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 17, 2023
Q2 2023
|
Cmh Wealth Management LLC
|
SELL
|
- |
-2.24K- 5.88% |
$144K - $157K
|
35.8K
$2.84M
|
|
|
Jul 06, 2023
Q2 2023
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-2.26K- 31.34% |
$145K - $158K
|
4.94K
$392K
|
|
|
Jul 17, 2023
Q2 2023
|
D. Scott Neal, Inc.
|
SELL
|
- |
-2.29K- 1.9% |
$147K - $160K
|
118K
$9.39M
|
|
|
Jul 13, 2023
Q2 2023
|
Family Investment Center, Inc.
Saint Joseph, MO |
SELL
|
- |
-2.31K- 24.99% |
$149K - $162K
|
6.93K
$550K
|
|
|
Jul 27, 2023
Q2 2023
|
Nixon Peabody Trust CO
Boston, MA |
SELL
|
- |
-2.32K- 13.45% |
$149K - $163K
|
15K
$1.19M
|
|
|
Jul 18, 2023
Q2 2023
|
Greystone Financial Group, LLC
|
SELL
|
- |
-2.34K- 33.49% |
$151K - $164K
|
4.65K
$369K
|
|
|
Jul 13, 2023
Q2 2023
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-2.42K- 39.49% |
$156K - $169K
|
3.71K
$294K
|
|
|
Aug 14, 2023
Q2 2023
|
Full Sail Capital, LLC
Oklahoma City, OK |
SELL
|
- |
-2.54K- 4.89% |
$163K - $177K
|
49.3K
$3.91M
|
|
|
Jul 25, 2023
Q2 2023
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-2.58K- 9.59% |
$166K - $180K
|
24.3K
$1.93M
|
|
|
Aug 08, 2023
Q2 2023
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-2.59K- 17.7% |
$167K - $181K
|
12K
$955K
|
|
|
Aug 14, 2023
Q2 2023
|
Wedbush Securities Inc
|
SELL
|
- |
-2.68K- 5.48% |
$172K - $187K
|
46.2K
$3.66M
|
|
|
Aug 04, 2023
Q2 2023
|
Sandy Spring Bank
|
SELL
|
- |
-2.7K- 3.51% |
$174K - $189K
|
74.1K
$5.87M
|
|
|
Jul 20, 2023
Q2 2023
|
Flagship Private Wealth, LLC
|
SELL
|
- |
-2.75K- 42.42% |
$177K - $192K
|
3.73K
$296K
|
|
|
Sep 12, 2023
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-2.78K- 47.74% |
$179K - $195K
|
3.05K
$242K
|
|
|
May 13, 2024
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-2.78K- 47.74% |
$179K - $195K
|
3.05K
$242K
|
|
|
Aug 11, 2023
Q2 2023
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-2.79K- 23.29% |
$180K - $195K
|
9.2K
$730K
|
|
|
Jul 13, 2023
Q2 2023
|
Central Bank & Trust CO
|
SELL
|
- |
-2.84K- 13.03% |
$183K - $199K
|
18.9K
$1.5M
|
|
|
Aug 11, 2023
Q2 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-2.87K- 3.57% |
$184K - $200K
|
77.5K
$6.14M
|
|
|
Jul 31, 2023
Q2 2023
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-2.87K- 17.38% |
$185K - $201K
|
13.7K
$1.08M
|
|
|
Aug 14, 2023
Q2 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-2.87K- 2.72% |
$185K - $201K
|
103K
$8.13M
|
|
|
Aug 14, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-2.88K- 12.36% |
$185K - $201K
|
20.4K
$1.62M
|
|
|
Sep 06, 2023
Q2 2023
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-2.88K- 47.72% |
$185K - $201K
|
3.15K
$250K
|
|
|
Aug 04, 2023
Q2 2023
|
Summit Place Financial Advisors, LLC
|
SELL
|
- |
-2.89K- 8.33% |
$186K - $202K
|
31.8K
$2.52M
|
|
|
Jul 10, 2023
Q2 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-2.89K- 31.38% |
$186K - $202K
|
6.33K
$502K
|
|
|
Aug 02, 2023
Q2 2023
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-2.96K- 8.39% |
$190K - $207K
|
32.3K
$2.56M
|
|
|
Jul 18, 2023
Q2 2023
|
Prudent Investors Network, Inc.
Lake Forest, CA |
SELL
|
- |
-2.99K- 4.21% |
$192K - $209K
|
68.1K
$5.4M
|
|
|
Jul 28, 2023
Q2 2023
|
Braun Stacey Associates Inc
|
SELL
|
- |
-3K- 49.18% |
$193K - $210K
|
3.1K
$246K
|
|
|
Aug 01, 2023
Q2 2023
|
Keybank National Association
|
SELL
|
- |
-3.02K- 4.08% |
$195K - $212K
|
71.1K
$5.64M
|
|
|
Aug 09, 2023
Q2 2023
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-3.05K- 12.95% |
$196K - $214K
|
20.5K
$1.63M
|
|
|
Jul 20, 2023
Q2 2023
|
Aj Wealth Strategies, LLC
|
SELL
|
- |
-3.08K- 11.82% |
$198K - $216K
|
23K
$1.82M
|
|
|
Aug 07, 2023
Q2 2023
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-3.11K- 4.96% |
$200K - $217K
|
59.5K
$4.72M
|
|
|
Aug 14, 2023
Q2 2023
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-3.16K- 0.77% |
$203K - $221K
|
407K
$32.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Alphadyne Asset Management LP
New York, NY |
SELL
|
- |
-3.17K- 22.48% |
$204K - $221K
|
10.9K
$865K
|
|
|
Jul 17, 2023
Q2 2023
|
Procyon Advisors, LLC
|
SELL
|
- |
-3.17K- 26.22% |
$204K - $222K
|
8.92K
$707K
|
|
|
Aug 09, 2023
Q2 2023
|
Ssi Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-3.18K- 15.07% |
$205K - $223K
|
17.9K
$1.42M
|
|
|
Jul 25, 2023
Q2 2023
|
Summit Trail Advisors, LLC
New York, NY |
SELL
|
- |
-3.29K- 1.36% |
$212K - $230K
|
238K
$18.9M
|
|
|
Aug 15, 2023
Q2 2023
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-3.31K- 12.45% |
$213K - $231K
|
23.2K
$1.84M
|
|
|
Aug 08, 2023
Q2 2023
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-3.49K- 22.08% |
$224K - $244K
|
12.3K
$976K
|
|
|
Aug 10, 2023
Q2 2023
|
Martin & CO Inc
Knoxville, TN |
SELL
|
- |
-3.5K- 4.01% |
$225K - $245K
|
83.6K
$6.63M
|
|
|
Aug 09, 2023
Q2 2023
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-3.5K- 14.01% |
$225K - $245K
|
21.5K
$1.71M
|
|
|
Aug 07, 2023
Q2 2023
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
SELL
|
- |
-3.58K- 50.76% |
$230K - $250K
|
3.47K
$275K
|
|
|
Jul 20, 2023
Q2 2023
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-3.65K- 24.4% |
$235K - $255K
|
11.3K
$897K
|
|
|
Jul 11, 2023
Q2 2023
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-3.68K- 3.03% |
$237K - $257K
|
118K
$9.32M
|
|
|
Jul 13, 2023
Q2 2023
|
Perfromance Wealth Partners, LLC
|
SELL
|
- |
-3.73K- 7.84% |
$240K - $261K
|
43.9K
$3.48M
|
|
|
Aug 14, 2023
Q2 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-3.83K- 8.27% |
$246K - $268K
|
42.4K
$3.36M
|
|
|
Aug 11, 2023
Q2 2023
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-3.85K- 0.56% |
$247K - $269K
|
678K
$53.7M
|
|
|
Jul 13, 2023
Q2 2023
|
Key Client Fiduciary Advisors, LLC
|
SELL
|
- |
-4K- 6.86% |
$257K - $280K
|
54.3K
$4.31M
|
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-4.04K- 13.38% |
$260K - $283K
|
26.1K
$2.07M
|
|
|
Aug 08, 2023
Q2 2023
|
3 D/L Capital Management, LLC
|
SELL
|
- |
-4.22K- 30.75% |
$271K - $295K
|
9.5K
$753K
|
|
|
Jul 31, 2023
Q2 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-4.25K- 13.23% |
$274K - $298K
|
27.9K
$2.21M
|