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 19, 2023
Q2 2023
|
Planning Directions Inc
|
BUY
|
- |
4.39K+ 25.38% |
$283K - $307K
|
21.7K
$1.72M
|
|
|
Aug 08, 2023
Q2 2023
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
4.37K+ 19.99% |
$281K - $306K
|
26.3K
$2.08M
|
|
|
Jul 20, 2023
Q2 2023
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
4.24KNew |
$272K - $296K
|
4.24K
$336K
|
|
|
Aug 08, 2023
Q2 2023
|
West Coast Financial LLC
|
BUY
|
- |
4.2KNew |
$270K - $294K
|
4.2K
$333K
|
|
|
Jul 18, 2023
Q2 2023
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
4.16KNew |
$268K - $291K
|
4.16K
$330K
|
|
|
Aug 14, 2023
Q2 2023
|
Aristides Capital LLC
Ottawa Hills, OH |
BUY
|
- |
4.1KNew |
$264K - $287K
|
4.1K
$325K
|
|
|
Jul 20, 2023
Q2 2023
|
Cannon Global Investment Management, LLC
|
BUY
|
- |
4KNew |
$257K - $280K
|
4K
$317K
|
|
|
Jul 31, 2023
Q2 2023
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
3.99KNew |
$257K - $279K
|
3.99K
$316K
|
|
|
Aug 11, 2023
Q2 2023
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
3.91KNew |
$252K - $274K
|
3.91K
$310K
|
|
|
Aug 10, 2023
Q2 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
3.83K+ 9.27% |
$247K - $268K
|
45.2K
$3.58M
|
|
|
Jul 14, 2023
Q2 2023
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
3.77K+ 75.94% |
$243K - $264K
|
8.74K
$693K
|
|
|
Aug 08, 2023
Q2 2023
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
3.75KNew |
$241K - $263K
|
3.75K
$297K
|
|
|
Aug 11, 2023
Q2 2023
|
Susquehanna International Group Ltd.
Dublin, L2 |
BUY
|
- |
3.74KNew |
$240K - $261K
|
3.74K
$296K
|
|
|
Aug 14, 2023
Q2 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
3.69KNew |
$238K - $258K
|
3.69K
$293K
|
|
|
Jul 17, 2023
Q2 2023
|
Donald L. Hagan, LLC
|
BUY
|
- |
3.66K+ 76.52% |
$235K - $256K
|
8.44K
$669K
|
|
|
Aug 11, 2023
Q2 2023
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
3.62K+ 2.55% |
$233K - $253K
|
145K
$11.5M
|
|
|
Jul 20, 2023
Q2 2023
|
Allred Capital Management, LLC
Dallas, TX |
BUY
|
- |
3.62KNew |
$233K - $253K
|
3.62K
$287K
|
|
|
Aug 07, 2023
Q2 2023
|
Betterment LLC
New York, NY |
BUY
|
- |
3.6KNew |
$232K - $252K
|
3.6K
$285K
|
|
|
Aug 07, 2023
Q2 2023
|
Bfsg, LLC
|
BUY
|
- |
3.58K+ 44.43% |
$231K - $251K
|
11.7K
$924K
|
|
|
Aug 15, 2023
Q2 2023
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
3.46KNew |
$223K - $242K
|
3.46K
$275K
|
|
|
Aug 29, 2023
Q2 2023
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
BUY
|
- |
3.41K+ 87.41% |
$219K - $238K
|
7.31K
$579K
|
|
|
Aug 14, 2023
Q2 2023
|
Guidance Capital, Inc
Lousville, KY |
BUY
|
- |
3.38KNew |
$218K - $237K
|
3.38K
$268K
|
|
|
Aug 08, 2023
Q2 2023
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
3.38KNew |
$217K - $236K
|
3.38K
$268K
|
|
|
Jul 27, 2023
Q2 2023
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
3.29K+ 36.5% |
$212K - $230K
|
12.3K
$976K
|
|
|
Jul 24, 2023
Q2 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
3.27K+ 22.22% |
$211K - $229K
|
18K
$1.43M
|
|
|
Aug 08, 2023
Q2 2023
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
3.25K+ 11.34% |
$209K - $228K
|
31.9K
$2.53M
|
|
|
Jul 03, 2023
Q2 2023
|
First Financial Bank Trust Division
Hamilton, OH |
BUY
|
- |
3.23K+ 1.37% |
$208K - $226K
|
238K
$18.9M
|
|
|
Jul 19, 2023
Q2 2023
|
Compton Financial Group, LLC
|
BUY
|
- |
3.21K+ 4.08% |
$207K - $225K
|
82K
$6.5M
|
|
|
Jul 28, 2023
Q2 2023
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
BUY
|
- |
3.13KNew |
$202K - $219K
|
3.13K
$248K
|
|
|
Jul 28, 2023
Q2 2023
|
Wespac Advisors, LLC
|
BUY
|
- |
3.1KNew |
$199K - $217K
|
3.1K
$246K
|
|
|
Aug 11, 2023
Q2 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
3.08KNew |
$198K - $215K
|
3.08K
$244K
|
|
|
Aug 14, 2023
Q2 2023
|
Point72 Middle East Fze
Stamford, CT |
BUY
|
- |
3.07K+ 31.26% |
$198K - $215K
|
12.9K
$1.02M
|
|
|
Aug 10, 2023
Q2 2023
|
Bramshill Investments, LLC
Naples, FL |
BUY
|
- |
3.05KNew |
$196K - $214K
|
3.05K
$242K
|
|
|
Aug 11, 2023
Q2 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
3.04K+ 15.66% |
$196K - $213K
|
22.5K
$1.78M
|
|
|
Aug 08, 2023
Q2 2023
|
Investment House LLC
Las Vegas, NV |
BUY
|
- |
3K+ 30.0% |
$193K - $210K
|
13K
$1.03M
|
|
|
Aug 11, 2023
Q2 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
2.98K+ 30.21% |
$192K - $209K
|
12.8K
$1.02M
|
|
|
Jul 19, 2023
Q2 2023
|
Krilogy Financial LLC
|
BUY
|
- |
2.95K+ 8.62% |
$189K - $206K
|
37.1K
$2.94M
|
|
|
Aug 03, 2023
Q2 2023
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
2.74K+ 19.43% |
$176K - $192K
|
16.9K
$1.34M
|
|
|
Aug 08, 2023
Q2 2023
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
2.71K+ 31.7% |
$174K - $190K
|
11.3K
$893K
|
|
|
Aug 08, 2023
Q2 2023
|
Gfs Advisors, LLC
|
BUY
|
- |
2.49K+ 80.61% |
$160K - $174K
|
5.58K
$442K
|
|
|
Jul 26, 2023
Q2 2023
|
Cx Institutional
|
BUY
|
- |
2.48K+ 2.89% |
$159K - $173K
|
88.4K
$7.01M
|
|
|
Aug 16, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
2.48K+ 12.14% |
$159K - $173K
|
22.9K
$1.81M
|
|
|
Aug 09, 2023
Q2 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
2.48K+ 27.35% |
$159K - $173K
|
11.5K
$914K
|
|
|
Jul 18, 2023
Q2 2023
|
D.B. Root & Company, LLC
|
BUY
|
- |
2.45K+ 79.61% |
$158K - $172K
|
5.53K
$439K
|
|
|
Aug 14, 2023
Q2 2023
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
BUY
|
- |
2.45K+ 7.05% |
$157K - $171K
|
37.1K
$2.94M
|
|
|
Jul 20, 2023
Q2 2023
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
2.44K+ 18.48% |
$157K - $170K
|
15.6K
$1.24M
|
|
|
Aug 14, 2023
Q2 2023
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
2.38K+ 10.59% |
$153K - $167K
|
24.9K
$1.97M
|
|
|
Aug 08, 2023
Q2 2023
|
Gyroscope Capital Management Group, LLC
|
BUY
|
- |
2.35K+ 16.31% |
$151K - $165K
|
16.8K
$1.33M
|
|
|
Aug 14, 2023
Q2 2023
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
2.34K+ 16.29% |
$151K - $164K
|
16.7K
$1.32M
|
|
|
Aug 03, 2023
Q2 2023
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
2.34K+ 29.23% |
$150K - $164K
|
10.3K
$820K
|