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 27, 2023
Q2 2023
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
399+ 1.16% |
$25.7K - $27.9K
|
34.7K
$2.66M
|
|
|
Jul 10, 2023
Q2 2023
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
397+ 10.03% |
$25.5K - $27.8K
|
4.36K
$333K
|
|
|
Jul 11, 2023
Q2 2023
|
Butensky & Cohen Financial Security, Inc
|
BUY
|
- |
391+ 1.46% |
$25.2K - $27.4K
|
27.2K
$2.08M
|
|
|
Aug 11, 2023
Q2 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
390+ 27.05% |
$25.1K - $27.3K
|
1.83K
$140K
|
|
|
Jul 10, 2023
Q2 2023
|
Evanson Asset Management, LLC
|
BUY
|
- |
387+ 4.24% |
$24.9K - $27.1K
|
9.51K
$728K
|
|
|
Aug 10, 2023
Q2 2023
|
Wfa Of San Diego, LLC
|
BUY
|
- |
384New |
$24.7K - $26.9K
|
384
$29.4K
|
|
|
Jan 12, 2024
Q2 2023
|
Comprehensive Wealth Management, LLC
Lynnwood, WA |
BUY
|
- |
378+ 3.96% |
$24.3K - $26.4K
|
9.92K
$758K
|
|
|
Aug 10, 2023
Q2 2023
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
372+ 5.77% |
$23.9K - $26K
|
6.82K
$522K
|
|
|
Jul 24, 2023
Q2 2023
|
Wealthpoint, LLC
|
BUY
|
- |
348+ 3.52% |
$22.4K - $24.3K
|
10.2K
$782K
|
|
|
Nov 17, 2023
Q2 2023
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
340+ 2.95% |
$21.9K - $23.8K
|
11.9K
$906K
|
|
|
Aug 08, 2023
Q2 2023
|
Jacobi Capital Management LLC
|
BUY
|
- |
334+ 1.78% |
$21.5K - $23.4K
|
19.1K
$1.46M
|
|
|
Jul 17, 2023
Q2 2023
|
Great Diamond Partners, LLC
|
BUY
|
- |
334+ 2.68% |
$21.5K - $23.4K
|
12.8K
$979K
|
|
|
Jul 26, 2023
Q2 2023
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
328New |
$21.1K - $23K
|
328
$25.1K
|
|
|
Aug 09, 2023
Q2 2023
|
Rock Creek Group, LP
|
BUY
|
- |
325+ 99.09% |
$20.9K - $22.7K
|
653
$49.9K
|
|
|
Aug 03, 2023
Q2 2023
|
New Square Capital LLC
|
BUY
|
- |
323New |
$20.8K - $22.6K
|
323
$24.7K
|
|
|
Sep 08, 2023
Q2 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
322+ 92.0% |
$20.7K - $22.5K
|
672
$51.4K
|
|
|
Jul 10, 2023
Q2 2023
|
Thomasville National Bank
|
BUY
|
- |
321+ 5.9% |
$20.7K - $22.5K
|
5.76K
$440K
|
|
|
Jul 20, 2023
Q2 2023
|
Wespac Advisors So Cal, LLC
|
BUY
|
- |
317+ 0.26% |
$20.4K - $22.2K
|
123K
$9.38M
|
|
|
Aug 15, 2023
Q2 2023
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
314+ 4.61% |
$20.2K - $22K
|
7.12K
$544K
|
|
|
Jul 13, 2023
Q2 2023
|
Milestone Advisory Partners
|
BUY
|
- |
312+ 0.59% |
$20.1K - $21.8K
|
53.3K
$4.07M
|
|
|
Jul 17, 2023
Q2 2023
|
Capitol Family Office, Inc.
|
BUY
|
- |
298+ 0.7% |
$19.2K - $20.9K
|
42.8K
$3.28M
|
|
|
Aug 03, 2023
Q2 2023
|
Bank Of Nova Scotia
|
BUY
|
- |
285+ 7.17% |
$18.3K - $19.9K
|
4.26K
$326K
|
|
|
Aug 15, 2023
Q2 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
282+ 3.25% |
$18.1K - $19.7K
|
8.96K
$685K
|
|
|
Jul 06, 2023
Q2 2023
|
Prentice Wealth Management LLC
|
BUY
|
- |
282+ 3.26% |
$18.1K - $19.7K
|
8.93K
$683K
|
|
|
Aug 14, 2023
Q2 2023
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
270New |
$17.4K - $18.9K
|
270
$20.6K
|
|
|
Jul 20, 2023
Q2 2023
|
Sabal Trust CO
|
BUY
|
- |
263+ 0.77% |
$16.9K - $18.4K
|
34.3K
$2.63M
|
|
|
Aug 08, 2023
Q2 2023
|
White Pine Capital LLC
Golden Valley, MN |
BUY
|
- |
262+ 3.06% |
$16.9K - $18.3K
|
8.83K
$675K
|
|
|
Jul 24, 2023
Q2 2023
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
259+ 7.51% |
$16.7K - $18.1K
|
3.71K
$284K
|
|
|
Jul 12, 2023
Q2 2023
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
251+ 6.43% |
$16.1K - $17.6K
|
4.16K
$318K
|
|
|
Aug 14, 2023
Q2 2023
|
Stephens Inc
|
BUY
|
- |
250+ 1.76% |
$16.1K - $17.5K
|
14.5K
$1.11M
|
|
|
Nov 13, 2023
Q2 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
250+ 5.49% |
$16.1K - $17.5K
|
4.8K
$367K
|
|
|
Aug 14, 2024
Q2 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
243+ 8.55% |
$15.6K - $17K
|
3.09K
$236K
|
|
|
Jul 20, 2023
Q2 2023
|
Jmac Enterprises LLC
|
BUY
|
- |
217+ 1.82% |
$14K - $15.2K
|
12.1K
$926K
|
|
|
Jul 27, 2023
Q2 2023
|
Moreno Evelyn V
Boston, MA |
BUY
|
- |
212+ 0.39% |
$13.6K - $14.8K
|
54.9K
$4.2M
|
|
|
Aug 08, 2023
Q2 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
209+ 0.64% |
$13.4K - $14.6K
|
32.9K
$2.52M
|
|
|
Aug 08, 2023
Q2 2023
|
South State Corp
|
BUY
|
- |
206+ 10.38% |
$13.3K - $14.4K
|
2.19K
$167K
|
|
|
Aug 14, 2023
Q2 2023
|
Private Portfolio Partners LLC
|
BUY
|
- |
201+ 1.41% |
$12.9K - $14.1K
|
14.4K
$1.1M
|
|
|
Aug 13, 2024
Q2 2023
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
200+ 4.55% |
$12.9K - $14K
|
4.6K
$352K
|
|
|
Aug 01, 2023
Q2 2023
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
200+ 0.98% |
$12.9K - $14K
|
20.6K
$1.57M
|
|
|
Jul 21, 2023
Q2 2023
|
E&G Advisors, LP
|
BUY
|
- |
200+ 2.34% |
$12.9K - $14K
|
8.75K
$669K
|
|
|
Jul 12, 2023
Q2 2023
|
Stillwater Capital Advisors, LLC
|
BUY
|
- |
199+ 1.27% |
$12.8K - $13.9K
|
15.9K
$1.21M
|
|
|
Jul 24, 2023
Q2 2023
|
Whittier Trust CO
|
BUY
|
- |
198+ 2.75% |
$12.7K - $13.9K
|
7.39K
$565K
|
|
|
Jul 06, 2023
Q2 2023
|
Boltwood Capital Management
|
BUY
|
- |
191+ 1.46% |
$12.3K - $13.4K
|
13.2K
$1.01M
|
|
|
Aug 07, 2023
Q2 2023
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
189+ 1.48% |
$12.2K - $13.2K
|
13K
$993K
|
|
|
Aug 15, 2023
Q2 2023
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
185+ 6.11% |
$11.9K - $12.9K
|
3.21K
$246K
|
|
|
Jul 12, 2023
Q2 2023
|
Sage Capital Advisors,Llc
|
BUY
|
- |
184+ 0.63% |
$11.8K - $12.9K
|
29.5K
$2.25M
|
|
|
Aug 10, 2023
Q2 2023
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
177+ 2.53% |
$11.4K - $12.4K
|
7.18K
$549K
|
|
|
Jul 24, 2023
Q2 2023
|
Wall Capital Group, Inc.
|
BUY
|
- |
176+ 3.62% |
$11.3K - $12.3K
|
5.04K
$385K
|
|
|
Jul 20, 2023
Q2 2023
|
St. Johns Investment Management Company, LLC
|
BUY
|
- |
169+ 4.82% |
$10.9K - $11.8K
|
3.67K
$281K
|
|
|
Jul 26, 2023
Q2 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
155+ 5.29% |
$9.97K - $10.8K
|
3.09K
$236K
|