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 12, 2023
Q2 2023
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
146+ 1.03% |
$9.39K - $10.2K
|
14.4K
$1.14M
|
|
|
Aug 14, 2023
Q2 2023
|
Allie Family Office LLC
|
BUY
|
- |
145+ 2.05% |
$9.33K - $10.1K
|
7.21K
$572K
|
|
|
Jul 18, 2023
Q2 2023
|
Annapolis Financial Services, LLC
|
BUY
|
- |
144New |
$9.26K - $10.1K
|
144
$11.4K
|
|
|
Aug 30, 2023
Q2 2023
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
127+ 0.63% |
$8.17K - $8.89K
|
20.2K
$1.6M
|
|
|
Aug 14, 2023
Q2 2023
|
Marathon Trading Investment Management LLC
Radnor, PA |
BUY
|
- |
127New |
$8.17K - $8.89K
|
127
$10.1K
|
|
|
Aug 03, 2023
Q2 2023
|
Advanced Asset Management Advisors Inc
Dublin, OH |
BUY
|
- |
118+ 3.02% |
$7.59K - $8.26K
|
4.03K
$319K
|
|
|
Jul 06, 2023
Q2 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
108+ 0.08% |
$6.95K - $7.56K
|
133K
$10.6M
|
|
|
Aug 14, 2023
Q2 2023
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
BUY
|
- |
100+ 0.67% |
$6.43K - $7K
|
15.1K
$1.2M
|
|
|
Jul 11, 2023
Q2 2023
|
Fny Investment Advisers, LLC
|
BUY
|
- |
100New |
$6.43K - $7K
|
100
$7.93K
|
|
|
Aug 21, 2023
Q2 2023
|
Asset Dedication, LLC
|
BUY
|
- |
99New |
$6.37K - $6.93K
|
99
$7.85K
|
|
|
Aug 11, 2023
Q2 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
96+ 46.6% |
$6.18K - $6.72K
|
302
$23.9K
|
|
|
Aug 09, 2023
Q2 2023
|
Jones Financial Companies Lllp
|
BUY
|
- |
95+ 8.72% |
$6.11K - $6.65K
|
1.19K
$93.9K
|
|
|
Aug 09, 2023
Q2 2023
|
Bar Harbor Wealth Management
Concord, NH |
BUY
|
- |
93+ 0.24% |
$5.98K - $6.51K
|
38.3K
$3.04M
|
|
|
Jul 12, 2023
Q2 2023
|
Constitution Capital LLC
Shelton, CT |
BUY
|
- |
90+ 1.33% |
$5.79K - $6.3K
|
6.85K
$543K
|
|
|
Jul 17, 2023
Q2 2023
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
90+ 0.2% |
$5.79K - $6.3K
|
45.7K
$3.63M
|
|
|
Aug 02, 2023
Q2 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
89+ 1.89% |
$5.73K - $6.23K
|
4.79K
$380K
|
|
|
Jul 26, 2023
Q2 2023
|
Pinnacle Associates LTD
|
BUY
|
- |
89+ 1.8% |
$5.73K - $6.23K
|
5.04K
$400K
|
|
|
Aug 09, 2023
Q2 2023
|
Cim Investment Management Inc
Pittsburgh, PA |
BUY
|
- |
88+ 0.23% |
$5.66K - $6.16K
|
37.6K
$2.98M
|
|
|
Jul 21, 2023
Q2 2023
|
Salomon & Ludwin, LLC
|
BUY
|
- |
88+ 2.91% |
$5.66K - $6.16K
|
3.11K
$247K
|
|
|
Jul 24, 2023
Q2 2023
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
86+ 2.88% |
$5.53K - $6.02K
|
3.07K
$243K
|
|
|
Jul 18, 2023
Q2 2023
|
Avitas Wealth Management LLC
|
BUY
|
- |
80+ 1.02% |
$5.15K - $5.6K
|
7.95K
$630K
|
|
|
Aug 11, 2023
Q2 2023
|
True Private Wealth Advisors
|
BUY
|
- |
79+ 0.74% |
$5.08K - $5.53K
|
10.8K
$857K
|
|
|
Aug 09, 2023
Q2 2023
|
1 St Source Bank
|
BUY
|
- |
79+ 0.46% |
$5.08K - $5.53K
|
17.4K
$1.38M
|
|
|
Aug 14, 2023
Q2 2023
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
79+ 2.18% |
$5.08K - $5.53K
|
3.7K
$293K
|
|
|
Aug 14, 2023
Q2 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
77+ 4.99% |
$4.95K - $5.39K
|
1.62K
$128K
|
|
|
Aug 11, 2023
Q2 2023
|
Lcm Capital Management Inc
|
BUY
|
- |
76+ 0.22% |
$4.89K - $5.32K
|
35.1K
$2.78M
|
|
|
Jul 28, 2023
Q2 2023
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
75New |
$4.83K - $5.25K
|
75
$5.95K
|
|
|
Aug 03, 2023
Q2 2023
|
Dumont & Blake Investment Advisors LLC
|
BUY
|
- |
75+ 0.65% |
$4.83K - $5.25K
|
11.7K
$927K
|
|
|
Aug 14, 2023
Q2 2023
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
75+ 37.5% |
$4.83K - $5.25K
|
275
$21.8K
|
|
|
Aug 14, 2023
Q2 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
73+ 1.78% |
$4.7K - $5.11K
|
4.17K
$331K
|
|
|
Aug 11, 2023
Q2 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
73+ 73.74% |
$4.7K - $5.11K
|
172
$13.6K
|
|
|
Jul 07, 2023
Q2 2023
|
Grandview Asset Management LLC
|
BUY
|
- |
72+ 1.39% |
$4.63K - $5.04K
|
5.24K
$416K
|
|
|
Jul 17, 2023
Q2 2023
|
Tranquility Partners, LLC
|
BUY
|
- |
69+ 0.47% |
$4.44K - $4.83K
|
14.7K
$1.17M
|
|
|
Jul 20, 2023
Q2 2023
|
Kg&L Capital Management,Llc
|
BUY
|
- |
66+ 2.07% |
$4.25K - $4.62K
|
3.26K
$259K
|
|
|
Jul 27, 2023
Q2 2023
|
First National Bank Of Hutchinson
|
BUY
|
- |
64+ 0.78% |
$4.12K - $4.48K
|
8.26K
$655K
|
|
|
Aug 03, 2023
Q2 2023
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
64+ 1.76% |
$4.12K - $4.48K
|
3.7K
$293K
|
|
|
Nov 30, 2023
Q2 2023
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
61New |
$3.92K - $4.27K
|
61
$4.84K
|
|
|
Sep 21, 2023
Q2 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
52New |
$3.35K - $3.64K
|
52
$4.12K
|
|
|
Aug 11, 2023
Q2 2023
|
Fil LTD
Hamilton, D0 |
BUY
|
- |
49+ 0.38% |
$3.15K - $3.43K
|
13K
$1.03M
|
|
|
Aug 07, 2023
Q2 2023
|
Wealthfront Advisers LLC
|
BUY
|
- |
48+ 0.33% |
$3.09K - $3.36K
|
14.6K
$1.15M
|
|
|
Aug 01, 2023
Q2 2023
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
47+ 0.39% |
$3.02K - $3.29K
|
12.1K
$961K
|
|
|
Aug 14, 2023
Q2 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
46+ 0.43% |
$2.96K - $3.22K
|
10.7K
$846K
|
|
|
Aug 02, 2023
Q2 2023
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
44+ 0.65% |
$2.83K - $3.08K
|
6.85K
$543K
|
|
|
Jul 31, 2023
Q2 2023
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
42+ 15.0% |
$2.7K - $2.94K
|
322
$25.5K
|
|
|
Aug 03, 2023
Q2 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
37+ 0.22% |
$2.38K - $2.59K
|
17K
$1.35M
|
|
|
Jul 05, 2023
Q2 2023
|
Hbw Advisory Services LLC
|
BUY
|
- |
37+ 1.06% |
$2.38K - $2.59K
|
3.54K
$280K
|
|
|
Jul 24, 2023
Q2 2023
|
Ellsworth Advisors, LLC
|
BUY
|
- |
35+ 0.82% |
$2.25K - $2.45K
|
4.3K
$341K
|
|
|
Jul 24, 2023
Q2 2023
|
Arkfeld Wealth Strategies, L.L.C.
|
BUY
|
- |
35+ 0.27% |
$2.25K - $2.45K
|
13.1K
$1.04M
|
|
|
Aug 15, 2023
Q2 2023
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
34+ 0.23% |
$2.19K - $2.38K
|
14.9K
$1.18M
|
|
|
Jul 13, 2023
Q2 2023
|
Hb Wealth Management, LLC
|
BUY
|
- |
33+ 1.06% |
$2.12K - $2.31K
|
3.14K
$249K
|