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 14, 2023
Q3 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-89.4K- 95.45% |
$5.26M - $6.12M
|
4.26K
$337K
|
|
|
Nov 14, 2023
Q3 2023
|
Texas Capital Bank Wealth Management Services Inc
|
SELL
|
- |
-92.7K- 75.04% |
$5.45M - $6.35M
|
30.8K
$2.45M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-96.6K- 27.47% |
$5.68M - $6.61M
|
255K
$20.2M
|
|
|
Nov 14, 2023
Q3 2023
|
Bayesian Capital Management, LP
Brooklyn, NY |
SELL
|
- |
-105K- 95.02% |
$6.17M - $7.18M
|
5.5K
$436K
|
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-110K- 20.1% |
$6.49M - $7.55M
|
438K
$34.8M
|
|
|
Nov 14, 2023
Q3 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-149K- 38.37% |
$8.76M - $10.2M
|
239K
$19M
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-155K- 3.27% |
$9.11M - $10.6M
|
4.58M
$363M
|
|
|
Nov 14, 2023
Q3 2023
|
Cullen Capital Management, LLC
New York, NY |
SELL
|
- |
-164K- 92.35% |
$9.65M - $11.2M
|
13.6K
$1.08M
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-167K- 27.26% |
$9.83M - $11.4M
|
446K
$35.4M
|
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-180K- 45.55% |
$10.6M - $12.3M
|
215K
$17.1M
|
|
|
Nov 14, 2023
Q3 2023
|
Electron Capital Partners, LLC
New York, NY |
SELL
|
- |
-212K- 28.85% |
$12.5M - $14.5M
|
522K
$41.4M
|
|
|
Oct 25, 2023
Q3 2023
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
SELL
|
- |
-215K- 60.39% |
$12.7M - $14.7M
|
141K
$11.2M
|
|
|
Jun 14, 2024
Q3 2023
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-227K- 46.85% |
$13.3M - $15.5M
|
257K
$20.4M
|
|
|
Nov 13, 2023
Q3 2023
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-267K- 75.28% |
$15.7M - $18.3M
|
87.6K
$6.94M
|
|
|
Nov 13, 2023
Q3 2023
|
Second Half Financial Partners, LLC
Sebring, FL |
SELL
|
- |
-284K- 96.52% |
$16.7M - $19.4M
|
10.2K
$811K
|
|
|
Nov 13, 2023
Q3 2023
|
Spx Equities Gestao De Recursos Ltda
Rio De Janeiro, D5 |
SELL
|
- |
-305K- 41.66% |
$17.9M - $20.9M
|
427K
$33.9M
|
|
|
Nov 13, 2023
Q3 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-315K- 86.28% |
$18.6M - $21.6M
|
50.2K
$3.98M
|
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-377K- 9.42% |
$22.2M - $25.8M
|
3.62M
$287M
|
|
|
Nov 07, 2023
Q3 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-405K- 96.9% |
$23.8M - $27.7M
|
13K
$1.03M
|
|
|
Nov 14, 2023
Q3 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-459K- 24.98% |
$27M - $31.4M
|
1.38M
$109M
|
|
|
Oct 25, 2023
Q3 2023
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-721K- 99.85% |
$42.4M - $49.4M
|
1.09K
$86.7K
|
|
|
Nov 14, 2023
Q3 2023
|
Natixis
Paris, I0 |
SELL
|
- |
-803K- 32.1% |
$47.2M - $54.9M
|
1.7M
$135M
|
|
|
Nov 14, 2023
Q3 2023
|
Richard Bernstein Advisors LLC
|
SELL
|
- |
-1.04M- 99.99% |
$61M - $71M
|
107
$8.48K
|
|
|
Oct 25, 2023
Q3 2023
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-1.05M- 99.24% |
$61.7M - $71.8M
|
8.05K
$638K
|
|
|
Nov 07, 2023
Q3 2023
|
Barclays PLC
London, X0 |
SELL
|
- |
-1.27M- 43.57% |
$74.8M - $87M
|
1.65M
$131M
|
|
|
Nov 14, 2023
Q3 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-1.43M- 45.21% |
$83.9M - $97.6M
|
1.73M
$137M
|
|
|
Oct 27, 2023
Q3 2023
|
Td Asset Management Inc
|
SELL
|
- |
-1.96M- 86.73% |
$115M - $134M
|
300K
$23.8M
|
|
|
Nov 14, 2023
Q3 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-2.02M- 20.48% |
$119M - $139M
|
7.86M
$623M
|