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 14, 2023
Q2 2023
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-495- 8.2% |
$31.8K - $34.6K
|
5.54K
$439K
|
|
|
Jul 17, 2023
Q2 2023
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-516- 1.35% |
$33.2K - $36.1K
|
37.8K
$3M
|
|
|
Aug 09, 2023
Q2 2023
|
Regions Financial Corp
|
SELL
|
- |
-522- 3.17% |
$33.6K - $36.5K
|
15.9K
$1.26M
|
|
|
Jul 21, 2023
Q2 2023
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-527- 13.01% |
$33.9K - $36.9K
|
3.52K
$279K
|
|
|
Aug 09, 2023
Q2 2023
|
Endurance Wealth Management, Inc.
|
SELL
|
- |
-540- 7.03% |
$34.7K - $37.8K
|
7.14K
$566K
|
|
|
Aug 14, 2023
Q2 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-550- 78.57% |
$35.4K - $38.5K
|
150
$11.9K
|
|
|
Aug 01, 2023
Q2 2023
|
Spreng Capital Management, Inc.
|
SELL
|
- |
-550- 8.31% |
$35.4K - $38.5K
|
6.07K
$481K
|
|
|
Aug 23, 2023
Q2 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-572- 77.51% |
$36.8K - $40K
|
166
$13.2K
|
|
|
Jul 14, 2023
Q2 2023
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-583- 7.16% |
$37.5K - $40.8K
|
7.56K
$599K
|
|
|
Jul 14, 2023
Q2 2023
|
Patten & Patten Inc
|
SELL
|
- |
-583- 2.28% |
$37.5K - $40.8K
|
25K
$1.98M
|
|
|
Jul 31, 2023
Q2 2023
|
Essex LLC
|
SELL
|
- |
-596- 7.92% |
$38.3K - $41.7K
|
6.93K
$550K
|
|
|
Aug 09, 2023
Q2 2023
|
Adirondack Trust CO
|
SELL
|
- |
-600- 16.12% |
$38.6K - $42K
|
3.12K
$247K
|
|
|
Aug 03, 2023
Q2 2023
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-600- 5.65% |
$38.6K - $42K
|
10K
$795K
|
|
|
Jul 28, 2023
Q2 2023
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-605- 1.22% |
$38.9K - $42.3K
|
49K
$3.88M
|
|
|
Jul 19, 2023
Q2 2023
|
Tap Consulting, LLC
|
SELL
|
- |
-619- 1.78% |
$39.8K - $43.3K
|
34.3K
$2.72M
|
|
|
Jul 20, 2023
Q2 2023
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-622- 24.53% |
$40K - $43.5K
|
1.91K
$152K
|
|
|
Aug 07, 2023
Q2 2023
|
Cfo4 Life Group, LLC
|
SELL
|
- |
-631- 9.24% |
$40.6K - $44.2K
|
6.2K
$492K
|
|
|
Jul 26, 2023
Q2 2023
|
Cypress Capital Group
|
SELL
|
- |
-633- 3.29% |
$40.7K - $44.3K
|
18.6K
$1.48M
|
|
|
Aug 10, 2023
Q2 2023
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-642- 7.24% |
$41.3K - $44.9K
|
8.23K
$652K
|
|
|
Jul 26, 2023
Q2 2023
|
Shulman De Meo Asset Management LLC
|
SELL
|
- |
-661- 3.87% |
$42.5K - $46.3K
|
16.4K
$1.3M
|
|
|
Jul 24, 2023
Q2 2023
|
Nbt Bank N A
|
SELL
|
- |
-671- 1.48% |
$43.2K - $46.9K
|
44.7K
$3.55M
|
|
|
Jul 19, 2023
Q2 2023
|
Granite Bay Wealth Management, LLC
|
SELL
|
- |
-678- 1.11% |
$43.6K - $47.4K
|
60.5K
$4.8M
|
|
|
Jul 18, 2023
Q2 2023
|
Allworth Financial LP
|
SELL
|
- |
-687- 2.66% |
$44.2K - $48.1K
|
25.1K
$1.99M
|
|
|
Jul 27, 2023
Q2 2023
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
SELL
|
- |
-696- 3.24% |
$44.8K - $48.7K
|
20.8K
$1.65M
|
|
|
Jul 28, 2023
Q2 2023
|
Bray Capital Advisors
|
SELL
|
- |
-698- 1.5% |
$44.9K - $48.8K
|
45.7K
$3.63M
|
|
|
Aug 03, 2023
Q2 2023
|
Destiny Capital Corp/Co
Golden, CO |
SELL
|
- |
-711- 5.97% |
$45.7K - $49.7K
|
11.2K
$888K
|
|
|
Aug 14, 2023
Q2 2023
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-717- 4.25% |
$46.1K - $50.2K
|
16.2K
$1.28M
|
|
|
Aug 01, 2023
Q2 2023
|
First National Trust CO
|
SELL
|
- |
-730- 17.13% |
$47K - $51.1K
|
3.53K
$280K
|
|
|
Jul 18, 2023
Q2 2023
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-742- 83.18% |
$47.7K - $51.9K
|
150
$11.9K
|
|
|
Jul 17, 2023
Q2 2023
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-753- 14.19% |
$48.4K - $52.7K
|
4.55K
$361K
|
|
|
Aug 14, 2023
Q2 2023
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-761- 3.49% |
$49K - $53.2K
|
21K
$1.67M
|
|
|
Jul 12, 2023
Q2 2023
|
Wbh Advisory Inc
|
SELL
|
- |
-761- 2.07% |
$49K - $53.2K
|
36K
$2.85M
|
|
|
Jul 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-768- 1.71% |
$49.4K - $53.7K
|
44.1K
$3.49M
|
|
|
Aug 08, 2023
Q2 2023
|
Sepio Capital, LP
|
SELL
|
- |
-769- 2.97% |
$49.5K - $53.8K
|
25.1K
$1.99M
|
|
|
Aug 14, 2023
Q2 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-777- 19.61% |
$50K - $54.4K
|
3.19K
$253K
|
|
|
Aug 09, 2023
Q2 2023
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-785- 6.1% |
$50.5K - $54.9K
|
12.1K
$959K
|
|
|
Jul 31, 2023
Q2 2023
|
Brown Advisory Inc
|
SELL
|
- |
-786- 11.65% |
$50.6K - $55K
|
5.96K
$472K
|
|
|
Jul 13, 2023
Q2 2023
|
Patriot Investment Management Inc.
|
SELL
|
- |
-790- 15.95% |
$50.8K - $55.3K
|
4.16K
$330K
|
|
|
Jul 27, 2023
Q2 2023
|
Cohen Lawrence B
Boston, MA |
SELL
|
- |
-797- 3.96% |
$51.3K - $55.8K
|
19.3K
$1.53M
|
|
|
Jul 26, 2023
Q2 2023
|
Diversified, LLC
|
SELL
|
- |
-817- 4.57% |
$52.6K - $57.2K
|
17.1K
$1.35M
|
|
|
Jul 11, 2023
Q2 2023
|
Trust CO Of Oklahoma
|
SELL
|
- |
-830- 1.89% |
$53.4K - $58.1K
|
43.1K
$3.42M
|
|
|
Jul 14, 2023
Q2 2023
|
H&H Retirement Design & Management Inc
|
SELL
|
- |
-836- 1.64% |
$53.8K - $58.5K
|
50.2K
$3.98M
|
|
|
Jul 31, 2023
Q2 2023
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-891- 14.53% |
$57.3K - $62.3K
|
5.24K
$416K
|
|
|
Aug 09, 2023
Q2 2023
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-898- 4.0% |
$57.8K - $62.8K
|
21.6K
$1.71M
|
|
|
Aug 10, 2023
Q2 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-922- 0.64% |
$59.3K - $64.5K
|
143K
$11.4M
|
|
|
Aug 03, 2023
Q2 2023
|
Scotia Capital Inc.
|
SELL
|
- |
-944- 9.58% |
$60.7K - $66.1K
|
8.92K
$707K
|
|
|
Aug 09, 2023
Q2 2023
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-947- 3.02% |
$60.9K - $66.3K
|
30.4K
$2.41M
|
|
|
Aug 08, 2023
Q2 2023
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-948- 5.99% |
$61K - $66.3K
|
14.9K
$1.18M
|
|
|
Jul 21, 2023
Q2 2023
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-955- 20.06% |
$61.4K - $66.8K
|
3.81K
$302K
|
|
|
Aug 03, 2023
Q2 2023
|
Emfo, LLC
|
SELL
|
- |
-1K- 71.43% |
$64.3K - $70K
|
400
$31.7K
|