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 30, 2024
Q2 2024
|
Goal Vest Advisory LLC
|
BUY
|
- |
1+ 0.58% |
$62.8 - $72.9
|
173
$13.7K
|
|
|
Jul 31, 2024
Q2 2024
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
1+ 0.02% |
$62.8 - $72.9
|
4.75K
$376K
|
|
|
Aug 02, 2024
Q2 2024
|
Weaver Capital Management LLC
Suwanee, GA |
BUY
|
- |
1New |
$62.8 - $72.9
|
1
$79.3
|
|
|
Aug 07, 2024
Q2 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
1+ 0.02% |
$62.8 - $72.9
|
4.44K
$352K
|
|
|
Aug 08, 2024
Q2 2024
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
1+ 0.49% |
$62.8 - $72.9
|
205
$16.3K
|
|
|
Aug 12, 2024
Q2 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
1+ 0.3% |
$62.8 - $72.9
|
338
$26.8K
|
|
|
Aug 13, 2024
Q2 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
1New |
$62.8 - $72.9
|
1
$79.3
|
|
|
Aug 14, 2024
Q2 2024
|
Barry Investment Advisors, LLC
|
SELL
|
- |
-3- 0.03% |
$188 - $219
|
9.55K
$757K
|
|
|
Jul 12, 2024
Q2 2024
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-5- -0.0% |
$314 - $364
|
105K
$8.33M
|
|
|
Jul 17, 2024
Q2 2024
|
First Premier Bank
|
SELL
|
- |
-5- 12.82% |
$314 - $364
|
34
$2.7K
|
|
|
Jul 11, 2024
Q2 2024
|
Butensky & Cohen Financial Security, Inc
|
SELL
|
- |
-7- 0.02% |
$439 - $510
|
28.8K
$2.28M
|
|
|
Aug 02, 2024
Q2 2024
|
Palumbo Wealth Management LLC
Great Neck, NY |
SELL
|
- |
-9- 0.28% |
$565 - $656
|
3.21K
$255K
|
|
|
Jul 18, 2024
Q2 2024
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
SELL
|
- |
-13- 0.11% |
$816 - $947
|
12.3K
$973K
|
|
|
Jul 26, 2024
Q2 2024
|
Ssi Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-16- 0.08% |
$1K - $1.17K
|
20.3K
$1.61M
|
|
|
Jul 23, 2024
Q2 2024
|
Plimoth Trust CO LLC
|
SELL
|
- |
-21- 0.43% |
$1.32K - $1.53K
|
4.85K
$384K
|
|
|
Jul 23, 2024
Q2 2024
|
Byrne Asset Management LLC
|
SELL
|
- |
-25- 5.84% |
$1.57K - $1.82K
|
403
$31.9K
|
|
|
Aug 12, 2024
Q2 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-25- 0.14% |
$1.57K - $1.82K
|
18.5K
$1.46M
|
|
|
Aug 13, 2024
Q2 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-26- 4.91% |
$1.63K - $1.89K
|
504
$40K
|
|
|
Aug 09, 2024
Q2 2024
|
Bank Of Marin
Novato, CA |
SELL
|
- |
-29- 0.44% |
$1.82K - $2.11K
|
6.5K
$515K
|
|
|
Aug 13, 2024
Q2 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-29- 14.43% |
$1.82K - $2.11K
|
172
$13.6K
|
|
|
Jul 10, 2024
Q2 2024
|
Founders Capital Management
|
SELL
|
- |
-30- 3.45% |
$1.88K - $2.19K
|
840
$66.6K
|
|
|
Jul 26, 2024
Q2 2024
|
Blb&B Advisors, LLC
|
SELL
|
- |
-36- 0.75% |
$2.26K - $2.62K
|
4.79K
$380K
|
|
|
Jul 15, 2024
Q2 2024
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-37- 0.66% |
$2.32K - $2.7K
|
5.58K
$442K
|
|
|
Aug 08, 2024
Q2 2024
|
All Terrain Financial Advisors, LLC
Coon Rapids, MN |
SELL
|
- |
-40- 0.81% |
$2.51K - $2.91K
|
4.91K
$389K
|
|
|
Jul 25, 2024
Q2 2024
|
First National Bank Of Hutchinson
|
SELL
|
- |
-42- 0.52% |
$2.64K - $3.06K
|
8.03K
$637K
|
|
|
Jul 10, 2024
Q2 2024
|
Nova Point Capital, LLC
|
SELL
|
- |
-43- 0.75% |
$2.7K - $3.13K
|
5.67K
$450K
|
|
|
Aug 14, 2024
Q2 2024
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-44- 6.9% |
$2.76K - $3.21K
|
594
$47.1K
|
|
|
Jul 17, 2024
Q2 2024
|
Narus Financial Partners, LLC
Salt Lake City, UT |
SELL
|
- |
-45- 0.77% |
$2.82K - $3.28K
|
5.83K
$462K
|
|
|
Jul 19, 2024
Q2 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-47- 0.66% |
$2.95K - $3.42K
|
7.03K
$557K
|
|
|
Jul 31, 2024
Q2 2024
|
Telos Capital Management, Inc.
|
SELL
|
- |
-49- 0.37% |
$3.08K - $3.57K
|
13.2K
$1.04M
|
|
|
Jul 16, 2024
Q2 2024
|
Steele Capital Management, Inc.
Dubuque, IA |
SELL
|
- |
-50- 0.92% |
$3.14K - $3.64K
|
5.4K
$428K
|
|
|
Jul 25, 2024
Q2 2024
|
Cypress Capital Group
|
SELL
|
- |
-50- 0.37% |
$3.14K - $3.64K
|
13.5K
$1.07M
|
|
|
Aug 07, 2024
Q2 2024
|
Headlands Technologies LLC
Chicago, IL |
SELL
|
- |
-54- 2.63% |
$3.39K - $3.93K
|
2K
$158K
|
|
|
Aug 12, 2024
Q2 2024
|
Planning Capital Management Corp
Paoli, PA |
SELL
|
- |
-60- 1.45% |
$3.77K - $4.37K
|
4.08K
$323K
|
|
|
Jul 18, 2024
Q2 2024
|
E&G Advisors, LP
|
SELL
|
- |
-65- 1.33% |
$4.08K - $4.74K
|
4.82K
$382K
|
|
|
Aug 14, 2024
Q2 2024
|
Amussen Hunsaker Associates LLC
Salt Lake City, UT |
SELL
|
- |
-69- 1.56% |
$4.33K - $5.03K
|
4.37K
$346K
|
|
|
Jul 30, 2024
Q2 2024
|
Horizon Financial Services, LLC
|
SELL
|
- |
-70- 1.29% |
$4.39K - $5.1K
|
5.35K
$424K
|
|
|
Aug 07, 2024
Q2 2024
|
Biltmore Family Office, LLC
|
SELL
|
- |
-70- 8.75% |
$4.39K - $5.1K
|
730
$57.9K
|
|
|
Jul 17, 2024
Q2 2024
|
Rockingstone Advisors LLC
Great Barrington, MA |
SELL
|
- |
-71- 0.91% |
$4.46K - $5.17K
|
7.71K
$611K
|
|
|
Jul 19, 2024
Q2 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-72- 2.05% |
$4.52K - $5.25K
|
3.44K
$272K
|
|
|
Jul 23, 2024
Q2 2024
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
SELL
|
- |
-75- 0.21% |
$4.71K - $5.47K
|
36.4K
$2.89M
|
|
|
Jul 31, 2024
Q2 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-81- 0.59% |
$5.08K - $5.9K
|
13.6K
$1.08M
|
|
|
Aug 13, 2024
Q2 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-83- 0.59% |
$5.21K - $6.05K
|
13.9K
$1.1M
|
|
|
Aug 12, 2024
Q2 2024
|
Northwest Financial Advisors
Herndon, VA |
SELL
|
- |
-85- 34.69% |
$5.34K - $6.19K
|
160
$12.7K
|
|
|
Jul 30, 2024
Q2 2024
|
Platform Technology Partners
|
SELL
|
- |
-86- 0.96% |
$5.4K - $6.27K
|
8.88K
$704K
|
|
|
Aug 12, 2024
Q2 2024
|
First United Bank & Trust
|
SELL
|
- |
-93- 2.29% |
$5.84K - $6.78K
|
3.96K
$314K
|
|
|
Jul 15, 2024
Q2 2024
|
Diligent Investors, LLC
|
SELL
|
- |
-99- 0.97% |
$6.21K - $7.21K
|
10.2K
$805K
|
|
|
Jul 25, 2024
Q2 2024
|
Patten Group, Inc.
|
SELL
|
- |
-99- 1.96% |
$6.21K - $7.21K
|
4.96K
$393K
|
|
|
Aug 12, 2024
Q2 2024
|
Econ Financial Services Corp
|
SELL
|
- |
-99- 0.22% |
$6.21K - $7.21K
|
44.4K
$3.52M
|
|
|
Aug 14, 2024
Q2 2024
|
Harmony Asset Management LLC
Scottsdale, AZ |
SELL
|
- |
-102- 1.85% |
$6.4K - $7.43K
|
5.42K
$430K
|