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 26, 2023
Q2 2023
|
National Bank Of Canada
|
BUY
|
- |
9.3K+ 208.75% |
$598K - $651K
|
13.8K
$1.05M
|
|
|
Aug 14, 2023
Q2 2023
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
9.2KNew |
$592K - $644K
|
9.2K
$704K
|
|
|
Aug 04, 2023
Q2 2023
|
Adviser Investments LLC
|
BUY
|
- |
8.9KNew |
$573K - $623K
|
8.9K
$681K
|
|
|
Apr 22, 2024
Q2 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
8.68K+ 30.18% |
$558K - $607K
|
37.4K
$2.86M
|
|
|
Aug 09, 2023
Q2 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
8.44KNew |
$543K - $590K
|
8.44K
$645K
|
|
|
Aug 11, 2023
Q2 2023
|
Stamos Capital Partners, L.P.
Menlo Park, CA |
BUY
|
- |
8.23K+ 57.19% |
$530K - $576K
|
22.6K
$1.73M
|
|
|
Jul 13, 2023
Q2 2023
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
8.18K+ 16.12% |
$526K - $573K
|
58.9K
$4.51M
|
|
|
Aug 11, 2023
Q2 2023
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
8.04K+ 87.5% |
$517K - $562K
|
17.2K
$1.32M
|
|
|
Aug 14, 2023
Q2 2023
|
Taconic Capital Advisors LP
New York, NY |
BUY
|
- |
8KNew |
$515K - $560K
|
8K
$612K
|
|
|
Aug 11, 2023
Q2 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
7.88K+ 43.12% |
$507K - $551K
|
26.2K
$2M
|
|
|
Aug 09, 2023
Q2 2023
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
BUY
|
- |
7.88K+ 10.58% |
$507K - $551K
|
82.3K
$6.29M
|
|
|
Aug 14, 2023
Q2 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
7.86K+ 11.55% |
$506K - $550K
|
75.9K
$5.81M
|
|
|
Aug 14, 2023
Q2 2023
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
BUY
|
- |
7.83K+ 150.48% |
$503K - $548K
|
13K
$996K
|
|
|
Aug 09, 2023
Q2 2023
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
7.56K+ 25186.67% |
$486K - $529K
|
7.59K
$580K
|
|
|
Nov 04, 2024
Q2 2023
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
BUY
|
- |
6.99K+ 949.18% |
$449K - $489K
|
7.72K
$591K
|
|
|
Aug 23, 2023
Q2 2023
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
6.98K+ 1.21% |
$449K - $489K
|
585K
$44.7M
|
|
|
Aug 07, 2023
Q2 2023
|
Trinity Point Wealth, LLC
|
BUY
|
- |
6.82K+ 18.06% |
$439K - $477K
|
44.6K
$3.41M
|
|
|
Jul 31, 2023
Q2 2023
|
Lee Danner & Bass Inc
|
BUY
|
- |
6.52K+ 28.02% |
$420K - $456K
|
29.8K
$2.28M
|
|
|
Aug 14, 2023
Q2 2023
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
6.51K+ 24.62% |
$419K - $456K
|
33K
$2.52M
|
|
|
Jul 10, 2023
Q2 2023
|
Appleton Partners Inc
|
BUY
|
- |
6.49K+ 13.83% |
$417K - $454K
|
53.4K
$4.08M
|
|
|
Jul 27, 2023
Q2 2023
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
6.47K+ 10.03% |
$416K - $453K
|
71K
$5.43M
|
|
|
Aug 09, 2023
Q2 2023
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
6.46K+ 4.87% |
$416K - $452K
|
139K
$10.6M
|
|
|
Aug 14, 2023
Q2 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
6.32K+ 38.95% |
$407K - $442K
|
22.5K
$1.72M
|
|
|
Aug 11, 2023
Q2 2023
|
Trade Link Capital LLC
Chicago, IL |
BUY
|
- |
6.2KNew |
$399K - $434K
|
6.2K
$474K
|
|
|
Aug 01, 2023
Q2 2023
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
6.16KNew |
$396K - $431K
|
6.16K
$471K
|
|
|
Aug 03, 2023
Q2 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
6.1K+ 5.39% |
$393K - $427K
|
119K
$9.13M
|
|
|
Aug 14, 2023
Q2 2023
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
5.94KNew |
$382K - $415K
|
5.94K
$454K
|
|
|
Aug 25, 2023
Q2 2023
|
Lavaca Capital LLC
Houston, TX |
BUY
|
- |
5.86KNew |
$377K - $410K
|
5.86K
$448K
|
|
|
Aug 11, 2023
Q2 2023
|
Stone X Group Inc.
|
BUY
|
- |
5.76K+ 42.03% |
$370K - $403K
|
19.5K
$1.49M
|
|
|
Jul 18, 2023
Q2 2023
|
Ckw Financial Group
|
BUY
|
- |
5.58KNew |
$359K - $391K
|
5.58K
$427K
|
|
|
Aug 14, 2023
Q2 2023
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
5.56K+ 75.19% |
$358K - $389K
|
13K
$991K
|
|
|
Jul 20, 2023
Q2 2023
|
Nvest Financial, LLC
|
BUY
|
- |
5.52K+ 49.47% |
$355K - $386K
|
16.7K
$1.27M
|
|
|
Aug 02, 2023
Q2 2023
|
Thrive Capital Management, LLC
Fort Washington, PA |
BUY
|
- |
5.42K+ 29.1% |
$349K - $379K
|
24K
$1.84M
|
|
|
Jul 19, 2023
Q2 2023
|
Ahl Investment Management, Inc.
|
BUY
|
- |
5.39K+ 154.8% |
$347K - $377K
|
8.87K
$679K
|
|
|
Jul 10, 2023
Q2 2023
|
Kwmg, LLC
|
BUY
|
- |
5.3K+ 5.81% |
$341K - $371K
|
96.5K
$7.38M
|
|
|
Aug 15, 2023
Q2 2023
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
5.19K+ 4.72% |
$334K - $363K
|
115K
$8.8M
|
|
|
Jul 25, 2023
Q2 2023
|
Benchmark Financial Wealth Advisors, LLC
|
BUY
|
- |
5.17KNew |
$333K - $362K
|
5.17K
$395K
|
|
|
Aug 07, 2023
Q2 2023
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
5.09K+ 13.71% |
$327K - $356K
|
42.2K
$3.23M
|
|
|
Aug 01, 2023
Q2 2023
|
Fort Sheridan Advisors LLC
Highland Park, IL |
BUY
|
- |
5.09K+ 37.21% |
$327K - $356K
|
18.8K
$1.44M
|
|
|
Aug 09, 2023
Q2 2023
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
5.06KNew |
$326K - $354K
|
5.06K
$387K
|
|
|
Nov 21, 2023
Q2 2023
|
Alpine Global Management, LLC
New York, NY |
BUY
|
- |
5K+ 103.45% |
$322K - $350K
|
9.84K
$752K
|
|
|
Jul 31, 2023
Q2 2023
|
Menora Mivtachim Holdings Ltd.
|
BUY
|
- |
5K+ 8.9% |
$322K - $350K
|
61.2K
$4.68M
|
|
|
Aug 11, 2023
Q2 2023
|
Heritage Wealth Partners, LLC
Dublin, OH |
BUY
|
- |
4.96KNew |
$319K - $347K
|
4.96K
$380K
|
|
|
Aug 09, 2023
Q2 2023
|
Old Mission Capital LLC
|
BUY
|
- |
4.82KNew |
$310K - $337K
|
4.82K
$368K
|
|
|
Mar 13, 2024
Q2 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
4.79KNew |
$308K - $335K
|
4.79K
$366K
|
|
|
Aug 02, 2023
Q2 2023
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
4.76KNew |
$306K - $333K
|
4.76K
$364K
|
|
|
Aug 14, 2023
Q2 2023
|
Union Savings Bank
Litchfield, CT |
BUY
|
- |
4.55KNew |
$293K - $319K
|
4.55K
$348K
|
|
|
Aug 07, 2023
Q2 2023
|
Ieq Capital, LLC
|
BUY
|
- |
4.55KNew |
$292K - $318K
|
4.55K
$348K
|
|
|
Aug 07, 2023
Q2 2023
|
Asb Consultores, LLC
Aventura, FL |
BUY
|
- |
4.52KNew |
$291K - $317K
|
4.52K
$346K
|
|
|
Jul 11, 2023
Q2 2023
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
4.52K+ 23.85% |
$291K - $316K
|
23.5K
$1.8M
|