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 23, 2024
Q2 2024
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
3.67K+ 117.75% |
$230K - $267K
|
6.78K
$538K
|
|
|
Aug 13, 2024
Q2 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
3.62K+ 3.51% |
$227K - $264K
|
107K
$8.45M
|
|
|
Aug 05, 2024
Q2 2024
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
3.62K+ 11.11% |
$227K - $264K
|
36.2K
$2.87M
|
|
|
Aug 14, 2024
Q2 2024
|
Brown Advisory Inc
|
BUY
|
- |
3.6K+ 30.71% |
$226K - $262K
|
15.3K
$1.21M
|
|
|
Jul 25, 2024
Q2 2024
|
Simplex Trading, LLC
|
BUY
|
- |
3.59KNew |
$225K - $262K
|
3.59K
$285K
|
|
|
Aug 14, 2024
Q2 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
3.56K+ 21.85% |
$224K - $259K
|
19.9K
$1.57M
|
|
|
Aug 12, 2024
Q2 2024
|
3 Edge Asset Management, LP
|
BUY
|
- |
3.55KNew |
$223K - $259K
|
3.55K
$282K
|
|
|
Aug 06, 2024
Q2 2024
|
Mount Lucas Management LP
Newtown, PA |
BUY
|
- |
3.48K+ 60.53% |
$218K - $254K
|
9.23K
$732K
|
|
|
Aug 01, 2024
Q2 2024
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
3.47K+ 34.65% |
$217K - $252K
|
13.5K
$1.07M
|
|
|
Jul 18, 2024
Q2 2024
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
3.46KNew |
$217K - $252K
|
3.46K
$274K
|
|
|
Jul 26, 2024
Q2 2024
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
3.43KNew |
$215K - $250K
|
3.43K
$272K
|
|
|
Jul 16, 2024
Q2 2024
|
Howard Capital Management Group, LLC
|
BUY
|
- |
3.43K+ 20.0% |
$215K - $250K
|
20.6K
$1.63M
|
|
|
Aug 13, 2024
Q2 2024
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
3.42KNew |
$215K - $250K
|
3.42K
$271K
|
|
|
Jul 16, 2024
Q2 2024
|
Midwest Financial Group LLC
Overland Park, KS |
BUY
|
- |
3.33K+ 21.0% |
$209K - $243K
|
19.2K
$1.52M
|
|
|
Aug 28, 2024
Q2 2024
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
BUY
|
- |
3.32KNew |
$208K - $242K
|
3.32K
$263K
|
|
|
Aug 06, 2024
Q2 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
3.3KNew |
$207K - $241K
|
3.3K
$262K
|
|
|
Aug 01, 2024
Q2 2024
|
Lgl Partners, LLC
West Conshohocken, PA |
BUY
|
- |
3.21KNew |
$202K - $234K
|
3.21K
$255K
|
|
|
Aug 12, 2024
Q2 2024
|
Zuckerman Investment Group, LLC
Chicago, IL |
BUY
|
- |
3.2K+ 20.38% |
$201K - $233K
|
18.9K
$1.5M
|
|
|
Aug 13, 2024
Q2 2024
|
Ally Invest Advisors Inc.
Charlotte, NC |
BUY
|
- |
3.2KNew |
$201K - $233K
|
3.2K
$254K
|
|
|
Jul 23, 2024
Q2 2024
|
Godsey & Gibb Associates
|
BUY
|
- |
3.2K+ 880.44% |
$201K - $233K
|
3.56K
$282K
|
|
|
Aug 15, 2024
Q2 2024
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
3.15KNew |
$198K - $230K
|
3.15K
$250K
|
|
|
Aug 07, 2024
Q2 2024
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
BUY
|
- |
3.12K+ 37.66% |
$196K - $227K
|
11.4K
$904K
|
|
|
Aug 12, 2024
Q2 2024
|
Spider Rock Advisors, LLC
|
BUY
|
- |
3.1KNew |
$195K - $226K
|
3.1K
$246K
|
|
|
Aug 06, 2024
Q2 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
3.08K+ 179.53% |
$193K - $224K
|
4.79K
$380K
|
|
|
Aug 07, 2024
Q2 2024
|
Safeguard Financial, LLC
|
BUY
|
- |
3.07KNew |
$193K - $224K
|
3.07K
$244K
|
|
|
Jul 19, 2024
Q2 2024
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
3.07KNew |
$193K - $224K
|
3.07K
$243K
|
|
|
Aug 02, 2024
Q2 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
3.06KNew |
$192K - $223K
|
3.06K
$243K
|
|
|
Aug 14, 2024
Q2 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
3.06KNew |
$192K - $223K
|
3.06K
$243K
|
|
|
Aug 12, 2024
Q2 2024
|
Ieq Capital, LLC
|
BUY
|
- |
3.05KNew |
$192K - $223K
|
3.05K
$242K
|
|
|
Aug 13, 2024
Q2 2024
|
German American Bancorp, Inc.
Jasper, IN |
BUY
|
- |
3.04K+ 2.17% |
$191K - $222K
|
143K
$11.3M
|
|
|
Jul 29, 2024
Q2 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
3.04KNew |
$191K - $221K
|
3.04K
$241K
|
|
|
Aug 09, 2024
Q2 2024
|
Black Diamond Financial, LLC
|
BUY
|
- |
3.01KNew |
$189K - $219K
|
3.01K
$239K
|
|
|
Jul 15, 2024
Q2 2024
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
3.01KNew |
$189K - $219K
|
3.01K
$239K
|
|
|
Jul 31, 2024
Q2 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
3.01K+ 39.16% |
$189K - $219K
|
10.7K
$847K
|
|
|
Jul 09, 2024
Q2 2024
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
BUY
|
- |
3KNew |
$188K - $219K
|
3K
$238K
|
|
|
Aug 13, 2024
Q2 2024
|
Fwl Investment Management, LLC
|
BUY
|
- |
3K+ 1683.71% |
$188K - $218K
|
3.18K
$252K
|
|
|
Aug 16, 2024
Q2 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
2.99KNew |
$188K - $218K
|
2.99K
$237K
|
|
|
Jul 19, 2024
Q2 2024
|
Family Investment Center, Inc.
Saint Joseph, MO |
BUY
|
- |
2.98KNew |
$187K - $217K
|
2.98K
$236K
|
|
|
Aug 08, 2024
Q2 2024
|
Alerus Financial Na
Grand Forks, ND |
BUY
|
- |
2.96K+ 12.42% |
$186K - $216K
|
26.8K
$2.13M
|
|
|
Aug 14, 2024
Q2 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
2.96K+ 4.32% |
$185K - $215K
|
71.4K
$5.66M
|
|
|
Aug 13, 2024
Q2 2024
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
2.94KNew |
$185K - $214K
|
2.94K
$233K
|
|
|
Aug 02, 2024
Q2 2024
|
Larson Financial Group LLC
|
BUY
|
- |
2.93K+ 76.36% |
$184K - $214K
|
6.77K
$537K
|
|
|
Aug 13, 2024
Q2 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
2.91K+ 4.65% |
$183K - $212K
|
65.5K
$5.2M
|
|
|
Aug 08, 2024
Q2 2024
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
2.86K+ 8.46% |
$180K - $209K
|
36.7K
$2.91M
|
|
|
Aug 01, 2024
Q2 2024
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
2.81K+ 7.63% |
$176K - $205K
|
39.6K
$3.14M
|
|
|
Jul 25, 2024
Q2 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
2.72K+ 7.99% |
$171K - $198K
|
36.8K
$2.92M
|
|
|
Aug 01, 2024
Q2 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
2.66K+ 19.27% |
$167K - $194K
|
16.5K
$1.31M
|
|
|
Aug 09, 2024
Q2 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
2.56K+ 16.56% |
$161K - $187K
|
18K
$1.43M
|
|
|
Aug 14, 2024
Q2 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
2.55K+ 1156.82% |
$160K - $185K
|
2.77K
$219K
|
|
|
Aug 13, 2024
Q2 2024
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
2.52K+ 119.52% |
$158K - $184K
|
4.63K
$367K
|