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
|
Fil LTD
Hamilton, D0 |
BUY
|
- |
114K+ 901.36% |
$7.15M - $8.3M
|
127K
$10M
|
|
|
Aug 14, 2024
Q2 2024
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
106K+ 0.0% |
$6.67M - $7.74M
|
106K
$8.42M
|
|
|
Jul 24, 2024
Q2 2024
|
David R. Rahn & Associates Inc.
|
BUY
|
- |
105KNew |
$6.61M - $7.68M
|
105K
$8.35M
|
|
|
Aug 05, 2024
Q2 2024
|
Capula Management LTD
Grand Cayman, E9 |
BUY
|
- |
103K+ 1071.88% |
$6.45M - $7.49M
|
112K
$8.91M
|
|
|
Aug 14, 2024
Q2 2024
|
Gateway Advisory, LLC
Westfield, NJ |
BUY
|
- |
96.6K+ 66.97% |
$6.07M - $7.04M
|
241K
$19.1M
|
|
|
Jul 30, 2024
Q2 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
96.6K+ 1713.86% |
$6.06M - $7.04M
|
102K
$8.1M
|
|
|
Aug 14, 2024
Q2 2024
|
Walleye Trading LLC
Plymouth, MN |
BUY
|
- |
95.1KNew |
$5.97M - $6.93M
|
95.1K
$7.54M
|
|
|
Jul 11, 2024
Q2 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
92.5K+ 984.49% |
$5.8M - $6.74M
|
102K
$8.07M
|
|
|
Jul 29, 2024
Q2 2024
|
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD
|
BUY
|
- |
92.3KNew |
$5.79M - $6.73M
|
92.3K
$7.32M
|
|
|
Jul 22, 2024
Q2 2024
|
Trilogy Capital Inc.
|
BUY
|
- |
89.9KNew |
$5.65M - $6.55M
|
89.9K
$7.13M
|
|
|
Aug 09, 2024
Q2 2024
|
L & S Advisors Inc
Los Angeles, CA |
BUY
|
- |
88.7KNew |
$5.57M - $6.46M
|
88.7K
$7.03M
|
|
|
Jul 30, 2024
Q2 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
87.9K+ 125.56% |
$5.52M - $6.4M
|
158K
$12.5M
|
|
|
Jul 30, 2024
Q2 2024
|
49 Wealth Management, LLC
Austin, TX |
BUY
|
- |
83.4KNew |
$5.24M - $6.08M
|
83.4K
$6.61M
|
|
|
Jul 16, 2024
Q2 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
80K+ 2000.32% |
$5.02M - $5.83M
|
84K
$6.66M
|
|
|
Jul 29, 2024
Q2 2024
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
78.9KNew |
$4.95M - $5.75M
|
78.9K
$6.25M
|
|
|
Aug 06, 2024
Q2 2024
|
Adapt Wealth Advisors, LLC
Atlanta, GA |
BUY
|
- |
78.9KNew |
$4.95M - $5.75M
|
78.9K
$6.25M
|
|
|
Aug 02, 2024
Q2 2024
|
Nottingham Advisors, Inc.
Amherst, NY |
BUY
|
- |
77.2KNew |
$4.84M - $5.62M
|
77.2K
$6.12M
|
|
|
Aug 13, 2024
Q2 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
76.9K+ 574.07% |
$4.83M - $5.6M
|
90.3K
$7.16M
|
|
|
Aug 14, 2024
Q2 2024
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
76.5K+ 59.11% |
$4.8M - $5.58M
|
206K
$16.3M
|
|
|
Jul 25, 2024
Q2 2024
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
74.3KNew |
$4.66M - $5.41M
|
74.3K
$5.89M
|
|
|
Aug 14, 2024
Q2 2024
|
Paloma Partners Management CO
Greenwich, CT |
BUY
|
- |
71.5KNew |
$4.49M - $5.21M
|
71.5K
$5.67M
|
|
|
Aug 01, 2024
Q2 2024
|
Northstar Advisory Group, LLC
|
BUY
|
- |
65.5KNew |
$4.11M - $4.77M
|
65.5K
$5.19M
|
|
|
Jul 25, 2024
Q2 2024
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
65.4KNew |
$4.11M - $4.77M
|
65.4K
$5.19M
|
|
|
Aug 13, 2024
Q2 2024
|
Granby Capital Management, LLC
|
BUY
|
- |
65KNew |
$4.08M - $4.74M
|
65K
$5.15M
|
|
|
Aug 14, 2024
Q2 2024
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
64.2K+ 22.69% |
$4.03M - $4.68M
|
347K
$27.5M
|
|
|
Aug 13, 2024
Q2 2024
|
State Of Tennessee, Treasury Department
Nashville, TN |
BUY
|
- |
63.2KNew |
$3.97M - $4.61M
|
63.2K
$5.01M
|
|
|
Aug 12, 2024
Q2 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
60K+ 137.2% |
$3.76M - $4.37M
|
104K
$8.22M
|
|
|
Aug 13, 2024
Q2 2024
|
Retirement Capital Strategies
|
BUY
|
- |
59.2KNew |
$3.72M - $4.32M
|
59.2K
$4.7M
|
|
|
Aug 14, 2024
Q2 2024
|
Omnia Family Wealth, LLC
|
BUY
|
- |
59.1KNew |
$3.71M - $4.31M
|
59.1K
$4.69M
|
|
|
Aug 15, 2024
Q2 2024
|
Main Management Fund Advisors LLC
San Francisco, CA |
BUY
|
- |
58.9K+ 8.53% |
$3.7M - $4.29M
|
750K
$59.4M
|
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
58.9K+ 18.08% |
$3.7M - $4.29M
|
385K
$30.5M
|
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
56.6K+ 1.8% |
$3.56M - $4.13M
|
3.2M
$254M
|
|
|
Aug 14, 2024
Q2 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
56.6K+ 71.85% |
$3.55M - $4.12M
|
135K
$10.7M
|
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
56.4K+ 9.71% |
$3.54M - $4.11M
|
637K
$50.5M
|
|
|
Aug 19, 2024
Q2 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
55.3K+ 87.37% |
$3.47M - $4.03M
|
119K
$9.41M
|
|
|
Aug 14, 2024
Q2 2024
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
54.3KNew |
$3.41M - $3.96M
|
54.3K
$4.31M
|
|
|
Aug 14, 2024
Q2 2024
|
Banco Btg Pactual S.A.
Rio De Janeiro, D5 |
BUY
|
- |
51.9K+ 852.11% |
$3.26M - $3.78M
|
58K
$4.6M
|
|
|
Aug 08, 2024
Q2 2024
|
Mirabella Financial Services LLP
London, X0 |
BUY
|
- |
51.7KNew |
$3.25M - $3.77M
|
51.7K
$4.1M
|
|
|
Jul 23, 2024
Q2 2024
|
Private Wealth Advisors, LLC
Fresno, CA |
BUY
|
- |
48.1KNew |
$3.02M - $3.51M
|
48.1K
$3.82M
|
|
|
Aug 14, 2024
Q2 2024
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
47.6K+ 103.15% |
$2.99M - $3.47M
|
93.7K
$7.43M
|
|
|
Aug 02, 2024
Q2 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
47.2K+ 63.16% |
$2.96M - $3.44M
|
122K
$9.67M
|
|
|
Aug 05, 2024
Q2 2024
|
Verde Servicos Internacionais S.A.
Sao Paulo, D5 |
BUY
|
- |
46.9KNew |
$2.95M - $3.42M
|
46.9K
$3.72M
|
|
|
Jul 24, 2024
Q2 2024
|
Avitas Wealth Management LLC
|
BUY
|
- |
46.8K+ 658.41% |
$2.94M - $3.41M
|
53.9K
$4.27M
|
|
|
Aug 14, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
45.4K+ 0.41% |
$2.85M - $3.31M
|
11.1M
$877M
|
|
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
45.4K+ 0.41% |
$2.85M - $3.31M
|
11.1M
$877M
|
|
|
Sep 20, 2024
Q2 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
44.4K+ 607.75% |
$2.79M - $3.24M
|
51.8K
$4.1M
|
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
BUY
|
- |
43.3K+ 27.79% |
$2.72M - $3.16M
|
199K
$15.8M
|
|
|
Jul 23, 2024
Q2 2024
|
Theory Financial LLC
Fort Collins, CO |
BUY
|
- |
42.3KNew |
$2.66M - $3.08M
|
42.3K
$3.36M
|
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
42.1K+ 6.43% |
$2.64M - $3.07M
|
696K
$55.2M
|
|
|
Jul 11, 2024
Q2 2024
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
41.9KNew |
$2.63M - $3.05M
|
41.9K
$3.32M
|