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 07, 2024
Q2 2024
|
Stone X Group Inc.
|
SELL
|
- |
-4.87K- 26.1% |
$305K - $355K
|
13.8K
$1.09M
|
|
|
Jul 19, 2024
Q2 2024
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
SELL
|
- |
-4.91K- 8.49% |
$308K - $358K
|
52.9K
$4.19M
|
|
|
Aug 14, 2024
Q2 2024
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-5.02K- 8.63% |
$315K - $365K
|
53.1K
$4.21M
|
|
|
Jul 19, 2024
Q2 2024
|
Central Bank & Trust CO
|
SELL
|
- |
-5.03K- 29.03% |
$316K - $366K
|
12.3K
$975K
|
|
|
Jul 11, 2024
Q2 2024
|
Old National Bancorp
|
SELL
|
- |
-5.36K- 11.94% |
$336K - $391K
|
39.5K
$3.13M
|
|
|
Aug 02, 2024
Q2 2024
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
SELL
|
- |
-5.46K- 28.39% |
$342K - $398K
|
13.8K
$1.09M
|
|
|
Aug 13, 2024
Q2 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-5.68K- 25.38% |
$357K - $414K
|
16.7K
$1.32M
|
|
|
Aug 12, 2024
Q2 2024
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-5.76K- 2.68% |
$361K - $419K
|
209K
$16.6M
|
|
|
Aug 14, 2024
Q2 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-5.86K- 21.28% |
$368K - $427K
|
21.7K
$1.72M
|
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-5.88K- 3.72% |
$369K - $429K
|
152K
$12.1M
|
|
|
Aug 13, 2024
Q2 2024
|
Fort Sheridan Advisors LLC
Highland Park, IL |
SELL
|
- |
-5.96K- 45.48% |
$374K - $434K
|
7.14K
$566K
|
|
|
Jul 26, 2024
Q2 2024
|
Crew Capital Management, Ltd.
|
SELL
|
- |
-6.24K- 45.16% |
$392K - $455K
|
7.58K
$601K
|
|
|
Aug 13, 2024
Q2 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-6.26K- 4.71% |
$393K - $456K
|
127K
$10M
|
|
|
Aug 15, 2024
Q2 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-6.26K- 58.6% |
$393K - $456K
|
4.42K
$351K
|
|
|
Jul 22, 2024
Q2 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-6.64K- 11.37% |
$417K - $484K
|
51.7K
$4.1M
|
|
|
Aug 06, 2024
Q2 2024
|
Us Bancorp \De\
|
SELL
|
- |
-6.73K- 1.57% |
$422K - $490K
|
421K
$33.4M
|
|
|
Aug 08, 2024
Q2 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-6.95K- 4.34% |
$436K - $507K
|
153K
$12.1M
|
|
|
Aug 12, 2024
Q2 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-6.99K- 10.9% |
$439K - $510K
|
57.2K
$4.53M
|
|
|
Aug 14, 2024
Q2 2024
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-7.23K- 6.59% |
$454K - $527K
|
102K
$8.12M
|
|
|
Jul 31, 2024
Q2 2024
|
Spire Wealth Management
|
SELL
|
- |
-7.53K- 8.96% |
$473K - $549K
|
76.5K
$6.07M
|
|
|
Aug 08, 2024
Q2 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-7.61K- 6.3% |
$478K - $555K
|
113K
$8.98M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-7.96K- 5.92% |
$500K - $580K
|
126K
$10M
|
|
|
Aug 12, 2024
Q2 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-7.96K- 14.0% |
$500K - $580K
|
48.9K
$3.88M
|
|
|
Aug 13, 2024
Q2 2024
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-8.52K- 1.81% |
$535K - $621K
|
461K
$36.6M
|
|
|
Jul 17, 2024
Q2 2024
|
Good Life Advisors, LLC
|
SELL
|
- |
-8.82K- 51.29% |
$553K - $642K
|
8.38K
$664K
|
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
SELL
|
- |
-8.82K- 11.99% |
$554K - $643K
|
64.8K
$5.13M
|
|
|
Aug 07, 2024
Q2 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-8.99K- 39.77% |
$564K - $655K
|
13.6K
$1.08M
|
|
|
Aug 13, 2024
Q2 2024
|
Correct Capital Wealth Management
Clayton, MO |
SELL
|
- |
-9.3KClosed |
$584K - $678K
|
0
$0
|
|
|
Jul 19, 2024
Q2 2024
|
Solitude Financial Services
|
SELL
|
- |
-9.45K- 53.02% |
$593K - $689K
|
8.38K
$664K
|
|
|
Aug 12, 2024
Q2 2024
|
Longbow Finance Sa
Lutry, V8 |
SELL
|
- |
-9.52K- 4.01% |
$598K - $694K
|
228K
$18.1M
|
|
|
Aug 14, 2024
Q2 2024
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-9.74K- 42.83% |
$611K - $710K
|
13K
$1.03M
|
|
|
Aug 05, 2024
Q2 2024
|
Cypress Capital Management LLC (Wy)
|
SELL
|
- |
-9.78K- 98.58% |
$614K - $713K
|
141
$11.2K
|
|
|
Aug 13, 2024
Q2 2024
|
First Financial Bankshares Inc
Abilene, TX |
SELL
|
- |
-9.82K- 1.57% |
$616K - $716K
|
617K
$48.9M
|
|
|
Jul 15, 2024
Q2 2024
|
Bbjs Financial Advisors, LLC
Seattle, WA |
SELL
|
- |
-9.94K- 14.24% |
$624K - $724K
|
59.9K
$4.75M
|
|
|
Aug 14, 2024
Q2 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-10.4K- 9.63% |
$653K - $758K
|
97.7K
$7.74M
|
|
|
Jul 12, 2024
Q2 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-10.7K- 8.51% |
$669K - $777K
|
115K
$9.08M
|
|
|
Aug 13, 2024
Q2 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-11.1K- 38.13% |
$698K - $810K
|
18K
$1.43M
|
|
|
Aug 14, 2024
Q2 2024
|
Atom Investors LP
Austin, TX |
SELL
|
- |
-11.8K- 48.06% |
$742K - $861K
|
12.8K
$1.01M
|
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-12.1K- 6.25% |
$763K - $885K
|
182K
$14.4M
|
|
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-13.9K- 16.65% |
$870K - $1.01M
|
69.3K
$5.5M
|
|
|
Aug 05, 2024
Q2 2024
|
Victory Capital Management Inc
|
SELL
|
- |
-14K- 3.12% |
$881K - $1.02M
|
436K
$34.5M
|
|
|
Aug 14, 2024
Q2 2024
|
Boothbay Fund Management, LLC
New York, NY |
SELL
|
- |
-14.4K- 13.15% |
$905K - $1.05M
|
95.3K
$7.55M
|
|
|
Aug 14, 2024
Q2 2024
|
Sourcerock Group LLC
Denver, CO |
SELL
|
- |
-14.4K- 13.27% |
$905K - $1.05M
|
94.3K
$7.47M
|
|
|
Jul 30, 2024
Q2 2024
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-14.7K- 34.91% |
$925K - $1.07M
|
27.5K
$2.18M
|
|
|
Jul 25, 2024
Q2 2024
|
Pettinga Financial Advisors, LLC
|
SELL
|
- |
-15.1K- 75.12% |
$945K - $1.1M
|
4.99K
$395K
|
|
|
Aug 12, 2024
Q2 2024
|
Martin & CO Inc
Knoxville, TN |
SELL
|
- |
-15.1K- 18.85% |
$949K - $1.1M
|
65.1K
$5.16M
|
|
|
Jul 29, 2024
Q2 2024
|
Blue Chip Partners, Inc.
|
SELL
|
- |
-15.2K- 82.6% |
$956K - $1.11M
|
3.21K
$254K
|
|
|
Aug 13, 2024
Q2 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-16.8K- 11.72% |
$1.05M - $1.22M
|
126K
$10M
|
|
|
Aug 09, 2024
Q2 2024
|
Vectors Research Management, LLC
New York, NY |
SELL
|
- |
-16.9K- 16.49% |
$1.06M - $1.23M
|
85.5K
$6.78M
|
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-17.1K- 5.65% |
$1.07M - $1.25M
|
286K
$22.7M
|