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 11, 2023 Q2 2023
Wsfs Capital Management, LLC

Philadelphia, PA
BUY
 -
150
+ 4.07%
$9.65K - $10.5K
3.84K $293K
Aug 14, 2023 Q2 2023
Cmg Global Holdings, LLC

BUY
 -
150
+ 1.77%
$9.65K - $10.5K
8.65K $661K
Aug 11, 2023 Q2 2023
Missouri Trust & Investment CO

Springfield, MO
BUY
 -
150
New
$9.65K - $10.5K
150 $11.5K
Jul 12, 2023 Q2 2023
Keel Point, LLC

Huntsville, AL
BUY
 -
146
+ 1.03%
$9.39K - $10.2K
14.4K $1.1M
Aug 14, 2023 Q2 2023
Allie Family Office LLC

BUY
 -
145
+ 2.05%
$9.33K - $10.1K
7.21K $551K
Jul 18, 2023 Q2 2023
Annapolis Financial Services, LLC

BUY
 -
144
New
$9.26K - $10.1K
144 $11K
Aug 14, 2023 Q2 2023
Marathon Trading Investment Management LLC

Radnor, PA
BUY
 -
127
New
$8.17K - $8.89K
127 $9.71K
Aug 30, 2023 Q2 2023
Narus Financial Partners, LLC

Salt Lake City, UT
BUY
 -
127
+ 0.63%
$8.17K - $8.89K
20.2K $1.54M
Aug 03, 2023 Q2 2023
Advanced Asset Management Advisors Inc

Dublin, OH
BUY
 -
118
+ 3.02%
$7.59K - $8.26K
4.03K $308K
Jul 06, 2023 Q2 2023
Armstrong Advisory Group, Inc

Needham, MA
BUY
 -
108
+ 0.08%
$6.95K - $7.56K
133K $10.2M
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 $1.16M
Aug 21, 2023 Q2 2023
Asset Dedication, LLC

BUY
 -
99
New
$6.37K - $6.93K
99 $7.57K
Aug 11, 2023 Q2 2023
Ameritas Investment Partners, Inc.

Lincoln, NE
BUY
 -
96
+ 46.6%
$6.18K - $6.72K
302 $23.1K
Aug 09, 2023 Q2 2023
Jones Financial Companies Lllp

BUY
 -
95
+ 8.72%
$6.11K - $6.65K
1.19K $90.6K
Aug 09, 2023 Q2 2023
Bar Harbor Wealth Management

Concord, NH
BUY
 -
93
+ 0.24%
$5.98K - $6.51K
38.3K $2.93M
Jul 17, 2023 Q2 2023
Cranbrook Wealth Management, LLC

BUY
 -
90
+ 0.2%
$5.79K - $6.3K
45.7K $3.5M
Jul 12, 2023 Q2 2023
Constitution Capital LLC

Shelton, CT
BUY
 -
90
+ 1.33%
$5.79K - $6.3K
6.85K $524K
Jul 26, 2023 Q2 2023
Pinnacle Associates LTD

BUY
 -
89
+ 1.8%
$5.73K - $6.23K
5.04K $385K
Aug 02, 2023 Q2 2023
Moneco Advisors, LLC

Fairfield, CT
BUY
 -
89
+ 1.89%
$5.73K - $6.23K
4.79K $366K
Jul 21, 2023 Q2 2023
Salomon & Ludwin, LLC

BUY
 -
88
+ 2.91%
$5.66K - $6.16K
3.11K $238K
Aug 09, 2023 Q2 2023
Cim Investment Management Inc

Pittsburgh, PA
BUY
 -
88
+ 0.23%
$5.66K - $6.16K
37.6K $2.87M
Jul 24, 2023 Q2 2023
Pb Mares Wealth Management LLC

BUY
 -
86
+ 2.88%
$5.53K - $6.02K
3.07K $235K
Jul 18, 2023 Q2 2023
Avitas Wealth Management LLC

BUY
 -
80
+ 1.02%
$5.15K - $5.6K
7.95K $608K
Aug 11, 2023 Q2 2023
True Private Wealth Advisors

BUY
 -
79
+ 0.74%
$5.08K - $5.53K
10.8K $827K
Aug 14, 2023 Q2 2023
Pine Valley Investments LTD Liability CO

Marlton, NJ
BUY
 -
79
+ 2.18%
$5.08K - $5.53K
3.7K $283K
Aug 09, 2023 Q2 2023
1 St Source Bank

BUY
 -
79
+ 0.46%
$5.08K - $5.53K
17.4K $1.33M
Aug 14, 2023 Q2 2023
Resurgent Financial Advisors LLC

Atlanta, GA
BUY
 -
77
+ 4.99%
$4.95K - $5.39K
1.62K $124K
Aug 11, 2023 Q2 2023
Lcm Capital Management Inc

BUY
 -
76
+ 0.22%
$4.89K - $5.32K
35.1K $2.68M
Aug 14, 2023 Q2 2023
Sittner & Nelson, LLC

Eugene, OR
BUY
 -
75
+ 37.5%
$4.83K - $5.25K
275 $21K
Aug 03, 2023 Q2 2023
Dumont & Blake Investment Advisors LLC

BUY
 -
75
+ 0.65%
$4.83K - $5.25K
11.7K $894K
Jul 28, 2023 Q2 2023
Wagner Wealth Management, LLC

Greenville, SC
BUY
 -
75
New
$4.83K - $5.25K
75 $5.74K
Aug 11, 2023 Q2 2023
O'Shaughnessy Asset Management, LLC

Stamford, CT
BUY
 -
73
+ 73.74%
$4.7K - $5.11K
172 $13.2K
Aug 14, 2023 Q2 2023
Nations Financial Group Inc,

Cedar Rapids, IA
BUY
 -
73
+ 1.78%
$4.7K - $5.11K
4.17K $319K
Jul 07, 2023 Q2 2023
Grandview Asset Management LLC

BUY
 -
72
+ 1.39%
$4.63K - $5.04K
5.24K $401K
Jul 17, 2023 Q2 2023
Tranquility Partners, LLC

BUY
 -
69
+ 0.47%
$4.44K - $4.83K
14.7K $1.12M
Jul 20, 2023 Q2 2023
Kg&L Capital Management,Llc

BUY
 -
66
+ 2.07%
$4.25K - $4.62K
3.26K $249K
Aug 03, 2023 Q2 2023
Wmg Financial Advisors, LLC

BUY
 -
64
+ 1.76%
$4.12K - $4.48K
3.7K $283K
Jul 27, 2023 Q2 2023
First National Bank Of Hutchinson

BUY
 -
64
+ 0.78%
$4.12K - $4.48K
8.26K $632K
Nov 30, 2023 Q2 2023
Pfs Partners, LLC

Mine Hill, NJ
BUY
 -
61
New
$3.92K - $4.27K
61 $4.67K
Sep 21, 2023 Q2 2023
Baystate Wealth Management LLC

BUY
 -
52
New
$3.35K - $3.64K
52 $3.98K
Aug 11, 2023 Q2 2023
Fil LTD

Hamilton, D0
BUY
 -
49
+ 0.38%
$3.15K - $3.43K
13K $991K
Aug 07, 2023 Q2 2023
Wealthfront Advisers LLC

BUY
 -
48
+ 0.33%
$3.09K - $3.36K
14.6K $1.11M
Aug 01, 2023 Q2 2023
Jackson, Grant Investment Advisers, Inc.

BUY
 -
47
+ 0.39%
$3.02K - $3.29K
12.1K $927K
Aug 14, 2023 Q2 2023
Tyler Stone Wealth Management

Beachwood, OH
BUY
 -
46
+ 0.43%
$2.96K - $3.22K
10.7K $816K
Aug 02, 2023 Q2 2023
Stock Yards Bank & Trust CO

Louisville, KY
BUY
 -
44
+ 0.65%
$2.83K - $3.08K
6.85K $524K
Jul 31, 2023 Q2 2023
Bellevue Asset Management, LLC

Bellevue, WA
BUY
 -
42
+ 15.0%
$2.7K - $2.94K
322 $24.6K
Aug 03, 2023 Q2 2023
First Horizon Advisors, Inc.

BUY
 -
37
+ 0.22%
$2.38K - $2.59K
17K $1.3M
Jul 05, 2023 Q2 2023
Hbw Advisory Services LLC

BUY
 -
37
+ 1.06%
$2.38K - $2.59K
3.54K $271K
Jul 24, 2023 Q2 2023
Arkfeld Wealth Strategies, L.L.C.

BUY
 -
35
+ 0.27%
$2.25K - $2.45K
13.1K $1M

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