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
Aug 09, 2023 Q2 2023
Lokken Investment Group LLC

BUY
 -
1.06K
+ 12.87%
$68.1K - $74.1K
9.29K $710K
Sep 07, 2023 Q2 2023
St Germain D J CO Inc

Springfield, MA
BUY
 -
1.04K
New
$67K - $72.8K
1.04K $79.6K
Aug 08, 2023 Q2 2023
Interchange Capital Partners, LLC

BUY
 -
1.03K
+ 11.91%
$66K - $71.8K
9.64K $737K
Jul 28, 2023 Q2 2023
Lion Street Advisors, LLC

BUY
 -
1.01K
+ 14.94%
$64.7K - $70.4K
7.74K $592K
Aug 07, 2023 Q2 2023
Safeguard Financial, LLC

BUY
 -
1K
New
$64.3K - $70K
1K $76.5K
Aug 16, 2023 Q2 2023
Pca Investment Advisory Services Inc.

Cincinnati, OH
BUY
 -
964
New
$62K - $67.5K
964 $73.7K
Aug 01, 2023 Q2 2023
Chesapeake Wealth Management

BUY
 -
952
+ 9.56%
$61.3K - $66.6K
10.9K $835K
Jul 17, 2023 Q2 2023
Impact Partnership Wealth, LLC

Kennesaw, GA
BUY
 -
946
New
$60.9K - $66.2K
946 $72.4K
Aug 09, 2023 Q2 2023
R Pg Family Wealth Advisory, LLC

Burlington, MA
BUY
 -
888
+ 4.16%
$57.1K - $62.1K
22.2K $1.7M
Jul 13, 2023 Q2 2023
Live Oak Investment Partners

Austin, TX
BUY
 -
883
New
$56.8K - $61.8K
883 $67.5K
Dec 12, 2023 Q2 2023
Ken Fisher Fisher Asset Management, LLC | Camas, Wa
BUY
 -
873
+ 2.99%
$56.2K - $61.1K
30.1K $2.3M
Aug 14, 2023 Q2 2023
Ascent Group, LLC

BUY
 -
841
+ 7.51%
$54.1K - $58.8K
12K $921K
Apr 22, 2024 Q2 2023
Deane Retirement Strategies, Inc.

BUY
 -
831
+ 1.02%
$53.5K - $58.1K
82.3K $6.29M
Jul 06, 2023 Q2 2023
Deane Retirement Strategies, Inc.

BUY
 -
831
+ 1.02%
$53.5K - $58.1K
82.3K $6.29M
Jul 13, 2023 Q2 2023
Marcum Wealth, LLC

BUY
 -
831
+ 9.04%
$53.5K - $58.1K
10K $767K
Aug 01, 2024 Q2 2023
Wr Wealth Planners, LLC

Columbia, MO
BUY
 -
811
+ 195.42%
$52.2K - $56.7K
1.23K $93.8K
Aug 14, 2023 Q2 2023
Sourcerock Group LLC

Denver, CO
BUY
 -
800
+ 0.82%
$51.5K - $56K
98.8K $7.56M
Aug 14, 2023 Q2 2023
Boothbay Fund Management, LLC

New York, NY
BUY
 -
800
+ 0.82%
$51.5K - $56K
98.8K $7.56M
May 20, 2024 Q2 2023
Strategic Wealth Partners, Ltd.

Independence, OH
BUY
 -
793
+ 5.66%
$51K - $55.5K
14.8K $1.13M
Jul 14, 2023 Q2 2023
Farmers & Merchants Trust CO Of Chambersburg Pa

BUY
 -
785
+ 2.39%
$50.5K - $54.9K
33.7K $2.58M
Jul 17, 2023 Q2 2023
Wealthcare Advisory Partners LLC

West Chester, PA
BUY
 -
775
+ 6.91%
$49.9K - $54.2K
12K $917K
Jul 11, 2023 Q2 2023
Peoples Financial Services Corp.

BUY
 -
762
+ 3.85%
$49K - $53.3K
20.5K $1.57M
Aug 08, 2023 Q2 2023
Ken Fisher Fisher Asset Management, LLC | Camas, Wa
BUY
 -
749
+ 2.55%
$48.2K - $52.4K
30.1K $2.3M
Aug 04, 2023 Q2 2023
Lincoln National Corp

BUY
 -
742
+ 4.42%
$47.7K - $51.9K
17.5K $1.34M
Jul 17, 2023 Q2 2023
Hudson Valley Investment Advisors Inc

BUY
 -
735
+ 2.98%
$47.3K - $51.4K
25.4K $1.94M
Aug 04, 2023 Q2 2023
Carnegie Capital Asset Management, LLC

BUY
 -
710
+ 3.4%
$45.7K - $49.7K
21.6K $1.65M
Aug 01, 2023 Q2 2023
Signaturefd, LLC

Atlanta, GA
BUY
 -
708
+ 24.87%
$45.6K - $49.5K
3.56K $272K
Aug 14, 2023 Q2 2023
Berkshire Asset Management LLC

Wilkes Barre, PA
BUY
 -
700
+ 20.86%
$45K - $49K
4.06K $310K
Jul 18, 2023 Q2 2023
Proffitt & Goodson Inc

BUY
 -
678
+ 3.05%
$43.6K - $47.4K
22.9K $1.75M
Aug 09, 2023 Q2 2023
Arrow Financial Corp

BUY
 -
676
+ 4.67%
$43.5K - $47.3K
15.1K $1.16M
Jul 13, 2023 Q2 2023
Aries Wealth Management

BUY
 -
645
+ 11.59%
$41.5K - $45.1K
6.21K $475K
Jul 07, 2023 Q2 2023
Legacy Private Trust Co.

BUY
 -
638
+ 1.17%
$41K - $44.6K
55.1K $4.22M
Jul 14, 2023 Q2 2023
Maple Capital Management, Inc.

BUY
 -
636
+ 8.5%
$40.9K - $44.5K
8.12K $621K
Jul 27, 2023 Q2 2023
Rosenbaum Jay D.

Boston, MA
BUY
 -
618
+ 10.14%
$39.8K - $43.2K
6.72K $514K
Aug 13, 2024 Q2 2023
Glen Eagle Advisors, LLC

Kingston, NJ
BUY
 -
615
+ 33.96%
$39.6K - $43K
2.43K $186K
Jul 27, 2023 Q2 2023
J.W. Cole Advisors, Inc.

BUY
 -
551
+ 0.99%
$35.5K - $38.6K
56.3K $4.31M
Jul 20, 2023 Q2 2023
Alpha Cubed Investments, LLC

BUY
 -
532
+ 1.7%
$34.2K - $37.2K
31.9K $2.44M
Jul 25, 2023 Q2 2023
Quattro Financial Advisors LLC

BUY
 -
517
+ 3.81%
$33.3K - $36.2K
14.1K $1.08M
Aug 09, 2023 Q2 2023
Coastal Investment Advisors, Inc.

Wilmington, DE
BUY
 -
457
+ 5.18%
$29.4K - $32K
9.27K $709K
Jul 31, 2023 Q2 2023
Wealthspire Advisors, LLC

New York, NY
BUY
 -
441
+ 5.74%
$28.4K - $30.9K
8.13K $622K
Jul 25, 2023 Q2 2023
First Merchants Corp

BUY
 -
435
+ 1.02%
$28K - $30.4K
42.9K $3.28M
Aug 04, 2023 Q2 2023
Parallel Advisors, LLC

BUY
 -
434
+ 2.63%
$27.9K - $30.4K
16.9K $1.29M
May 20, 2024 Q2 2023
Parallel Advisors, LLC

BUY
 -
434
+ 2.63%
$27.9K - $30.4K
16.9K $1.29M
Aug 09, 2023 Q2 2023
Kerntke Otto Mc Glone Wealth Management Group

Appleton, WI
BUY
 -
430
+ 2.41%
$27.7K - $30.1K
18.3K $1.4M
Jul 27, 2023 Q2 2023
Midwest Financial Group LLC

Overland Park, KS
BUY
 -
424
+ 6.96%
$27.3K - $29.7K
6.52K $498K
Jul 18, 2023 Q2 2023
Fiduciary Alliance LLC

Greenville, SC
BUY
 -
415
New
$26.7K - $29K
415 $31.7K
Aug 04, 2023 Q2 2023
Callan Capital, LLC

La Jolla, CA
BUY
 -
406
+ 1.7%
$26.1K - $28.4K
24.4K $1.86M
Aug 14, 2023 Q2 2023
Warren Averett Asset Management, LLC

Birmingham, AL
BUY
 -
406
+ 8.86%
$26.1K - $28.4K
4.99K $381K
Aug 03, 2023 Q2 2023
Penobscot Wealth Management

BUY
 -
405
+ 2.19%
$26.1K - $28.3K
18.9K $1.45M

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