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 |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2024
Q2 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-232- 1.74% |
$14.6K - $16.9K
|
13.1K
$1.04M
|
|
|
Jul 08, 2024
Q2 2024
|
Myecfo, LLC
La Jolla, CA |
SELL
|
- |
-240- 3.5% |
$15.1K - $17.5K
|
6.61K
$524K
|
|
|
Jul 15, 2024
Q2 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-243- 2.73% |
$15.3K - $17.7K
|
8.65K
$685K
|
|
|
Jul 31, 2024
Q2 2024
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-245- 0.76% |
$15.4K - $17.9K
|
32K
$2.53M
|
|
|
Aug 12, 2024
Q2 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-245- 4.69% |
$15.4K - $17.9K
|
4.98K
$395K
|
|
|
Jul 18, 2024
Q2 2024
|
Fpc Investment Advisory, Inc.
Petaluma, CA |
SELL
|
- |
-262- 3.17% |
$16.4K - $19.1K
|
8K
$634K
|
|
|
Jul 30, 2024
Q2 2024
|
Forbes J M & CO LLP
|
SELL
|
- |
-262- 0.6% |
$16.4K - $19.1K
|
43.3K
$3.44M
|
|
|
Jul 23, 2024
Q2 2024
|
American National Bank
|
SELL
|
- |
-267- 8.99% |
$16.8K - $19.5K
|
2.7K
$214K
|
|
|
Jul 25, 2024
Q2 2024
|
Tranquility Partners, LLC
|
SELL
|
- |
-272- 2.78% |
$17.1K - $19.8K
|
9.51K
$754K
|
|
|
Aug 01, 2024
Q2 2024
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-275- 6.05% |
$17.3K - $20K
|
4.27K
$339K
|
|
|
Aug 13, 2024
Q2 2024
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-275- 34.12% |
$17.3K - $20K
|
531
$42.1K
|
|
|
Aug 14, 2024
Q2 2024
|
Ascent Group, LLC
|
SELL
|
- |
-282- 6.71% |
$17.7K - $20.5K
|
3.92K
$311K
|
|
|
Jul 30, 2024
Q2 2024
|
Maple Capital Management, Inc.
|
SELL
|
- |
-284- 3.52% |
$17.8K - $20.7K
|
7.78K
$617K
|
|
|
Aug 02, 2024
Q2 2024
|
9258 Wealth Management, LLC
|
SELL
|
- |
-296- 4.85% |
$18.6K - $21.6K
|
5.81K
$460K
|
|
|
Aug 13, 2024
Q2 2024
|
Destiny Capital Corp/Co
Golden, CO |
SELL
|
- |
-298- 2.78% |
$18.7K - $21.7K
|
10.4K
$827K
|
|
|
Aug 08, 2024
Q2 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
SELL
|
- |
-300- 21.37% |
$18.8K - $21.9K
|
1.1K
$87.5K
|
|
|
Aug 30, 2024
Q2 2024
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-300- 3.07% |
$18.8K - $21.9K
|
9.47K
$751K
|
|
|
Oct 28, 2024
Q2 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-306- 16.05% |
$19.2K - $22.3K
|
1.6K
$127K
|
|
|
Aug 14, 2024
Q2 2024
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
SELL
|
- |
-310Closed |
$19.5K - $22.6K
|
0
$0
|
|
|
Jul 11, 2024
Q2 2024
|
Wesbanco Bank Inc
|
SELL
|
- |
-326- 3.46% |
$20.5K - $23.8K
|
9.09K
$721K
|
|
|
Aug 09, 2024
Q2 2024
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-332- 2.72% |
$20.8K - $24.2K
|
11.9K
$941K
|
|
|
Jul 31, 2024
Q2 2024
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-334- 3.25% |
$21K - $24.3K
|
9.94K
$788K
|
|
|
Jul 31, 2024
Q2 2024
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-340- 5.87% |
$21.3K - $24.8K
|
5.45K
$432K
|
|
|
Aug 01, 2024
Q2 2024
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-345- 21.56% |
$21.7K - $25.1K
|
1.26K
$99.5K
|
|
|
Jul 10, 2024
Q2 2024
|
Triangle Securities Wealth Management
|
SELL
|
- |
-348- 2.48% |
$21.8K - $25.4K
|
13.7K
$1.08M
|
|
|
Aug 01, 2024
Q2 2024
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-352- 3.62% |
$22.1K - $25.7K
|
9.37K
$743K
|
|
|
Jul 26, 2024
Q2 2024
|
Simmons Bank
|
SELL
|
- |
-354- 1.04% |
$22.2K - $25.8K
|
33.6K
$2.66M
|
|
|
Aug 15, 2024
Q2 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-356- 19.74% |
$22.3K - $25.9K
|
1.45K
$115K
|
|
|
Jul 15, 2024
Q2 2024
|
Trust CO
|
SELL
|
- |
-380- 1.72% |
$23.9K - $27.7K
|
21.7K
$1.72M
|
|
|
Jul 16, 2024
Q2 2024
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-390- 19.59% |
$24.5K - $28.4K
|
1.6K
$127K
|
|
|
Aug 14, 2024
Q2 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-392- 76.56% |
$24.6K - $28.6K
|
120
$9.51K
|
|
|
Aug 14, 2024
Q2 2024
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
SELL
|
- |
-395- 5.75% |
$24.8K - $28.8K
|
6.47K
$513K
|
|
|
Jul 08, 2024
Q2 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-400- 72.07% |
$25.1K - $29.1K
|
155
$12.3K
|
|
|
Jul 12, 2024
Q2 2024
|
Successful Portfolios LLC
|
SELL
|
- |
-400- 9.06% |
$25.1K - $29.1K
|
4.02K
$318K
|
|
|
Aug 05, 2024
Q2 2024
|
Narwhal Capital Management
|
SELL
|
- |
-400- 2.98% |
$25.1K - $29.1K
|
13K
$1.03M
|
|
|
Jul 31, 2024
Q2 2024
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-401- 2.33% |
$25.2K - $29.2K
|
16.8K
$1.33M
|
|
|
Aug 14, 2024
Q2 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-401- 10.55% |
$25.2K - $29.2K
|
3.4K
$270K
|
|
|
Aug 12, 2024
Q2 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-403- 1.24% |
$25.3K - $29.4K
|
32.2K
$2.55M
|
|
|
Aug 12, 2024
Q2 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-407- 0.45% |
$25.5K - $29.7K
|
90.8K
$7.2M
|
|
|
Aug 07, 2024
Q2 2024
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-413- 0.4% |
$25.9K - $30.1K
|
102K
$8.06M
|
|
|
Aug 05, 2024
Q2 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-415- 16.8% |
$26K - $30.2K
|
2.06K
$163K
|
|
|
Aug 14, 2024
Q2 2024
|
Solutions 4 Wealth, LTD
Southlake, TX |
SELL
|
- |
-418- 3.37% |
$26.2K - $30.5K
|
12K
$950K
|
|
|
Aug 02, 2024
Q2 2024
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-425- 38.05% |
$26.7K - $31K
|
692
$54.9K
|
|
|
Jul 24, 2024
Q2 2024
|
Horizon Bancorp Inc /In/
Michigan City, IN |
SELL
|
- |
-428- 21.61% |
$26.9K - $31.2K
|
1.55K
$123K
|
|
|
Jul 12, 2024
Q2 2024
|
Lion Street Advisors, LLC
|
SELL
|
- |
-435- 5.97% |
$27.3K - $31.7K
|
6.85K
$543K
|
|
|
Jul 30, 2024
Q2 2024
|
Arrow Financial Corp
|
SELL
|
- |
-439- 2.92% |
$27.6K - $32K
|
14.6K
$1.16M
|
|
|
Aug 14, 2024
Q2 2024
|
Wilson & Boucher Capital Management, LLC
|
SELL
|
- |
-446- 1.42% |
$28K - $32.5K
|
31K
$2.46M
|
|
|
Jul 12, 2024
Q2 2024
|
Accel Wealth Management
|
SELL
|
- |
-454- 3.11% |
$28.5K - $33.1K
|
14.2K
$1.12M
|
|
|
Jul 08, 2024
Q2 2024
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-461- 1.32% |
$28.9K - $33.6K
|
34.4K
$2.73M
|
|
|
Aug 14, 2024
Q2 2024
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
SELL
|
- |
-478- 12.27% |
$30K - $34.8K
|
3.42K
$271K
|