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 25, 2024
Q2 2024
|
Sns Financial Group, LLC
|
SELL
|
- |
-935- 8.03% |
$58.7K - $68.1K
|
10.7K
$849K
|
|
|
Jul 02, 2024
Q2 2024
|
Marcum Wealth, LLC
|
SELL
|
- |
-943- 16.1% |
$59.2K - $68.7K
|
4.92K
$390K
|
|
|
Aug 14, 2024
Q2 2024
|
Coastwise Capital Group, LLC
La Jolla, CA |
SELL
|
- |
-943- 22.6% |
$59.2K - $68.7K
|
3.23K
$256K
|
|
|
Aug 09, 2024
Q2 2024
|
Wayfinding Financial, LLC
Lynnwood, WA |
SELL
|
- |
-953- 2.32% |
$59.8K - $69.4K
|
40.1K
$3.18M
|
|
|
Jul 31, 2024
Q2 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-961- 3.7% |
$60.3K - $70K
|
25K
$1.98M
|
|
|
Aug 09, 2024
Q2 2024
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-963- 49.13% |
$60.4K - $70.2K
|
997
$79K
|
|
|
Jul 25, 2024
Q2 2024
|
St. Johns Investment Management Company, LLC
|
SELL
|
- |
-980- 30.99% |
$61.5K - $71.4K
|
2.18K
$173K
|
|
|
Jul 12, 2024
Q2 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-985- 27.55% |
$61.8K - $71.8K
|
2.59K
$205K
|
|
|
Jul 19, 2024
Q2 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-986- 5.99% |
$61.9K - $71.8K
|
15.5K
$1.23M
|
|
|
Sep 11, 2024
Q2 2024
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-990- 39.21% |
$62.1K - $72.1K
|
1.54K
$122K
|
|
|
Aug 05, 2024
Q2 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-1.05K- 2.22% |
$65.8K - $76.4K
|
46.2K
$3.66M
|
|
|
Jul 11, 2024
Q2 2024
|
Pacifica Partners Inc.
|
SELL
|
- |
-1.05K- 25.39% |
$65.9K - $76.5K
|
3.09K
$245K
|
|
|
Jul 30, 2024
Q2 2024
|
Wp Advisors, LLC
|
SELL
|
- |
-1.08K- 4.85% |
$68K - $78.9K
|
21.3K
$1.69M
|
|
|
Jul 25, 2024
Q2 2024
|
First Merchants Corp
|
SELL
|
- |
-1.08K- 2.75% |
$68K - $79K
|
38.3K
$3.03M
|
|
|
Aug 14, 2024
Q2 2024
|
Private Portfolio Partners LLC
|
SELL
|
- |
-1.14K- 5.44% |
$71.6K - $83.1K
|
19.8K
$1.57M
|
|
|
Jul 10, 2024
Q2 2024
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
SELL
|
- |
-1.15K- 23.62% |
$72.4K - $84.1K
|
3.73K
$296K
|
|
|
Aug 02, 2024
Q2 2024
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-1.16K- 4.67% |
$72.8K - $84.5K
|
23.7K
$1.88M
|
|
|
Aug 16, 2024
Q2 2024
|
Second Line Capital, LLC
Metairie, LA |
SELL
|
- |
-1.19K- 20.49% |
$74.4K - $86.4K
|
4.6K
$365K
|
|
|
Jul 31, 2024
Q2 2024
|
Regions Financial Corp
|
SELL
|
- |
-1.23K- 8.2% |
$77.2K - $89.6K
|
13.8K
$1.09M
|
|
|
Jul 26, 2024
Q2 2024
|
Windsor Capital Management, LLC
|
SELL
|
- |
-1.25K- 14.16% |
$78.7K - $91.3K
|
7.6K
$602K
|
|
|
Jul 12, 2024
Q2 2024
|
Sendero Wealth Management, LLC
San Antonio, TX |
SELL
|
- |
-1.26K- 5.11% |
$79K - $91.7K
|
23.4K
$1.85M
|
|
|
Jul 30, 2024
Q2 2024
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-1.28K- 4.82% |
$80.4K - $93.3K
|
25.3K
$2M
|
|
|
Jul 29, 2024
Q2 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-1.28K- 4.19% |
$80.6K - $93.6K
|
29.3K
$2.32M
|
|
|
Jul 18, 2024
Q2 2024
|
Tyche Wealth Partners LLC
Plano, TX |
SELL
|
- |
-1.29K- 13.18% |
$81K - $94.1K
|
8.51K
$674K
|
|
|
Aug 09, 2024
Q2 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-1.31K- 9.06% |
$82.2K - $95.5K
|
13.1K
$1.04M
|
|
|
Aug 14, 2024
Q2 2024
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.33K- 14.65% |
$83.6K - $97.1K
|
7.76K
$615K
|
|
|
Jul 08, 2024
Q2 2024
|
Boltwood Capital Management
|
SELL
|
- |
-1.34K- 10.51% |
$83.9K - $97.4K
|
11.4K
$903K
|
|
|
Aug 09, 2024
Q2 2024
|
Planning Directions Inc
|
SELL
|
- |
-1.36K- 15.09% |
$85.4K - $99.1K
|
7.65K
$607K
|
|
|
Aug 08, 2024
Q2 2024
|
Meritage Portfolio Management
|
SELL
|
- |
-1.39K- 1.29% |
$87.2K - $101K
|
107K
$8.46M
|
|
|
Aug 01, 2024
Q2 2024
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-1.4K- 7.86% |
$87.7K - $102K
|
16.4K
$1.3M
|
|
|
Jul 19, 2024
Q2 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-1.41K- 9.42% |
$88.4K - $103K
|
13.5K
$1.07M
|
|
|
Jul 24, 2024
Q2 2024
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-1.45K- 14.58% |
$91.1K - $106K
|
8.5K
$674K
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-1.45K- 20.96% |
$91.1K - $106K
|
5.47K
$434K
|
|
|
Jul 29, 2024
Q2 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-1.45K- 67.99% |
$91.2K - $106K
|
684
$54.2K
|
|
|
Aug 09, 2024
Q2 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-1.48K- 14.98% |
$92.6K - $108K
|
8.38K
$664K
|
|
|
Aug 13, 2024
Q2 2024
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-1.51K- 12.62% |
$94.6K - $110K
|
10.4K
$827K
|
|
|
Aug 09, 2024
Q2 2024
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-1.51K- 2.89% |
$94.7K - $110K
|
50.6K
$4.01M
|
|
|
Jul 17, 2024
Q2 2024
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-1.52K- 1.95% |
$95.1K - $110K
|
76.3K
$6.05M
|
|
|
Jul 11, 2024
Q2 2024
|
Cx Institutional
|
SELL
|
- |
-1.52K- 5.68% |
$95.3K - $111K
|
25.2K
$2M
|
|
|
Aug 12, 2024
Q2 2024
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-1.53K- 16.29% |
$95.7K - $111K
|
7.84K
$621K
|
|
|
Jul 02, 2024
Q2 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-1.57K- 5.47% |
$98.2K - $114K
|
27K
$2.14M
|
|
|
Jul 15, 2024
Q2 2024
|
Patriot Investment Management Inc.
|
SELL
|
- |
-1.62K- 9.37% |
$102K - $118K
|
15.7K
$1.24M
|
|
|
Aug 09, 2024
Q2 2024
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-1.62K- 3.28% |
$102K - $118K
|
47.9K
$3.8M
|
|
|
Aug 07, 2024
Q2 2024
|
Vaughan David Investments LLC
Peoria, IL |
SELL
|
- |
-1.62K- 0.92% |
$102K - $118K
|
174K
$13.8M
|
|
|
Jul 31, 2024
Q2 2024
|
Graypoint LLC
|
SELL
|
- |
-1.64K- 2.01% |
$103K - $120K
|
79.9K
$6.34M
|
|
|
Aug 08, 2024
Q2 2024
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-1.65K- 5.76% |
$104K - $120K
|
27K
$2.14M
|
|
|
Jul 11, 2024
Q2 2024
|
Strategic Advisors LLC
|
SELL
|
- |
-1.65K- 16.71% |
$104K - $120K
|
8.24K
$653K
|
|
|
Aug 01, 2024
Q2 2024
|
Midland Wealth Advisors LLC
Rockford, IL |
SELL
|
- |
-1.69K- 13.25% |
$106K - $123K
|
11.1K
$877K
|
|
|
Aug 02, 2024
Q2 2024
|
Belpointe Asset Management LLC
|
SELL
|
- |
-1.7K- 25.27% |
$107K - $124K
|
5.04K
$399K
|
|
|
Aug 12, 2024
Q2 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-1.74K- 3.66% |
$109K - $127K
|
45.7K
$3.62M
|