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 |
|---|---|---|---|---|---|---|---|
|
Aug 04, 2023
Q2 2023
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
1+ 4.0% |
$64.3 - $70
|
26
$1.99K
|
|
|
Jul 19, 2023
Q2 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-1- 0.01% |
$64.3 - $70
|
9.69K
$741K
|
|
|
Jul 21, 2023
Q2 2023
|
Byrne Asset Management LLC
|
SELL
|
- |
-5- 1.28% |
$322 - $350
|
385
$29.4K
|
|
|
Aug 14, 2023
Q2 2023
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-6- 12.77% |
$386 - $420
|
41
$3.14K
|
|
|
Aug 09, 2023
Q2 2023
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-7- 0.01% |
$450 - $490
|
63.8K
$4.88M
|
|
|
Aug 04, 2023
Q2 2023
|
Maven Securities LTD
St Helier, Y9 |
SELL
|
- |
-7- 0.06% |
$450 - $490
|
12.4K
$945K
|
|
|
Aug 14, 2023
Q2 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-7- 0.58% |
$450 - $490
|
1.19K
$91.1K
|
|
|
Dec 20, 2023
Q2 2023
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
SELL
|
- |
-10- 16.67% |
$643 - $700
|
50
$3.82K
|
|
|
Jul 28, 2023
Q2 2023
|
Hallmark Capital Management Inc
|
SELL
|
- |
-12- 1.76% |
$772 - $840
|
668
$51.1K
|
|
|
Jul 13, 2023
Q2 2023
|
Macroview Investment Management LLC
|
SELL
|
- |
-13- 7.18% |
$836 - $910
|
168
$12.8K
|
|
|
Aug 29, 2024
Q2 2023
|
Waldron Private Wealth LLC
|
SELL
|
- |
-13- 0.03% |
$836 - $910
|
42.7K
$3.27M
|
|
|
Aug 02, 2023
Q2 2023
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
SELL
|
- |
-13- 0.12% |
$836 - $910
|
10.6K
$814K
|
|
|
Aug 14, 2023
Q2 2023
|
Hwg Holdings LP
Houston, TX |
SELL
|
- |
-13- 0.68% |
$836 - $910
|
1.9K
$145K
|
|
|
Aug 07, 2023
Q2 2023
|
Waldron Private Wealth LLC
|
SELL
|
- |
-13- 0.03% |
$836 - $910
|
42.7K
$3.27M
|
|
|
Jul 18, 2023
Q2 2023
|
Sowa Financial Group, Inc.
Lincoln, RI |
SELL
|
- |
-14- 0.07% |
$901 - $980
|
20.1K
$1.54M
|
|
|
Aug 07, 2023
Q2 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-15- 0.26% |
$965 - $1.05K
|
5.83K
$446K
|
|
|
Jul 25, 2023
Q2 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-15- 4.59% |
$965 - $1.05K
|
312
$23.9K
|
|
|
Jul 27, 2023
Q2 2023
|
Horan Securities, Inc.
|
SELL
|
- |
-16- 3.59% |
$1.03K - $1.12K
|
430
$32.9K
|
|
|
Dec 14, 2023
Q2 2023
|
One River Asset Management, LLC
Stamford, CT |
SELL
|
- |
-16- 0.75% |
$1.03K - $1.12K
|
2.12K
$162K
|
|
|
Jul 31, 2023
Q2 2023
|
Strategic Advisors LLC
|
SELL
|
- |
-17- 0.29% |
$1.09K - $1.19K
|
5.84K
$446K
|
|
|
Aug 15, 2023
Q2 2023
|
Objective Capital Management, LLC
|
SELL
|
- |
-21- 0.33% |
$1.35K - $1.47K
|
6.39K
$489K
|
|
|
Aug 09, 2023
Q2 2023
|
Heritage Wealth Advisors
|
SELL
|
- |
-23- 0.12% |
$1.48K - $1.61K
|
19.7K
$1.51M
|
|
|
Aug 01, 2023
Q2 2023
|
Patron Partners, LLC
|
SELL
|
- |
-23- 0.55% |
$1.48K - $1.61K
|
4.16K
$318K
|
|
|
Aug 07, 2023
Q2 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-25- 2.16% |
$1.61K - $1.75K
|
1.13K
$86.4K
|
|
|
Aug 02, 2023
Q2 2023
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
SELL
|
- |
-28- 0.06% |
$1.8K - $1.96K
|
46.5K
$3.56M
|
|
|
Aug 03, 2023
Q2 2023
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
SELL
|
- |
-30- 11.11% |
$1.93K - $2.1K
|
240
$18.4K
|
|
|
Jul 11, 2023
Q2 2023
|
Gradient Investments LLC
|
SELL
|
- |
-31- 5.54% |
$1.99K - $2.17K
|
529
$40.5K
|
|
|
Aug 14, 2023
Q2 2023
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-32- 0.76% |
$2.06K - $2.24K
|
4.15K
$318K
|
|
|
Aug 08, 2023
Q2 2023
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-38- 36.89% |
$2.44K - $2.66K
|
65
$4.97K
|
|
|
Aug 11, 2023
Q2 2023
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-41- 1.3% |
$2.64K - $2.87K
|
3.11K
$238K
|
|
|
Aug 15, 2023
Q2 2023
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-41- 0.83% |
$2.64K - $2.87K
|
4.91K
$376K
|
|
|
Aug 10, 2023
Q2 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-44- 0.36% |
$2.83K - $3.08K
|
12.2K
$930K
|
|
|
Aug 04, 2023
Q2 2023
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-45- 3.37% |
$2.9K - $3.15K
|
1.29K
$98.6K
|
|
|
Aug 14, 2023
Q2 2023
|
Redwood Financial Network Corp
|
SELL
|
- |
-50- 1.37% |
$3.22K - $3.5K
|
3.59K
$275K
|
|
|
Apr 22, 2024
Q2 2023
|
Hoey Investments, Inc
Coatesville, PA |
SELL
|
- |
-51- 28.98% |
$3.28K - $3.57K
|
125
$9.56K
|
|
|
Aug 11, 2023
Q2 2023
|
Hoey Investments, Inc
Coatesville, PA |
SELL
|
- |
-51- 28.98% |
$3.28K - $3.57K
|
125
$9.56K
|
|
|
Aug 11, 2023
Q2 2023
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-52- 0.74% |
$3.35K - $3.64K
|
6.93K
$530K
|
|
|
Aug 10, 2023
Q2 2023
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
SELL
|
- |
-58- 0.5% |
$3.73K - $4.06K
|
11.6K
$885K
|
|
|
Jul 13, 2023
Q2 2023
|
Triangle Securities Wealth Management
|
SELL
|
- |
-60- 0.49% |
$3.86K - $4.2K
|
12.2K
$929K
|
|
|
Jul 17, 2023
Q2 2023
|
Ayalon Insurance Comp Ltd.
|
SELL
|
- |
-60- 0.22% |
$3.86K - $4.2K
|
27.4K
$2.09M
|
|
|
Aug 07, 2023
Q2 2023
|
Kades & Cheifetz LLC
Berwyn, PA |
SELL
|
- |
-63- 0.87% |
$4.05K - $4.41K
|
7.16K
$548K
|
|
|
Jul 27, 2023
Q2 2023
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-65- 1.01% |
$4.18K - $4.55K
|
6.36K
$486K
|
|
|
Jul 18, 2023
Q2 2023
|
Silverleafe Capital Partners, LLC
Memphis, TN |
SELL
|
- |
-65- 0.99% |
$4.18K - $4.55K
|
6.48K
$496K
|
|
|
Jul 14, 2023
Q2 2023
|
Pacifica Partners Inc.
|
SELL
|
- |
-70- 2.63% |
$4.5K - $4.9K
|
2.6K
$198K
|
|
|
Jul 10, 2023
Q2 2023
|
Sound Income Strategies, LLC
|
SELL
|
- |
-75- 33.19% |
$4.83K - $5.25K
|
151
$11.5K
|
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-79- 12.85% |
$5.08K - $5.53K
|
536
$41K
|
|
|
Aug 01, 2023
Q2 2023
|
Mkt Advisors LLC
Escondido, CA |
SELL
|
- |
-85- 2.3% |
$5.47K - $5.95K
|
3.6K
$276K
|
|
|
Aug 11, 2023
Q2 2023
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-90- 0.81% |
$5.79K - $6.3K
|
11.1K
$848K
|
|
|
Aug 07, 2023
Q2 2023
|
Hoyle Cohen, LLC
|
SELL
|
- |
-94- 2.18% |
$6.05K - $6.58K
|
4.22K
$323K
|
|
|
Jul 28, 2023
Q2 2023
|
Kanawha Capital Management LLC
|
SELL
|
- |
-95- 2.53% |
$6.11K - $6.65K
|
3.66K
$280K
|