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 31, 2024
Q2 2024
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-103- 86.55% |
$6.47K - $7.51K
|
16
$1.27K
|
|
|
Aug 08, 2024
Q2 2024
|
1 St Source Bank
|
SELL
|
- |
-103- 0.5% |
$6.47K - $7.51K
|
20.4K
$1.62M
|
|
|
Oct 08, 2024
Q2 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-103- 2.78% |
$6.47K - $7.51K
|
3.6K
$286K
|
|
|
Aug 14, 2024
Q2 2024
|
Private Capital Management, LLC
Naples, FL |
SELL
|
- |
-104- 0.24% |
$6.53K - $7.58K
|
43K
$3.41M
|
|
|
Jul 23, 2024
Q2 2024
|
Trust CO Of Oklahoma
|
SELL
|
- |
-105- 0.25% |
$6.59K - $7.65K
|
42.6K
$3.38M
|
|
|
Aug 02, 2024
Q2 2024
|
Archer Investment Corp
|
SELL
|
- |
-105- 40.23% |
$6.59K - $7.65K
|
156
$12.4K
|
|
|
Aug 08, 2024
Q2 2024
|
Stolper CO
|
SELL
|
- |
-106- 1.11% |
$6.65K - $7.72K
|
9.43K
$748K
|
|
|
Jul 16, 2024
Q2 2024
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-107- 2.96% |
$6.72K - $7.8K
|
3.51K
$278K
|
|
|
Aug 14, 2024
Q2 2024
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-108- 5.63% |
$6.78K - $7.87K
|
1.81K
$143K
|
|
|
Aug 08, 2024
Q2 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-114- 1.99% |
$7.16K - $8.31K
|
5.61K
$444K
|
|
|
Aug 08, 2024
Q2 2024
|
Estate Counselors, LLC
|
SELL
|
- |
-115- 0.08% |
$7.22K - $8.38K
|
142K
$11.3M
|
|
|
Jul 30, 2024
Q2 2024
|
Activest Wealth Management
|
SELL
|
- |
-124- 13.12% |
$7.78K - $9.04K
|
821
$65.1K
|
|
|
Jul 24, 2024
Q2 2024
|
Mc Adam, LLC
|
SELL
|
- |
-126- 1.59% |
$7.91K - $9.18K
|
7.82K
$620K
|
|
|
Jul 12, 2024
Q2 2024
|
Country Trust Bank
|
SELL
|
- |
-128- 8.44% |
$8.03K - $9.33K
|
1.39K
$110K
|
|
|
Jul 19, 2024
Q2 2024
|
Hoyle Cohen, LLC
|
SELL
|
- |
-128- 2.53% |
$8.03K - $9.33K
|
4.93K
$391K
|
|
|
Jul 24, 2024
Q2 2024
|
Mont Vue Capital Management, Inc.
Lynchburg, VA |
SELL
|
- |
-128- 1.3% |
$8.03K - $9.33K
|
9.73K
$771K
|
|
|
Aug 12, 2024
Q2 2024
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-128- 56.39% |
$8.03K - $9.33K
|
99
$7.85K
|
|
|
Aug 15, 2024
Q2 2024
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-128- 17.58% |
$8.03K - $9.33K
|
600
$47.6K
|
|
|
Aug 08, 2024
Q2 2024
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-129- 2.05% |
$8.1K - $9.4K
|
6.17K
$489K
|
|
|
Aug 05, 2024
Q2 2024
|
Addison Advisors LLC
|
SELL
|
- |
-130- 14.02% |
$8.16K - $9.47K
|
797
$63.2K
|
|
|
Oct 01, 2024
Q2 2024
|
Buska Wealth Management, LLC
Wausau, WI |
SELL
|
- |
-130- 3.11% |
$8.16K - $9.47K
|
4.05K
$321K
|
|
|
Aug 12, 2024
Q2 2024
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-133- 31.15% |
$8.35K - $9.69K
|
294
$23.3K
|
|
|
Aug 06, 2024
Q2 2024
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-149- 0.45% |
$9.35K - $10.9K
|
33.3K
$2.64M
|
|
|
Jul 12, 2024
Q2 2024
|
Baldwin Brothers LLC
|
SELL
|
- |
-150- 50.0% |
$9.42K - $10.9K
|
150
$11.9K
|
|
|
Aug 01, 2024
Q2 2024
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-150- 14.51% |
$9.42K - $10.9K
|
884
$70.1K
|
|
|
Jul 15, 2024
Q2 2024
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-151- 1.37% |
$9.48K - $11K
|
10.8K
$860K
|
|
|
Aug 13, 2024
Q2 2024
|
Transatlantique Private Wealth LLC
|
SELL
|
- |
-152- 4.34% |
$9.54K - $11.1K
|
3.35K
$265K
|
|
|
Jul 11, 2024
Q2 2024
|
Wbh Advisory Inc
|
SELL
|
- |
-153- 0.4% |
$9.6K - $11.1K
|
37.7K
$2.99M
|
|
|
Jul 23, 2024
Q2 2024
|
H&H Retirement Design & Management Inc
|
SELL
|
- |
-153- 0.3% |
$9.6K - $11.1K
|
51.6K
$4.09M
|
|
|
Jul 25, 2024
Q2 2024
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-160- 3.84% |
$10K - $11.7K
|
4.01K
$318K
|
|
|
Jul 24, 2024
Q2 2024
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-163- 4.77% |
$10.2K - $11.9K
|
3.25K
$258K
|
|
|
Aug 02, 2024
Q2 2024
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-163- 1.69% |
$10.2K - $11.9K
|
9.5K
$753K
|
|
|
Jul 24, 2024
Q2 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-168- 3.51% |
$10.5K - $12.2K
|
4.62K
$367K
|
|
|
Jul 30, 2024
Q2 2024
|
Jmac Enterprises LLC
|
SELL
|
- |
-169- 1.44% |
$10.6K - $12.3K
|
11.5K
$915K
|
|
|
Aug 14, 2024
Q2 2024
|
Pin Oak Investment Advisors Inc
Houston, TX |
SELL
|
- |
-169- 8.02% |
$10.6K - $12.3K
|
1.94K
$154K
|
|
|
Aug 14, 2024
Q2 2024
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-171- 3.21% |
$10.7K - $12.5K
|
5.15K
$408K
|
|
|
Aug 05, 2024
Q2 2024
|
Noesis Capital Mangement Corp
|
SELL
|
- |
-175- 1.43% |
$11K - $12.8K
|
12.1K
$956K
|
|
|
Jul 10, 2024
Q2 2024
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-185- 2.8% |
$11.6K - $13.5K
|
6.43K
$510K
|
|
|
Aug 05, 2024
Q2 2024
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-200- 25.97% |
$12.6K - $14.6K
|
570
$45.2K
|
|
|
Aug 13, 2024
Q2 2024
|
Edgewood Management LLC
Greenwich, CT |
SELL
|
- |
-200- 0.23% |
$12.6K - $14.6K
|
88.3K
$7M
|
|
|
Aug 01, 2024
Q2 2024
|
Union Savings Bank
Litchfield, CT |
SELL
|
- |
-203- 5.09% |
$12.7K - $14.8K
|
3.78K
$300K
|
|
|
Aug 01, 2024
Q2 2024
|
Advanced Asset Management Advisors Inc
Dublin, OH |
SELL
|
- |
-203- 5.48% |
$12.7K - $14.8K
|
3.5K
$278K
|
|
|
Aug 06, 2024
Q2 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-204- 8.5% |
$12.8K - $14.9K
|
2.2K
$174K
|
|
|
Jul 12, 2024
Q2 2024
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
SELL
|
- |
-205- 1.93% |
$12.9K - $14.9K
|
10.4K
$826K
|
|
|
Jul 15, 2024
Q2 2024
|
Transform Wealth, LLC
|
SELL
|
- |
-206- 2.24% |
$12.9K - $15K
|
8.98K
$712K
|
|
|
Jul 24, 2024
Q2 2024
|
Diversified, LLC
|
SELL
|
- |
-211- 1.33% |
$13.2K - $15.4K
|
15.6K
$1.24M
|
|
|
Jul 17, 2024
Q2 2024
|
Shulman De Meo Asset Management LLC
|
SELL
|
- |
-212- 1.52% |
$13.3K - $15.4K
|
13.8K
$1.09M
|
|
|
Aug 15, 2024
Q2 2024
|
Cim Investment Management Inc
Pittsburgh, PA |
SELL
|
- |
-212- 0.58% |
$13.3K - $15.4K
|
36.5K
$2.89M
|
|
|
Aug 13, 2024
Q2 2024
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
SELL
|
- |
-215- 1.02% |
$13.5K - $15.7K
|
20.9K
$1.66M
|
|
|
Jul 31, 2024
Q2 2024
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-222- 4.37% |
$13.9K - $16.2K
|
4.85K
$385K
|