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
|
Provident CO Of The Employees Of The Hebrew University LTD
Jerusalem, L3 |
BUY
|
- |
19.2K+ 85.11% |
$1.21M - $1.4M
|
41.9K
$3.32M
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
19K+ 92.01% |
$1.19M - $1.38M
|
39.6K
$3.14M
|
|
|
Jul 30, 2024
Q2 2024
|
Kercheville Advisors, LLC
|
BUY
|
- |
18.8KNew |
$1.18M - $1.37M
|
18.8K
$1.49M
|
|
|
Jul 29, 2024
Q2 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
18.3K+ 151.53% |
$1.15M - $1.33M
|
30.4K
$2.41M
|
|
|
Aug 27, 2024
Q2 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
18.1KNew |
$1.13M - $1.32M
|
18.1K
$1.43M
|
|
|
Aug 13, 2024
Q2 2024
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
17.9KNew |
$1.12M - $1.3M
|
17.9K
$1.42M
|
|
|
Aug 14, 2024
Q2 2024
|
Blue Door Asset Management, LLC
Stamford, CT |
BUY
|
- |
17.5KNew |
$1.1M - $1.28M
|
17.5K
$1.39M
|
|
|
Aug 14, 2024
Q2 2024
|
Plustick Management LLC
Charlottesville, VA |
BUY
|
- |
17KNew |
$1.07M - $1.24M
|
17K
$1.35M
|
|
|
Aug 02, 2024
Q2 2024
|
Hudock, Inc.
|
BUY
|
- |
16.9KNew |
$1.06M - $1.23M
|
16.9K
$1.34M
|
|
|
Jul 18, 2024
Q2 2024
|
Harrell Investment Partners, LLC
Austin, TX |
BUY
|
- |
16.4K+ 53.16% |
$1.03M - $1.19M
|
47.1K
$3.73M
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
16.3K+ 431.65% |
$1.02M - $1.19M
|
20.1K
$1.59M
|
|
|
Aug 07, 2024
Q2 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
15.4K+ 22.28% |
$969K - $1.13M
|
84.7K
$6.72M
|
|
|
Aug 09, 2024
Q2 2024
|
Bedell Frazier Investment Counseling, LLC
|
BUY
|
- |
15.1K+ 13.88% |
$949K - $1.1M
|
124K
$9.83M
|
|
|
Aug 02, 2024
Q2 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
14.1K+ 47.14% |
$883K - $1.03M
|
43.9K
$3.48M
|
|
|
Jul 12, 2024
Q2 2024
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
13.9K+ 275.48% |
$874K - $1.01M
|
19K
$1.5M
|
|
|
Aug 09, 2024
Q2 2024
|
Thrive Capital Management, LLC
Fort Washington, PA |
BUY
|
- |
13.9KNew |
$873K - $1.01M
|
13.9K
$1.1M
|
|
|
Aug 07, 2024
Q2 2024
|
Pfg Advisors
|
BUY
|
- |
13.6K+ 70.93% |
$852K - $989K
|
32.7K
$2.59M
|
|
|
Jul 29, 2024
Q2 2024
|
Sage Capital Management, LLC
Stockton, NJ |
BUY
|
- |
13.6KNew |
$851K - $987K
|
13.6K
$1.07M
|
|
|
Jul 26, 2024
Q2 2024
|
Miller Howard Investments Inc
|
BUY
|
- |
13.4K+ 70.78% |
$839K - $974K
|
32.2K
$2.56M
|
|
|
Jul 16, 2024
Q2 2024
|
Moulton Wealth Management, Inc
|
BUY
|
- |
13.2KNew |
$830K - $964K
|
13.2K
$1.05M
|
|
|
Aug 14, 2024
Q2 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
13.1K+ 0.54% |
$821K - $953K
|
2.42M
$192M
|
|
|
Aug 14, 2024
Q2 2024
|
D L Carlson Investment Group Inc
Concord, NH |
BUY
|
- |
12.9K+ 45.2% |
$809K - $939K
|
41.4K
$3.28M
|
|
|
Aug 13, 2024
Q2 2024
|
Nvwm, LLC
|
BUY
|
- |
12.9K+ 174.22% |
$807K - $937K
|
20.2K
$1.61M
|
|
|
Jul 18, 2024
Q2 2024
|
Franklin Street Advisors Inc
|
BUY
|
- |
12.8K+ 129.38% |
$806K - $935K
|
22.8K
$1.8M
|
|
|
Jul 17, 2024
Q2 2024
|
Corundum Group, Inc.
|
BUY
|
- |
12.8K+ 57.58% |
$804K - $933K
|
35.1K
$2.78M
|
|
|
Aug 02, 2024
Q2 2024
|
National Bank Of Canada
|
BUY
|
- |
12.8K+ 75.5% |
$801K - $930K
|
29.7K
$2.35M
|
|
|
Aug 12, 2024
Q2 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
12.6K+ 52.21% |
$794K - $921K
|
36.9K
$2.92M
|
|
|
Aug 14, 2024
Q2 2024
|
Shay Capital LLC
New York, NY |
BUY
|
- |
12.5KNew |
$785K - $911K
|
12.5K
$991K
|
|
|
Aug 13, 2024
Q2 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
12.3K+ 77.27% |
$771K - $895K
|
28.2K
$2.23M
|
|
|
Jul 19, 2024
Q2 2024
|
Meridian Investment Counsel Inc.
Lafayette, CA |
BUY
|
- |
12.1K+ 28.86% |
$761K - $884K
|
54.1K
$4.29M
|
|
|
Jul 19, 2024
Q2 2024
|
Smithbridge Asset Management Inc
|
BUY
|
- |
12.1KNew |
$760K - $882K
|
12.1K
$960K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
12.1K+ 37.23% |
$759K - $881K
|
44.5K
$3.53M
|
|
|
Jul 17, 2024
Q2 2024
|
Hunting Hill Global Capital, LLC
New York, NY |
BUY
|
- |
11.9K+ 182.14% |
$750K - $870K
|
18.5K
$1.47M
|
|
|
Jul 26, 2024
Q2 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
11.9K+ 560.79% |
$747K - $867K
|
14K
$1.11M
|
|
|
Jul 29, 2024
Q2 2024
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
11.9K+ 12.45% |
$746K - $866K
|
107K
$8.51M
|
|
|
Aug 30, 2024
Q2 2024
|
Creekside Partners
Petaluma, CA |
BUY
|
- |
11.8KNew |
$740K - $859K
|
11.8K
$935K
|
|
|
Aug 14, 2024
Q2 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
11.7K+ 187.83% |
$737K - $856K
|
18K
$1.43M
|
|
|
Aug 15, 2024
Q2 2024
|
Goodman Advisory Group, LLC
|
BUY
|
- |
11.6KNew |
$729K - $847K
|
11.6K
$921K
|
|
|
Aug 14, 2024
Q2 2024
|
Engineers Gate Manager LP
New York, NY |
BUY
|
- |
11.4K+ 65.37% |
$713K - $827K
|
28.7K
$2.28M
|
|
|
Aug 06, 2024
Q2 2024
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
11K+ 114.89% |
$691K - $802K
|
20.6K
$1.63M
|
|
|
Aug 13, 2024
Q2 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
10.6KNew |
$667K - $774K
|
10.6K
$843K
|
|
|
Aug 09, 2024
Q2 2024
|
Financial & Tax Architects, LLC
St Louis, MO |
BUY
|
- |
10.5KNew |
$662K - $768K
|
10.5K
$836K
|
|
|
Jul 25, 2024
Q2 2024
|
Amg National Trust Bank
|
BUY
|
- |
10.5K+ 40.88% |
$660K - $766K
|
36.2K
$2.87M
|
|
|
Jul 15, 2024
Q2 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
10.4K+ 95.56% |
$652K - $757K
|
21.3K
$1.69M
|
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
10.2K+ 10.12% |
$643K - $746K
|
111K
$8.83M
|
|
|
Jul 17, 2024
Q2 2024
|
J.Safra Asset Management Corp
|
BUY
|
- |
10.2K+ 2.13% |
$639K - $742K
|
489K
$38.7M
|
|
|
Aug 08, 2024
Q2 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
10.2KNew |
$638K - $741K
|
10.2K
$806K
|
|
|
Jul 18, 2024
Q2 2024
|
Brookstone Capital Management
|
BUY
|
- |
10.1K+ 73.24% |
$637K - $739K
|
24K
$1.9M
|
|
|
Aug 09, 2024
Q2 2024
|
Abbot Financial Management, Inc.
North Andover, MA |
BUY
|
- |
10.1KNew |
$634K - $736K
|
10.1K
$801K
|
|
|
Aug 05, 2024
Q2 2024
|
Heritage Wealth Advisors
|
BUY
|
- |
10K+ 489.72% |
$628K - $729K
|
12K
$955K
|