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 17, 2024
Q2 2024
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
51+ 1.34% |
$3.2K - $3.72K
|
3.86K
$306K
|
|
|
Aug 13, 2024
Q2 2024
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
49+ 0.18% |
$3.08K - $3.57K
|
27.6K
$2.19M
|
|
|
Jul 31, 2024
Q2 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
47+ 470.0% |
$2.95K - $3.42K
|
57
$4.52K
|
|
|
Jul 31, 2024
Q2 2024
|
Ntv Asset Management LLC
|
BUY
|
- |
47+ 1.41% |
$2.95K - $3.42K
|
3.37K
$267K
|
|
|
Aug 14, 2024
Q2 2024
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
BUY
|
- |
45+ 0.4% |
$2.82K - $3.28K
|
11.4K
$903K
|
|
|
Aug 14, 2024
Q2 2024
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
42+ 0.21% |
$2.64K - $3.06K
|
20.4K
$1.62M
|
|
|
Jul 12, 2024
Q2 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
40+ 0.59% |
$2.51K - $2.91K
|
6.8K
$539K
|
|
|
Aug 13, 2024
Q2 2024
|
White Pine Capital LLC
Golden Valley, MN |
BUY
|
- |
40+ 0.46% |
$2.51K - $2.91K
|
8.82K
$699K
|
|
|
Aug 13, 2024
Q2 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
40+ 1.51% |
$2.51K - $2.91K
|
2.68K
$213K
|
|
|
Aug 07, 2024
Q2 2024
|
Redwood Financial Network Corp
|
BUY
|
- |
39+ 1.1% |
$2.45K - $2.84K
|
3.59K
$284K
|
|
|
Jul 24, 2024
Q2 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
38+ 6.07% |
$2.39K - $2.77K
|
664
$52.6K
|
|
|
Aug 01, 2024
Q2 2024
|
Providence First Trust CO
|
BUY
|
- |
38+ 0.1% |
$2.39K - $2.77K
|
36.7K
$2.91M
|
|
|
Jul 18, 2024
Q2 2024
|
Ellsworth Advisors, LLC
|
BUY
|
- |
36+ 0.82% |
$2.26K - $2.62K
|
4.45K
$353K
|
|
|
Jul 22, 2024
Q2 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
35+ 0.61% |
$2.2K - $2.55K
|
5.77K
$458K
|
|
|
Aug 09, 2024
Q2 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
34+ 0.85% |
$2.13K - $2.48K
|
4.04K
$320K
|
|
|
Aug 12, 2024
Q2 2024
|
Old Second National Bank Of Aurora
|
BUY
|
- |
33+ 1.14% |
$2.07K - $2.4K
|
2.93K
$233K
|
|
|
Jul 23, 2024
Q2 2024
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
32+ 0.8% |
$2.01K - $2.33K
|
4.04K
$320K
|
|
|
Jul 16, 2024
Q2 2024
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
29+ 322.22% |
$1.82K - $2.11K
|
38
$3.01K
|
|
|
Aug 14, 2024
Q2 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
29+ 4.2% |
$1.82K - $2.11K
|
720
$57.1K
|
|
|
Jul 26, 2024
Q2 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
26+ 23.42% |
$1.63K - $1.89K
|
137
$10.9K
|
|
|
Jul 22, 2024
Q2 2024
|
David J Yvars Group
|
BUY
|
- |
24+ 0.21% |
$1.51K - $1.75K
|
11.3K
$897K
|
|
|
Jul 26, 2024
Q2 2024
|
Whittier Trust CO
|
BUY
|
- |
23+ 1.5% |
$1.44K - $1.68K
|
1.56K
$123K
|
|
|
Jul 12, 2024
Q2 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
21+ 13.91% |
$1.32K - $1.53K
|
172
$13.6K
|
|
|
Aug 06, 2024
Q2 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
19+ 0.6% |
$1.19K - $1.38K
|
3.19K
$253K
|
|
|
Jul 26, 2024
Q2 2024
|
Zimmermann Investment Management & Planning LLC
|
BUY
|
- |
18+ 0.56% |
$1.13K - $1.31K
|
3.23K
$256K
|
|
|
Jul 10, 2024
Q2 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
17+ 0.37% |
$1.07K - $1.24K
|
4.66K
$369K
|
|
|
Jul 29, 2024
Q2 2024
|
Braun Stacey Associates Inc
|
BUY
|
- |
15+ 0.48% |
$942 - $1.09K
|
3.16K
$251K
|
|
|
Jul 12, 2024
Q2 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
12+ 0.6% |
$753 - $874
|
2K
$159K
|
|
|
Aug 09, 2024
Q2 2024
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
11New |
$690 - $802
|
11
$872
|
|
|
Aug 14, 2024
Q2 2024
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
11+ 0.61% |
$690 - $802
|
1.82K
$144K
|
|
|
Jul 31, 2024
Q2 2024
|
Investors Research Corp
|
BUY
|
- |
10+ 3.28% |
$628 - $729
|
315
$25K
|
|
|
Aug 02, 2024
Q2 2024
|
Phillips Wealth Planners LLC
Starkville, MS |
BUY
|
- |
10+ 0.22% |
$628 - $729
|
4.48K
$355K
|
|
|
Aug 05, 2024
Q2 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
10+ 0.33% |
$628 - $729
|
3.04K
$241K
|
|
|
Aug 07, 2024
Q2 2024
|
Madden Advisory Services, Inc.
|
BUY
|
- |
10+ 0.15% |
$628 - $729
|
6.5K
$516K
|
|
|
Aug 07, 2024
Q2 2024
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
9New |
$565 - $656
|
9
$714
|
|
|
Jul 30, 2024
Q2 2024
|
Paradigm, Strategies In Wealth Management, LLC
|
BUY
|
- |
8+ 0.11% |
$502 - $583
|
7.27K
$577K
|
|
|
Jul 25, 2024
Q2 2024
|
Townsend Asset Management Corp
|
BUY
|
- |
5+ 0.31% |
$314 - $364
|
1.62K
$128K
|
|
|
Aug 05, 2024
Q2 2024
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
5+ 12.2% |
$314 - $364
|
46
$3.65K
|
|
|
Aug 13, 2024
Q2 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
5+ 2.16% |
$314 - $364
|
237
$18.8K
|
|
|
Jul 31, 2024
Q2 2024
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
4+ 2.58% |
$251 - $291
|
159
$12.6K
|
|
|
Jul 16, 2024
Q2 2024
|
Grandview Asset Management LLC
|
BUY
|
- |
3+ 0.06% |
$188 - $219
|
4.74K
$376K
|
|
|
Jul 22, 2024
Q2 2024
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
3+ 0.89% |
$188 - $219
|
339
$26.9K
|
|
|
Jul 31, 2024
Q2 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
3+ 0.04% |
$188 - $219
|
7.25K
$575K
|
|
|
Aug 01, 2024
Q2 2024
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
3+ 0.09% |
$188 - $219
|
3.43K
$272K
|
|
|
Aug 05, 2024
Q2 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
3+ 0.15% |
$188 - $219
|
2.01K
$159K
|
|
|
Jul 17, 2024
Q2 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
2+ 0.84% |
$126 - $146
|
240
$19K
|
|
|
Jul 31, 2024
Q2 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
2+ 0.03% |
$126 - $146
|
7.49K
$594K
|
|
|
Aug 02, 2024
Q2 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
2+ 0.05% |
$126 - $146
|
4.19K
$332K
|
|
|
Jul 25, 2024
Q2 2024
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
1+ 1.59% |
$62.8 - $72.9
|
64
$5.07K
|
|
|
Jul 25, 2024
Q2 2024
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
1+ 0.24% |
$62.8 - $72.9
|
425
$33.7K
|