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 |
|---|---|---|---|---|---|---|---|
|
Oct 26, 2023
Q3 2023
|
Waldron Private Wealth LLC
|
BUY
|
- |
7.05K+ 16.49% |
$415K - $483K
|
49.8K
$3.95M
|
|
|
Oct 27, 2023
Q3 2023
|
Mwa Asset Management
Lexington, MA |
BUY
|
- |
6.57KNew |
$386K - $449K
|
6.57K
$520K
|
|
|
Oct 24, 2023
Q3 2023
|
Brown Advisory Inc
|
BUY
|
- |
6.53K+ 109.52% |
$384K - $447K
|
12.5K
$990K
|
|
|
Nov 14, 2023
Q3 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
6.51K+ 6200.0% |
$383K - $446K
|
6.62K
$524K
|
|
|
Apr 19, 2024
Q3 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
6.3K+ 14.22% |
$371K - $431K
|
50.6K
$4.01M
|
|
|
Nov 15, 2023
Q3 2023
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
6.29KNew |
$370K - $430K
|
6.29K
$499K
|
|
|
Oct 17, 2023
Q3 2023
|
Midwest Financial Group LLC
Overland Park, KS |
BUY
|
- |
6.13K+ 94.0% |
$360K - $419K
|
12.6K
$1M
|
|
|
Oct 30, 2023
Q3 2023
|
Qcm Cayman, Ltd.
|
BUY
|
- |
6KNew |
$353K - $411K
|
6K
$476K
|
|
|
Oct 17, 2023
Q3 2023
|
1900 Wealth Management LLC
|
BUY
|
- |
5.85KNew |
$344K - $400K
|
5.85K
$463K
|
|
|
Oct 26, 2023
Q3 2023
|
Myecfo, LLC
La Jolla, CA |
BUY
|
- |
5.75KNew |
$338K - $394K
|
5.75K
$456K
|
|
|
Oct 19, 2023
Q3 2023
|
Charles Schwab Trust CO
|
BUY
|
- |
5.6KNew |
$329K - $383K
|
5.6K
$444K
|
|
|
Nov 08, 2023
Q3 2023
|
Platform Technology Partners
|
BUY
|
- |
5.58KNew |
$329K - $382K
|
5.58K
$443K
|
|
|
Nov 01, 2023
Q3 2023
|
Krilogy Financial LLC
|
BUY
|
- |
5.56K+ 14.98% |
$327K - $381K
|
42.7K
$3.38M
|
|
|
Nov 13, 2023
Q3 2023
|
Salomon & Ludwin, LLC
|
BUY
|
- |
5.47K+ 175.9% |
$322K - $375K
|
8.59K
$681K
|
|
|
Oct 13, 2023
Q3 2023
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
5.45K+ 62.39% |
$321K - $373K
|
14.2K
$1.12M
|
|
|
Nov 14, 2023
Q3 2023
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
5.43KNew |
$320K - $372K
|
5.43K
$431K
|
|
|
Nov 13, 2023
Q3 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
5.27K+ 15.68% |
$310K - $361K
|
38.9K
$3.08M
|
|
|
Oct 27, 2023
Q3 2023
|
Assetmark, Inc
|
BUY
|
- |
5.27K+ 1.6% |
$310K - $361K
|
334K
$26.5M
|
|
|
Nov 08, 2023
Q3 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
5.08K+ 215.88% |
$299K - $348K
|
7.44K
$590K
|
|
|
Nov 13, 2023
Q3 2023
|
Lumina Fund Management LLC
New York, NY |
BUY
|
- |
5KNew |
$294K - $342K
|
5K
$396K
|
|
|
Nov 13, 2023
Q3 2023
|
Madden Advisory Services, Inc.
|
BUY
|
- |
4.96KNew |
$292K - $339K
|
4.96K
$393K
|
|
|
Oct 13, 2023
Q3 2023
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
4.95K+ 7.16% |
$291K - $339K
|
74.1K
$5.87M
|
|
|
Oct 17, 2023
Q3 2023
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
4.93K+ 14.24% |
$290K - $338K
|
39.5K
$3.14M
|
|
|
Nov 06, 2023
Q3 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
4.89K+ 7.0% |
$288K - $335K
|
74.8K
$5.93M
|
|
|
Nov 14, 2023
Q3 2023
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
4.85K+ 29.99% |
$285K - $332K
|
21K
$1.67M
|
|
|
Oct 24, 2023
Q3 2023
|
Simon Quick Advisors, LLC
|
BUY
|
- |
4.74KNew |
$279K - $324K
|
4.74K
$376K
|
|
|
Nov 09, 2023
Q3 2023
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
4.7K+ 6.05% |
$276K - $322K
|
82.3K
$6.53M
|
|
|
Nov 09, 2023
Q3 2023
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
4.67K+ 15.34% |
$275K - $320K
|
35.1K
$2.78M
|
|
|
Nov 17, 2023
Q3 2023
|
Asset Allocation Strategies LLC
Farmington, MI |
BUY
|
- |
4.63K+ 4.61% |
$272K - $317K
|
105K
$8.33M
|
|
|
Feb 15, 2024
Q3 2023
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
4.56KNew |
$268K - $312K
|
4.56K
$361K
|
|
|
Oct 23, 2023
Q3 2023
|
Pettinga Financial Advisors, LLC
|
BUY
|
- |
4.54KNew |
$267K - $310K
|
4.54K
$360K
|
|
|
Oct 31, 2023
Q3 2023
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
BUY
|
- |
4.52KNew |
$266K - $309K
|
4.52K
$358K
|
|
|
Nov 08, 2023
Q3 2023
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
4.48K+ 120.93% |
$263K - $306K
|
8.18K
$648K
|
|
|
Mar 13, 2024
Q3 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
4.41K+ 92.07% |
$259K - $302K
|
9.2K
$730K
|
|
|
Nov 03, 2023
Q3 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
4.37K+ 91.23% |
$257K - $299K
|
9.16K
$726K
|
|
|
Nov 13, 2023
Q3 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
4.29K+ 16.38% |
$252K - $293K
|
30.4K
$2.41M
|
|
|
Nov 13, 2023
Q3 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
4.19K+ 258.86% |
$247K - $287K
|
5.81K
$461K
|
|
|
Oct 18, 2023
Q3 2023
|
Private Trust CO Na
|
BUY
|
- |
4.13K+ 28.26% |
$243K - $283K
|
18.7K
$1.49M
|
|
|
Nov 13, 2023
Q3 2023
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
4.12KNew |
$242K - $282K
|
4.12K
$326K
|
|
|
Oct 18, 2023
Q3 2023
|
Clarity Financial LLC
|
BUY
|
- |
4.01K+ 3.34% |
$236K - $274K
|
124K
$9.85M
|
|
|
Oct 17, 2023
Q3 2023
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
4.01KNew |
$236K - $274K
|
4.01K
$318K
|
|
|
Oct 19, 2023
Q3 2023
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
4KNew |
$235K - $274K
|
4K
$317K
|
|
|
Oct 25, 2023
Q3 2023
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
4K+ 39.91% |
$235K - $274K
|
14K
$1.11M
|
|
|
Oct 19, 2023
Q3 2023
|
Good Life Advisors, LLC
|
BUY
|
- |
4K+ 32.58% |
$235K - $273K
|
16.3K
$1.29M
|
|
|
Oct 10, 2023
Q3 2023
|
Kwmg, LLC
|
BUY
|
- |
3.96K+ 4.1% |
$233K - $271K
|
100K
$7.96M
|
|
|
Nov 13, 2023
Q3 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
3.94K+ 23.27% |
$231K - $269K
|
20.8K
$1.65M
|
|
|
May 20, 2024
Q3 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
3.94K+ 23.27% |
$231K - $269K
|
20.8K
$1.65M
|
|
|
Nov 14, 2023
Q3 2023
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
3.91KNew |
$230K - $268K
|
3.91K
$310K
|
|
|
Nov 13, 2023
Q3 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
3.85KNew |
$227K - $264K
|
3.85K
$306K
|
|
|
Nov 08, 2023
Q3 2023
|
Cadence Wealth Management LLC
Westborough, MA |
BUY
|
- |
3.81KNew |
$224K - $261K
|
3.81K
$302K
|