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
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-8.99K- 39.77% |
$564K - $655K
|
13.6K
$1.17M
|
|
|
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
$722K
|
|
|
Aug 12, 2024
Q2 2024
|
Longbow Finance Sa
Lutry, V8 |
SELL
|
- |
-9.52K- 4.01% |
$598K - $694K
|
228K
$19.6M
|
|
|
Aug 14, 2024
Q2 2024
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-9.74K- 42.83% |
$611K - $710K
|
13K
$1.12M
|
|
|
Aug 05, 2024
Q2 2024
|
Cypress Capital Management LLC (Wy)
|
SELL
|
- |
-9.78K- 98.58% |
$614K - $713K
|
141
$12.2K
|
|
|
Aug 13, 2024
Q2 2024
|
First Financial Bankshares Inc
Abilene, TX |
SELL
|
- |
-9.82K- 1.57% |
$616K - $716K
|
617K
$53.2M
|
|
|
Feb 13, 2025
Q2 2024
|
Ategra Capital Management, LLC
Vienna, VA |
SELL
|
- |
-9.87K- 36.27% |
$619K - $719K
|
17.3K
$1.49M
|
|
|
Jul 15, 2024
Q2 2024
|
Bbjs Financial Advisors, LLC
Seattle, WA |
SELL
|
- |
-9.94K- 14.24% |
$624K - $724K
|
59.9K
$5.16M
|
|
|
Aug 14, 2024
Q2 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-10.4K- 9.63% |
$653K - $758K
|
97.7K
$8.42M
|
|
|
Jul 12, 2024
Q2 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-10.7K- 8.51% |
$669K - $777K
|
115K
$9.87M
|
|
|
Aug 13, 2024
Q2 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-11.1K- 38.13% |
$698K - $810K
|
18K
$1.56M
|
|
|
Aug 14, 2024
Q2 2024
|
Atom Investors LP
Austin, TX |
SELL
|
- |
-11.8K- 48.06% |
$742K - $861K
|
12.8K
$1.1M
|
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-12.1K- 6.25% |
$763K - $885K
|
182K
$15.7M
|
|
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-13.9K- 16.65% |
$870K - $1.01M
|
69.3K
$5.98M
|
|
|
Aug 05, 2024
Q2 2024
|
Victory Capital Management Inc
|
SELL
|
- |
-14K- 3.12% |
$881K - $1.02M
|
436K
$37.5M
|
|
|
Aug 14, 2024
Q2 2024
|
Boothbay Fund Management, LLC
New York, NY |
SELL
|
- |
-14.4K- 13.15% |
$905K - $1.05M
|
95.3K
$8.21M
|
|
|
Aug 14, 2024
Q2 2024
|
Sourcerock Group LLC
Denver, CO |
SELL
|
- |
-14.4K- 13.27% |
$905K - $1.05M
|
94.3K
$8.12M
|
|
|
Jul 30, 2024
Q2 2024
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-14.7K- 34.91% |
$925K - $1.07M
|
27.5K
$2.37M
|
|
|
Jul 25, 2024
Q2 2024
|
Pettinga Financial Advisors, LLC
|
SELL
|
- |
-15.1K- 75.12% |
$945K - $1.1M
|
4.99K
$430K
|
|
|
Aug 12, 2024
Q2 2024
|
Martin & CO Inc
Knoxville, TN |
SELL
|
- |
-15.1K- 18.85% |
$949K - $1.1M
|
65.1K
$5.61M
|
|
|
Jul 29, 2024
Q2 2024
|
Blue Chip Partners, Inc.
|
SELL
|
- |
-15.2K- 82.6% |
$956K - $1.11M
|
3.21K
$277K
|
|
|
Aug 13, 2024
Q2 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-16.8K- 11.72% |
$1.05M - $1.22M
|
126K
$10.9M
|
|
|
Aug 09, 2024
Q2 2024
|
Vectors Research Management, LLC
New York, NY |
SELL
|
- |
-16.9K- 16.49% |
$1.06M - $1.23M
|
85.5K
$7.36M
|
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-17.1K- 5.65% |
$1.07M - $1.25M
|
286K
$24.7M
|
|
|
Jul 12, 2024
Q2 2024
|
Imz Advisory Inc
Boca Raton, FL |
SELL
|
- |
-17.7K- 36.19% |
$1.11M - $1.29M
|
31.1K
$2.68M
|
|
|
Aug 14, 2024
Q2 2024
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
SELL
|
- |
-17.7K- 35.36% |
$1.11M - $1.29M
|
32.3K
$2.79M
|
|
|
Aug 09, 2024
Q2 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-18.3K- 4.85% |
$1.15M - $1.34M
|
360K
$31M
|
|
|
Aug 12, 2024
Q2 2024
|
Swan Global Investments, LLC
Durango, CO |
SELL
|
- |
-18.4K- 9.4% |
$1.15M - $1.34M
|
177K
$15.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-19.8K- 15.6% |
$1.24M - $1.44M
|
107K
$9.23M
|
|
|
Jul 22, 2024
Q2 2024
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-21.7K- 21.54% |
$1.36M - $1.58M
|
78.9K
$6.8M
|
|
|
Aug 14, 2024
Q2 2024
|
J. Goldman & CO LP
New York, NY |
SELL
|
- |
-22.2K- 68.55% |
$1.39M - $1.62M
|
10.2K
$877K
|
|
|
Aug 14, 2024
Q2 2024
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-22.7K- 74.19% |
$1.43M - $1.65M
|
7.9K
$681K
|
|
|
Aug 01, 2024
Q2 2024
|
Privium Fund Management (Uk) LTD
|
SELL
|
- |
-24.2K- 43.89% |
$1.52M - $1.76M
|
30.9K
$2.66M
|
|
|
Aug 14, 2024
Q2 2024
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-24.3K- 68.86% |
$1.53M - $1.77M
|
11K
$948K
|
|
|
Mar 21, 2025
Q2 2024
|
Prostatis Group LLC
Hanover, MD |
SELL
|
- |
-25.7K- 89.51% |
$1.61M - $1.87M
|
3.02K
$260K
|
|
|
Aug 14, 2024
Q2 2024
|
Crabel Capital Management, LLC
Milwaukee, WI |
SELL
|
- |
-29.2K- 83.86% |
$1.84M - $2.13M
|
5.63K
$485K
|
|
|
Aug 12, 2024
Q2 2024
|
Cibc World Markets Corp
New York, NY |
SELL
|
- |
-29.5K- 57.2% |
$1.85M - $2.15M
|
22.1K
$1.9M
|
|
|
Aug 13, 2024
Q2 2024
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-30.3K- 8.25% |
$1.9M - $2.21M
|
337K
$29.1M
|
|
|
Aug 14, 2024
Q2 2024
|
Zurich Insurance Group LTD
Zurich, V8 |
SELL
|
- |
-33.7K- 76.28% |
$2.12M - $2.46M
|
10.5K
$904K
|
|
|
Aug 20, 2024
Q2 2024
|
Truist Financial Corp
|
SELL
|
- |
-38K- 2.16% |
$2.38M - $2.77M
|
1.72M
$148M
|
|
|
Aug 12, 2024
Q2 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-38.1K- 22.56% |
$2.39M - $2.78M
|
131K
$11.3M
|
|
|
Aug 13, 2025
Q2 2024
|
Stone X Group Inc.
|
SELL
|
- |
-39.1K- 71.84% |
$2.45M - $2.85M
|
15.3K
$1.32M
|
|
|
Aug 14, 2024
Q2 2024
|
Asset Advisors Investment Management, LLC
|
SELL
|
- |
-40.1K- 76.74% |
$2.51M - $2.92M
|
12.1K
$1.05M
|
|
|
Aug 13, 2024
Q2 2024
|
Summit Trail Advisors, LLC
New York, NY |
SELL
|
- |
-40.8K- 61.9% |
$2.56M - $2.97M
|
25.1K
$2.17M
|
|
|
Jul 25, 2024
Q2 2024
|
Amica Mutual Insurance CO
|
SELL
|
- |
-41K- 44.15% |
$2.58M - $2.99M
|
51.9K
$4.47M
|
|
|
Aug 13, 2024
Q2 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-45K- 20.98% |
$2.82M - $3.28M
|
169K
$14.6M
|
|
|
Aug 14, 2024
Q2 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-45.1K- 15.87% |
$2.83M - $3.29M
|
239K
$20.6M
|
|
|
Jul 31, 2024
Q2 2024
|
Mizuho Markets Americas LLC
|
SELL
|
- |
-48.3K- 90.87% |
$3.03M - $3.52M
|
4.85K
$418K
|
|
|
Aug 13, 2024
Q2 2024
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
SELL
|
- |
-52.7K- 10.76% |
$3.31M - $3.84M
|
437K
$37.7M
|