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 01, 2023
Q2 2023
|
Merit Financial Group, LLC
|
SELL
|
- |
-16.8K- 33.04% |
$1.08M - $1.18M
|
34K
$2.7M
|
|
|
Jul 21, 2023
Q2 2023
|
Kovack Advisors, Inc.
|
SELL
|
- |
-16.8K- 62.24% |
$1.08M - $1.18M
|
10.2K
$809K
|
|
|
Jul 14, 2023
Q2 2023
|
Venture Visionary Partners LLC
|
SELL
|
- |
-17.5K- 64.44% |
$1.12M - $1.22M
|
9.65K
$765K
|
|
|
Jul 26, 2023
Q2 2023
|
Acute Investment Advisory, LLC
Mesa, AZ |
SELL
|
- |
-17.6K- 35.48% |
$1.13M - $1.23M
|
31.9K
$2.53M
|
|
|
Aug 11, 2023
Q2 2023
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-17.6K- 27.39% |
$1.13M - $1.23M
|
46.6K
$3.7M
|
|
|
Aug 11, 2023
Q2 2023
|
Founders Financial Securities LLC
|
SELL
|
- |
-17.8K- 52.61% |
$1.15M - $1.25M
|
16.1K
$1.27M
|
|
|
Aug 15, 2023
Q2 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-18.3K- 79.0% |
$1.18M - $1.28M
|
4.86K
$385K
|
|
|
Aug 14, 2023
Q2 2023
|
Innealta Capital, LLC
Austin, TX |
SELL
|
- |
-19.6K- 31.55% |
$1.26M - $1.37M
|
42.4K
$3.36M
|
|
|
Jul 28, 2023
Q2 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-20.2K- 11.99% |
$1.3M - $1.41M
|
148K
$11.7M
|
|
|
Aug 11, 2023
Q2 2023
|
Broadleaf Partners, LLC
Hudson, OH |
SELL
|
- |
-21.4K- 84.24% |
$1.37M - $1.49M
|
4K
$317K
|
|
|
Aug 03, 2023
Q2 2023
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
SELL
|
- |
-22.4K- 67.42% |
$1.44M - $1.57M
|
10.8K
$859K
|
|
|
Aug 14, 2023
Q2 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-22.8K- 19.55% |
$1.46M - $1.59M
|
93.6K
$7.42M
|
|
|
Aug 02, 2023
Q2 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-23.1K- 11.14% |
$1.48M - $1.61M
|
184K
$14.6M
|
|
|
Aug 30, 2023
Q2 2023
|
Western Wealth Management, LLC
|
SELL
|
- |
-23.4K- 40.07% |
$1.5M - $1.63M
|
34.9K
$2.77M
|
|
|
Jul 10, 2023
Q2 2023
|
Sg Americas Securities, LLC
|
SELL
|
- |
-23.5K- 20.78% |
$1.51M - $1.64M
|
89.6K
$7.1M
|
|
|
Aug 04, 2023
Q2 2023
|
Tru Wealth Advisors, LLC
|
SELL
|
- |
-23.8K- 26.19% |
$1.53M - $1.67M
|
67.2K
$5.33M
|
|
|
Aug 14, 2023
Q2 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-24.1K- 5.84% |
$1.55M - $1.68M
|
388K
$30.8M
|
|
|
Aug 10, 2023
Q2 2023
|
Swan Global Investments, LLC
Durango, CO |
SELL
|
- |
-24.7K- 7.64% |
$1.59M - $1.73M
|
298K
$23.6M
|
|
|
Jul 25, 2023
Q2 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-25.1K- 63.82% |
$1.61M - $1.76M
|
14.2K
$1.13M
|
|
|
Aug 14, 2023
Q2 2023
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-25.3K- 13.87% |
$1.63M - $1.77M
|
157K
$12.4M
|
|
|
Jul 11, 2023
Q2 2023
|
Ignite Planners, LLC
|
SELL
|
- |
-25.5K- 88.69% |
$1.64M - $1.78M
|
3.25K
$258K
|
|
|
Aug 14, 2023
Q2 2023
|
Crabel Capital Management, LLC
Milwaukee, WI |
SELL
|
- |
-26.3K- 36.96% |
$1.69M - $1.84M
|
44.9K
$3.56M
|
|
|
Aug 04, 2023
Q2 2023
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-27.2K- 24.7% |
$1.75M - $1.9M
|
82.8K
$6.56M
|
|
|
Aug 03, 2023
Q2 2023
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-27.2K- 98.54% |
$1.75M - $1.9M
|
404
$32K
|
|
|
Jul 26, 2023
Q2 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-27.7K- 89.97% |
$1.78M - $1.94M
|
3.08K
$244K
|
|
|
Jul 24, 2023
Q2 2023
|
Gunma Bank,Ltd.
|
SELL
|
- |
-28K- 28.0% |
$1.8M - $1.96M
|
72K
$5.71M
|
|
|
Aug 08, 2023
Q2 2023
|
Vectors Research Management, LLC
New York, NY |
SELL
|
- |
-28.4K- 20.86% |
$1.83M - $1.99M
|
108K
$8.55M
|
|
|
Jul 19, 2023
Q2 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-29.6K- 60.28% |
$1.9M - $2.07M
|
19.5K
$1.54M
|
|
|
Aug 10, 2023
Q2 2023
|
Meitav Dash Investments LTD
|
SELL
|
- |
-33.2K- 21.98% |
$2.14M - $2.32M
|
118K
$9.35M
|
|
|
Aug 14, 2023
Q2 2023
|
Private Capital Management, LLC
Naples, FL |
SELL
|
- |
-33.8K- 67.64% |
$2.18M - $2.37M
|
16.2K
$1.28M
|
|
|
Aug 07, 2023
Q2 2023
|
Phoenix Holdings Ltd.
Givatayim, L3 |
SELL
|
- |
-34.3K- 49.21% |
$2.21M - $2.4M
|
35.4K
$2.81M
|
|
|
Jul 18, 2023
Q2 2023
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-36.9K- 68.71% |
$2.37M - $2.58M
|
16.8K
$1.33M
|
|
|
Aug 03, 2023
Q2 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-37K- 9.19% |
$2.38M - $2.59M
|
366K
$29M
|
|
|
Aug 11, 2023
Q2 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-38.5K- 15.74% |
$2.47M - $2.69M
|
206K
$16.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-40.2K- 88.7% |
$2.59M - $2.81M
|
5.12K
$406K
|
|
|
Aug 04, 2023
Q2 2023
|
Simplex Trading, LLC
|
SELL
|
- |
-40.9K- 8.03% |
$2.63M - $2.86M
|
468K
$37.1M
|
|
|
Aug 14, 2023
Q2 2023
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-47.5K- 35.89% |
$3.05M - $3.32M
|
84.8K
$6.72M
|
|
|
Aug 11, 2023
Q2 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-48.1K- 12.65% |
$3.09M - $3.36M
|
332K
$26.3M
|
|
|
Jul 19, 2023
Q2 2023
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-48.6K- 73.14% |
$3.13M - $3.4M
|
17.8K
$1.41M
|
|
|
Jul 31, 2023
Q2 2023
|
Neirg Wealth Management, LLC
|
SELL
|
- |
-51.8K- 46.47% |
$3.33M - $3.62M
|
59.7K
$4.73M
|
|
|
Aug 15, 2023
Q2 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-53.3K- 60.84% |
$3.43M - $3.73M
|
34.3K
$2.72M
|
|
|
Jul 21, 2023
Q2 2023
|
Graypoint LLC
|
SELL
|
- |
-53.7K- 32.68% |
$3.45M - $3.76M
|
111K
$8.77M
|
|
|
Jul 31, 2023
Q2 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-56.1K- 65.18% |
$3.61M - $3.92M
|
30K
$2.37M
|
|
|
Aug 14, 2023
Q2 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-57.2K- 9.21% |
$3.68M - $4M
|
564K
$44.7M
|
|
|
Aug 14, 2023
Q2 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-58.5K- 47.12% |
$3.76M - $4.09M
|
65.6K
$5.2M
|
|
|
Aug 10, 2023
Q2 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-59K- 46.24% |
$3.8M - $4.13M
|
68.6K
$5.44M
|
|
|
Jul 25, 2023
Q2 2023
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-60.2K- 87.77% |
$3.87M - $4.21M
|
8.39K
$665K
|
|
|
Jul 14, 2023
Q2 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-61.4K- 70.6% |
$3.95M - $4.3M
|
25.6K
$2.03M
|
|
|
Jul 11, 2023
Q2 2023
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-63.2K- 77.83% |
$4.07M - $4.42M
|
18K
$1.43M
|
|
|
Aug 11, 2023
Q2 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-63.4K- 14.78% |
$4.08M - $4.44M
|
366K
$29M
|