Purchases and Sales Made in Q2 2023 in Utilities Sector Spdr (XLU)

XLU Quotes by TradingView

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 18, 2023 Q2 2023
Stratos Wealth Partners, Ltd.

SELL
 -
-4.04K
- 13.38%
$260K - $283K
26.1K $2M
Aug 08, 2023 Q2 2023
3 D/L Capital Management, LLC

SELL
 -
-4.22K
- 30.75%
$271K - $295K
9.5K $726K
Jul 31, 2023 Q2 2023
Ausdal Financial Partners, Inc.

Davenport, IA
SELL
 -
-4.25K
- 13.23%
$274K - $298K
27.9K $2.13M
Aug 08, 2023 Q2 2023
Colonial River Wealth Management, LLC

Midlothian, VA
SELL
 -
-4.34K
- 29.33%
$279K - $303K
10.4K $799K
Jul 20, 2023 Q2 2023
Csenge Advisory Group

SELL
 -
-4.37K
- 3.89%
$281K - $305K
108K $8.25M
Aug 14, 2023 Q2 2023
Peapack Gladstone Financial Corp

Bedminster, NJ
SELL
 -
-4.57K
- 4.44%
$294K - $319K
98.2K $7.51M
Jul 26, 2023 Q2 2023
Central Trust CO

Jefferson City, MO
SELL
 -
-4.66K
- 8.59%
$300K - $326K
49.6K $3.79M
Aug 01, 2023 Q2 2023
Us Advisors Wealth Management, LLC

Eden Prairie, MN
SELL
 -
-4.79K
- 20.63%
$308K - $335K
18.4K $1.41M
Jul 12, 2023 Q2 2023
Community Trust & Investment CO

SELL
 -
-4.79K
- 1.66%
$308K - $335K
284K $21.7M
Aug 14, 2023 Q2 2023
Cerity Partners LLC

New York, NY
SELL
 -
-4.81K
- 12.58%
$310K - $337K
33.4K $2.56M
Aug 21, 2023 Q2 2023
Advisor Group Holdings, Inc.

Phoenix, AZ
SELL
 -
-5.03K
- 0.6%
$323K - $352K
837K $64M
Jul 22, 2024 Q2 2023
Focus Financial Network, Inc.

Minneapolis, MN
SELL
 -
-5.19K
- 13.62%
$334K - $363K
32.9K $2.52M
Jun 03, 2024 Q2 2023
Vontobel Holding Ltd.

SELL
 -
-5.33K
- 45.83%
$343K - $373K
6.3K $482K
Jul 24, 2023 Q2 2023
Vontobel Holding Ltd.

SELL
 -
-5.33K
- 45.83%
$343K - $373K
6.3K $482K
Jul 21, 2023 Q2 2023
Creative Planning

Overland Park, KS
SELL
 -
-5.42K
- 7.47%
$349K - $379K
67.1K $5.13M
Jul 25, 2023 Q2 2023
Montecito Bank & Trust

SELL
 -
-5.64K
- 19.44%
$363K - $395K
23.4K $1.79M
Aug 14, 2023 Q2 2023
Belpointe Asset Management LLC

SELL
 -
-5.67K
- 36.77%
$365K - $397K
9.76K $746K
Aug 06, 2024 Q2 2023
Alpine Global Management, LLC

New York, NY
SELL
 -
-5.88K
- 37.41%
$378K - $411K
9.84K $752K
Aug 11, 2023 Q2 2023
Alerus Financial Na

Grand Forks, ND
SELL
 -
-5.99K
- 15.1%
$385K - $419K
33.6K $2.57M
Jul 31, 2023 Q2 2023
Interactive Financial Advisors

Chicago, IL
SELL
 -
-6.13K
- 16.95%
$394K - $429K
30K $2.3M
Aug 14, 2023 Q2 2023
Twin Focus Capital Partners, LLC

Boston, MA
SELL
 -
-6.15K
- 4.52%
$396K - $430K
130K $9.92M
Aug 02, 2023 Q2 2023
Mc Adam, LLC

SELL
 -
-6.29K
- 39.12%
$405K - $440K
9.8K $749K
Aug 11, 2023 Q2 2023
Northern Trust Corp

Chicago, IL
SELL
 -
-6.33K
- 1.92%
$407K - $443K
324K $24.8M
Aug 14, 2023 Q2 2023
Verition Fund Management LLC

Greenwich, CT
SELL
 -
-6.42K
- 15.7%
$413K - $449K
34.5K $2.64M
Jul 25, 2023 Q2 2023
Fifth Third Bancorp

SELL
 -
-6.9K
- 8.96%
$444K - $483K
70K $5.36M
Jul 26, 2023 Q2 2023
Petra Financial Advisors Inc

Colorado Srpings, CO
SELL
 -
-6.97K
- 57.98%
$448K - $488K
5.05K $386K
Aug 04, 2023 Q2 2023
U.S. Capital Wealth Advisors, LLC

Austin, TX
SELL
 -
-7.18K
- 51.43%
$462K - $502K
6.78K $519K
Jul 21, 2023 Q2 2023
Ifg Advisory, LLC

SELL
 -
-7.2K
- 9.4%
$463K - $504K
69.3K $5.3M
Aug 14, 2023 Q2 2023
Harbour Investments, Inc.

Madison, WI
SELL
 -
-7.7K
- 21.54%
$495K - $539K
28K $2.14M
Aug 01, 2023 Q2 2023
Sigma Planning Corp

Ann Arbor, MI
SELL
 -
-7.85K
- 10.1%
$505K - $549K
69.9K $5.34M
Aug 03, 2023 Q2 2023
Triumph Capital Management

SELL
 -
-8.26K
- 66.83%
$531K - $578K
4.1K $313K
Aug 08, 2023 Q2 2023
Kovitz Investment Group Partners, LLC

SELL
 -
-8.49K
- 9.86%
$547K - $594K
77.6K $5.94M
Aug 02, 2023 Q2 2023
Narwhal Capital Management

SELL
 -
-9.9K
- 41.67%
$637K - $693K
13.9K $1.06M
Jul 28, 2023 Q2 2023
Koshinski Asset Management, Inc.

SELL
 -
-10.7K
- 33.81%
$690K - $751K
21K $1.61M
Aug 02, 2023 Q2 2023
Valmark Advisers, Inc.

SELL
 -
-10.9K
- 46.12%
$700K - $761K
12.7K $972K
Jul 13, 2023 Q2 2023
Franklin Street Advisors Inc

SELL
 -
-11.2K
- 11.3%
$718K - $781K
87.6K $6.7M
Jul 27, 2023 Q2 2023
National Asset Management, Inc.

Boca Raton, FL
SELL
 -
-11.3K
- 8.26%
$725K - $789K
125K $9.58M
Aug 08, 2023 Q2 2023
Mather Group, Llc.

Chicago, IL
SELL
 -
-11.9K
- 76.24%
$769K - $836K
3.72K $285K
Aug 09, 2023 Q2 2023
Veritable, L.P.

Newtown Square, PA
SELL
 -
-12.4K
- 3.93%
$800K - $870K
304K $23.2M
Aug 08, 2023 Q2 2023
Financial Partners Group, Inc

Overland Park, KS
SELL
 -
-12.7K
- 26.39%
$816K - $888K
35.4K $2.71M
Aug 02, 2023 Q2 2023
Mai Capital Management

SELL
 -
-13.3K
- 10.79%
$853K - $928K
110K $8.38M
Aug 14, 2023 Q2 2023
Drw Securities, LLC

Chicago, IL
SELL
 -
-13.4K
- 53.96%
$860K - $935K
11.4K $872K
Aug 09, 2023 Q2 2023
Cetera Advisors LLC

Denver, CO
SELL
 -
-13.6K
- 14.49%
$878K - $955K
80.6K $6.16M
Jul 25, 2023 Q2 2023
Old National Bancorp

SELL
 -
-13.8K
- 16.18%
$886K - $964K
71.4K $5.46M
Jul 31, 2023 Q2 2023
Meritage Portfolio Management

SELL
 -
-13.9K
- 6.5%
$892K - $971K
200K $15.3M
Aug 04, 2023 Q2 2023
Ifp Advisors, Inc

SELL
 -
-13.9K
- 3.41%
$896K - $975K
395K $30.2M
Aug 09, 2023 Q2 2023
Providence First Trust CO

SELL
 -
-14.1K
- 25.37%
$909K - $989K
41.6K $3.18M
Aug 10, 2023 Q2 2023
Wade G W & Inc

Wellesley, MA
SELL
 -
-14.6K
- 52.29%
$941K - $1.02M
13.3K $1.02M
Aug 04, 2023 Q2 2023
Hbk Sorce Advisory LLC

Erie, PA
SELL
 -
-15.3K
- 63.48%
$987K - $1.07M
8.83K $675K

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