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 06, 2024
Q1 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
4.86K+ 74.09% |
$291K - $319K
|
11.4K
$905K
|
|
|
May 14, 2024
Q1 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
4.81K+ 18.52% |
$288K - $316K
|
30.8K
$2.44M
|
|
|
May 03, 2024
Q1 2024
|
Sabal Trust CO
|
BUY
|
- |
4.77K+ 14.92% |
$286K - $313K
|
36.7K
$2.91M
|
|
|
Apr 25, 2024
Q1 2024
|
Htlf Bank
Denver, CO |
BUY
|
- |
4.61K+ 6.51% |
$277K - $303K
|
75.5K
$5.99M
|
|
|
May 15, 2024
Q1 2024
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
4.42K+ 18.02% |
$265K - $290K
|
28.9K
$2.29M
|
|
|
May 14, 2024
Q1 2024
|
German American Bancorp, Inc.
Jasper, IN |
BUY
|
- |
4.37K+ 3.23% |
$262K - $287K
|
140K
$11.1M
|
|
|
Apr 29, 2024
Q1 2024
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
4.36K+ 1580.43% |
$262K - $286K
|
4.64K
$368K
|
|
|
Apr 24, 2024
Q1 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
4.31K+ 14.49% |
$259K - $283K
|
34.1K
$2.7M
|
|
|
May 15, 2024
Q1 2024
|
Engineers Gate Manager LP
New York, NY |
BUY
|
- |
4.3K+ 32.88% |
$258K - $282K
|
17.4K
$1.38M
|
|
|
Apr 24, 2024
Q1 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
4.27K+ 20.91% |
$256K - $280K
|
24.7K
$1.96M
|
|
|
May 14, 2024
Q1 2024
|
Simmons Bank
|
BUY
|
- |
4.19K+ 14.09% |
$251K - $275K
|
34K
$2.69M
|
|
|
Jul 01, 2024
Q1 2024
|
Buska Wealth Management, LLC
Wausau, WI |
BUY
|
- |
4.18KNew |
$251K - $274K
|
4.18K
$331K
|
|
|
May 13, 2024
Q1 2024
|
Bbr Partners, LLC
New York, NY |
BUY
|
- |
4.15KNew |
$249K - $272K
|
4.15K
$329K
|
|
|
May 09, 2024
Q1 2024
|
Private Portfolio Partners LLC
|
BUY
|
- |
4.09K+ 24.2% |
$245K - $268K
|
21K
$1.66M
|
|
|
Apr 19, 2024
Q1 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
4.03K+ 18.09% |
$242K - $265K
|
26.3K
$2.09M
|
|
|
May 15, 2024
Q1 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
4.02K+ 6.23% |
$241K - $264K
|
68.4K
$5.43M
|
|
|
May 14, 2024
Q1 2024
|
Credit Agricole S A
|
BUY
|
- |
4K+ 5.29% |
$240K - $263K
|
79.6K
$6.31M
|
|
|
May 15, 2024
Q1 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
3.97KNew |
$238K - $260K
|
3.97K
$315K
|
|
|
Oct 24, 2024
Q1 2024
|
Oak Harvest Investment Services
|
BUY
|
- |
3.94K+ 3.18% |
$236K - $258K
|
128K
$10.1M
|
|
|
May 15, 2024
Q1 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
3.93K+ 47.99% |
$235K - $258K
|
12.1K
$960K
|
|
|
May 10, 2024
Q1 2024
|
Encompass More Asset Management
Danville, CA |
BUY
|
- |
3.91KNew |
$235K - $257K
|
3.91K
$310K
|
|
|
May 09, 2024
Q1 2024
|
V2 Financial Group LLC
Naperville, IL |
BUY
|
- |
3.9KNew |
$234K - $256K
|
3.9K
$309K
|
|
|
May 01, 2024
Q1 2024
|
Stone X Group Inc.
|
BUY
|
- |
3.76K+ 25.27% |
$225K - $247K
|
18.6K
$1.48M
|
|
|
Apr 05, 2024
Q1 2024
|
Madison Park Capital Advisors, LLC
Seattle, WA |
BUY
|
- |
3.72K+ 3.89% |
$223K - $244K
|
99.6K
$7.89M
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
3.72K+ 116.24% |
$223K - $244K
|
6.92K
$549K
|
|
|
Apr 11, 2024
Q1 2024
|
Midwest Financial Group LLC
Overland Park, KS |
BUY
|
- |
3.72K+ 30.61% |
$223K - $244K
|
15.9K
$1.26M
|
|
|
May 14, 2024
Q1 2024
|
Broadleaf Partners, LLC
Hudson, OH |
BUY
|
- |
3.64KNew |
$218K - $239K
|
3.64K
$289K
|
|
|
May 15, 2024
Q1 2024
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
BUY
|
- |
3.59KNew |
$215K - $235K
|
3.59K
$284K
|
|
|
Apr 15, 2024
Q1 2024
|
Rmr Wealth Builders
|
BUY
|
- |
3.54KNew |
$212K - $233K
|
3.54K
$281K
|
|
|
May 13, 2024
Q1 2024
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
BUY
|
- |
3.54K+ 3.95% |
$212K - $233K
|
93.2K
$7.39M
|
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
3.51KNew |
$210K - $230K
|
3.51K
$278K
|
|
|
May 09, 2024
Q1 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
3.48K+ 85.32% |
$209K - $228K
|
7.56K
$599K
|
|
|
May 14, 2024
Q1 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
3.44KNew |
$206K - $226K
|
3.44K
$273K
|
|
|
May 14, 2024
Q1 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
3.44K+ 48.22% |
$206K - $226K
|
10.6K
$839K
|
|
|
May 09, 2024
Q1 2024
|
1 St Source Bank
|
BUY
|
- |
3.4K+ 19.85% |
$204K - $223K
|
20.5K
$1.63M
|
|
|
May 15, 2024
Q1 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
3.39K+ 13.16% |
$203K - $223K
|
29.2K
$2.31M
|
|
|
Apr 11, 2024
Q1 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
3.36K+ 60.28% |
$201K - $221K
|
8.94K
$709K
|
|
|
May 14, 2024
Q1 2024
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
3.29KNew |
$197K - $216K
|
3.29K
$260K
|
|
|
May 09, 2024
Q1 2024
|
Obsidian Personal Planning Solutions LLC
|
BUY
|
- |
3.28KNew |
$196K - $215K
|
3.28K
$260K
|
|
|
May 13, 2024
Q1 2024
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
3.26KNew |
$195K - $214K
|
3.26K
$259K
|
|
|
May 14, 2024
Q1 2024
|
Full Sail Capital, LLC
Oklahoma City, OK |
BUY
|
- |
3.24K+ 2.31% |
$194K - $213K
|
143K
$11.4M
|
|
|
Apr 22, 2024
Q1 2024
|
Zimmermann Investment Management & Planning LLC
|
BUY
|
- |
3.21KNew |
$192K - $211K
|
3.21K
$255K
|
|
|
Apr 30, 2024
Q1 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
3.18KNew |
$190K - $209K
|
3.18K
$252K
|
|
|
Apr 24, 2024
Q1 2024
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
BUY
|
- |
3.14K+ 7.03% |
$188K - $206K
|
47.9K
$3.8M
|
|
|
Apr 11, 2024
Q1 2024
|
Trust CO
|
BUY
|
- |
3.12K+ 16.46% |
$187K - $205K
|
22.1K
$1.75M
|
|
|
May 14, 2024
Q1 2024
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
3.12KNew |
$187K - $204K
|
3.12K
$247K
|
|
|
May 07, 2024
Q1 2024
|
Hyman Charles D
|
BUY
|
- |
3.11KNew |
$186K - $204K
|
3.11K
$246K
|
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
3.1K+ 4.68% |
$186K - $204K
|
69.3K
$5.5M
|
|
|
Apr 22, 2024
Q1 2024
|
Arthur M. Cohen & Associates, LLC
|
BUY
|
- |
3.08KNew |
$185K - $202K
|
3.08K
$244K
|
|
|
May 13, 2024
Q1 2024
|
Meridian Investment Counsel Inc.
Lafayette, CA |
BUY
|
- |
3.07K+ 7.88% |
$184K - $201K
|
42K
$3.33M
|