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
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
BUY
|
- |
2.02K+ 7.8% |
$119K - $138K
|
27.9K
$2.21M
|
|
|
Nov 13, 2023
Q3 2023
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
2.01K+ 1.44% |
$118K - $137K
|
141K
$11.2M
|
|
|
Oct 10, 2023
Q3 2023
|
National Bank Of Canada
|
BUY
|
- |
1.99K+ 14.5% |
$117K - $137K
|
15.7K
$1.25M
|
|
|
Oct 19, 2023
Q3 2023
|
Aries Wealth Management
|
BUY
|
- |
1.99K+ 32.11% |
$117K - $137K
|
8.2K
$650K
|
|
|
Oct 02, 2024
Q3 2023
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
1.94KNew |
$114K - $133K
|
1.94K
$154K
|
|
|
Nov 06, 2023
Q3 2023
|
Keystone Financial Group
|
BUY
|
- |
1.91K+ 25.57% |
$112K - $130K
|
9.35K
$742K
|
|
|
Aug 29, 2024
Q3 2023
|
University Of Texas
|
BUY
|
- |
1.9KNew |
$112K - $130K
|
1.9K
$151K
|
|
|
Nov 14, 2023
Q3 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
1.89K+ 20.67% |
$111K - $130K
|
11.1K
$877K
|
|
|
Oct 30, 2023
Q3 2023
|
Harrell Investment Partners, LLC
Austin, TX |
BUY
|
- |
1.87K+ 4.07% |
$110K - $128K
|
47.7K
$3.78M
|
|
|
Nov 15, 2023
Q3 2023
|
Westside Investment Management, Inc.
|
BUY
|
- |
1.85K+ 25.99% |
$109K - $127K
|
8.97K
$711K
|
|
|
Nov 14, 2023
Q3 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
1.84K+ 1.87% |
$108K - $126K
|
100K
$7.93M
|
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.8K+ 31.18% |
$106K - $123K
|
7.56K
$599K
|
|
|
Oct 03, 2023
Q3 2023
|
Appleton Partners Inc
|
BUY
|
- |
1.74K+ 3.26% |
$102K - $119K
|
55.1K
$4.37M
|
|
|
Oct 10, 2023
Q3 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
1.74K+ 29.75% |
$102K - $119K
|
7.57K
$600K
|
|
|
Nov 13, 2023
Q3 2023
|
Marathon Trading Investment Management LLC
Radnor, PA |
BUY
|
- |
1.72K+ 1355.12% |
$101K - $118K
|
1.85K
$147K
|
|
|
Nov 14, 2023
Q3 2023
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
BUY
|
- |
1.7K+ 41.92% |
$100K - $116K
|
5.76K
$456K
|
|
|
Nov 14, 2023
Q3 2023
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
1.7K+ 30.31% |
$99.9K - $116K
|
7.3K
$579K
|
|
|
Nov 13, 2023
Q3 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
1.63K+ 18.17% |
$95.7K - $111K
|
10.6K
$839K
|
|
|
Nov 08, 2023
Q3 2023
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
BUY
|
- |
1.5K+ 1.82% |
$88.4K - $103K
|
83.8K
$6.64M
|
|
|
Nov 07, 2023
Q3 2023
|
German American Bancorp, Inc.
Jasper, IN |
BUY
|
- |
1.48K+ 1.12% |
$87.1K - $101K
|
133K
$10.6M
|
|
|
Oct 10, 2023
Q3 2023
|
Pacifica Partners Inc.
|
BUY
|
- |
1.48K+ 56.84% |
$86.8K - $101K
|
4.07K
$323K
|
|
|
Oct 20, 2023
Q3 2023
|
Plimoth Trust CO LLC
|
BUY
|
- |
1.47K+ 40.48% |
$86.5K - $101K
|
5.11K
$405K
|
|
|
Nov 14, 2023
Q3 2023
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
1.42K+ 10.97% |
$83.7K - $97.4K
|
14.4K
$1.14M
|
|
|
Nov 15, 2023
Q3 2023
|
Objective Capital Management, LLC
|
BUY
|
- |
1.41K+ 22.13% |
$83.2K - $96.8K
|
7.8K
$619K
|
|
|
Oct 11, 2023
Q3 2023
|
Hbw Advisory Services LLC
|
BUY
|
- |
1.41K+ 39.98% |
$83.2K - $96.8K
|
4.95K
$393K
|
|
|
Nov 13, 2023
Q3 2023
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
1.41K+ 7.71% |
$82.8K - $96.4K
|
19.7K
$1.56M
|
|
|
Nov 13, 2023
Q3 2023
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
1.4KNew |
$82.1K - $95.6K
|
1.4K
$111K
|
|
|
Nov 13, 2023
Q3 2023
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
1.39K+ 4.0% |
$81.7K - $95.1K
|
36.1K
$2.86M
|
|
|
Nov 09, 2023
Q3 2023
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
1.34K+ 12.99% |
$79K - $91.9K
|
11.7K
$926K
|
|
|
Nov 14, 2023
Q3 2023
|
Elequin Capital LP
New York, NY |
BUY
|
- |
1.32KNew |
$77.8K - $90.6K
|
1.32K
$105K
|
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
1.32K+ 5.05% |
$77.7K - $90.4K
|
27.5K
$2.18M
|
|
|
Nov 06, 2023
Q3 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
1.27K+ 10.86% |
$74.4K - $86.6K
|
12.9K
$1.02M
|
|
|
Oct 16, 2023
Q3 2023
|
Essex LLC
|
BUY
|
- |
1.21K+ 17.4% |
$70.9K - $82.6K
|
8.14K
$645K
|
|
|
Oct 10, 2023
Q3 2023
|
Fny Investment Advisers, LLC
|
BUY
|
- |
1.2K+ 1200.0% |
$70.6K - $82.2K
|
1.3K
$103K
|
|
|
Nov 13, 2023
Q3 2023
|
One Charles Private Wealth Services, LLC
|
BUY
|
- |
1.17K+ 8.76% |
$68.8K - $80.1K
|
14.5K
$1.15M
|
|
|
Oct 23, 2023
Q3 2023
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
BUY
|
- |
1.15K+ 8.81% |
$67.4K - $78.4K
|
14.1K
$1.12M
|
|
|
Nov 09, 2023
Q3 2023
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
1.14K+ 13.92% |
$67.1K - $78K
|
9.33K
$740K
|
|
|
Nov 09, 2023
Q3 2023
|
Wespac Advisors So Cal, LLC
|
BUY
|
- |
1.13K+ 0.92% |
$66.4K - $77.3K
|
124K
$9.81M
|
|
|
Nov 14, 2023
Q3 2023
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
1.05K+ 9.49% |
$61.9K - $72K
|
12.1K
$962K
|
|
|
Nov 13, 2023
Q3 2023
|
Ifg Advisory, LLC
|
BUY
|
- |
1.05K+ 1.52% |
$61.8K - $72K
|
70.4K
$5.58M
|
|
|
Nov 17, 2023
Q3 2023
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
1.04K+ 8.77% |
$61.1K - $71.1K
|
12.9K
$1.02M
|
|
|
Nov 06, 2023
Q3 2023
|
L.M. Kohn & Company
|
BUY
|
- |
1K+ 8.72% |
$58.9K - $68.6K
|
12.5K
$991K
|
|
|
Nov 14, 2023
Q3 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
998+ 9.35% |
$58.7K - $68.3K
|
11.7K
$925K
|
|
|
Oct 13, 2023
Q3 2023
|
Peoples Financial Services Corp.
|
BUY
|
- |
998+ 4.86% |
$58.7K - $68.3K
|
21.5K
$1.71M
|
|
|
Oct 10, 2023
Q3 2023
|
Ignite Planners, LLC
|
BUY
|
- |
952+ 29.29% |
$56K - $65.2K
|
4.2K
$333K
|
|
|
Oct 25, 2023
Q3 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
944+ 1815.38% |
$55.5K - $64.6K
|
996
$79K
|
|
|
Oct 27, 2023
Q3 2023
|
Whittier Trust CO
|
BUY
|
- |
870+ 11.78% |
$51.2K - $59.6K
|
8.26K
$655K
|
|
|
Nov 09, 2023
Q3 2023
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
865+ 2.05% |
$50.9K - $59.2K
|
43.1K
$3.41M
|
|
|
Oct 16, 2023
Q3 2023
|
Trust CO Of Oklahoma
|
BUY
|
- |
862+ 2.0% |
$50.7K - $59K
|
44K
$3.49M
|
|
|
Nov 07, 2023
Q3 2023
|
Lcm Capital Management Inc
|
BUY
|
- |
855+ 2.44% |
$50.3K - $58.5K
|
35.9K
$2.85M
|