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 16, 2024
Q1 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
1.5K+ 303.24% |
$89.8K - $98.3K
|
1.99K
$152K
|
|
|
May 08, 2024
Q1 2024
|
Keystone Financial Group
|
BUY
|
- |
1.41K+ 11.29% |
$84.6K - $92.7K
|
13.9K
$1.06M
|
|
|
May 06, 2024
Q1 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
1.4KNew |
$84.2K - $92.2K
|
1.4K
$107K
|
|
|
Apr 26, 2024
Q1 2024
|
Horizon Financial Services, LLC
|
BUY
|
- |
1.4K+ 34.74% |
$83.8K - $91.8K
|
5.42K
$415K
|
|
|
Apr 18, 2024
Q1 2024
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
1.39K+ 31.13% |
$83.1K - $91K
|
5.84K
$447K
|
|
|
May 14, 2024
Q1 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
1.36K+ 33.77% |
$81.8K - $89.5K
|
5.4K
$413K
|
|
|
Apr 26, 2024
Q1 2024
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
1.28K+ 3.64% |
$76.8K - $84.1K
|
36.5K
$2.79M
|
|
|
May 13, 2024
Q1 2024
|
Cladis Investment Advisory, LLC
Billings, MT |
BUY
|
- |
1.24K+ 13.3% |
$74.5K - $81.5K
|
10.6K
$809K
|
|
|
Jun 05, 2024
Q1 2024
|
Objective Capital Management, LLC
|
BUY
|
- |
1.22K+ 14.64% |
$73.2K - $80.2K
|
9.56K
$731K
|
|
|
May 14, 2024
Q1 2024
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
1.2K+ 4.55% |
$71.9K - $78.8K
|
27.6K
$2.11M
|
|
|
Apr 30, 2024
Q1 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
1.2K+ 65.09% |
$71.6K - $78.5K
|
3.03K
$232K
|
|
|
May 13, 2024
Q1 2024
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
1.18K+ 5.61% |
$70.7K - $77.4K
|
22.2K
$1.7M
|
|
|
May 03, 2024
Q1 2024
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
1.15K+ 29.56% |
$69.1K - $75.7K
|
5.05K
$386K
|
|
|
Apr 30, 2024
Q1 2024
|
Bray Capital Advisors
|
BUY
|
- |
1.12K+ 2.39% |
$67K - $73.4K
|
48K
$3.67M
|
|
|
May 03, 2024
Q1 2024
|
Diligent Investors, LLC
|
BUY
|
- |
1.1K+ 12.03% |
$66K - $72.3K
|
10.3K
$784K
|
|
|
Oct 22, 2024
Q1 2024
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
1.06K+ 3.7% |
$63.7K - $69.7K
|
29.8K
$2.28M
|
|
|
Apr 17, 2024
Q1 2024
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
1.06K+ 11.46% |
$63.3K - $69.3K
|
10.3K
$786K
|
|
|
Apr 23, 2024
Q1 2024
|
Wesbanco Bank Inc
|
BUY
|
- |
1.05K+ 12.55% |
$62.9K - $68.9K
|
9.42K
$720K
|
|
|
Apr 25, 2024
Q1 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
1.04K+ 16.12% |
$62.3K - $68.3K
|
7.49K
$573K
|
|
|
May 09, 2024
Q1 2024
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
BUY
|
- |
1K+ 1.47% |
$60.1K - $65.8K
|
69.1K
$5.29M
|
|
|
Apr 04, 2024
Q1 2024
|
Orrstown Financial Services Inc
Shippensburg, PA |
BUY
|
- |
1K+ 18.96% |
$60K - $65.7K
|
6.28K
$480K
|
|
|
Apr 15, 2024
Q1 2024
|
Security National Bank
|
BUY
|
- |
944New |
$56.6K - $62K
|
944
$72.2K
|
|
|
Apr 22, 2024
Q1 2024
|
Waycross Investment Management CO
Bellingham, WA |
BUY
|
- |
936+ 2.0% |
$56.1K - $61.4K
|
47.7K
$3.64M
|
|
|
May 14, 2024
Q1 2024
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
BUY
|
- |
929+ 12.68% |
$55.7K - $61K
|
8.26K
$631K
|
|
|
Apr 29, 2024
Q1 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
912+ 4.27% |
$54.7K - $59.9K
|
22.3K
$1.7M
|
|
|
Apr 04, 2024
Q1 2024
|
S. R. Schill & Associates
Mercer Island, WA |
BUY
|
- |
893+ 1.54% |
$53.5K - $58.6K
|
58.9K
$4.5M
|
|
|
Apr 24, 2024
Q1 2024
|
Activest Wealth Management
|
BUY
|
- |
870+ 1160.0% |
$52.2K - $57.1K
|
945
$72.3K
|
|
|
Aug 14, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
866+ 20.87% |
$51.9K - $56.9K
|
5.02K
$384K
|
|
|
May 15, 2024
Q1 2024
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
866+ 5.91% |
$51.9K - $56.9K
|
15.5K
$1.19M
|
|
|
May 10, 2024
Q1 2024
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
866+ 5.12% |
$51.9K - $56.9K
|
17.8K
$1.36M
|
|
|
Aug 13, 2024
Q1 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
856+ 1.91% |
$51.3K - $56.2K
|
45.6K
$3.48M
|
|
|
Apr 22, 2024
Q1 2024
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
847+ 3.35% |
$50.8K - $55.6K
|
26.1K
$2M
|
|
|
Apr 15, 2024
Q1 2024
|
Cooksen Wealth, LLC
The Woodlands, TX |
BUY
|
- |
843+ 13.31% |
$50.5K - $55.3K
|
7.18K
$549K
|
|
|
May 13, 2024
Q1 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
834+ 35.66% |
$50K - $54.8K
|
3.17K
$243K
|
|
|
May 14, 2024
Q1 2024
|
Forte Capital LLC
|
BUY
|
- |
823+ 0.9% |
$49.3K - $54K
|
92.7K
$7.09M
|
|
|
Apr 29, 2024
Q1 2024
|
Phillips Wealth Planners LLC
Starkville, MS |
BUY
|
- |
821+ 22.49% |
$49.2K - $53.9K
|
4.47K
$342K
|
|
|
Apr 18, 2024
Q1 2024
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
805+ 4.26% |
$48.3K - $52.8K
|
19.7K
$1.51M
|
|
|
May 13, 2024
Q1 2024
|
Monetary Management Group Inc
St Louis, MO |
BUY
|
- |
800+ 10.36% |
$48K - $52.5K
|
8.52K
$652K
|
|
|
Apr 10, 2024
Q1 2024
|
Red Spruce Capital, LLC
|
BUY
|
- |
783+ 7.2% |
$46.9K - $51.4K
|
11.7K
$891K
|
|
|
Apr 24, 2024
Q1 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
780+ 20.64% |
$46.8K - $51.2K
|
4.56K
$349K
|
|
|
May 15, 2024
Q1 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
752+ 6.86% |
$45.1K - $49.4K
|
11.7K
$896K
|
|
|
May 15, 2024
Q1 2024
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
BUY
|
- |
748+ 18.73% |
$44.8K - $49.1K
|
4.74K
$363K
|
|
|
May 14, 2024
Q1 2024
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
719+ 7988.89% |
$43.1K - $47.2K
|
728
$55.7K
|
|
|
May 13, 2024
Q1 2024
|
National Bank Of Canada
|
BUY
|
- |
681+ 4.2% |
$40.8K - $44.7K
|
16.9K
$1.29M
|
|
|
May 13, 2024
Q1 2024
|
Ranch Capital Advisors Inc.
Sarasota, FL |
BUY
|
- |
672+ 3.46% |
$40.3K - $44.1K
|
20.1K
$1.54M
|
|
|
Apr 23, 2024
Q1 2024
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
666+ 19.92% |
$39.9K - $43.7K
|
4.01K
$307K
|
|
|
May 02, 2024
Q1 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
664+ 4.02% |
$39.8K - $43.6K
|
17.2K
$1.31M
|
|
|
Apr 16, 2024
Q1 2024
|
Allred Capital Management, LLC
Dallas, TX |
BUY
|
- |
635+ 8.13% |
$38.1K - $41.7K
|
8.45K
$646K
|
|
|
May 09, 2024
Q1 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
627+ 13.64% |
$37.6K - $41.2K
|
5.22K
$400K
|
|
|
May 03, 2024
Q1 2024
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
623New |
$37.3K - $40.9K
|
623
$47.6K
|