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 04, 2023
Q2 2023
|
Cibc World Markets Corp
New York, NY |
BUY
|
- |
26.9KNew |
$1.73M - $1.88M
|
26.9K
$2.06M
|
|
|
Jul 27, 2023
Q2 2023
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
BUY
|
- |
25.9KNew |
$1.67M - $1.81M
|
25.9K
$1.98M
|
|
|
Jul 20, 2023
Q2 2023
|
Sendero Wealth Management, LLC
San Antonio, TX |
BUY
|
- |
24.6KNew |
$1.58M - $1.72M
|
24.6K
$1.88M
|
|
|
Aug 08, 2023
Q2 2023
|
Quantbot Technologies LP
New York, NY |
BUY
|
- |
24.3KNew |
$1.56M - $1.7M
|
24.3K
$1.85M
|
|
|
Aug 14, 2023
Q2 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
23.9K+ 14.62% |
$1.54M - $1.67M
|
188K
$14.3M
|
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
23.5K+ 3.09% |
$1.51M - $1.64M
|
783K
$59.9M
|
|
|
Aug 14, 2023
Q2 2023
|
J. Goldman & CO LP
New York, NY |
BUY
|
- |
23.3KNew |
$1.5M - $1.63M
|
23.3K
$1.78M
|
|
|
Jul 31, 2023
Q2 2023
|
Wakefield Asset Management Lllp
Englewood, CO |
BUY
|
- |
22.7KNew |
$1.46M - $1.59M
|
22.7K
$1.74M
|
|
|
Jul 25, 2023
Q2 2023
|
Privium Fund Management B.V.
|
BUY
|
- |
22.4KNew |
$1.44M - $1.57M
|
22.4K
$1.71M
|
|
|
Jul 26, 2023
Q2 2023
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
21.7KNew |
$1.4M - $1.52M
|
21.7K
$1.66M
|
|
|
Aug 03, 2023
Q2 2023
|
S. R. Schill & Associates
Mercer Island, WA |
BUY
|
- |
21.2K+ 67.14% |
$1.36M - $1.48M
|
52.7K
$4.03M
|
|
|
Aug 15, 2023
Q2 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
21.2K+ 40.86% |
$1.36M - $1.48M
|
72.9K
$5.58M
|
|
|
Aug 01, 2023
Q2 2023
|
Valence8 Us LP
Cambridge, MA |
BUY
|
- |
20.7K+ 29.09% |
$1.33M - $1.45M
|
91.8K
$7.02M
|
|
|
Aug 02, 2023
Q2 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
18.9K+ 93.89% |
$1.21M - $1.32M
|
38.9K
$2.98M
|
|
|
Jul 25, 2023
Q2 2023
|
Advisory Alpha, LLC
|
BUY
|
- |
18.8K+ 28.27% |
$1.21M - $1.32M
|
85.4K
$6.53M
|
|
|
Aug 11, 2023
Q2 2023
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
18.8KNew |
$1.21M - $1.32M
|
18.8K
$1.44M
|
|
|
Aug 11, 2023
Q2 2023
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
18.6K+ 125.07% |
$1.2M - $1.3M
|
33.5K
$2.56M
|
|
|
Jul 13, 2023
Q2 2023
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
BUY
|
- |
18.3K+ 28.19% |
$1.18M - $1.28M
|
83.1K
$6.36M
|
|
|
Aug 11, 2023
Q2 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
18.2K+ 3.91% |
$1.17M - $1.27M
|
482K
$36.9M
|
|
|
Aug 14, 2023
Q2 2023
|
Mbb Public Markets I LLC
Chicago, IL |
BUY
|
- |
17.8KNew |
$1.14M - $1.24M
|
17.8K
$1.36M
|
|
|
Aug 14, 2023
Q2 2023
|
Hollow Brook Wealth Management LLC
|
BUY
|
- |
17.6K+ 43.84% |
$1.13M - $1.23M
|
57.6K
$4.41M
|
|
|
Jul 20, 2023
Q2 2023
|
Crew Capital Management, Ltd.
|
BUY
|
- |
17K+ 294.56% |
$1.09M - $1.19M
|
22.7K
$1.74M
|
|
|
Aug 14, 2023
Q2 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
16.5K+ 63.13% |
$1.06M - $1.15M
|
42.6K
$3.26M
|
|
|
Aug 11, 2023
Q2 2023
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
15.9K+ 37.16% |
$1.02M - $1.11M
|
58.7K
$4.49M
|
|
|
Aug 10, 2023
Q2 2023
|
Richard Bernstein Advisors LLC
|
BUY
|
- |
15.7K+ 1.54% |
$1.01M - $1.1M
|
1.04M
$79.3M
|
|
|
Jul 14, 2023
Q2 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
15.3K+ 21.29% |
$987K - $1.07M
|
87.4K
$6.68M
|
|
|
Aug 14, 2023
Q2 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
14.7K+ 78.13% |
$949K - $1.03M
|
33.6K
$2.57M
|
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
BUY
|
- |
14.6K+ 22.75% |
$939K - $1.02M
|
78.8K
$6.03M
|
|
|
Jul 07, 2023
Q2 2023
|
Parkside Investments, LLC
|
BUY
|
- |
14KNew |
$901K - $980K
|
14K
$1.07M
|
|
|
Jul 25, 2023
Q2 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
13.8KNew |
$887K - $965K
|
13.8K
$1.05M
|
|
|
Aug 10, 2023
Q2 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
13.7K+ 7.59% |
$878K - $955K
|
193K
$14.8M
|
|
|
Aug 09, 2023
Q2 2023
|
Spire Wealth Management
|
BUY
|
- |
12.8K+ 14.49% |
$826K - $898K
|
101K
$7.76M
|
|
|
Aug 09, 2023
Q2 2023
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
12.8K+ 11.57% |
$823K - $895K
|
123K
$9.43M
|
|
|
Aug 11, 2023
Q2 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
12.6K+ 22.77% |
$812K - $883K
|
68.1K
$5.2M
|
|
|
Jul 31, 2023
Q2 2023
|
Estate Counselors, LLC
|
BUY
|
- |
12.3K+ 19.67% |
$790K - $859K
|
74.7K
$5.71M
|
|
|
Aug 14, 2023
Q2 2023
|
Logan Stone Capital, LLC
Chicago, IL |
BUY
|
- |
12.1K+ 15.7% |
$778K - $846K
|
89.1K
$6.82M
|
|
|
Jul 18, 2023
Q2 2023
|
Cutler Group LP
|
BUY
|
- |
12KNew |
$774K - $842K
|
12K
$920K
|
|
|
Jul 20, 2023
Q2 2023
|
Davenport & CO LLC
|
BUY
|
- |
12K+ 8.91% |
$774K - $842K
|
147K
$11.2M
|
|
|
Jul 19, 2023
Q2 2023
|
Fifth Third Securities, Inc.
|
BUY
|
- |
11.7K+ 11.26% |
$752K - $817K
|
115K
$8.83M
|
|
|
Jul 26, 2023
Q2 2023
|
Center Star Asset Management, LLC
|
BUY
|
- |
10.6KNew |
$682K - $742K
|
10.6K
$811K
|
|
|
Jul 17, 2023
Q2 2023
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
10.5KNew |
$678K - $737K
|
10.5K
$805K
|
|
|
Aug 11, 2023
Q2 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
10.4K+ 169.47% |
$670K - $728K
|
16.6K
$1.27M
|
|
|
Jul 11, 2023
Q2 2023
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
10.3K+ 42.34% |
$663K - $720K
|
34.6K
$2.65M
|
|
|
Aug 14, 2023
Q2 2023
|
Zurich Insurance Group LTD
Zurich, V8 |
BUY
|
- |
10.3K+ 39.51% |
$660K - $718K
|
36.2K
$2.77M
|
|
|
Aug 09, 2023
Q2 2023
|
Kennicott Capital Management LLC
|
BUY
|
- |
9.96K+ 218.49% |
$641K - $697K
|
14.5K
$1.11M
|
|
|
Aug 10, 2023
Q2 2023
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
9.88KNew |
$636K - $691K
|
9.88K
$756K
|
|
|
Aug 14, 2023
Q2 2023
|
Alpine Global Management, LLC
New York, NY |
BUY
|
- |
9.84KNew |
$633K - $688K
|
9.84K
$752K
|
|
|
Aug 16, 2023
Q2 2023
|
Howard Capital Management Group, LLC
|
BUY
|
- |
9.63KNew |
$620K - $674K
|
9.63K
$737K
|
|
|
Jul 28, 2023
Q2 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
9.57K+ 4.72% |
$616K - $670K
|
212K
$16.2M
|
|
|
Jul 25, 2023
Q2 2023
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
9.52KNew |
$613K - $666K
|
9.52K
$728K
|