
|
Cabana LLC
Fayetteville, AR |
BUY
|
- |
11.4K+ 87.87% |
$684K - $749K
|
24.4K
$1.93M
|
|
|
Apr 12, 2024
Q1 2024
|
Prentice Wealth Management LLC
|
BUY
|
- |
11.3KNew |
$677K - $741K
|
11.3K
$895K
|
|
|
May 06, 2024
Q1 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
10.9K+ 53.33% |
$654K - $716K
|
31.3K
$2.48M
|
|
|
Apr 17, 2024
Q1 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
10K+ 9.02% |
$602K - $659K
|
121K
$9.61M
|
|
|
Apr 30, 2024
Q1 2024
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
9.95KNew |
$596K - $653K
|
9.95K
$789K
|
|
|
May 02, 2024
Q1 2024
|
Morton Community Bank
East Peoria, IL |
BUY
|
- |
9.7K+ 12.37% |
$582K - $637K
|
88.1K
$6.98M
|
|
|
May 15, 2024
Q1 2024
|
Stephens Inc
|
BUY
|
- |
9.66K+ 75.38% |
$579K - $634K
|
22.5K
$1.78M
|
|
|
May 09, 2024
Q1 2024
|
Capula Management LTD
Grand Cayman, E9 |
BUY
|
- |
9.59KNew |
$575K - $629K
|
9.59K
$760K
|
|
|
May 13, 2024
Q1 2024
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
9.55K+ 6.54% |
$573K - $627K
|
156K
$12.3M
|
|
|
May 10, 2024
Q1 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
9.55K+ 88.65% |
$572K - $627K
|
20.3K
$1.61M
|
|
|
May 15, 2024
Q1 2024
|
Alpine Global Management, LLC
New York, NY |
BUY
|
- |
9.29K+ 144.59% |
$557K - $610K
|
15.7K
$1.25M
|
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
9.18K+ 6.15% |
$550K - $603K
|
159K
$12.6M
|
|
|
May 06, 2024
Q1 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
9.12K+ 67.64% |
$547K - $599K
|
22.6K
$1.79M
|
|
|
May 10, 2024
Q1 2024
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
BUY
|
- |
9.04KNew |
$542K - $593K
|
9.04K
$716K
|