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 25, 2023
Q2 2023
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-60.2K- 87.77% |
$3.87M - $4.21M
|
8.39K
$642K
|
|
|
Jul 14, 2023
Q2 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-61.4K- 70.6% |
$3.95M - $4.3M
|
25.6K
$1.96M
|
|
|
Jul 11, 2023
Q2 2023
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-63.2K- 77.83% |
$4.07M - $4.42M
|
18K
$1.38M
|
|
|
Aug 11, 2023
Q2 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-63.4K- 14.78% |
$4.08M - $4.44M
|
366K
$28M
|
|
|
Aug 11, 2023
Q2 2023
|
1832 Asset Management L.P.
Toronto, A6 |
SELL
|
- |
-64.4K- 11.76% |
$4.14M - $4.5M
|
483K
$36.9M
|
|
|
Jan 12, 2024
Q2 2023
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-64.5K- 27.94% |
$4.15M - $4.52M
|
166K
$12.7M
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-69.2K- 10.14% |
$4.45M - $4.84M
|
613K
$46.9M
|
|
|
Jul 13, 2023
Q2 2023
|
Advisor Resource Council
|
SELL
|
- |
-75.1K- 94.82% |
$4.83M - $5.25M
|
4.1K
$313K
|
|
|
Aug 08, 2023
Q2 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-75.1K- 67.39% |
$4.83M - $5.26M
|
36.3K
$2.78M
|
|
|
Aug 11, 2023
Q2 2023
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-77.2K- 83.02% |
$4.97M - $5.4M
|
15.8K
$1.21M
|
|
|
Aug 09, 2023
Q2 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-85.2K- 41.32% |
$5.48M - $5.96M
|
121K
$9.26M
|
|
|
Jul 31, 2023
Q2 2023
|
Hilton Capital Management, LLC
|
SELL
|
- |
-89.9K- 15.27% |
$5.79M - $6.29M
|
499K
$38.2M
|
|
|
Aug 08, 2024
Q2 2023
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-99.7K- 40.53% |
$6.41M - $6.97M
|
146K
$11.2M
|
|
|
Aug 14, 2023
Q2 2023
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
SELL
|
- |
-102K- 100.0% |
$6.56M - $7.14M
|
1
$76.5
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-120K- 12.52% |
$7.75M - $8.43M
|
842K
$64.4M
|
|
|
Aug 10, 2023
Q2 2023
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-139K- 59.59% |
$8.96M - $9.74M
|
94.4K
$7.22M
|
|
|
Aug 11, 2023
Q2 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-148K- 60.41% |
$9.51M - $10.3M
|
96.9K
$7.41M
|
|
|
Aug 14, 2023
Q2 2023
|
Electron Capital Partners, LLC
New York, NY |
SELL
|
- |
-158K- 17.68% |
$10.1M - $11M
|
734K
$56.1M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-177K- 41.51% |
$11.4M - $12.4M
|
250K
$19.1M
|
|
|
Jul 10, 2023
Q2 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-187K- 40.0% |
$12M - $13.1M
|
281K
$21.5M
|
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
SELL
|
- |
-192K- 6.56% |
$12.4M - $13.4M
|
2.73M
$209M
|
|
|
Jul 28, 2023
Q2 2023
|
Oakworth Capital, Inc.
|
SELL
|
- |
-272K- 99.53% |
$17.5M - $19M
|
1.28K
$97.7K
|
|
|
Jul 11, 2023
Q2 2023
|
Brookstone Capital Management
|
SELL
|
- |
-287K- 96.08% |
$18.5M - $20.1M
|
11.7K
$897K
|
|
|
Aug 17, 2023
Q2 2023
|
Imprint Wealth LLC
Mount Pleasant, SC |
SELL
|
- |
-358K- 98.45% |
$23M - $25M
|
5.65K
$432K
|
|
|
Aug 03, 2023
Q2 2023
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
SELL
|
- |
-379K- 51.58% |
$24.4M - $26.5M
|
356K
$27.2M
|
|
|
Aug 11, 2023
Q2 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-467K- 28.23% |
$30.1M - $32.7M
|
1.19M
$90.9M
|
|
|
Aug 11, 2023
Q2 2023
|
Natixis
Paris, I0 |
SELL
|
- |
-521K- 17.25% |
$33.5M - $36.5M
|
2.5M
$191M
|
|
|
Aug 14, 2023
Q2 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-980K- 9.22% |
$63.1M - $68.6M
|
9.65M
$738M
|
|
|
Aug 14, 2023
Q2 2023
|
D. E. Shaw & Co., Inc.
New York, NY |
SELL
|
- |
-1.35M- 91.21% |
$86.6M - $94.2M
|
130K
$9.92M
|
|
|
Aug 14, 2023
Q2 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-1.6M- 9.67% |
$103M - $112M
|
14.9M
$1.14B
|
|
|
Feb 14, 2024
Q2 2023
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
SELL
|
- |
-1.79M- 55.44% |
$115M - $125M
|
1.44M
$110M
|
|
|
Aug 10, 2023
Q2 2023
|
Citigroup Inc
|
SELL
|
- |
-4.77M- 63.23% |
$307M - $333M
|
2.77M
$212M
|