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 06, 2024
Q2 2024
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-479- 12.45% |
$30.1K - $34.9K
|
3.37K
$267K
|
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-487- 7.47% |
$30.6K - $35.5K
|
6.03K
$478K
|
|
|
Aug 01, 2024
Q2 2024
|
Novare Capital Management LLC
|
SELL
|
- |
-493- 12.22% |
$30.9K - $35.9K
|
3.54K
$281K
|
|
|
Aug 12, 2024
Q2 2024
|
Avalon Trust CO
Santa Fe, NM |
SELL
|
- |
-500- 50.0% |
$31.4K - $36.4K
|
500
$39.6K
|
|
|
Aug 13, 2024
Q2 2024
|
Jackson Hole Capital Partners, LLC
|
SELL
|
- |
-505- 6.03% |
$31.7K - $36.8K
|
7.86K
$623K
|
|
|
Jul 24, 2024
Q2 2024
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-509- 2.58% |
$31.9K - $37.1K
|
19.2K
$1.52M
|
|
|
Jul 18, 2024
Q2 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-517- 2.19% |
$32.5K - $37.7K
|
23.1K
$1.83M
|
|
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-522- 2.75% |
$32.8K - $38K
|
18.5K
$1.47M
|
|
|
Aug 13, 2024
Q2 2024
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-529- 1.87% |
$33.2K - $38.5K
|
27.8K
$2.21M
|
|
|
Jul 25, 2024
Q2 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-530- 9.16% |
$33.3K - $38.6K
|
5.26K
$417K
|
|
|
Jul 19, 2024
Q2 2024
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-532- 7.45% |
$33.4K - $38.8K
|
6.61K
$524K
|
|
|
Jul 26, 2024
Q2 2024
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-540- 6.32% |
$33.9K - $39.3K
|
8.01K
$635K
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-571- 10.44% |
$35.8K - $41.6K
|
4.9K
$388K
|
|
|
Jul 19, 2024
Q2 2024
|
Perfromance Wealth Partners, LLC
|
SELL
|
- |
-582- 2.34% |
$36.5K - $42.4K
|
24.2K
$1.92M
|
|
|
Jul 30, 2024
Q2 2024
|
Stone Point Wealth LLC
|
SELL
|
- |
-605- 4.29% |
$38K - $44.1K
|
13.5K
$1.07M
|
|
|
Jul 30, 2024
Q2 2024
|
Nbt Bank N A
|
SELL
|
- |
-616- 1.47% |
$38.7K - $44.9K
|
41.3K
$3.27M
|
|
|
Jul 24, 2024
Q2 2024
|
American Financial Advisors, LLC
|
SELL
|
- |
-627- 11.35% |
$39.4K - $45.7K
|
4.9K
$388K
|
|
|
Aug 13, 2024
Q2 2024
|
Natixis
Paris, I0 |
SELL
|
- |
-628- 0.04% |
$39.4K - $45.8K
|
1.71M
$136M
|
|
|
Aug 13, 2024
Q2 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-634- 1.01% |
$39.8K - $46.2K
|
62K
$4.92M
|
|
|
Aug 13, 2024
Q2 2024
|
Patten & Patten Inc
|
SELL
|
- |
-641- 2.35% |
$40.2K - $46.7K
|
26.7K
$2.11M
|
|
|
Jul 31, 2024
Q2 2024
|
Keybank National Association
|
SELL
|
- |
-648- 1.5% |
$40.7K - $47.2K
|
42.6K
$3.38M
|
|
|
Jul 10, 2024
Q2 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-655- 3.98% |
$41.1K - $47.7K
|
15.8K
$1.25M
|
|
|
Jul 23, 2024
Q2 2024
|
Proffitt & Goodson Inc
|
SELL
|
- |
-656- 3.05% |
$41.2K - $47.8K
|
20.8K
$1.65M
|
|
|
Aug 09, 2024
Q2 2024
|
Camelot Technology Advisors, Inc.
San Francisco, CA |
SELL
|
- |
-683- 8.12% |
$42.9K - $49.8K
|
7.73K
$613K
|
|
|
Aug 14, 2024
Q2 2024
|
Quantinno Capital Management LP
New York, NY |
SELL
|
- |
-688- 5.3% |
$43.2K - $50.1K
|
12.3K
$974K
|
|
|
Aug 15, 2024
Q2 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-704- 20.02% |
$44.2K - $51.3K
|
2.81K
$223K
|
|
|
Aug 08, 2024
Q2 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-711- 2.95% |
$44.6K - $51.8K
|
23.4K
$1.85M
|
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-712- 1.46% |
$44.7K - $51.9K
|
47.9K
$3.8M
|
|
|
Jul 22, 2024
Q2 2024
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-730- 0.02% |
$45.8K - $53.2K
|
4.04M
$321M
|
|
|
Aug 15, 2024
Q2 2024
|
Sepio Capital, LP
|
SELL
|
- |
-735- 4.01% |
$46.1K - $53.6K
|
17.6K
$1.4M
|
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-760- 4.49% |
$47.7K - $55.4K
|
16.2K
$1.28M
|
|
|
Aug 12, 2024
Q2 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-762- 3.6% |
$47.8K - $55.5K
|
20.4K
$1.62M
|
|
|
Aug 12, 2024
Q2 2024
|
Girard Partners Ltd.
|
SELL
|
- |
-774- 13.55% |
$48.6K - $56.4K
|
4.94K
$391K
|
|
|
Jul 19, 2024
Q2 2024
|
M3 Advisory Group, LLC
Needham Heights, MA |
SELL
|
- |
-788- 9.05% |
$49.5K - $57.4K
|
7.92K
$628K
|
|
|
Aug 06, 2024
Q2 2024
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-790- 5.34% |
$49.6K - $57.6K
|
14K
$1.11M
|
|
|
Aug 14, 2024
Q2 2024
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
SELL
|
- |
-792- 6.46% |
$49.7K - $57.7K
|
11.5K
$909K
|
|
|
Aug 13, 2024
Q2 2024
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-794- 3.91% |
$49.8K - $57.9K
|
19.5K
$1.55M
|
|
|
Aug 09, 2024
Q2 2024
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-814- 8.57% |
$51.1K - $59.3K
|
8.68K
$688K
|
|
|
Aug 08, 2024
Q2 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-826- 5.24% |
$51.8K - $60.2K
|
14.9K
$1.18M
|
|
|
Jul 16, 2024
Q2 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-827- 6.8% |
$51.9K - $60.3K
|
11.3K
$898K
|
|
|
Jul 18, 2024
Q2 2024
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
SELL
|
- |
-838- 17.29% |
$52.6K - $61.1K
|
4.01K
$318K
|
|
|
Jul 19, 2024
Q2 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-862- 5.21% |
$54.1K - $62.8K
|
15.7K
$1.24M
|
|
|
Aug 01, 2024
Q2 2024
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-866- 17.26% |
$54.4K - $63.1K
|
4.15K
$329K
|
|
|
Aug 12, 2024
Q2 2024
|
Mai Capital Management
|
SELL
|
- |
-866- 0.74% |
$54.4K - $63.1K
|
117K
$9.27M
|
|
|
Aug 19, 2024
Q2 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-866- 1.74% |
$54.4K - $63.1K
|
48.8K
$3.87M
|
|
|
Aug 12, 2024
Q2 2024
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-904- 3.05% |
$56.7K - $65.9K
|
28.7K
$2.28M
|
|
|
Jul 25, 2024
Q2 2024
|
Peoples Financial Services Corp.
|
SELL
|
- |
-906- 4.22% |
$56.9K - $66K
|
20.6K
$1.63M
|
|
|
Jul 23, 2024
Q2 2024
|
Ayalon Insurance Comp Ltd.
|
SELL
|
- |
-917- 3.29% |
$57.6K - $66.8K
|
27K
$2.14M
|
|
|
Jul 25, 2024
Q2 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-921- 27.76% |
$57.8K - $67.1K
|
2.4K
$190K
|
|
|
Jul 15, 2024
Q2 2024
|
Ahl Investment Management, Inc.
|
SELL
|
- |
-935- 10.26% |
$58.7K - $68.1K
|
8.18K
$648K
|