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 13, 2024
Q1 2024
|
Meridian Investment Counsel Inc.
Lafayette, CA |
BUY
|
- |
3.07K+ 7.88% |
$184K - $201K
|
42K
$3.21M
|
|
|
Apr 16, 2024
Q1 2024
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
3.06KNew |
$184K - $201K
|
3.06K
$234K
|
|
|
Apr 30, 2024
Q1 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
3.02K+ 51.36% |
$181K - $198K
|
8.89K
$680K
|
|
|
Apr 12, 2024
Q1 2024
|
Parkside Investments, LLC
|
BUY
|
- |
3K+ 16.85% |
$180K - $197K
|
20.8K
$1.59M
|
|
|
Apr 19, 2024
Q1 2024
|
Donald L. Hagan, LLC
|
BUY
|
- |
2.99K+ 77.05% |
$179K - $196K
|
6.86K
$525K
|
|
|
May 03, 2024
Q1 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
2.95K+ 27.11% |
$177K - $194K
|
13.8K
$1.06M
|
|
|
Jul 03, 2024
Q1 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
2.94KNew |
$176K - $193K
|
2.94K
$225K
|
|
|
Apr 23, 2024
Q1 2024
|
Solstein Capital, LLC
Menlo Park, CA |
BUY
|
- |
2.9K+ 19.79% |
$174K - $190K
|
17.6K
$1.34M
|
|
|
May 15, 2024
Q1 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
2.88K+ 16.48% |
$172K - $189K
|
20.3K
$1.55M
|
|
|
Apr 09, 2024
Q1 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
2.77K+ 35.99% |
$166K - $182K
|
10.5K
$802K
|
|
|
Apr 15, 2024
Q1 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
2.68K+ 20.93% |
$161K - $176K
|
15.5K
$1.18M
|
|
|
May 23, 2024
Q1 2024
|
Community Trust & Investment CO
|
BUY
|
- |
2.64K+ 0.91% |
$158K - $173K
|
293K
$22.4M
|
|
|
Apr 29, 2024
Q1 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
2.6K+ 35.92% |
$156K - $171K
|
9.85K
$754K
|
|
|
May 08, 2024
Q1 2024
|
Dearborn Partners LLC
|
BUY
|
- |
2.56K+ 61.88% |
$153K - $168K
|
6.7K
$512K
|
|
|
May 13, 2024
Q1 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
2.51K+ 87.81% |
$151K - $165K
|
5.38K
$411K
|
|
|
Apr 12, 2024
Q1 2024
|
Perkins Coie Trust CO
|
BUY
|
- |
2.46K+ 3.3% |
$148K - $162K
|
77.1K
$5.9M
|
|
|
May 08, 2024
Q1 2024
|
Trinity Point Wealth, LLC
|
BUY
|
- |
2.44K+ 10.11% |
$146K - $160K
|
26.6K
$2.03M
|
|
|
Apr 29, 2024
Q1 2024
|
Brave Asset Management Inc
|
BUY
|
- |
2.43K+ 3.84% |
$146K - $160K
|
65.7K
$5.02M
|
|
|
Apr 17, 2024
Q1 2024
|
Founders Financial Securities LLC
|
BUY
|
- |
2.43K+ 21.72% |
$145K - $159K
|
13.6K
$1.04M
|
|
|
Apr 16, 2024
Q1 2024
|
Howard Capital Management Group, LLC
|
BUY
|
- |
2.4K+ 16.33% |
$144K - $158K
|
17.1K
$1.31M
|
|
|
May 15, 2024
Q1 2024
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
BUY
|
- |
2.31K+ 16507.14% |
$139K - $152K
|
2.33K
$178K
|
|
|
Apr 26, 2024
Q1 2024
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
2.31K+ 126.58% |
$138K - $152K
|
4.14K
$316K
|
|
|
May 15, 2024
Q1 2024
|
Hollow Brook Wealth Management LLC
|
BUY
|
- |
2.3K+ 2.63% |
$138K - $151K
|
89.7K
$6.86M
|
|
|
Apr 11, 2024
Q1 2024
|
Central Bank & Trust CO
|
BUY
|
- |
2.29K+ 15.21% |
$137K - $150K
|
17.3K
$1.32M
|
|
|
May 10, 2024
Q1 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
2.27K+ 2.25% |
$136K - $149K
|
103K
$7.88M
|
|
|
Apr 17, 2024
Q1 2024
|
Cra Financial Services, LLC
|
BUY
|
- |
2.26K+ 22.73% |
$135K - $148K
|
12.2K
$931K
|
|
|
Apr 15, 2024
Q1 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
2.21K+ 7.69% |
$133K - $145K
|
31K
$2.37M
|
|
|
May 14, 2024
Q1 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
2.21K+ 3.29% |
$132K - $145K
|
69.3K
$5.3M
|
|
|
Apr 10, 2024
Q1 2024
|
Marcum Wealth, LLC
|
BUY
|
- |
2.16K+ 58.37% |
$129K - $142K
|
5.86K
$448K
|
|
|
Apr 17, 2024
Q1 2024
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
2.13K+ 4.49% |
$128K - $140K
|
49.5K
$3.79M
|
|
|
May 13, 2024
Q1 2024
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
2.11KNew |
$127K - $139K
|
2.11K
$161K
|
|
|
May 15, 2024
Q1 2024
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
BUY
|
- |
2.11K+ 10.43% |
$126K - $138K
|
22.3K
$1.71M
|
|
|
May 03, 2024
Q1 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
2.11K+ 7.95% |
$126K - $138K
|
28.6K
$2.19M
|
|
|
May 14, 2024
Q1 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
2.09K+ 109.64% |
$125K - $137K
|
4K
$306K
|
|
|
May 13, 2024
Q1 2024
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
2.05K+ 4.48% |
$123K - $134K
|
47.7K
$3.65M
|
|
|
May 02, 2024
Q1 2024
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
2K+ 57.95% |
$120K - $131K
|
5.45K
$417K
|
|
|
May 15, 2024
Q1 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
1.95K+ 13.59% |
$117K - $128K
|
16.3K
$1.25M
|
|
|
May 10, 2024
Q1 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
1.93K+ 25.78% |
$115K - $126K
|
9.39K
$718K
|
|
|
Aug 29, 2024
Q1 2024
|
University Of Texas
|
BUY
|
- |
1.9KNew |
$114K - $125K
|
1.9K
$145K
|
|
|
May 14, 2024
Q1 2024
|
Allie Family Office LLC
|
BUY
|
- |
1.86K+ 24.52% |
$111K - $122K
|
9.44K
$722K
|
|
|
Apr 19, 2024
Q1 2024
|
Strategic Advisors LLC
|
BUY
|
- |
1.85K+ 22.99% |
$111K - $121K
|
9.89K
$756K
|
|
|
May 13, 2024
Q1 2024
|
Venture Visionary Partners LLC
|
BUY
|
- |
1.84K+ 10.74% |
$110K - $121K
|
19K
$1.45M
|
|
|
Oct 09, 2024
Q1 2024
|
Cladis Investment Advisory, LLC
Billings, MT |
BUY
|
- |
1.8K+ 16.67% |
$108K - $118K
|
12.6K
$962K
|
|
|
May 15, 2024
Q1 2024
|
Zuckerman Investment Group, LLC
Chicago, IL |
BUY
|
- |
1.69K+ 12.04% |
$101K - $111K
|
15.7K
$1.2M
|
|
|
Apr 19, 2024
Q1 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
1.65K+ 11.75% |
$98.9K - $108K
|
15.7K
$1.2M
|
|
|
Apr 15, 2024
Q1 2024
|
Kwmg, LLC
|
BUY
|
- |
1.61K+ 1.55% |
$96.4K - $106K
|
105K
$8.07M
|
|
|
Apr 22, 2024
Q1 2024
|
Bay Rivers Group
|
BUY
|
- |
1.58K+ 10.3% |
$94.9K - $104K
|
17K
$1.3M
|
|
|
May 01, 2024
Q1 2024
|
Comprehensive Wealth Management, LLC
Lynnwood, WA |
BUY
|
- |
1.57K+ 15.35% |
$93.9K - $103K
|
11.8K
$900K
|
|
|
Apr 29, 2024
Q1 2024
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
1.55K+ 19.84% |
$92.9K - $102K
|
9.36K
$716K
|
|
|
May 08, 2024
Q1 2024
|
Interchange Capital Partners, LLC
|
BUY
|
- |
1.51K+ 35.28% |
$90.5K - $99.1K
|
5.79K
$443K
|