Purchases and Sales Made in Q2 2024 in Utilities Sector Spdr (XLU)

XLU Quotes by TradingView

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
Aug 02, 2024 Q2 2024
United Community Bank

Greenville, SC
BUY
 -
200
+ 232.56%
$12.6K - $14.6K
286 $22.7K
Jul 24, 2024 Q2 2024
Dt Investment Partners, LLC

BUY
 -
199
New
$12.5K - $14.5K
199 $15.8K
Aug 12, 2024 Q2 2024
Intrepid Financial Planning Group LLC

Carmel, IN
BUY
 -
197
+ 0.83%
$12.4K - $14.4K
23.9K $1.9M
Jul 17, 2024 Q2 2024
E Rn Financial, LLC

BUY
 -
192
+ 2.21%
$12.1K - $14K
8.86K $703K
Jul 30, 2024 Q2 2024
Clarity Financial LLC

BUY
 -
191
+ 0.16%
$12K - $13.9K
120K $9.52M
Aug 12, 2024 Q2 2024
Kades & Cheifetz LLC

Berwyn, PA
BUY
 -
184
+ 2.33%
$11.5K - $13.4K
8.1K $642K
Aug 12, 2024 Q2 2024
Mark Sheptoff Financial Planning, LLC

Glastonbury, CT
BUY
 -
180
New
$11.3K - $13.1K
180 $14.3K
Jul 02, 2024 Q2 2024
Hudson Valley Investment Advisors Inc

BUY
 -
176
+ 0.68%
$11K - $12.8K
26.1K $2.07M
Jul 16, 2024 Q2 2024
Advisor Net Financial, Inc

BUY
 -
175
+ 1.96%
$11K - $12.8K
9.11K $723K
Jul 17, 2024 Q2 2024
Alpha Mark Advisors, LLC

Ft. Wright, KY
BUY
 -
173
+ 0.36%
$10.9K - $12.6K
48.7K $3.86M
Jul 02, 2024 Q2 2024
Appleton Partners Inc

BUY
 -
170
+ 0.32%
$10.7K - $12.4K
53.9K $4.27M
Jul 29, 2024 Q2 2024
Waycross Investment Management CO

Bellingham, WA
BUY
 -
166
+ 0.35%
$10.4K - $12.1K
47.8K $3.79M
Aug 01, 2024 Q2 2024
Eldridge Investment Advisors, Inc.

Manchester, NH
BUY
 -
165
+ 1.97%
$10.4K - $12K
8.56K $679K
Oct 22, 2024 Q2 2024
Callan Capital, LLC

La Jolla, CA
BUY
 -
158
+ 0.55%
$9.92K - $11.5K
28.9K $2.29M
Aug 12, 2024 Q2 2024
Tradition Wealth Management, LLC

BUY
 -
153
+ 1.71%
$9.6K - $11.1K
9.08K $720K
Aug 14, 2024 Q2 2024
Cape Investment Advisory, Inc.

Mcdonough, GA
BUY
 -
151
New
$9.48K - $11K
151 $12K
Jul 29, 2024 Q2 2024
Bfsg, LLC

BUY
 -
147
+ 1.17%
$9.23K - $10.7K
12.7K $1.01M
Jul 15, 2024 Q2 2024
Peoples Bank/Ks

Pratt, KS
BUY
 -
145
+ 1.97%
$9.1K - $10.6K
7.52K $596K
Sep 20, 2024 Q2 2024
Anchor Investment Management, LLC

Columbia, SC
BUY
 -
144
+ 11.17%
$9.04K - $10.5K
1.43K $114K
Jul 09, 2024 Q2 2024
Naples Money Management LLC

Naples, FL
BUY
 -
143
+ 11.38%
$8.98K - $10.4K
1.4K $111K
Jul 30, 2024 Q2 2024
Jaffetilchin Investment Partners, LLC

Tampa, FL
BUY
 -
142
+ 1.73%
$8.91K - $10.3K
8.35K $662K
Jul 23, 2024 Q2 2024
1620 Investment Advisors, Inc.

Plymouth, MA
BUY
 -
140
New
$8.79K - $10.2K
140 $11.1K
Aug 14, 2024 Q2 2024
Flputnam Investment Management CO

Portland, ME
BUY
 -
140
New
$8.79K - $10.2K
140 $11.1K
Aug 01, 2024 Q2 2024
Paragon Financial Partners, Inc.

Woodland Hills, CA
BUY
 -
139
+ 0.29%
$8.73K - $10.1K
48K $3.81M
Jul 15, 2024 Q2 2024
Lex Aurum Advisors, LLC

BUY
 -
138
+ 2.98%
$8.66K - $10.1K
4.77K $378K
Jul 19, 2024 Q2 2024
Apollon Wealth Management, LLC

Mount Pleasant, SC
BUY
 -
138
+ 0.74%
$8.66K - $10.1K
18.9K $1.5M
Aug 07, 2024 Q2 2024
Carson Advisory Inc.

BUY
 -
137
+ 1.65%
$8.6K - $9.98K
8.44K $669K
Aug 06, 2024 Q2 2024
Davenport & CO LLC

BUY
 -
134
+ 0.14%
$8.41K - $9.76K
97.6K $7.74M
Jul 12, 2024 Q2 2024
Mechanics Bank Trust Department

BUY
 -
133
+ 0.52%
$8.35K - $9.69K
25.5K $2.02M
Jul 08, 2024 Q2 2024
City State Bank

Norwalk, IA
BUY
 -
130
+ 32.1%
$8.16K - $9.47K
535 $42.4K
Jul 12, 2024 Q2 2024
Constitution Capital LLC

Shelton, CT
BUY
 -
127
+ 2.68%
$7.97K - $9.25K
4.86K $385K
Jul 16, 2024 Q2 2024
Lodestone Wealth Management LLC

Spokane, WA
BUY
 -
127
+ 2.02%
$7.97K - $9.25K
6.41K $508K
Aug 07, 2024 Q2 2024
Vantage Financial Partners, LLC

Elm Grove, WI
BUY
 -
126
+ 0.79%
$7.91K - $9.18K
16.1K $1.28M
Aug 15, 2024 Q2 2024
Beaird Harris Wealth Management, LLC

Dallas, TX
BUY
 -
125
New
$7.85K - $9.11K
125 $9.91K
Jul 29, 2024 Q2 2024
Crewe Advisors LLC

BUY
 -
108
+ 45.0%
$6.78K - $7.87K
348 $27.6K
Aug 23, 2024 Q2 2024
Founders Financial Alliance, LLC

Raleigh, NC
BUY
 -
108
+ 7.31%
$6.78K - $7.87K
1.59K $126K
Jul 16, 2024 Q2 2024
Gps Wealth Strategies Group, LLC

BUY
 -
100
+ 7.37%
$6.28K - $7.29K
1.46K $116K
Aug 14, 2024 Q2 2024
Federation Des Caisses Desjardins Du Quebec

Levis, A8
BUY
 -
99
+ 2.49%
$6.21K - $7.21K
4.07K $322K
Jul 26, 2024 Q2 2024
Dearborn Partners LLC

BUY
 -
98
+ 1.46%
$6.15K - $7.14K
6.8K $539K
Aug 14, 2024 Q2 2024
One Charles Private Wealth Services, LLC

BUY
 -
89
+ 1.18%
$5.59K - $6.49K
7.62K $604K
Jul 12, 2024 Q2 2024
Opal Wealth Advisors, LLC

Jericho, NY
BUY
 -
79
New
$4.96K - $5.76K
79 $6.26K
Jul 15, 2024 Q2 2024
Agate Pass Investment Management, LLC

Bainbridge Island, WA
BUY
 -
79
+ 2.15%
$4.96K - $5.76K
3.76K $298K
Jul 17, 2024 Q2 2024
Ars Investment Partners, LLC

BUY
 -
75
+ 1.73%
$4.71K - $5.47K
4.4K $349K
Aug 14, 2024 Q2 2024
Missouri Trust & Investment CO

Springfield, MO
BUY
 -
75
New
$4.71K - $5.47K
75 $5.95K
Aug 14, 2024 Q2 2024
Keel Point, LLC

Huntsville, AL
BUY
 -
70
+ 0.79%
$4.39K - $5.1K
8.9K $706K
Aug 08, 2024 Q2 2024
John G Ullman & Associates Inc

BUY
 -
67
+ 1.0%
$4.21K - $4.88K
6.77K $536K
Aug 12, 2024 Q2 2024
Frazier Financial Advisors, LLC

Columbus, OH
BUY
 -
57
New
$3.58K - $4.15K
57 $4.52K
Jul 10, 2024 Q2 2024
Arkfeld Wealth Strategies, L.L.C.

BUY
 -
54
+ 0.38%
$3.39K - $3.93K
14.3K $1.13M
Jul 16, 2024 Q2 2024
Jackson, Grant Investment Advisers, Inc.

BUY
 -
54
+ 0.46%
$3.39K - $3.93K
11.8K $935K

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