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 11, 2023
Q2 2023
|
Shepherd Financial Partners LLC
Winchester, MA |
SELL
|
- |
-292- 4.36% |
$18.8K - $20.4K
|
6.4K
$508K
|
|
|
Aug 10, 2023
Q2 2023
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-294- 4.15% |
$18.9K - $20.6K
|
6.79K
$539K
|
|
|
Aug 09, 2023
Q2 2023
|
Wilson & Boucher Capital Management, LLC
|
SELL
|
- |
-296- 0.88% |
$19K - $20.7K
|
33.3K
$2.64M
|
|
|
Jul 25, 2023
Q2 2023
|
Roman Butler Fullerton & CO
|
SELL
|
- |
-298- 8.28% |
$19.2K - $20.9K
|
3.3K
$262K
|
|
|
Aug 11, 2023
Q2 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-299- 64.03% |
$19.2K - $20.9K
|
168
$13.3K
|
|
|
Jul 25, 2023
Q2 2023
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-299- 85.92% |
$19.2K - $20.9K
|
49
$3.88K
|
|
|
Aug 14, 2023
Q2 2023
|
Mma Asset Management LLC
New York, NY |
SELL
|
- |
-302- 2.95% |
$19.4K - $21.1K
|
9.94K
$788K
|
|
|
Oct 29, 2024
Q2 2023
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-306- 16.05% |
$19.7K - $21.4K
|
1.6K
$127K
|
|
|
Jul 21, 2023
Q2 2023
|
Plimoth Trust CO LLC
|
SELL
|
- |
-306- 7.77% |
$19.7K - $21.4K
|
3.63K
$288K
|
|
|
Aug 02, 2023
Q2 2023
|
Wambolt & Associates, LLC
|
SELL
|
- |
-306- 8.0% |
$19.7K - $21.4K
|
3.52K
$279K
|
|
|
Jul 13, 2023
Q2 2023
|
First Premier Bank
|
SELL
|
- |
-317- 77.89% |
$20.4K - $22.2K
|
90
$7.14K
|
|
|
Aug 11, 2023
Q2 2023
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-317- 7.64% |
$20.4K - $22.2K
|
3.83K
$304K
|
|
|
Jul 13, 2023
Q2 2023
|
Tuttle Capital Management, LLC
|
SELL
|
- |
-339- 8.33% |
$21.8K - $23.7K
|
3.73K
$296K
|
|
|
Aug 11, 2023
Q2 2023
|
V Wealth Advisors LLC
|
SELL
|
- |
-347- 6.3% |
$22.3K - $24.3K
|
5.16K
$409K
|
|
|
Jul 25, 2023
Q2 2023
|
Ziegler Capital Management, LLC
|
SELL
|
- |
-350- 8.28% |
$22.5K - $24.5K
|
3.88K
$307K
|
|
|
Aug 03, 2023
Q2 2023
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-359- 1.17% |
$23.1K - $25.1K
|
30.3K
$2.4M
|
|
|
Aug 14, 2023
Q2 2023
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-363- 1.43% |
$23.4K - $25.4K
|
25K
$1.99M
|
|
|
Jul 27, 2023
Q2 2023
|
Washington Trust CO
|
SELL
|
- |
-364- 17.19% |
$23.4K - $25.5K
|
1.75K
$139K
|
|
|
Jul 13, 2023
Q2 2023
|
City Holding CO
|
SELL
|
- |
-371- 1.74% |
$23.9K - $26K
|
20.9K
$1.66M
|
|
|
Aug 15, 2023
Q2 2023
|
Holderness Investments CO
Greensboro, NC |
SELL
|
- |
-375- 9.46% |
$24.1K - $26.2K
|
3.59K
$285K
|
|
|
Aug 04, 2023
Q2 2023
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-377- 9.2% |
$24.3K - $26.4K
|
3.72K
$295K
|
|
|
Jul 06, 2023
Q2 2023
|
Solitude Financial Services
|
SELL
|
- |
-390- 1.9% |
$25.1K - $27.3K
|
20.1K
$1.6M
|
|
|
Aug 09, 2023
Q2 2023
|
M&T Bank Corp
|
SELL
|
- |
-391- 2.26% |
$25.2K - $27.4K
|
16.9K
$1.34M
|
|
|
Jul 31, 2023
Q2 2023
|
Brighton Jones LLC
|
SELL
|
- |
-393- 9.77% |
$25.3K - $27.5K
|
3.63K
$288K
|
|
|
Aug 11, 2023
Q2 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-397- 10.2% |
$25.5K - $27.8K
|
3.5K
$277K
|
|
|
Aug 08, 2023
Q2 2023
|
Bank Of Marin
Novato, CA |
SELL
|
- |
-398- 5.99% |
$25.6K - $27.8K
|
6.24K
$495K
|
|
|
Aug 10, 2023
Q2 2023
|
Private Wealth Group, LLC
|
SELL
|
- |
-401- 1.43% |
$25.8K - $28.1K
|
27.6K
$2.19M
|
|
|
Jul 24, 2023
Q2 2023
|
Accel Wealth Management
|
SELL
|
- |
-405- 2.51% |
$26.1K - $28.3K
|
15.8K
$1.25M
|
|
|
Jul 25, 2023
Q2 2023
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-407- 10.69% |
$26.2K - $28.5K
|
3.4K
$270K
|
|
|
Jul 25, 2023
Q2 2023
|
Cowa, LLC
Tulsa, OK |
SELL
|
- |
-408- 6.85% |
$26.3K - $28.5K
|
5.55K
$440K
|
|
|
Jul 12, 2023
Q2 2023
|
Contravisory Investment Management, Inc.
|
SELL
|
- |
-408- 7.57% |
$26.3K - $28.5K
|
4.99K
$395K
|
|
|
Aug 08, 2023
Q2 2023
|
Harrell Investment Partners, LLC
Austin, TX |
SELL
|
- |
-413- 0.89% |
$26.6K - $28.9K
|
45.8K
$3.63M
|
|
|
Jul 20, 2023
Q2 2023
|
Telos Capital Management, Inc.
|
SELL
|
- |
-414- 2.78% |
$26.6K - $29K
|
14.5K
$1.15M
|
|
|
Jul 27, 2023
Q2 2023
|
Financial Counselors Inc
|
SELL
|
- |
-418- 2.52% |
$26.9K - $29.2K
|
16.2K
$1.28M
|
|
|
Aug 02, 2023
Q2 2023
|
Blue Chip Partners, Inc.
|
SELL
|
- |
-421- 14.49% |
$27.1K - $29.5K
|
2.49K
$197K
|
|
|
Jul 21, 2023
Q2 2023
|
Riggs Asset Managment Co. Inc.
|
SELL
|
- |
-427- 74.39% |
$27.5K - $29.9K
|
147
$11.7K
|
|
|
Aug 10, 2023
Q2 2023
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-432- 3.57% |
$27.8K - $30.2K
|
11.7K
$924K
|
|
|
Aug 14, 2023
Q2 2023
|
Jackson Hole Capital Partners, LLC
|
SELL
|
- |
-432- 5.78% |
$27.8K - $30.2K
|
7.04K
$558K
|
|
|
Jul 26, 2023
Q2 2023
|
Palumbo Wealth Management LLC
Great Neck, NY |
SELL
|
- |
-432- 8.29% |
$27.8K - $30.2K
|
4.78K
$379K
|
|
|
Jul 19, 2023
Q2 2023
|
Zullo Investment Group, Inc.
Scranton, PA |
SELL
|
- |
-436- 1.67% |
$28.1K - $30.5K
|
25.6K
$2.03M
|
|
|
Aug 04, 2023
Q2 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-437- 18.31% |
$28.1K - $30.6K
|
1.95K
$155K
|
|
|
Aug 24, 2023
Q2 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-437- 6.86% |
$28.1K - $30.6K
|
5.93K
$470K
|
|
|
Jul 14, 2023
Q2 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-438- 1.37% |
$28.2K - $30.6K
|
31.5K
$2.5M
|
|
|
Aug 14, 2023
Q2 2023
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-452- 96.38% |
$29.1K - $31.6K
|
17
$1.35K
|
|
|
Aug 15, 2023
Q2 2023
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-454- 7.3% |
$29.2K - $31.8K
|
5.77K
$457K
|
|
|
Aug 04, 2023
Q2 2023
|
Briaud Financial Planning, Inc
College Station, TX |
SELL
|
- |
-457- 0.33% |
$29.4K - $32K
|
138K
$11M
|
|
|
Jul 12, 2023
Q2 2023
|
Beacon Capital Management, LLC
|
SELL
|
- |
-458- 96.02% |
$29.5K - $32K
|
19
$1.51K
|
|
|
Jul 31, 2023
Q2 2023
|
Trust CO Of Virginia
|
SELL
|
- |
-463- 0.4% |
$29.8K - $32.4K
|
115K
$9.13M
|
|
|
Aug 08, 2023
Q2 2023
|
Focused Wealth Management, Inc
|
SELL
|
- |
-472- 56.06% |
$30.4K - $33K
|
370
$29.3K
|
|
|
Jul 25, 2023
Q2 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-487- 2.52% |
$31.3K - $34.1K
|
18.8K
$1.49M
|