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 09, 2023
Q3 2023
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-214- 0.56% |
$12.6K - $14.7K
|
37.8K
$3M
|
|
|
Nov 08, 2023
Q3 2023
|
9258 Wealth Management, LLC
|
SELL
|
- |
-218- 2.09% |
$12.8K - $14.9K
|
10.2K
$811K
|
|
|
Nov 14, 2023
Q3 2023
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-219- 5.27% |
$12.9K - $15K
|
3.93K
$312K
|
|
|
Oct 24, 2023
Q3 2023
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-233- 0.51% |
$13.7K - $16K
|
45.5K
$3.61M
|
|
|
Nov 13, 2023
Q3 2023
|
Relative Value Partners Group, LLC
Northbrook, IL |
SELL
|
- |
-250- 2.46% |
$14.7K - $17.1K
|
9.9K
$785K
|
|
|
Oct 27, 2023
Q3 2023
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-259- 6.98% |
$15.2K - $17.7K
|
3.45K
$274K
|
|
|
Nov 13, 2023
Q3 2023
|
Integrity Financial Corp
|
SELL
|
- |
-262- 28.45% |
$15.4K - $17.9K
|
659
$52.2K
|
|
|
Oct 30, 2023
Q3 2023
|
Kades & Cheifetz LLC
Berwyn, PA |
SELL
|
- |
-263- 3.67% |
$15.5K - $18K
|
6.9K
$547K
|
|
|
Nov 17, 2023
Q3 2023
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-264- 11.66% |
$15.5K - $18.1K
|
2K
$159K
|
|
|
Oct 17, 2023
Q3 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-264- 27.91% |
$15.5K - $18.1K
|
682
$54.1K
|
|
|
Nov 02, 2023
Q3 2023
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-267- 5.61% |
$15.7K - $18.3K
|
4.49K
$356K
|
|
|
Nov 02, 2023
Q3 2023
|
Cypress Capital Group
|
SELL
|
- |
-270- 1.45% |
$15.9K - $18.5K
|
18.4K
$1.46M
|
|
|
Oct 27, 2023
Q3 2023
|
Grandview Asset Management LLC
|
SELL
|
- |
-271- 5.17% |
$15.9K - $18.6K
|
4.97K
$394K
|
|
|
Oct 10, 2023
Q3 2023
|
Mechanics Bank Trust Department
|
SELL
|
- |
-274- 1.01% |
$16.1K - $18.8K
|
26.8K
$2.13M
|
|
|
Oct 23, 2023
Q3 2023
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-283- 1.16% |
$16.6K - $19.4K
|
24K
$1.9M
|
|
|
Oct 24, 2023
Q3 2023
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-287- 3.63% |
$16.9K - $19.6K
|
7.62K
$604K
|
|
|
Nov 14, 2023
Q3 2023
|
Zuckerman Investment Group, LLC
Chicago, IL |
SELL
|
- |
-298- 2.04% |
$17.5K - $20.4K
|
14.3K
$1.14M
|
|
|
Nov 09, 2023
Q3 2023
|
Monetary Management Group Inc
St Louis, MO |
SELL
|
- |
-300- 3.74% |
$17.6K - $20.5K
|
7.72K
$612K
|
|
|
Nov 14, 2023
Q3 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-317- 10.28% |
$18.6K - $21.7K
|
2.77K
$219K
|
|
|
Oct 10, 2023
Q3 2023
|
Sabal Trust CO
|
SELL
|
- |
-320- 0.93% |
$18.8K - $21.9K
|
34K
$2.7M
|
|
|
Nov 14, 2023
Q3 2023
|
Matrix Private Capital Group LLC
New York, NY |
SELL
|
- |
-320- 87.67% |
$18.8K - $21.9K
|
45
$3.57K
|
|
|
Dec 04, 2023
Q3 2023
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-322- 47.92% |
$18.9K - $22K
|
350
$27.7K
|
|
|
Nov 14, 2023
Q3 2023
|
Ria Advisory Group LLC
Ames, IA |
SELL
|
- |
-323- 6.25% |
$19K - $22.1K
|
4.85K
$384K
|
|
|
Dec 11, 2023
Q3 2023
|
Wesbanco Bank Inc
|
SELL
|
- |
-331- 1.32% |
$19.5K - $22.7K
|
24.7K
$1.96M
|
|
|
Nov 14, 2023
Q3 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-333- 10.46% |
$19.6K - $22.8K
|
2.85K
$226K
|
|
|
Nov 13, 2023
Q3 2023
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-334- 10.45% |
$19.6K - $22.9K
|
2.86K
$227K
|
|
|
Nov 14, 2023
Q3 2023
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-342- 53.27% |
$20.1K - $23.4K
|
300
$23.8K
|
|
|
Oct 27, 2023
Q3 2023
|
Patten & Patten Inc
|
SELL
|
- |
-343- 1.37% |
$20.2K - $23.5K
|
24.6K
$1.95M
|
|
|
Nov 09, 2023
Q3 2023
|
Arrow Financial Corp
|
SELL
|
- |
-349- 2.31% |
$20.5K - $23.9K
|
14.8K
$1.17M
|
|
|
Nov 06, 2023
Q3 2023
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-353- 13.24% |
$20.8K - $24.2K
|
2.31K
$183K
|
|
|
Oct 27, 2023
Q3 2023
|
Narwhal Capital Management
|
SELL
|
- |
-354- 2.55% |
$20.8K - $24.2K
|
13.5K
$1.07M
|
|
|
Nov 13, 2023
Q3 2023
|
Broadleaf Partners, LLC
Hudson, OH |
SELL
|
- |
-354- 8.86% |
$20.8K - $24.2K
|
3.64K
$289K
|
|
|
Oct 24, 2023
Q3 2023
|
First United Bank & Trust
|
SELL
|
- |
-363- 6.84% |
$21.4K - $24.9K
|
4.94K
$392K
|
|
|
Oct 19, 2023
Q3 2023
|
Bridge Advisory, LLC
|
SELL
|
- |
-363- 9.21% |
$21.4K - $24.9K
|
3.58K
$284K
|
|
|
Oct 19, 2023
Q3 2023
|
Evanson Asset Management, LLC
|
SELL
|
- |
-364- 3.83% |
$21.4K - $24.9K
|
9.15K
$725K
|
|
|
Oct 26, 2023
Q3 2023
|
First Merchants Corp
|
SELL
|
- |
-366- 0.85% |
$21.5K - $25.1K
|
42.5K
$3.37M
|
|
|
Nov 13, 2023
Q3 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-394- 21.51% |
$23.2K - $27K
|
1.44K
$114K
|
|
|
Nov 02, 2023
Q3 2023
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
SELL
|
- |
-395- 0.9% |
$23.2K - $27K
|
43.3K
$3.43M
|
|
|
Nov 15, 2023
Q3 2023
|
Pacific Center For Financial Services
San Ramon, CA |
SELL
|
- |
-414- 16.24% |
$24.4K - $28.3K
|
2.14K
$169K
|
|
|
Oct 24, 2023
Q3 2023
|
Apexium Financial, LP
|
SELL
|
- |
-436- 3.33% |
$25.6K - $29.8K
|
12.7K
$1M
|
|
|
Nov 14, 2023
Q3 2023
|
Mma Asset Management LLC
New York, NY |
SELL
|
- |
-445- 4.48% |
$26.2K - $30.5K
|
9.5K
$753K
|
|
|
Nov 08, 2023
Q3 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-462- 1.19% |
$27.2K - $31.6K
|
38.2K
$3.03M
|
|
|
Nov 02, 2023
Q3 2023
|
Martin & CO Inc
Knoxville, TN |
SELL
|
- |
-465- 0.56% |
$27.4K - $31.8K
|
83.2K
$6.59M
|
|
|
Oct 10, 2023
Q3 2023
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-469- 4.93% |
$27.6K - $32.1K
|
9.05K
$718K
|
|
|
Oct 25, 2023
Q3 2023
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-477- 14.03% |
$28.1K - $32.7K
|
2.92K
$232K
|
|
|
Oct 30, 2023
Q3 2023
|
Narus Financial Partners, LLC
Salt Lake City, UT |
SELL
|
- |
-478- 2.37% |
$28.1K - $32.7K
|
19.7K
$1.56M
|
|
|
Oct 23, 2023
Q3 2023
|
Sowa Financial Group, Inc.
Lincoln, RI |
SELL
|
- |
-487- 2.42% |
$28.7K - $33.3K
|
19.6K
$1.56M
|
|
|
Nov 03, 2023
Q3 2023
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-491- 9.64% |
$28.9K - $33.6K
|
4.6K
$365K
|
|
|
Aug 16, 2024
Q3 2023
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-506- 32.99% |
$29.8K - $34.6K
|
1.03K
$81.5K
|
|
|
Oct 20, 2023
Q3 2023
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-515- 10.43% |
$30.3K - $35.3K
|
4.43K
$351K
|