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 14, 2024
Q1 2024
|
First Trust Investment Solutions L.P.
Naples, FL |
BUY
|
- |
586+ 3.97% |
$35.1K - $38.5K
|
15.3K
$1.22M
|
|
|
May 09, 2024
Q1 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
582+ 17.96% |
$34.9K - $38.2K
|
3.82K
$303K
|
|
|
Apr 26, 2024
Q1 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
577+ 7.74% |
$34.6K - $37.9K
|
8.03K
$636K
|
|
|
May 10, 2024
Q1 2024
|
Wealth Trust Axiom LLC
|
BUY
|
- |
576+ 8.35% |
$34.5K - $37.8K
|
7.48K
$593K
|
|
|
Apr 05, 2024
Q1 2024
|
Butensky & Cohen Financial Security, Inc
|
BUY
|
- |
556+ 1.97% |
$33.3K - $36.5K
|
28.8K
$2.28M
|
|
|
Apr 08, 2024
Q1 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
555New |
$33.3K - $36.4K
|
555
$44K
|
|
|
May 13, 2024
Q1 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
550+ 16.92% |
$33K - $36.1K
|
3.8K
$301K
|
|
|
Apr 11, 2024
Q1 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
550+ 16.68% |
$33K - $36.1K
|
3.85K
$305K
|
|
|
Jun 21, 2024
Q1 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
550New |
$33K - $36.1K
|
550
$43.6K
|
|
|
Apr 29, 2024
Q1 2024
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
544+ 2.91% |
$32.6K - $35.7K
|
19.2K
$1.52M
|
|
|
May 22, 2024
Q1 2024
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
520New |
$31.2K - $34.1K
|
520
$41.2K
|
|
|
Apr 15, 2024
Q1 2024
|
Ayalon Insurance Comp Ltd.
|
BUY
|
- |
515+ 1.88% |
$30.9K - $33.8K
|
27.9K
$2.21M
|
|
|
Apr 15, 2024
Q1 2024
|
Arkfeld Wealth Strategies, L.L.C.
|
BUY
|
- |
514+ 3.75% |
$30.8K - $33.7K
|
14.2K
$1.13M
|
|
|
Apr 16, 2024
Q1 2024
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
508+ 6.1% |
$30.5K - $33.4K
|
8.83K
$700K
|
|
|
May 02, 2024
Q1 2024
|
Investment House LLC
Las Vegas, NV |
BUY
|
- |
500+ 5.13% |
$30K - $32.8K
|
10.3K
$813K
|
|
|
Aug 13, 2024
Q1 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
496+ 9.99% |
$29.7K - $32.6K
|
5.46K
$433K
|
|
|
Apr 15, 2024
Q1 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
496+ 4.28% |
$29.7K - $32.6K
|
12.1K
$958K
|
|
|
May 03, 2024
Q1 2024
|
9258 Wealth Management, LLC
|
BUY
|
- |
488+ 8.69% |
$29.3K - $32K
|
6.1K
$484K
|
|
|
Apr 17, 2024
Q1 2024
|
Barry Investment Advisors, LLC
|
BUY
|
- |
470+ 5.17% |
$28.2K - $30.9K
|
9.56K
$758K
|
|
|
Apr 10, 2024
Q1 2024
|
One Plus One Wealth Management, LLC
|
BUY
|
- |
470+ 0.6% |
$28.2K - $30.9K
|
78.5K
$6.22M
|
|
|
May 01, 2024
Q1 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
466+ 38.01% |
$27.9K - $30.6K
|
1.69K
$134K
|
|
|
May 10, 2024
Q1 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
455+ 12.23% |
$27.3K - $29.9K
|
4.18K
$331K
|
|
|
Apr 30, 2024
Q1 2024
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
448+ 3.42% |
$26.9K - $29.4K
|
13.6K
$1.08M
|
|
|
May 13, 2024
Q1 2024
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
BUY
|
- |
443+ 2.14% |
$26.6K - $29.1K
|
21.1K
$1.68M
|
|
|
May 07, 2024
Q1 2024
|
Chesapeake Wealth Management
|
BUY
|
- |
434+ 3.92% |
$26K - $28.5K
|
11.5K
$913K
|
|
|
Jul 31, 2024
Q1 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
415New |
$24.9K - $27.2K
|
415
$32.9K
|
|
|
Apr 19, 2024
Q1 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
407+ 9.56% |
$24.4K - $26.7K
|
4.66K
$370K
|
|
|
May 14, 2024
Q1 2024
|
Main Management LLC
San Francisco, CA |
BUY
|
- |
400+ 0.2% |
$24K - $26.3K
|
196K
$15.6M
|
|
|
May 10, 2024
Q1 2024
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
386+ 1.93% |
$23.1K - $25.3K
|
20.4K
$1.62M
|
|
|
Apr 09, 2024
Q1 2024
|
Stolper CO
|
BUY
|
- |
383+ 4.18% |
$23K - $25.1K
|
9.54K
$756K
|
|
|
May 03, 2024
Q1 2024
|
Essex LLC
|
BUY
|
- |
375+ 3.7% |
$22.5K - $24.6K
|
10.5K
$833K
|
|
|
Apr 23, 2024
Q1 2024
|
True Wealth Advisors, LLC
|
BUY
|
- |
354+ 4.1% |
$21.2K - $23.2K
|
8.98K
$712K
|
|
|
May 10, 2024
Q1 2024
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
350+ 4.35% |
$21K - $23K
|
8.4K
$666K
|
|
|
May 15, 2024
Q1 2024
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
BUY
|
- |
350+ 9.87% |
$21K - $23K
|
3.9K
$309K
|
|
|
May 13, 2024
Q1 2024
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
346+ 19.64% |
$20.7K - $22.7K
|
2.11K
$167K
|
|
|
May 13, 2024
Q1 2024
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
BUY
|
- |
344New |
$20.6K - $22.6K
|
344
$27.3K
|
|
|
Apr 24, 2024
Q1 2024
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
341+ 1.2% |
$20.4K - $22.4K
|
28.8K
$2.28M
|
|
|
May 13, 2024
Q1 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
340+ 1.33% |
$20.4K - $22.3K
|
26K
$2.06M
|
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
330+ 165.0% |
$19.8K - $21.7K
|
530
$42K
|
|
|
May 14, 2024
Q1 2024
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
328+ 8.53% |
$19.7K - $21.5K
|
4.17K
$331K
|
|
|
May 09, 2024
Q1 2024
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
324+ 4.03% |
$19.4K - $21.3K
|
8.37K
$663K
|
|
|
May 15, 2024
Q1 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
321+ 0.49% |
$19.2K - $21.1K
|
65.4K
$5.19M
|
|
|
May 10, 2024
Q1 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
318+ 7.5% |
$19.1K - $20.9K
|
4.56K
$362K
|
|
|
Apr 11, 2024
Q1 2024
|
Signal Point Asset Management, LLC
|
BUY
|
- |
315+ 8.34% |
$18.9K - $20.7K
|
4.09K
$324K
|
|
|
Apr 30, 2024
Q1 2024
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
315+ 0.95% |
$18.9K - $20.7K
|
33.5K
$2.65M
|
|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
BUY
|
- |
299+ 0.36% |
$17.9K - $19.6K
|
84.1K
$6.67M
|
|
|
Apr 15, 2024
Q1 2024
|
Windsor Capital Management, LLC
|
BUY
|
- |
296+ 3.46% |
$17.7K - $19.4K
|
8.85K
$701K
|
|
|
Apr 16, 2024
Q1 2024
|
Tsfg, LLC
|
BUY
|
- |
294+ 131.84% |
$17.6K - $19.3K
|
517
$41K
|
|
|
May 06, 2024
Q1 2024
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
284+ 0.55% |
$17K - $18.6K
|
52.1K
$4.13M
|
|
|
Apr 22, 2024
Q1 2024
|
Provident Wealth Management, LLC
|
BUY
|
- |
277New |
$16.6K - $18.2K
|
277
$22K
|