Purchases and Sales Made in Q2 2023 in Utilities Sector Spdr (XLU)
This table provides information about the institutional ownership of Utilities Sector Spdr (XLU) during Q2 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Jul 24, 2023
Q2 2023
|
Ellsworth Advisors, LLC
|
BUY
|
- |
35+ 0.82% |
$2.25K - $2.45K
|
4.3K
$329K
|
|
|
Aug 15, 2023
Q2 2023
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
34+ 0.23% |
$2.19K - $2.38K
|
14.9K
$1.14M
|
|
|
Jul 13, 2023
Q2 2023
|
Hb Wealth Management, LLC
|
BUY
|
- |
33+ 1.06% |
$2.12K - $2.31K
|
3.14K
$240K
|
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
33+ 0.58% |
$2.12K - $2.31K
|
5.76K
$441K
|
|
|
Jul 13, 2023
Q2 2023
|
Taylor & Morgan Wealth Management, LLC
|
BUY
|
- |
32+ 0.82% |
$2.06K - $2.24K
|
3.92K
$300K
|
|
|
Aug 07, 2023
Q2 2023
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
30+ 4.56% |
$1.93K - $2.1K
|
688
$52.6K
|
|
|
Jul 24, 2023
Q2 2023
|
Kessler Investment Group, LLC
|
BUY
|
- |
30+ 0.84% |
$1.93K - $2.1K
|
3.61K
$276K
|
|
|
Jul 10, 2023
Q2 2023
|
Good Life Advisors, LLC
|
BUY
|
- |
28+ 0.23% |
$1.8K - $1.96K
|
12.3K
$938K
|
|
|
Aug 02, 2023
Q2 2023
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
28New |
$1.8K - $1.96K
|
28
$2.14K
|
|
|
Jul 28, 2023
Q2 2023
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
28+ 0.76% |
$1.8K - $1.96K
|
3.73K
$286K
|
|
|
Jul 10, 2023
Q2 2023
|
David J Yvars Group
|
BUY
|
- |
27+ 0.19% |
$1.74K - $1.89K
|
14K
$1.07M
|
|
|
Aug 07, 2023
Q2 2023
|
Keystone Financial Group
|
BUY
|
- |
24+ 0.32% |
$1.54K - $1.68K
|
7.45K
$570K
|
|
|
Aug 14, 2023
Q2 2023
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
23+ 0.4% |
$1.48K - $1.61K
|
5.74K
$439K
|
|
|
Jul 21, 2023
Q2 2023
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
20+ 0.62% |
$1.29K - $1.4K
|
3.26K
$249K
|
|
|
Jul 26, 2023
Q2 2023
|
Patten Group, Inc.
|
BUY
|
- |
20+ 0.34% |
$1.29K - $1.4K
|
5.9K
$451K
|
|
|
Jul 25, 2023
Q2 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
12+ 0.09% |
$772 - $840
|
12.8K
$982K
|
|
|
Aug 14, 2023
Q2 2023
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
11+ 0.62% |
$708 - $770
|
1.77K
$136K
|
|
|
Jul 11, 2023
Q2 2023
|
Worth Asset Management, LLC
|
BUY
|
- |
11+ 3.67% |
$708 - $770
|
311
$23.8K
|
|
|
Aug 16, 2023
Q2 2023
|
Resources Management Corp
West Hartford, CT |
BUY
|
- |
10New |
$643 - $700
|
10
$765
|
|
|
Aug 11, 2023
Q2 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
9+ 0.14% |
$579 - $630
|
6.37K
$487K
|
|
|
Aug 04, 2023
Q2 2023
|
All Terrain Financial Advisors, LLC
Coon Rapids, MN |
BUY
|
- |
9+ 0.18% |
$579 - $630
|
4.92K
$376K
|
|
|
Jul 14, 2023
Q2 2023
|
Level Financial Advisors, Inc.
|
BUY
|
- |
8+ 0.8% |
$515 - $560
|
1K
$76.6K
|
|
|
Jul 13, 2023
Q2 2023
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
BUY
|
- |
8+ 0.14% |
$515 - $560
|
5.56K
$425K
|
|
|
Aug 01, 2023
Q2 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
7+ 2.19% |
$450 - $490
|
327
$25K
|
|
|
Aug 07, 2023
Q2 2023
|
Townsend Asset Management Corp
|
BUY
|
- |
6+ 0.38% |
$386 - $420
|
1.6K
$122K
|
|
|
Aug 02, 2023
Q2 2023
|
Black Diamond Financial, LLC
|
BUY
|
- |
5+ 0.15% |
$322 - $350
|
3.36K
$257K
|
|
|
Aug 09, 2023
Q2 2023
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
5+ 1.99% |
$322 - $350
|
256
$19.6K
|
|
|
Jul 31, 2023
Q2 2023
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
5New |
$322 - $350
|
5
$382
|
|
|
Aug 10, 2023
Q2 2023
|
Stone House Investment Management, LLC
|
BUY
|
- |
4+ 0.82% |
$257 - $280
|
493
$37.7K
|
|
|
Jul 11, 2023
Q2 2023
|
Ars Investment Partners, LLC
|
BUY
|
- |
4+ 0.1% |
$257 - $280
|
4.09K
$313K
|
|
|
Aug 14, 2023
Q2 2023
|
Apexium Financial, LP
|
BUY
|
- |
3+ 0.02% |
$193 - $210
|
13.1K
$1M
|
|
|
Aug 11, 2023
Q2 2023
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
3+ 0.08% |
$193 - $210
|
3.89K
$298K
|
|
|
Jul 26, 2023
Q2 2023
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
3+ 0.02% |
$193 - $210
|
19.8K
$1.52M
|
|
|
Aug 16, 2023
Q2 2023
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
3+ 0.13% |
$193 - $210
|
2.23K
$171K
|
|
|
Aug 04, 2023
Q2 2023
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
3+ 0.27% |
$193 - $210
|
1.11K
$84.7K
|
|
|
Jul 31, 2023
Q2 2023
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
3+ 0.03% |
$193 - $210
|
9.88K
$755K
|
|
|
Aug 11, 2023
Q2 2023
|
Cladis Investment Advisory, LLC
Billings, MT |
BUY
|
- |
2+ 0.03% |
$129 - $140
|
6.34K
$485K
|
|
|
Aug 14, 2023
Q2 2023
|
Greenline Partners, LLC
New York, NY |
BUY
|
- |
2New |
$129 - $140
|
2
$153
|
|
|
Oct 09, 2024
Q2 2023
|
Cladis Investment Advisory, LLC
Billings, MT |
BUY
|
- |
2+ 0.03% |
$129 - $140
|
7.34K
$561K
|
|
|
Jul 21, 2023
Q2 2023
|
Psi Advisors, LLC
|
BUY
|
- |
2+ 0.12% |
$129 - $140
|
1.67K
$128K
|
|
|
Aug 03, 2023
Q2 2023
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
2+ 0.05% |
$129 - $140
|
4.1K
$313K
|
|
|
Jul 07, 2023
Q2 2023
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
2+ 0.87% |
$129 - $140
|
232
$17.7K
|
|
|
Jul 21, 2023
Q2 2023
|
Private Ocean, LLC
|
BUY
|
- |
2+ 0.56% |
$129 - $140
|
358
$27.4K
|
|
|
Aug 01, 2023
Q2 2023
|
Wolff Wiese Magana LLC
|
BUY
|
- |
1+ 0.07% |
$64.3 - $70
|
1.52K
$117K
|
|
|
Jul 17, 2024
Q2 2023
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
1+ 0.31% |
$64.3 - $70
|
322
$24.6K
|
|
|
Aug 14, 2023
Q2 2023
|
Ncm Capital Management, LLC
Ramsey, NJ |
BUY
|
- |
1+ 0.03% |
$64.3 - $70
|
3.66K
$280K
|
|
|
Aug 08, 2023
Q2 2023
|
L.M. Kohn & Company
|
BUY
|
- |
1+ 0.01% |
$64.3 - $70
|
11.5K
$879K
|
|
|
Jul 10, 2023
Q2 2023
|
Rise Advisors, LLC
|
BUY
|
- |
1+ 0.71% |
$64.3 - $70
|
142
$10.9K
|
|
|
Aug 08, 2023
Q2 2023
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
1+ 0.63% |
$64.3 - $70
|
161
$12.3K
|
|
|
Aug 01, 2023
Q2 2023
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
1+ 0.8% |
$64.3 - $70
|
126
$9.64K
|