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
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-5.4K- 7.12% |
$318K - $370K
|
70.5K
$5.59M
|
|
|
Oct 31, 2023
Q3 2023
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-5.44K- 35.2% |
$320K - $373K
|
10K
$794K
|
|
|
Nov 08, 2023
Q3 2023
|
Milestone Advisory Partners
|
SELL
|
- |
-5.57K- 10.45% |
$327K - $381K
|
47.7K
$3.78M
|
|
|
Oct 25, 2023
Q3 2023
|
Gunma Bank,Ltd.
|
SELL
|
- |
-6K- 8.33% |
$353K - $411K
|
66K
$5.23M
|
|
|
Oct 26, 2023
Q3 2023
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-6.1K- 42.47% |
$359K - $417K
|
8.26K
$655K
|
|
|
Nov 01, 2023
Q3 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-6.14K- 3.34% |
$361K - $421K
|
178K
$14.1M
|
|
|
Oct 17, 2023
Q3 2023
|
Davenport & CO LLC
|
SELL
|
- |
-6.44K- 4.38% |
$379K - $441K
|
141K
$11.1M
|
|
|
Nov 13, 2023
Q3 2023
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-6.58K- 38.19% |
$387K - $450K
|
10.6K
$844K
|
|
|
Aug 08, 2024
Q3 2023
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-6.75K- 4.61% |
$397K - $462K
|
140K
$11.1M
|
|
|
Nov 14, 2023
Q3 2023
|
Mai Capital Management
|
SELL
|
- |
-6.77K- 6.17% |
$398K - $463K
|
103K
$8.15M
|
|
|
Nov 01, 2023
Q3 2023
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-6.82K- 11.45% |
$401K - $467K
|
52.7K
$4.18M
|
|
|
Nov 03, 2023
Q3 2023
|
Hamel Associates, Inc.
|
SELL
|
- |
-6.92K- 10.1% |
$407K - $473K
|
61.6K
$4.88M
|
|
|
Oct 20, 2023
Q3 2023
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-7.03K- 14.76% |
$413K - $481K
|
40.6K
$3.22M
|
|
|
Nov 14, 2023
Q3 2023
|
Ascent Group, LLC
|
SELL
|
- |
-7.46K- 61.97% |
$439K - $511K
|
4.58K
$363K
|
|
|
Nov 09, 2023
Q3 2023
|
Vectors Research Management, LLC
New York, NY |
SELL
|
- |
-7.62K- 7.06% |
$448K - $522K
|
100K
$7.95M
|
|
|
Oct 30, 2023
Q3 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-7.83K- 67.87% |
$460K - $536K
|
3.71K
$294K
|
|
|
Oct 18, 2023
Q3 2023
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-8.03K- 38.21% |
$472K - $549K
|
13K
$1.03M
|
|
|
Nov 13, 2023
Q3 2023
|
Bedell Frazier Investment Counseling, LLC
|
SELL
|
- |
-8.38K- 5.97% |
$493K - $574K
|
132K
$10.5M
|
|
|
Oct 30, 2023
Q3 2023
|
Meitav Dash Investments LTD
|
SELL
|
- |
-8.43K- 7.15% |
$496K - $577K
|
109K
$8.68M
|
|
|
Oct 24, 2023
Q3 2023
|
Grant
|
SELL
|
- |
-8.62K- 7.68% |
$507K - $590K
|
104K
$8.22M
|
|
|
Nov 13, 2023
Q3 2023
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-8.77K- 71.28% |
$516K - $601K
|
3.54K
$280K
|
|
|
Nov 02, 2023
Q3 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-8.89K- 4.18% |
$523K - $609K
|
204K
$16.1M
|
|
|
Nov 08, 2023
Q3 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-9.04K- 10.96% |
$532K - $619K
|
73.4K
$5.82M
|
|
|
Nov 03, 2023
Q3 2023
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-9.44K- 68.44% |
$555K - $646K
|
4.35K
$345K
|
|
|
Nov 13, 2023
Q3 2023
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-9.75K- 29.14% |
$573K - $667K
|
23.7K
$1.88M
|
|
|
Nov 14, 2023
Q3 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-9.98K- 33.74% |
$587K - $683K
|
19.6K
$1.55M
|
|
|
Nov 13, 2023
Q3 2023
|
Twin Focus Capital Partners, LLC
Boston, MA |
SELL
|
- |
-10.5K- 8.05% |
$615K - $715K
|
119K
$9.46M
|
|
|
Nov 14, 2023
Q3 2023
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-10.8K- 50.06% |
$633K - $737K
|
10.7K
$852K
|
|
|
Nov 14, 2023
Q3 2023
|
Private Wealth Group, LLC
|
SELL
|
- |
-10.9K- 39.4% |
$639K - $744K
|
16.7K
$1.32M
|
|
|
Nov 17, 2023
Q3 2023
|
Old National Bancorp
|
SELL
|
- |
-11.2K- 15.67% |
$658K - $765K
|
60.2K
$4.77M
|
|
|
Dec 01, 2023
Q3 2023
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-11.3K- 67.09% |
$663K - $771K
|
5.53K
$438K
|
|
|
Nov 01, 2023
Q3 2023
|
Csenge Advisory Group
|
SELL
|
- |
-12K- 11.1% |
$704K - $820K
|
96K
$7.61M
|
|
|
Nov 13, 2023
Q3 2023
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-12K- 80.56% |
$707K - $823K
|
2.9K
$230K
|
|
|
Oct 05, 2023
Q3 2023
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-13.2K- 73.97% |
$776K - $904K
|
4.65K
$368K
|
|
|
Nov 14, 2023
Q3 2023
|
Logan Stone Capital, LLC
Chicago, IL |
SELL
|
- |
-13.4K- 15.08% |
$791K - $920K
|
75.7K
$6M
|
|
|
Nov 07, 2023
Q3 2023
|
Western Wealth Management, LLC
|
SELL
|
- |
-13.6K- 38.94% |
$800K - $931K
|
21.3K
$1.69M
|
|
|
Nov 13, 2023
Q3 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-13.8K- 40.17% |
$811K - $944K
|
20.5K
$1.63M
|
|
|
Nov 13, 2023
Q3 2023
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-13.8K- 8.74% |
$812K - $945K
|
144K
$11.4M
|
|
|
Nov 08, 2023
Q3 2023
|
Keybank National Association
|
SELL
|
- |
-14.4K- 20.29% |
$849K - $988K
|
56.7K
$4.5M
|
|
|
Nov 13, 2023
Q3 2023
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-14.6K- 62.62% |
$856K - $996K
|
8.69K
$689K
|
|
|
Oct 27, 2023
Q3 2023
|
Lee Danner & Bass Inc
|
SELL
|
- |
-14.6K- 49.07% |
$860K - $1M
|
15.2K
$1.2M
|
|
|
Nov 14, 2023
Q3 2023
|
Crabel Capital Management, LLC
Milwaukee, WI |
SELL
|
- |
-14.9K- 33.22% |
$877K - $1.02M
|
30K
$2.37M
|
|
|
Oct 24, 2023
Q3 2023
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-15.2K- 26.96% |
$893K - $1.04M
|
41.1K
$3.26M
|
|
|
Nov 14, 2023
Q3 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-15.6K- 8.32% |
$918K - $1.07M
|
172K
$13.6M
|
|
|
Oct 17, 2023
Q3 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-15.9K- 69.4% |
$934K - $1.09M
|
7K
$555K
|
|
|
Oct 31, 2023
Q3 2023
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-16K- 27.12% |
$940K - $1.09M
|
43K
$3.41M
|
|
|
Oct 31, 2023
Q3 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-16.3K- 23.21% |
$957K - $1.11M
|
53.8K
$4.26M
|
|
|
Nov 14, 2023
Q3 2023
|
Rokos Capital Management LLP
London, X0 |
SELL
|
- |
-16.3K- 29.48% |
$959K - $1.12M
|
39K
$3.09M
|
|
|
Nov 07, 2023
Q3 2023
|
Merit Financial Group, LLC
|
SELL
|
- |
-16.8K- 49.33% |
$988K - $1.15M
|
17.2K
$1.37M
|
|
|
Oct 12, 2023
Q3 2023
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-16.8K- 14.6% |
$991K - $1.15M
|
98.6K
$7.81M
|