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 16, 2024
Q2 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
6.33KNew |
$397K - $461K
|
6.33K
$502K
|
|
|
Jul 12, 2024
Q2 2024
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
6.28KNew |
$394K - $458K
|
6.28K
$498K
|
|
|
Aug 14, 2024
Q2 2024
|
Full Sail Capital, LLC
Oklahoma City, OK |
BUY
|
- |
6.28K+ 4.38% |
$394K - $458K
|
150K
$11.9M
|
|
|
Aug 07, 2024
Q2 2024
|
Hilton Capital Management, LLC
|
BUY
|
- |
6.28K+ 3.7% |
$394K - $457K
|
176K
$13.9M
|
|
|
Jul 23, 2024
Q2 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
6.2KNew |
$389K - $452K
|
6.2K
$492K
|
|
|
Aug 09, 2024
Q2 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
6.17K+ 24.93% |
$387K - $449K
|
30.9K
$2.45M
|
|
|
Aug 02, 2024
Q2 2024
|
Founders Financial Securities LLC
|
BUY
|
- |
5.94K+ 43.67% |
$373K - $433K
|
19.5K
$1.55M
|
|
|
Jul 29, 2024
Q2 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
5.83K+ 18.96% |
$366K - $425K
|
36.6K
$2.9M
|
|
|
Aug 09, 2024
Q2 2024
|
Barometer Capital Management Inc.
Toronto, A6 |
BUY
|
- |
5.8KNew |
$364K - $423K
|
5.8K
$460K
|
|
|
Aug 08, 2024
Q2 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
5.7K+ 149.1% |
$358K - $415K
|
9.52K
$755K
|
|
|
Aug 12, 2024
Q2 2024
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
5.68KNew |
$357K - $414K
|
5.68K
$451K
|
|
|
Aug 14, 2024
Q2 2024
|
Community Bank, N.A.
|
BUY
|
- |
5.6K+ 161.04% |
$351K - $408K
|
9.07K
$719K
|
|
|
Jul 26, 2024
Q2 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
5.24KNew |
$329K - $382K
|
5.24K
$416K
|
|
|
Aug 12, 2024
Q2 2024
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
5.23KNew |
$328K - $381K
|
5.23K
$415K
|
|
|
Aug 09, 2024
Q2 2024
|
Glaxis Capital Management, LLC
Sarasota, FL |
BUY
|
- |
5KNew |
$314K - $364K
|
5K
$396K
|
|
|
Aug 06, 2024
Q2 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
4.95KNew |
$311K - $361K
|
4.95K
$393K
|
|
|
Jul 15, 2024
Q2 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
4.87K+ 4.8% |
$306K - $355K
|
106K
$8.43M
|
|
|
Jul 25, 2024
Q2 2024
|
Spirit Of America Management Corp
|
BUY
|
- |
4.87KNew |
$306K - $355K
|
4.87K
$386K
|
|
|
Jul 19, 2024
Q2 2024
|
Cpr Investments Inc.
Rochester, MI |
BUY
|
- |
4.86KNew |
$305K - $354K
|
4.86K
$385K
|
|
|
Aug 13, 2024
Q2 2024
|
Vontobel Holding Ltd.
|
BUY
|
- |
4.81KNew |
$302K - $350K
|
4.81K
$381K
|
|
|
Aug 06, 2024
Q2 2024
|
Ellis Investment Partners, LLC
|
BUY
|
- |
4.75K+ 12.49% |
$298K - $346K
|
42.8K
$3.39M
|
|
|
Aug 14, 2024
Q2 2024
|
Elco Management Co., LLC
New York, NY |
BUY
|
- |
4.75KNew |
$298K - $346K
|
4.75K
$377K
|
|
|
Jul 26, 2024
Q2 2024
|
Crown Wealth Group, LLC
|
BUY
|
- |
4.64KNew |
$291K - $338K
|
4.64K
$368K
|
|
|
Aug 09, 2024
Q2 2024
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
4.63K+ 50.29% |
$291K - $337K
|
13.8K
$1.1M
|
|
|
Jul 29, 2024
Q2 2024
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
BUY
|
- |
4.58K+ 20.52% |
$287K - $334K
|
26.9K
$2.13M
|
|
|
Jul 26, 2024
Q2 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
4.57K+ 24.94% |
$287K - $333K
|
22.9K
$1.82M
|
|
|
Jul 12, 2024
Q2 2024
|
Biltmore Wealth Management, LLC
|
BUY
|
- |
4.56K+ 2.87% |
$286K - $332K
|
163K
$12.9M
|
|
|
Aug 14, 2024
Q2 2024
|
Legal & General Group PLC
London, X0 |
BUY
|
- |
4.5K+ 49.72% |
$282K - $328K
|
13.6K
$1.07M
|
|
|
Aug 13, 2024
Q2 2024
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
BUY
|
- |
4.44K+ 4.77% |
$279K - $324K
|
97.6K
$7.74M
|
|
|
Aug 15, 2024
Q2 2024
|
Texas Capital Bank Wealth Management Services Inc
|
BUY
|
- |
4.44KNew |
$279K - $324K
|
4.44K
$352K
|
|
|
Jul 10, 2024
Q2 2024
|
Csenge Advisory Group
|
BUY
|
- |
4.42K+ 5.41% |
$277K - $322K
|
86.1K
$6.82M
|
|
|
Jul 25, 2024
Q2 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
4.38KNew |
$275K - $319K
|
4.38K
$347K
|
|
|
Aug 14, 2024
Q2 2024
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
4.35KNew |
$273K - $317K
|
4.35K
$345K
|
|
|
Jul 26, 2024
Q2 2024
|
Gfs Advisors, LLC
|
BUY
|
- |
4.25K+ 103.41% |
$266K - $309K
|
8.35K
$662K
|
|
|
Jul 16, 2024
Q2 2024
|
Friedenthal Financial
|
BUY
|
- |
4.21K+ 767.03% |
$264K - $307K
|
4.76K
$377K
|
|
|
Aug 14, 2024
Q2 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
4.19KNew |
$263K - $305K
|
4.19K
$332K
|
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
4.13K+ 3.43% |
$259K - $301K
|
124K
$9.87M
|
|
|
Aug 01, 2024
Q2 2024
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
4.12KNew |
$258K - $300K
|
4.12K
$326K
|
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
BUY
|
- |
4.08K+ 6.02% |
$256K - $297K
|
71.9K
$5.7M
|
|
|
Jul 25, 2024
Q2 2024
|
Waterway Wealth Management, LLC
The Woodlands, TX |
BUY
|
- |
4.07K+ 61.09% |
$255K - $296K
|
10.7K
$850K
|
|
|
Aug 09, 2024
Q2 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
3.98K+ 32.89% |
$250K - $290K
|
16.1K
$1.28M
|
|
|
Jul 30, 2024
Q2 2024
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
3.97KNew |
$249K - $289K
|
3.97K
$315K
|
|
|
Aug 21, 2024
Q2 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
3.96K+ 2.81% |
$249K - $289K
|
145K
$11.5M
|
|
|
Aug 02, 2024
Q2 2024
|
Cabana LLC
Fayetteville, AR |
BUY
|
- |
3.93K+ 16.11% |
$246K - $286K
|
28.3K
$2.24M
|
|
|
Jul 26, 2024
Q2 2024
|
Sequent Asset Management, LLC
|
BUY
|
- |
3.9KNew |
$245K - $284K
|
3.9K
$309K
|
|
|
Aug 07, 2024
Q2 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
3.82K+ 21194.44% |
$239K - $278K
|
3.83K
$304K
|
|
|
Jul 19, 2024
Q2 2024
|
Dakota Wealth Management
|
BUY
|
- |
3.77K+ 3.72% |
$237K - $275K
|
105K
$8.33M
|
|
|
Jul 30, 2024
Q2 2024
|
Prudent Investors Network, Inc.
Lake Forest, CA |
BUY
|
- |
3.74K+ 2.87% |
$235K - $272K
|
134K
$10.6M
|
|
|
Aug 01, 2024
Q2 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
3.71K+ 3788.78% |
$233K - $271K
|
3.81K
$302K
|
|
|
Jul 31, 2024
Q2 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
3.69K+ 26.76% |
$232K - $269K
|
17.5K
$1.39M
|