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
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
2.34K+ 16.29% |
$151K - $164K
|
16.7K
$1.28M
|
|
|
Aug 03, 2023
Q2 2023
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
2.34K+ 29.23% |
$150K - $164K
|
10.3K
$791K
|
|
|
Jul 17, 2023
Q2 2023
|
F Dx Advisors, Inc.
|
BUY
|
- |
2.33K+ 34.23% |
$150K - $163K
|
9.13K
$698K
|
|
|
Jul 11, 2023
Q2 2023
|
Biltmore Wealth Management, LLC
|
BUY
|
- |
2.33K+ 1.86% |
$150K - $163K
|
128K
$9.76M
|
|
|
Jul 18, 2023
Q2 2023
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
BUY
|
- |
2.31K+ 21.6% |
$148K - $161K
|
13K
$994K
|
|
|
Aug 14, 2023
Q2 2023
|
West Tower Group, LLC
Richmond, VA |
BUY
|
- |
2.23KNew |
$143K - $156K
|
2.23K
$170K
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
2.12K+ 0.61% |
$136K - $148K
|
352K
$26.9M
|
|
|
Aug 03, 2023
Q2 2023
|
Simmons Bank
|
BUY
|
- |
2.11K+ 7.16% |
$136K - $148K
|
31.6K
$2.42M
|
|
|
Jul 21, 2023
Q2 2023
|
Mcdaniel Terry & CO
|
BUY
|
- |
2.08K+ 41.74% |
$134K - $145K
|
7.06K
$540K
|
|
|
Aug 02, 2023
Q2 2023
|
Vaughan David Investments LLC
Peoria, IL |
BUY
|
- |
2.03K+ 1.4% |
$130K - $142K
|
147K
$11.2M
|
|
|
Aug 14, 2023
Q2 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
2.02K+ 34.8% |
$130K - $141K
|
7.81K
$597K
|
|
|
Aug 09, 2023
Q2 2023
|
Banque Cantonale Vaudoise
|
BUY
|
- |
1.99K+ 98.22% |
$128K - $139K
|
4.01K
$306K
|
|
|
Dec 13, 2024
Q2 2023
|
Smart Wealth LLC
Omaha, NE |
BUY
|
- |
1.93K+ 12.66% |
$124K - $135K
|
17.2K
$1.32M
|
|
|
Jul 13, 2023
Q2 2023
|
Perkins Coie Trust CO
|
BUY
|
- |
1.88K+ 2.74% |
$121K - $132K
|
70.7K
$5.4M
|
|
|
Aug 10, 2023
Q2 2023
|
Treynor Bancshares, Inc.
|
BUY
|
- |
1.83K+ 12.9% |
$118K - $128K
|
16K
$1.22M
|
|
|
Aug 02, 2023
Q2 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
1.82K+ 15.0% |
$117K - $127K
|
14K
$1.07M
|
|
|
Jul 17, 2023
Q2 2023
|
Sns Financial Group, LLC
|
BUY
|
- |
1.82K+ 10.56% |
$117K - $127K
|
19K
$1.45M
|
|
|
Aug 07, 2023
Q2 2023
|
Wolverine Asset Management LLC
|
BUY
|
- |
1.8K+ 360.0% |
$116K - $126K
|
2.3K
$176K
|
|
|
Aug 04, 2023
Q2 2023
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
BUY
|
- |
1.8K+ 13.16% |
$116K - $126K
|
15.5K
$1.18M
|
|
|
Jul 28, 2023
Q2 2023
|
Novare Capital Management LLC
|
BUY
|
- |
1.76K+ 23.11% |
$113K - $123K
|
9.35K
$715K
|
|
|
Aug 08, 2023
Q2 2023
|
9258 Wealth Management, LLC
|
BUY
|
- |
1.74K+ 19.99% |
$112K - $122K
|
10.4K
$799K
|
|
|
Aug 07, 2023
Q2 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
1.72K+ 9.51% |
$111K - $120K
|
19.8K
$1.52M
|
|
|
Aug 10, 2023
Q2 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
1.68KNew |
$108K - $117K
|
1.68K
$128K
|
|
|
Aug 02, 2023
Q2 2023
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
1.68K+ 12.16% |
$108K - $117K
|
15.5K
$1.18M
|
|
|
Aug 08, 2023
Q2 2023
|
Financial Advisory Service, Inc.
|
BUY
|
- |
1.66K+ 408.13% |
$107K - $116K
|
2.06K
$158K
|
|
|
Aug 09, 2023
Q2 2023
|
Meridian Investment Counsel Inc.
Lafayette, CA |
BUY
|
- |
1.65K+ 10.36% |
$106K - $115K
|
17.5K
$1.34M
|
|
|
Jul 26, 2023
Q2 2023
|
Phillips Wealth Planners LLC
Starkville, MS |
BUY
|
- |
1.55K+ 23.79% |
$99.9K - $109K
|
8.08K
$618K
|
|
|
Aug 21, 2023
Q2 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
1.48KNew |
$94.9K - $103K
|
1.48K
$113K
|
|
|
Jul 25, 2023
Q2 2023
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
1.45K+ 42.74% |
$93.3K - $101K
|
4.84K
$370K
|
|
|
Aug 15, 2023
Q2 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
1.43K+ 16.81% |
$92K - $100K
|
9.94K
$760K
|
|
|
Jul 28, 2023
Q2 2023
|
Private Trust CO Na
|
BUY
|
- |
1.41K+ 10.65% |
$90.5K - $98.4K
|
14.6K
$1.12M
|
|
|
Aug 17, 2023
Q2 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
1.39KNew |
$89.2K - $97K
|
1.39K
$106K
|
|
|
Aug 04, 2023
Q2 2023
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
1.35K+ 45.56% |
$86.9K - $94.5K
|
4.31K
$330K
|
|
|
Jul 05, 2023
Q2 2023
|
Red Spruce Capital, LLC
|
BUY
|
- |
1.34K+ 11.31% |
$86.5K - $94K
|
13.2K
$1.01M
|
|
|
Jul 21, 2023
Q2 2023
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
1.34K+ 15.15% |
$86.2K - $93.8K
|
10.2K
$779K
|
|
|
Jul 27, 2023
Q2 2023
|
Solstein Capital, LLC
Menlo Park, CA |
BUY
|
- |
1.31K+ 5.19% |
$84.3K - $91.7K
|
26.6K
$2.03M
|
|
|
Jul 28, 2023
Q2 2023
|
Sharper & Granite LLC
El Segundo, CA |
BUY
|
- |
1.31K+ 7.63% |
$84K - $91.4K
|
18.4K
$1.41M
|
|
|
Aug 14, 2023
Q2 2023
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
BUY
|
- |
1.24K+ 50.39% |
$79.5K - $86.4K
|
3.69K
$282K
|
|
|
Aug 14, 2023
Q2 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
1.19K+ 2.41% |
$76.8K - $83.5K
|
50.8K
$3.88M
|
|
|
Aug 11, 2023
Q2 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
1.19K+ 21.99% |
$76.5K - $83.2K
|
6.6K
$504K
|
|
|
Aug 07, 2023
Q2 2023
|
Second Half Financial Partners, LLC
Sebring, FL |
BUY
|
- |
1.19K+ 10.74% |
$76.4K - $83.1K
|
12.2K
$936K
|
|
|
Aug 15, 2023
Q2 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
1.18K+ 2.87% |
$75.7K - $82.3K
|
42.1K
$3.22M
|
|
|
Jul 24, 2023
Q2 2023
|
Brave Asset Management Inc
|
BUY
|
- |
1.14K+ 1.93% |
$73.4K - $79.8K
|
60.4K
$4.62M
|
|
|
Jul 24, 2023
Q2 2023
|
Toth Financial Advisory Corp
|
BUY
|
- |
1.14K+ 2.39% |
$73.4K - $79.8K
|
48.8K
$3.73M
|
|
|
Jul 25, 2023
Q2 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
1.13K+ 75.2% |
$72.6K - $78.9K
|
2.63K
$201K
|
|
|
Jul 20, 2023
Q2 2023
|
Pfg Advisors
|
BUY
|
- |
1.12K+ 1.58% |
$72.3K - $78.6K
|
72.3K
$5.53M
|
|
|
Aug 03, 2023
Q2 2023
|
Asset Advisors Investment Management, LLC
|
BUY
|
- |
1.1K+ 1.76% |
$70.6K - $76.8K
|
63.6K
$4.87M
|
|
|
Aug 08, 2023
Q2 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.09K+ 12.97% |
$70.4K - $76.5K
|
9.53K
$729K
|
|
|
Aug 14, 2023
Q2 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
1.08K+ 24.74% |
$69.5K - $75.6K
|
5.45K
$416K
|
|
|
Aug 21, 2023
Q2 2023
|
John G Ullman & Associates Inc
|
BUY
|
- |
1.07K+ 16.45% |
$69K - $75K
|
7.59K
$580K
|