Purchases and Sales Made in Q2 2023 in Utilities Sector Spdr (XLU)

XLU Quotes by TradingView

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 28, 2023 Q2 2023
Lion Street Advisors, LLC

BUY
 -
1.01K
+ 14.94%
$64.7K - $70.4K
7.74K $614K
Aug 07, 2023 Q2 2023
Safeguard Financial, LLC

BUY
 -
1K
New
$64.3K - $70K
1K $79.3K
Aug 16, 2023 Q2 2023
Pca Investment Advisory Services Inc.

Cincinnati, OH
BUY
 -
964
New
$62K - $67.5K
964 $76.4K
Aug 01, 2023 Q2 2023
Chesapeake Wealth Management

BUY
 -
952
+ 9.56%
$61.3K - $66.6K
10.9K $865K
Jul 17, 2023 Q2 2023
Impact Partnership Wealth, LLC

Kennesaw, GA
BUY
 -
946
New
$60.9K - $66.2K
946 $75K
Aug 09, 2023 Q2 2023
R Pg Family Wealth Advisory, LLC

Burlington, MA
BUY
 -
888
+ 4.16%
$57.1K - $62.1K
22.2K $1.76M
Jul 13, 2023 Q2 2023
Live Oak Investment Partners

Austin, TX
BUY
 -
883
New
$56.8K - $61.8K
883 $70K
Jul 17, 2023 Q2 2023
Client First Capital LLC

BUY
 -
874
+ 0.66%
$56.2K - $61.2K
133K $10.5M
Dec 12, 2023 Q2 2023
Ken Fisher Fisher Asset Management, LLC | Camas, Wa
BUY
 -
873
+ 2.99%
$56.2K - $61.1K
30.1K $2.38M
Aug 14, 2023 Q2 2023
Ascent Group, LLC

BUY
 -
841
+ 7.51%
$54.1K - $58.8K
12K $955K
Jul 13, 2023 Q2 2023
Marcum Wealth, LLC

BUY
 -
831
+ 9.04%
$53.5K - $58.1K
10K $795K
Apr 22, 2024 Q2 2023
Deane Retirement Strategies, Inc.

BUY
 -
831
+ 1.02%
$53.5K - $58.1K
82.3K $6.52M
Aug 01, 2024 Q2 2023
Wr Wealth Planners, LLC

Columbia, MO
BUY
 -
811
+ 195.42%
$52.2K - $56.7K
1.23K $97.2K
Aug 14, 2023 Q2 2023
Sourcerock Group LLC

Denver, CO
BUY
 -
800
+ 0.82%
$51.5K - $56K
98.8K $7.83M
Aug 14, 2023 Q2 2023
Boothbay Fund Management, LLC

New York, NY
BUY
 -
800
+ 0.82%
$51.5K - $56K
98.8K $7.83M
May 20, 2024 Q2 2023
Strategic Wealth Partners, Ltd.

Independence, OH
BUY
 -
793
+ 5.66%
$51K - $55.5K
14.8K $1.17M
Jul 14, 2023 Q2 2023
Farmers & Merchants Trust CO Of Chambersburg Pa

BUY
 -
785
+ 2.39%
$50.5K - $54.9K
33.7K $2.67M
Jul 17, 2023 Q2 2023
Wealthcare Advisory Partners LLC

West Chester, PA
BUY
 -
775
+ 6.91%
$49.9K - $54.2K
12K $950K
Jul 11, 2023 Q2 2023
Peoples Financial Services Corp.

BUY
 -
762
+ 3.85%
$49K - $53.3K
20.5K $1.63M
Aug 08, 2023 Q2 2023
Ken Fisher Fisher Asset Management, LLC | Camas, Wa
BUY
 -
749
+ 2.55%
$48.2K - $52.4K
30.1K $2.38M
Aug 04, 2023 Q2 2023
Lincoln National Corp

BUY
 -
742
+ 4.42%
$47.7K - $51.9K
17.5K $1.39M
Jul 17, 2023 Q2 2023
Hudson Valley Investment Advisors Inc

BUY
 -
735
+ 2.98%
$47.3K - $51.4K
25.4K $2.01M
Aug 04, 2023 Q2 2023
Carnegie Capital Asset Management, LLC

BUY
 -
710
+ 3.4%
$45.7K - $49.7K
21.6K $1.71M
Aug 01, 2023 Q2 2023
Signaturefd, LLC

Atlanta, GA
BUY
 -
708
+ 24.87%
$45.6K - $49.5K
3.56K $282K
Aug 14, 2023 Q2 2023
Berkshire Asset Management LLC

Wilkes Barre, PA
BUY
 -
700
+ 20.86%
$45K - $49K
4.06K $321K
Jul 18, 2023 Q2 2023
Proffitt & Goodson Inc

BUY
 -
678
+ 3.05%
$43.6K - $47.4K
22.9K $1.82M
Aug 09, 2023 Q2 2023
Arrow Financial Corp

BUY
 -
676
+ 4.67%
$43.5K - $47.3K
15.1K $1.2M
Jul 13, 2023 Q2 2023
Aries Wealth Management

BUY
 -
645
+ 11.59%
$41.5K - $45.1K
6.21K $492K
Jul 07, 2023 Q2 2023
Legacy Private Trust Co.

BUY
 -
638
+ 1.17%
$41K - $44.6K
55.1K $4.37M
Jul 14, 2023 Q2 2023
Maple Capital Management, Inc.

BUY
 -
636
+ 8.5%
$40.9K - $44.5K
8.12K $644K
Jul 27, 2023 Q2 2023
Rosenbaum Jay D.

Boston, MA
BUY
 -
618
+ 10.14%
$39.8K - $43.2K
6.72K $532K
Aug 13, 2024 Q2 2023
Glen Eagle Advisors, LLC

Kingston, NJ
BUY
 -
615
+ 33.96%
$39.6K - $43K
2.43K $192K
Jul 27, 2023 Q2 2023
J.W. Cole Advisors, Inc.

BUY
 -
551
+ 0.99%
$35.5K - $38.6K
56.3K $4.46M
Jul 20, 2023 Q2 2023
Alpha Cubed Investments, LLC

BUY
 -
532
+ 1.7%
$34.2K - $37.2K
31.9K $2.53M
Jul 25, 2023 Q2 2023
Quattro Financial Advisors LLC

BUY
 -
517
+ 3.81%
$33.3K - $36.2K
14.1K $1.12M
Aug 09, 2023 Q2 2023
Coastal Investment Advisors, Inc.

Wilmington, DE
BUY
 -
457
+ 5.18%
$29.4K - $32K
9.27K $735K
Jul 31, 2023 Q2 2023
Wealthspire Advisors, LLC

New York, NY
BUY
 -
441
+ 5.74%
$28.4K - $30.9K
8.13K $644K
Jul 25, 2023 Q2 2023
First Merchants Corp

BUY
 -
435
+ 1.02%
$28K - $30.4K
42.9K $3.4M
Aug 04, 2023 Q2 2023
Parallel Advisors, LLC

BUY
 -
434
+ 2.63%
$27.9K - $30.4K
16.9K $1.34M
May 20, 2024 Q2 2023
Parallel Advisors, LLC

BUY
 -
434
+ 2.63%
$27.9K - $30.4K
16.9K $1.34M
Aug 09, 2023 Q2 2023
Kerntke Otto Mc Glone Wealth Management Group

Appleton, WI
BUY
 -
430
+ 2.41%
$27.7K - $30.1K
18.3K $1.45M
Jul 27, 2023 Q2 2023
Midwest Financial Group LLC

Overland Park, KS
BUY
 -
424
+ 6.96%
$27.3K - $29.7K
6.52K $517K
Jul 18, 2023 Q2 2023
Fiduciary Alliance LLC

Greenville, SC
BUY
 -
415
New
$26.7K - $29K
415 $32.9K
Aug 14, 2023 Q2 2023
Warren Averett Asset Management, LLC

Birmingham, AL
BUY
 -
406
+ 8.86%
$26.1K - $28.4K
4.99K $395K
Aug 04, 2023 Q2 2023
Callan Capital, LLC

La Jolla, CA
BUY
 -
406
+ 1.7%
$26.1K - $28.4K
24.4K $1.93M
Aug 03, 2023 Q2 2023
Penobscot Wealth Management

BUY
 -
405
+ 2.19%
$26.1K - $28.3K
18.9K $1.5M
Jul 27, 2023 Q2 2023
Fiduciary Group LLC

Savannah, GA
BUY
 -
399
+ 1.16%
$25.7K - $27.9K
34.7K $2.75M
Jul 10, 2023 Q2 2023
Outlook Wealth Advisors, LLC

BUY
 -
397
+ 10.03%
$25.5K - $27.8K
4.36K $345K
Jul 11, 2023 Q2 2023
Butensky & Cohen Financial Security, Inc

BUY
 -
391
+ 1.46%
$25.2K - $27.4K
27.2K $2.15M

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