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
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
284+ 0.55% |
$17K - $18.6K
|
52.1K
$3.99M
|
|
|
May 02, 2024
Q1 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
277+ 79.37% |
$16.6K - $18.2K
|
626
$47.9K
|
|
|
Apr 22, 2024
Q1 2024
|
Provident Wealth Management, LLC
|
BUY
|
- |
277New |
$16.6K - $18.2K
|
277
$21.2K
|
|
|
May 13, 2024
Q1 2024
|
Fil LTD
Hamilton, D0 |
BUY
|
- |
264+ 2.13% |
$15.8K - $17.3K
|
12.6K
$966K
|
|
|
May 06, 2024
Q1 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
256New |
$15.3K - $16.8K
|
256
$19.6K
|
|
|
May 09, 2024
Q1 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
256+ 4.09% |
$15.3K - $16.8K
|
6.52K
$499K
|
|
|
Apr 15, 2024
Q1 2024
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
BUY
|
- |
246+ 7.17% |
$14.7K - $16.1K
|
3.68K
$281K
|
|
|
Apr 17, 2024
Q1 2024
|
Sharper & Granite LLC
El Segundo, CA |
BUY
|
- |
245+ 1.33% |
$14.7K - $16.1K
|
18.7K
$1.43M
|
|
|
Apr 26, 2024
Q1 2024
|
Life Steps Financial, Inc.
|
BUY
|
- |
241New |
$14.4K - $15.8K
|
241
$18.4K
|
|
|
May 13, 2024
Q1 2024
|
Crewe Advisors LLC
|
BUY
|
- |
240New |
$14.4K - $15.8K
|
240
$18.4K
|
|
|
Apr 15, 2024
Q1 2024
|
Ahl Investment Management, Inc.
|
BUY
|
- |
240+ 2.71% |
$14.4K - $15.8K
|
9.11K
$697K
|
|
|
May 02, 2024
Q1 2024
|
Redwood Financial Network Corp
|
BUY
|
- |
239+ 7.23% |
$14.3K - $15.7K
|
3.55K
$271K
|
|
|
Apr 23, 2024
Q1 2024
|
Bfsg, LLC
|
BUY
|
- |
234+ 1.89% |
$14K - $15.4K
|
12.6K
$963K
|
|
|
May 15, 2024
Q1 2024
|
Frg Family Wealth Advisors LLC
|
BUY
|
- |
225New |
$13.5K - $14.8K
|
225
$17.2K
|
|
|
May 08, 2024
Q1 2024
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
224+ 0.61% |
$13.4K - $14.7K
|
37K
$2.83M
|
|
|
May 03, 2024
Q1 2024
|
Hallmark Capital Management Inc
|
BUY
|
- |
215+ 32.19% |
$12.9K - $14.1K
|
883
$67.5K
|
|
|
Apr 09, 2024
Q1 2024
|
Farmers Trust CO
|
BUY
|
- |
215+ 1.82% |
$12.9K - $14.1K
|
12K
$919K
|
|
|
May 01, 2024
Q1 2024
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
215+ 2.01% |
$12.9K - $14.1K
|
10.9K
$834K
|
|
|
Apr 11, 2024
Q1 2024
|
City State Bank
Norwalk, IA |
BUY
|
- |
215+ 113.16% |
$12.9K - $14.1K
|
405
$31K
|
|
|
May 03, 2024
Q1 2024
|
Carson Advisory Inc.
|
BUY
|
- |
211+ 2.61% |
$12.6K - $13.9K
|
8.3K
$635K
|
|
|
May 14, 2024
Q1 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
206+ 157.25% |
$12.3K - $13.5K
|
337
$25.8K
|
|
|
May 13, 2024
Q1 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
202+ 11.18% |
$12.1K - $13.3K
|
2.01K
$154K
|
|
|
Jul 31, 2024
Q1 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
200+ 22.22% |
$12K - $13.1K
|
1.1K
$84.1K
|
|
|
May 09, 2024
Q1 2024
|
Maple Capital Management, Inc.
|
BUY
|
- |
200+ 2.54% |
$12K - $13.1K
|
8.07K
$617K
|
|
|
Apr 18, 2024
Q1 2024
|
Myecfo, LLC
La Jolla, CA |
BUY
|
- |
200+ 3.01% |
$12K - $13.1K
|
6.85K
$524K
|
|
|
Apr 10, 2024
Q1 2024
|
Bank Of New Hampshire
|
BUY
|
- |
200+ 285.71% |
$12K - $13.1K
|
270
$20.6K
|
|
|
May 03, 2024
Q1 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
194+ 0.53% |
$11.6K - $12.7K
|
36.6K
$2.8M
|
|
|
Apr 15, 2024
Q1 2024
|
Sage Capital Advisors,Llc
|
BUY
|
- |
187+ 0.64% |
$11.2K - $12.3K
|
29.2K
$2.24M
|
|
|
Apr 15, 2024
Q1 2024
|
Constitution Capital LLC
Shelton, CT |
BUY
|
- |
184+ 4.04% |
$11K - $12.1K
|
4.73K
$362K
|
|
|
Apr 30, 2024
Q1 2024
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
175+ 2.87% |
$10.5K - $11.5K
|
6.28K
$481K
|
|
|
May 13, 2024
Q1 2024
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
175+ 58.14% |
$10.5K - $11.5K
|
476
$36.4K
|
|
|
May 15, 2024
Q1 2024
|
Hoyle Cohen, LLC
|
BUY
|
- |
169+ 3.46% |
$10.1K - $11.1K
|
5.06K
$387K
|
|
|
Apr 10, 2024
Q1 2024
|
Grandview Asset Management LLC
|
BUY
|
- |
156+ 3.41% |
$9.35K - $10.2K
|
4.73K
$362K
|
|
|
Apr 10, 2024
Q1 2024
|
Thomasville National Bank
|
BUY
|
- |
155+ 2.85% |
$9.29K - $10.2K
|
5.59K
$428K
|
|
|
Apr 25, 2024
Q1 2024
|
Kg&L Capital Management,Llc
|
BUY
|
- |
155+ 3.94% |
$9.29K - $10.2K
|
4.09K
$312K
|
|
|
Apr 23, 2024
Q1 2024
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
145+ 1.5% |
$8.69K - $9.52K
|
9.8K
$749K
|
|
|
May 02, 2024
Q1 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
144New |
$8.63K - $9.45K
|
144
$11K
|
|
|
Apr 24, 2024
Q1 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
138+ 0.29% |
$8.27K - $9.06K
|
47.2K
$3.61M
|
|
|
Apr 25, 2024
Q1 2024
|
True Private Wealth Advisors
|
BUY
|
- |
129+ 1.26% |
$7.73K - $8.47K
|
10.4K
$796K
|
|
|
May 08, 2024
Q1 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
121+ 1.29% |
$7.25K - $7.94K
|
9.5K
$726K
|
|
|
Apr 23, 2024
Q1 2024
|
Regions Financial Corp
|
BUY
|
- |
114+ 0.77% |
$6.83K - $7.48K
|
15K
$1.15M
|
|
|
May 21, 2024
Q1 2024
|
Arrow Financial Corp
|
BUY
|
- |
110+ 0.74% |
$6.59K - $7.22K
|
15.1K
$1.15M
|
|
|
May 06, 2024
Q1 2024
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
110+ 0.49% |
$6.59K - $7.22K
|
22.6K
$1.73M
|
|
|
May 07, 2024
Q1 2024
|
Primoris Wealth Advisors, LLC
|
BUY
|
- |
103+ 0.44% |
$6.17K - $6.76K
|
23.7K
$1.81M
|
|
|
Jul 17, 2024
Q1 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
101+ 30.98% |
$6.05K - $6.63K
|
427
$32.7K
|
|
|
Apr 17, 2024
Q1 2024
|
D.B. Root & Company, LLC
|
BUY
|
- |
100+ 1.86% |
$6K - $6.57K
|
5.47K
$418K
|
|
|
May 14, 2024
Q1 2024
|
Merriman Wealth Management, LLC
|
BUY
|
- |
100+ 2.38% |
$6K - $6.57K
|
4.29K
$328K
|
|
|
May 06, 2024
Q1 2024
|
Kades & Cheifetz LLC
Berwyn, PA |
BUY
|
- |
98+ 1.25% |
$5.88K - $6.43K
|
7.91K
$605K
|
|
|
May 14, 2024
Q1 2024
|
Lokken Investment Group LLC
|
BUY
|
- |
98+ 0.89% |
$5.88K - $6.43K
|
11.1K
$849K
|
|
|
Apr 18, 2024
Q1 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
93+ 72.09% |
$5.58K - $6.11K
|
222
$17K
|