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 02, 2023
Q3 2023
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-2.32K- 12.9% |
$137K - $159K
|
15.7K
$1.24M
|
|
|
Nov 01, 2023
Q3 2023
|
Wealthfront Advisers LLC
|
SELL
|
- |
-2.34K- 16.05% |
$138K - $160K
|
12.2K
$969K
|
|
|
Oct 13, 2023
Q3 2023
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-2.39K- 17.62% |
$141K - $164K
|
11.2K
$887K
|
|
|
Oct 10, 2023
Q3 2023
|
Farmers Trust CO
|
SELL
|
- |
-2.4K- 16.83% |
$141K - $164K
|
11.9K
$941K
|
|
|
Oct 24, 2023
Q3 2023
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
SELL
|
- |
-2.42K- 3.82% |
$142K - $165K
|
60.9K
$4.83M
|
|
|
Oct 11, 2023
Q3 2023
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-2.5K- 14.93% |
$147K - $171K
|
14.2K
$1.13M
|
|
|
Nov 13, 2023
Q3 2023
|
Gyroscope Capital Management Group, LLC
|
SELL
|
- |
-2.53K- 15.08% |
$149K - $173K
|
14.2K
$1.13M
|
|
|
Nov 02, 2023
Q3 2023
|
Lincoln Capital Corp
|
SELL
|
- |
-2.6K- 4.02% |
$153K - $178K
|
62K
$4.92M
|
|
|
Oct 31, 2023
Q3 2023
|
Tranquility Partners, LLC
|
SELL
|
- |
-2.6K- 17.68% |
$153K - $178K
|
12.1K
$960K
|
|
|
Oct 04, 2023
Q3 2023
|
Family Investment Center, Inc.
Saint Joseph, MO |
SELL
|
- |
-2.6K- 37.51% |
$153K - $178K
|
4.33K
$343K
|
|
|
Nov 28, 2023
Q3 2023
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-2.6K- 6.79% |
$153K - $178K
|
35.7K
$2.83M
|
|
|
Jul 22, 2024
Q3 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-2.73K- 8.28% |
$160K - $187K
|
30.2K
$2.39M
|
|
|
Oct 13, 2023
Q3 2023
|
David J Yvars Group
|
SELL
|
- |
-2.73K- 19.56% |
$161K - $187K
|
11.2K
$890K
|
|
|
Oct 09, 2024
Q3 2023
|
Cladis Investment Advisory, LLC
Billings, MT |
SELL
|
- |
-2.75K- 25.45% |
$161K - $188K
|
8.04K
$637K
|
|
|
Oct 26, 2023
Q3 2023
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-2.76K- 5.56% |
$162K - $189K
|
46.8K
$3.71M
|
|
|
Nov 07, 2023
Q3 2023
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-2.77K- 22.89% |
$163K - $189K
|
9.33K
$739K
|
|
|
Oct 10, 2023
Q3 2023
|
Contravisory Investment Management, Inc.
|
SELL
|
- |
-2.78K- 55.73% |
$163K - $190K
|
2.21K
$175K
|
|
|
Nov 15, 2023
Q3 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-3.03K- 31.01% |
$178K - $207K
|
6.73K
$534K
|
|
|
Nov 13, 2023
Q3 2023
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-3.07K- 31.11% |
$181K - $210K
|
6.81K
$540K
|
|
|
Oct 31, 2023
Q3 2023
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-3.18K- 4.99% |
$187K - $218K
|
60.6K
$4.8M
|
|
|
Oct 26, 2023
Q3 2023
|
Graypoint LLC
|
SELL
|
- |
-3.31K- 2.99% |
$195K - $226K
|
107K
$8.5M
|
|
|
Oct 26, 2023
Q3 2023
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-3.31K- 88.67% |
$195K - $227K
|
423
$33.5K
|
|
|
Oct 13, 2023
Q3 2023
|
Venture Visionary Partners LLC
|
SELL
|
- |
-3.35K- 34.68% |
$197K - $229K
|
6.3K
$500K
|
|
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-3.46K- 12.33% |
$203K - $237K
|
24.6K
$1.95M
|
|
|
Nov 14, 2023
Q3 2023
|
Raymond James Trust N.A.
|
SELL
|
- |
-3.57K- 8.47% |
$210K - $244K
|
38.6K
$3.06M
|
|
|
Nov 06, 2023
Q3 2023
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-3.58K- 29.68% |
$210K - $245K
|
8.47K
$671K
|
|
|
Oct 26, 2023
Q3 2023
|
Nbt Bank N A
|
SELL
|
- |
-3.61K- 8.07% |
$212K - $247K
|
41.1K
$3.26M
|
|
|
Nov 07, 2023
Q3 2023
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-3.64K- 26.08% |
$214K - $249K
|
10.3K
$819K
|
|
|
Oct 30, 2023
Q3 2023
|
Phillips Wealth Planners LLC
Starkville, MS |
SELL
|
- |
-3.7K- 45.86% |
$218K - $254K
|
4.37K
$347K
|
|
|
Nov 13, 2023
Q3 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-3.85K- 9.04% |
$226K - $264K
|
38.7K
$3.07M
|
|
|
Oct 17, 2023
Q3 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-3.86K- 75.55% |
$227K - $264K
|
1.25K
$99K
|
|
|
Oct 24, 2023
Q3 2023
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-3.93K- 12.16% |
$231K - $269K
|
28.4K
$2.25M
|
|
|
Oct 25, 2023
Q3 2023
|
Providence First Trust CO
|
SELL
|
- |
-3.97K- 9.54% |
$233K - $271K
|
37.6K
$2.98M
|
|
|
Oct 17, 2023
Q3 2023
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-3.99K- 39.15% |
$235K - $273K
|
6.2K
$491K
|
|
|
Oct 26, 2023
Q3 2023
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-4K- 13.32% |
$235K - $274K
|
26K
$2.06M
|
|
|
Nov 14, 2023
Q3 2023
|
American Financial Advisors, LLC
|
SELL
|
- |
-4.06K- 41.85% |
$239K - $278K
|
5.65K
$448K
|
|
|
Nov 13, 2023
Q3 2023
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-4.23K- 25.06% |
$249K - $289K
|
12.6K
$1M
|
|
|
Nov 06, 2023
Q3 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-4.32K- 48.97% |
$254K - $296K
|
4.5K
$357K
|
|
|
Oct 23, 2023
Q3 2023
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-4.39K- 11.29% |
$258K - $301K
|
34.5K
$2.74M
|
|
|
Oct 30, 2023
Q3 2023
|
Meritage Portfolio Management
|
SELL
|
- |
-4.58K- 2.29% |
$269K - $313K
|
195K
$15.5M
|
|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-4.98K- 11.3% |
$293K - $341K
|
39.1K
$3.1M
|
|
|
Oct 13, 2023
Q3 2023
|
Courier Capital LLC
|
SELL
|
- |
-5K- 4.75% |
$294K - $342K
|
100K
$7.95M
|
|
|
Nov 21, 2023
Q3 2023
|
Alpine Global Management, LLC
New York, NY |
SELL
|
- |
-5K- 50.85% |
$294K - $343K
|
4.84K
$383K
|
|
|
Nov 14, 2023
Q3 2023
|
Alpine Global Management, LLC
New York, NY |
SELL
|
- |
-5K- 50.85% |
$294K - $343K
|
4.84K
$383K
|
|
|
Aug 06, 2024
Q3 2023
|
Alpine Global Management, LLC
New York, NY |
SELL
|
- |
-5K- 50.85% |
$294K - $343K
|
4.84K
$383K
|
|
|
Nov 14, 2023
Q3 2023
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-5.14K- 7.05% |
$303K - $352K
|
67.8K
$5.37M
|
|
|
Oct 11, 2023
Q3 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-5.15K- 3.86% |
$303K - $352K
|
128K
$10.2M
|
|
|
Oct 20, 2023
Q3 2023
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-5.27K- 29.27% |
$310K - $361K
|
12.7K
$1.01M
|
|
|
Nov 02, 2023
Q3 2023
|
Novare Capital Management LLC
|
SELL
|
- |
-5.32K- 56.91% |
$313K - $364K
|
4.03K
$319K
|
|
|
Dec 04, 2023
Q3 2023
|
Trust CO
|
SELL
|
- |
-5.38K- 18.2% |
$316K - $368K
|
24.2K
$1.92M
|