Purchases and Sales Made in Q2 2024 in Utilities Sector Spdr (XLU)
This table provides information about the institutional ownership of Utilities Sector Spdr (XLU) during Q2 2024. 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 16, 2024
Q2 2024
|
Farmers Trust CO
|
BUY
|
- |
404+ 3.36% |
$25.4K - $29.4K
|
12.4K
$984K
|
|
|
Jul 18, 2024
Q2 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
400New |
$25.1K - $29.1K
|
400
$31.7K
|
|
|
Jul 22, 2024
Q2 2024
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
400+ 888.89% |
$25.1K - $29.1K
|
445
$35.3K
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Nova Scotia
|
BUY
|
- |
400+ 1.87% |
$25.1K - $29.1K
|
21.8K
$1.73M
|
|
|
Jul 12, 2024
Q2 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
384+ 172.97% |
$24.1K - $28K
|
606
$48K
|
|
|
Jul 18, 2024
Q2 2024
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
383+ 2252.94% |
$24K - $27.9K
|
400
$31.7K
|
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
381+ 5.29% |
$23.9K - $27.8K
|
7.58K
$601K
|
|
|
Aug 14, 2024
Q2 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
374+ 0.57% |
$23.5K - $27.3K
|
65.8K
$5.22M
|
|
|
Aug 13, 2024
Q2 2024
|
Innova Wealth Partners
|
BUY
|
- |
365+ 0.51% |
$22.9K - $26.6K
|
72K
$5.71M
|
|
|
Aug 05, 2024
Q2 2024
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
343+ 1.52% |
$21.5K - $25K
|
23K
$1.82M
|
|
|
Jul 30, 2024
Q2 2024
|
Pinnacle Associates LTD
|
BUY
|
- |
340+ 7.31% |
$21.3K - $24.8K
|
4.99K
$396K
|
|
|
Aug 13, 2024
Q2 2024
|
Chesapeake Wealth Management
|
BUY
|
- |
334+ 2.9% |
$21K - $24.3K
|
11.8K
$939K
|
|
|
Jul 29, 2024
Q2 2024
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
331New |
$20.8K - $24.1K
|
331
$26.2K
|
|
|
Aug 13, 2024
Q2 2024
|
Ranch Capital Advisors Inc.
Sarasota, FL |
BUY
|
- |
330+ 1.64% |
$20.7K - $24K
|
20.5K
$1.62M
|
|
|
Aug 12, 2024
Q2 2024
|
Brighton Jones LLC
|
BUY
|
- |
319+ 9.7% |
$20K - $23.2K
|
3.61K
$286K
|
|
|
Aug 09, 2024
Q2 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
316+ 2.25% |
$19.8K - $23K
|
14.4K
$1.14M
|
|
|
Aug 14, 2024
Q2 2024
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
BUY
|
- |
316+ 6.67% |
$19.8K - $23K
|
5.06K
$401K
|
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
313+ 13.25% |
$19.6K - $22.8K
|
2.68K
$212K
|
|
|
Jul 22, 2024
Q2 2024
|
Essex LLC
|
BUY
|
- |
309+ 2.94% |
$19.4K - $22.5K
|
10.8K
$858K
|
|
|
Jul 25, 2024
Q2 2024
|
Hills Bank & Trust CO
|
BUY
|
- |
299+ 2.51% |
$18.8K - $21.8K
|
12.2K
$967K
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
299+ 0.4% |
$18.8K - $21.8K
|
75.1K
$5.96M
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
296+ 3.33% |
$18.6K - $21.6K
|
9.19K
$729K
|
|
|
Aug 05, 2024
Q2 2024
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
293+ 8.31% |
$18.4K - $21.4K
|
3.82K
$303K
|
|
|
Aug 28, 2024
Q2 2024
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
293+ 8.31% |
$18.4K - $21.4K
|
3.82K
$303K
|
|
|
Jul 22, 2024
Q2 2024
|
Capital Investment Counsel, Inc
|
BUY
|
- |
276New |
$17.3K - $20.1K
|
276
$21.9K
|
|
|
Jul 31, 2024
Q2 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
271+ 164.24% |
$17K - $19.7K
|
436
$34.6K
|
|
|
Aug 01, 2024
Q2 2024
|
Lcm Capital Management Inc
|
BUY
|
- |
270+ 0.75% |
$16.9K - $19.7K
|
36.3K
$2.88M
|
|
|
Jul 05, 2024
Q2 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
269New |
$16.9K - $19.6K
|
269
$21.3K
|
|
|
Aug 13, 2024
Q2 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
268+ 4.91% |
$16.8K - $19.5K
|
5.73K
$454K
|
|
|
Aug 14, 2024
Q2 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
251+ 2.3% |
$15.8K - $18.3K
|
11.2K
$886K
|
|
|
Jul 16, 2024
Q2 2024
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
250New |
$15.7K - $18.2K
|
250
$19.8K
|
|
|
Aug 14, 2024
Q2 2024
|
Nicolet Bankshares Inc
Green Bay, WI |
BUY
|
- |
250+ 7.74% |
$15.7K - $18.2K
|
3.48K
$276K
|
|
|
Aug 14, 2024
Q2 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
249+ 4.63% |
$15.6K - $18.1K
|
5.63K
$446K
|
|
|
Jul 25, 2024
Q2 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
246+ 3.06% |
$15.4K - $17.9K
|
8.27K
$656K
|
|
|
Jul 30, 2024
Q2 2024
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
245+ 2.25% |
$15.4K - $17.9K
|
11.1K
$883K
|
|
|
Aug 14, 2024
Q2 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
244+ 5.84% |
$15.3K - $17.8K
|
4.42K
$350K
|
|
|
Aug 22, 2024
Q2 2024
|
Cypress Capital, LLC
|
BUY
|
- |
244New |
$15.3K - $17.8K
|
244
$19.3K
|
|
|
Aug 13, 2024
Q2 2024
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
241+ 4.19% |
$15.1K - $17.6K
|
5.99K
$475K
|
|
|
Aug 13, 2024
Q2 2024
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
238+ 1.89% |
$14.9K - $17.3K
|
12.8K
$1.02M
|
|
|
Aug 01, 2024
Q2 2024
|
Financial Counselors Inc
|
BUY
|
- |
234+ 1.44% |
$14.7K - $17.1K
|
16.4K
$1.3M
|
|
|
Aug 13, 2024
Q2 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
231+ 0.86% |
$14.5K - $16.8K
|
27K
$2.14M
|
|
|
Aug 14, 2024
Q2 2024
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
228+ 0.68% |
$14.3K - $16.6K
|
33.7K
$2.67M
|
|
|
Aug 12, 2024
Q2 2024
|
Adviser Investments LLC
|
BUY
|
- |
220+ 2.65% |
$13.8K - $16K
|
8.52K
$675K
|
|
|
Jul 25, 2024
Q2 2024
|
Cooksen Wealth, LLC
The Woodlands, TX |
BUY
|
- |
219+ 3.05% |
$13.7K - $16K
|
7.4K
$586K
|
|
|
Aug 14, 2024
Q2 2024
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
219+ 5.39% |
$13.7K - $16K
|
4.28K
$339K
|
|
|
Jul 10, 2024
Q2 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
215+ 4.72% |
$13.5K - $15.7K
|
4.77K
$378K
|
|
|
Aug 14, 2024
Q2 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
212+ 6.68% |
$13.3K - $15.4K
|
3.39K
$268K
|
|
|
Jul 29, 2024
Q2 2024
|
Penobscot Wealth Management
|
BUY
|
- |
208+ 2.09% |
$13.1K - $15.2K
|
10.2K
$806K
|
|
|
Aug 14, 2024
Q2 2024
|
Cladis Investment Advisory, LLC
Billings, MT |
BUY
|
- |
202+ 1.91% |
$12.7K - $14.7K
|
10.8K
$855K
|
|
|
Oct 09, 2024
Q2 2024
|
Cladis Investment Advisory, LLC
Billings, MT |
BUY
|
- |
202+ 1.61% |
$12.7K - $14.7K
|
12.8K
$1.01M
|