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
|
Asset Allocation Strategies LLC
Farmington, MI |
BUY
|
- |
81K+ 416.32% |
$5.21M - $5.66M
|
100K
$7.96M
|
|
|
Aug 04, 2023
Q2 2023
|
Lake Hills Wealth Management, LLC
|
BUY
|
- |
77.3KNew |
$4.98M - $5.41M
|
77.3K
$6.13M
|
|
|
Aug 02, 2023
Q2 2023
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
BUY
|
- |
77KNew |
$4.96M - $5.39M
|
77K
$6.11M
|
|
|
Aug 11, 2023
Q2 2023
|
Weiss Asset Management LP
Boston, MA |
BUY
|
- |
73.3KNew |
$4.72M - $5.13M
|
73.3K
$5.81M
|
|
|
Aug 02, 2023
Q2 2023
|
Jsf Financial, LLC
|
BUY
|
- |
72.1K+ 969.97% |
$4.64M - $5.04M
|
79.5K
$6.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Bayesian Capital Management, LP
Brooklyn, NY |
BUY
|
- |
71.7K+ 185.21% |
$4.61M - $5.02M
|
110K
$8.75M
|
|
|
Jul 24, 2023
Q2 2023
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
66.6K+ 10.15% |
$4.28M - $4.66M
|
722K
$57.3M
|
|
|
Aug 14, 2023
Q2 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
66.5K+ 22.43% |
$4.28M - $4.65M
|
363K
$28.8M
|
|
|
Jul 19, 2023
Q2 2023
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
66.3K+ 6.7% |
$4.27M - $4.64M
|
1.06M
$83.8M
|
|
|
Aug 10, 2023
Q2 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
64.9K+ 18.38% |
$4.18M - $4.54M
|
418K
$33.1M
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
63.8K+ 1409.08% |
$4.1M - $4.46M
|
68.3K
$5.41M
|
|
|
Aug 11, 2023
Q2 2023
|
German American Bancorp, Inc.
Jasper, IN |
BUY
|
- |
62.8K+ 91.13% |
$4.04M - $4.39M
|
132K
$10.4M
|
|
|
Jul 17, 2023
Q2 2023
|
Dubuque Bank & Trust CO
|
BUY
|
- |
59.7KNew |
$3.84M - $4.18M
|
59.7K
$4.74M
|
|
|
Aug 14, 2023
Q2 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
59.4K+ 111.25% |
$3.82M - $4.15M
|
113K
$8.94M
|
|
|
Aug 14, 2023
Q2 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
59K+ 418.41% |
$3.79M - $4.13M
|
73.1K
$5.79M
|
|
|
Aug 14, 2023
Q2 2023
|
Rokos Capital Management LLP
London, X0 |
BUY
|
- |
55.3KNew |
$3.56M - $3.87M
|
55.3K
$4.38M
|
|
|
Aug 03, 2023
Q2 2023
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
54.3K+ 364.83% |
$3.49M - $3.8M
|
69.1K
$5.48M
|
|
|
Aug 15, 2023
Q2 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
53.8K+ 71.63% |
$3.46M - $3.77M
|
129K
$10.2M
|
|
|
Aug 10, 2023
Q2 2023
|
Sws Partners
|
BUY
|
- |
52.5KNew |
$3.38M - $3.67M
|
52.5K
$4.16M
|
|
|
Aug 14, 2023
Q2 2023
|
Schonfeld Strategic Advisors LLC
New York, NY |
BUY
|
- |
51.8K+ 282.33% |
$3.34M - $3.63M
|
70.2K
$5.57M
|
|
|
Aug 14, 2023
Q2 2023
|
Quantitative Investment Management, LLC
Charlottesville, VA |
BUY
|
- |
51.3KNew |
$3.3M - $3.59M
|
51.3K
$4.07M
|
|
|
Aug 10, 2023
Q2 2023
|
May Tech Global Investments, LLC
New York, NY |
BUY
|
- |
50KNew |
$3.22M - $3.5M
|
50K
$3.96M
|
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
46.3K+ 9.21% |
$2.98M - $3.24M
|
549K
$43.5M
|
|
|
Nov 21, 2023
Q2 2023
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
42.4KNew |
$2.73M - $2.97M
|
42.4K
$3.36M
|
|
|
Aug 11, 2023
Q2 2023
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
42.1KNew |
$2.71M - $2.94M
|
42.1K
$3.34M
|
|
|
Aug 09, 2023
Q2 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
41.5K+ 99.55% |
$2.67M - $2.9M
|
83.2K
$6.59M
|
|
|
Aug 03, 2023
Q2 2023
|
Forbes J M & CO LLP
|
BUY
|
- |
40.6KNew |
$2.61M - $2.84M
|
40.6K
$3.22M
|
|
|
Aug 03, 2023
Q2 2023
|
Primoris Wealth Advisors, LLC
|
BUY
|
- |
40K+ 179.02% |
$2.57M - $2.8M
|
62.3K
$4.94M
|
|
|
Aug 11, 2023
Q2 2023
|
Assetmark, Inc
|
BUY
|
- |
39.4K+ 13.64% |
$2.54M - $2.76M
|
328K
$26M
|
|
|
Aug 14, 2023
Q2 2023
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
38.5KNew |
$2.48M - $2.69M
|
38.5K
$3.05M
|
|
|
Jul 24, 2023
Q2 2023
|
Meitav Dash Investments LTD
|
BUY
|
- |
38.4K+ 34.07% |
$2.47M - $2.69M
|
151K
$12M
|
|
|
Jul 31, 2023
Q2 2023
|
Dakota Wealth Management
|
BUY
|
- |
38.3K+ 59.71% |
$2.47M - $2.68M
|
103K
$8.13M
|
|
|
Aug 07, 2023
Q2 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
37.6KNew |
$2.42M - $2.63M
|
37.6K
$2.98M
|
|
|
Aug 10, 2023
Q2 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
36.9K+ 178.1% |
$2.37M - $2.58M
|
57.6K
$4.57M
|
|
|
Aug 14, 2023
Q2 2023
|
Winton Group LTD
London, X0 |
BUY
|
- |
36.5KNew |
$2.35M - $2.55M
|
36.5K
$2.89M
|
|
|
Aug 07, 2023
Q2 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
35.8K+ 23.55% |
$2.3M - $2.5M
|
188K
$14.9M
|
|
|
Aug 10, 2023
Q2 2023
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
34.8KNew |
$2.24M - $2.43M
|
34.8K
$2.76M
|
|
|
Aug 03, 2023
Q2 2023
|
Bbjs Financial Advisors, LLC
Seattle, WA |
BUY
|
- |
34KNew |
$2.19M - $2.38M
|
34K
$2.69M
|
|
|
Aug 10, 2023
Q2 2023
|
Carlson Capital L P
Dallas, TX |
BUY
|
- |
32KNew |
$2.06M - $2.24M
|
32K
$2.54M
|
|
|
Aug 11, 2023
Q2 2023
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
31.8K+ 47.01% |
$2.04M - $2.22M
|
99.3K
$7.87M
|
|
|
Jul 21, 2023
Q2 2023
|
Millburn Ridgefield Corp
|
BUY
|
- |
31.7K+ 77.83% |
$2.04M - $2.21M
|
72.3K
$5.73M
|
|
|
Aug 09, 2023
Q2 2023
|
D L Carlson Investment Group Inc
Concord, NH |
BUY
|
- |
31.3KNew |
$2.01M - $2.19M
|
31.3K
$2.48M
|
|
|
Aug 14, 2023
Q2 2023
|
Walleye Trading LLC
Plymouth, MN |
BUY
|
- |
29.7K+ 61.16% |
$1.91M - $2.08M
|
78.3K
$6.21M
|
|
|
Aug 15, 2023
Q2 2023
|
Retirement Group, LLC
|
BUY
|
- |
29.4K+ 1308.41% |
$1.89M - $2.06M
|
31.6K
$2.51M
|
|
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
29.3K+ 21.66% |
$1.89M - $2.05M
|
165K
$13.1M
|
|
|
Aug 09, 2023
Q2 2023
|
Texas Capital Bancshares Inc
|
BUY
|
- |
29KNew |
$1.87M - $2.03M
|
29K
$2.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
28.7KNew |
$1.85M - $2.01M
|
28.7K
$2.28M
|
|
|
Aug 09, 2023
Q2 2023
|
Altfest L J & CO Inc
|
BUY
|
- |
28.1K+ 917.32% |
$1.81M - $1.97M
|
31.2K
$2.47M
|
|
|
Aug 11, 2023
Q2 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
27.3K+ 19.73% |
$1.76M - $1.91M
|
166K
$13.1M
|
|
|
Jul 24, 2023
Q2 2023
|
Cumberland Advisors Inc
|
BUY
|
- |
27.1KNew |
$1.75M - $1.9M
|
27.1K
$2.15M
|