Purchases and Sales Made in Q3 2023 in Utilities Sector Spdr (XLU)
This table provides information about the institutional ownership of Utilities Sector Spdr (XLU) during Q3 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2023
Q3 2023
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-69- 1.25% |
$4.06K - $4.72K
|
5.47K
$434K
|
|
|
Oct 25, 2023
Q3 2023
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-70- 1.68% |
$4.12K - $4.79K
|
4.09K
$324K
|
|
|
Nov 13, 2023
Q3 2023
|
Sittner & Nelson, LLC
Eugene, OR |
SELL
|
- |
-75- 27.27% |
$4.41K - $5.13K
|
200
$15.9K
|
|
|
Oct 17, 2023
Q3 2023
|
Founders Financial Securities LLC
|
SELL
|
- |
-77- 0.48% |
$4.53K - $5.27K
|
16K
$1.27M
|
|
|
Oct 30, 2023
Q3 2023
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-81- 5.31% |
$4.77K - $5.55K
|
1.44K
$114K
|
|
|
Aug 14, 2024
Q3 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-83- 2.69% |
$4.88K - $5.68K
|
3K
$238K
|
|
|
Oct 26, 2023
Q3 2023
|
Simmons Bank
|
SELL
|
- |
-83- 0.26% |
$4.88K - $5.68K
|
31.5K
$2.5M
|
|
|
Jul 09, 2024
Q3 2023
|
Rockingstone Advisors LLC
Great Barrington, MA |
SELL
|
- |
-85- 1.07% |
$5K - $5.82K
|
7.84K
$622K
|
|
|
Oct 26, 2023
Q3 2023
|
Macroview Investment Management LLC
|
SELL
|
- |
-88- 52.38% |
$5.18K - $6.02K
|
80
$6.34K
|
|
|
Oct 10, 2023
Q3 2023
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-88- 0.87% |
$5.18K - $6.02K
|
10.1K
$798K
|
|
|
Oct 25, 2023
Q3 2023
|
Paradigm, Strategies In Wealth Management, LLC
|
SELL
|
- |
-89- 1.06% |
$5.24K - $6.09K
|
8.28K
$656K
|
|
|
Oct 26, 2023
Q3 2023
|
Asset Advisors Investment Management, LLC
|
SELL
|
- |
-93- 0.15% |
$5.47K - $6.37K
|
63.5K
$5.04M
|
|
|
Nov 14, 2023
Q3 2023
|
Jones Financial Companies Lllp
|
SELL
|
- |
-95- 8.02% |
$5.59K - $6.5K
|
1.09K
$86.4K
|
|
|
Nov 16, 2023
Q3 2023
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
SELL
|
- |
-96- 0.46% |
$5.65K - $6.57K
|
20.7K
$1.64M
|
|
|
Oct 24, 2023
Q3 2023
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-98- 22.79% |
$5.77K - $6.71K
|
332
$26.3K
|
|
|
Nov 03, 2023
Q3 2023
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-100- 0.49% |
$5.88K - $6.85K
|
20.5K
$1.62M
|
|
|
Oct 25, 2023
Q3 2023
|
E&G Advisors, LP
|
SELL
|
- |
-100- 1.14% |
$5.88K - $6.85K
|
8.65K
$686K
|
|
|
Nov 09, 2023
Q3 2023
|
White Pine Capital LLC
Golden Valley, MN |
SELL
|
- |
-100- 1.13% |
$5.88K - $6.85K
|
8.73K
$692K
|
|
|
Nov 08, 2023
Q3 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-106- 1.79% |
$6.24K - $7.26K
|
5.82K
$462K
|
|
|
Nov 09, 2023
Q3 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-107- 1.37% |
$6.29K - $7.33K
|
7.7K
$610K
|
|
|
Oct 10, 2023
Q3 2023
|
Marcum Wealth, LLC
|
SELL
|
- |
-108- 1.08% |
$6.35K - $7.39K
|
9.92K
$786K
|
|
|
Oct 25, 2023
Q3 2023
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
SELL
|
- |
-111- 0.24% |
$6.53K - $7.6K
|
46.4K
$3.68M
|
|
|
Nov 13, 2023
Q3 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-116- 38.41% |
$6.82K - $7.94K
|
186
$14.7K
|
|
|
Oct 16, 2023
Q3 2023
|
Advanced Asset Management Advisors Inc
Dublin, OH |
SELL
|
- |
-117- 2.91% |
$6.88K - $8.01K
|
3.91K
$310K
|
|
|
Oct 10, 2023
Q3 2023
|
Stolper CO
|
SELL
|
- |
-117- 1.28% |
$6.88K - $8.01K
|
9.02K
$715K
|
|
|
Oct 19, 2023
Q3 2023
|
Sns Financial Group, LLC
|
SELL
|
- |
-118- 0.62% |
$6.94K - $8.08K
|
18.9K
$1.5M
|
|
|
Nov 15, 2023
Q3 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-123- 2.36% |
$7.24K - $8.42K
|
5.09K
$403K
|
|
|
Oct 13, 2023
Q3 2023
|
Jackson, Grant Investment Advisers, Inc.
|
SELL
|
- |
-124- 1.02% |
$7.29K - $8.49K
|
12K
$951K
|
|
|
Oct 04, 2023
Q3 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-133- 1.37% |
$7.82K - $9.11K
|
9.56K
$758K
|
|
|
Oct 27, 2023
Q3 2023
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-139- 1.19% |
$8.18K - $9.52K
|
11.6K
$916K
|
|
|
Oct 16, 2023
Q3 2023
|
H&H Retirement Design & Management Inc
|
SELL
|
- |
-140- 0.28% |
$8.24K - $9.58K
|
50K
$3.97M
|
|
|
Nov 08, 2023
Q3 2023
|
Sepio Capital, LP
|
SELL
|
- |
-146- 0.58% |
$8.59K - $10K
|
25K
$1.98M
|
|
|
Nov 13, 2023
Q3 2023
|
Fil LTD
Hamilton, D0 |
SELL
|
- |
-151- 1.17% |
$8.88K - $10.3K
|
12.8K
$1.02M
|
|
|
Nov 14, 2023
Q3 2023
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-157- 4.03% |
$9.24K - $10.7K
|
3.74K
$296K
|
|
|
Nov 09, 2023
Q3 2023
|
Db Wealth Management Group, LLC
San Diego, CA |
SELL
|
- |
-158- 65.29% |
$9.3K - $10.8K
|
84
$6.66K
|
|
|
Oct 23, 2023
Q3 2023
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-158- 2.09% |
$9.3K - $10.8K
|
7.4K
$587K
|
|
|
Oct 18, 2023
Q3 2023
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-160- 0.42% |
$9.41K - $11K
|
38.3K
$3.04M
|
|
|
Oct 31, 2023
Q3 2023
|
Abbrea Capital, LLC
|
SELL
|
- |
-165- 1.02% |
$9.71K - $11.3K
|
16K
$1.27M
|
|
|
Nov 13, 2023
Q3 2023
|
Cypress Capital Management LLC (Wy)
|
SELL
|
- |
-180- 1.59% |
$10.6K - $12.3K
|
11.1K
$882K
|
|
|
Oct 13, 2023
Q3 2023
|
Strategic Advisors LLC
|
SELL
|
- |
-187- 3.2% |
$11K - $12.8K
|
5.65K
$448K
|
|
|
Sep 05, 2024
Q3 2023
|
Granite Fo LLC
Bedford, NH |
SELL
|
- |
-200Closed |
$11.8K - $13.7K
|
0
$0
|
|
|
Nov 14, 2023
Q3 2023
|
Kenfarb & Co.
Ashland, KY |
SELL
|
- |
-200- 2.29% |
$11.8K - $13.7K
|
8.55K
$677K
|
|
|
Nov 01, 2023
Q3 2023
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
SELL
|
- |
-200- 1.54% |
$11.8K - $13.7K
|
12.8K
$1.02M
|
|
|
Oct 23, 2023
Q3 2023
|
Pinnacle Associates LTD
|
SELL
|
- |
-200- 3.97% |
$11.8K - $13.7K
|
4.84K
$384K
|
|
|
Nov 03, 2023
Q3 2023
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-202- 1.93% |
$11.9K - $13.8K
|
10.2K
$812K
|
|
|
Nov 09, 2023
Q3 2023
|
Investment House LLC
Las Vegas, NV |
SELL
|
- |
-202- 1.55% |
$11.9K - $13.8K
|
12.8K
$1.01M
|
|
|
Nov 01, 2023
Q3 2023
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
SELL
|
- |
-206- 4.08% |
$12.1K - $14.1K
|
4.85K
$384K
|
|
|
Nov 13, 2023
Q3 2023
|
Rock Creek Group, LP
|
SELL
|
- |
-207- 31.7% |
$12.2K - $14.2K
|
446
$35.4K
|
|
|
Oct 26, 2023
Q3 2023
|
Comerica Securities,Inc.
|
SELL
|
- |
-207- 1.81% |
$12.2K - $14.2K
|
11.2K
$891K
|
|
|
Oct 16, 2023
Q3 2023
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-213- 4.4% |
$12.5K - $14.6K
|
4.63K
$367K
|