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 23, 2023
Q3 2023
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
307+ 787.18% |
$18.1K - $21K
|
346
$27.4K
|
|
|
Nov 07, 2023
Q3 2023
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
302+ 1.61% |
$17.8K - $20.7K
|
19.1K
$1.52M
|
|
|
Nov 13, 2023
Q3 2023
|
Wolverine Asset Management LLC
|
BUY
|
- |
300+ 13.04% |
$17.6K - $20.5K
|
2.6K
$206K
|
|
|
Nov 14, 2023
Q3 2023
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
294+ 1.4% |
$17.3K - $20.1K
|
21.3K
$1.69M
|
|
|
Oct 19, 2023
Q3 2023
|
Country Club Bank
|
BUY
|
- |
289+ 7.76% |
$17K - $19.8K
|
4.01K
$318K
|
|
|
Nov 02, 2023
Q3 2023
|
Hoyle Cohen, LLC
|
BUY
|
- |
289+ 6.85% |
$17K - $19.8K
|
4.51K
$357K
|
|
|
Oct 19, 2023
Q3 2023
|
Kg&L Capital Management,Llc
|
BUY
|
- |
285+ 8.74% |
$16.8K - $19.5K
|
3.55K
$281K
|
|
|
Oct 10, 2023
Q3 2023
|
Stillwater Capital Advisors, LLC
|
BUY
|
- |
284+ 1.79% |
$16.7K - $19.4K
|
16.1K
$1.28M
|
|
|
Oct 25, 2023
Q3 2023
|
Sawyer & Company, Inc
|
BUY
|
- |
281New |
$16.5K - $19.2K
|
281
$22.3K
|
|
|
Nov 03, 2023
Q3 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
279+ 7.85% |
$16.4K - $19.1K
|
3.83K
$304K
|
|
|
Nov 16, 2023
Q3 2023
|
Chesapeake Wealth Management
|
BUY
|
- |
263+ 2.41% |
$15.5K - $18K
|
11.2K
$886K
|
|
|
Oct 25, 2023
Q3 2023
|
Penobscot Wealth Management
|
BUY
|
- |
257+ 1.36% |
$15.1K - $17.6K
|
19.2K
$1.52M
|
|
|
Nov 07, 2023
Q3 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
230+ 1.22% |
$13.5K - $15.7K
|
19.1K
$1.51M
|
|
|
Oct 26, 2023
Q3 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
226+ 3.63% |
$13.3K - $15.5K
|
6.45K
$511K
|
|
|
Nov 14, 2023
Q3 2023
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
BUY
|
- |
220+ 1.9% |
$12.9K - $15.1K
|
11.8K
$935K
|
|
|
Nov 06, 2023
Q3 2023
|
Windham Capital Management, LLC
|
BUY
|
- |
217+ 0.81% |
$12.8K - $14.9K
|
27K
$2.14M
|
|
|
Nov 13, 2023
Q3 2023
|
Ars Investment Partners, LLC
|
BUY
|
- |
205+ 5.01% |
$12.1K - $14K
|
4.29K
$340K
|
|
|
Aug 13, 2024
Q3 2023
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
200+ 4.35% |
$11.8K - $13.7K
|
4.8K
$381K
|
|
|
Nov 14, 2023
Q3 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
192+ 13.84% |
$11.3K - $13.1K
|
1.58K
$125K
|
|
|
Nov 13, 2023
Q3 2023
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
185+ 12.68% |
$10.9K - $12.7K
|
1.64K
$130K
|
|
|
Nov 03, 2023
Q3 2023
|
Intrepid Financial Planning Group LLC
Carmel, IN |
BUY
|
- |
171+ 0.71% |
$10.1K - $11.7K
|
24.1K
$1.91M
|
|
|
Oct 10, 2023
Q3 2023
|
Goal Vest Advisory LLC
|
BUY
|
- |
169New |
$9.94K - $11.6K
|
169
$13.4K
|
|
|
Oct 12, 2023
Q3 2023
|
Field & Main Bank
|
BUY
|
- |
168New |
$9.88K - $11.5K
|
168
$13.3K
|
|
|
Oct 10, 2023
Q3 2023
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
160+ 3.67% |
$9.41K - $11K
|
4.52K
$358K
|
|
|
Oct 30, 2023
Q3 2023
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
157+ 0.03% |
$9.24K - $10.7K
|
626K
$49.6M
|
|
|
Nov 08, 2023
Q3 2023
|
Archer Investment Corp
|
BUY
|
- |
156+ 148.57% |
$9.18K - $10.7K
|
261
$20.7K
|
|
|
Nov 09, 2023
Q3 2023
|
Betterment LLC
New York, NY |
BUY
|
- |
154+ 4.28% |
$9.06K - $10.5K
|
3.76K
$298K
|
|
|
Oct 03, 2023
Q3 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
150+ 150.0% |
$8.82K - $10.3K
|
250
$19.8K
|
|
|
Oct 10, 2023
Q3 2023
|
Maple Capital Management, Inc.
|
BUY
|
- |
143+ 1.76% |
$8.41K - $9.79K
|
8.26K
$655K
|
|
|
Oct 13, 2023
Q3 2023
|
St. Johns Investment Management Company, LLC
|
BUY
|
- |
139+ 3.79% |
$8.18K - $9.52K
|
3.81K
$302K
|
|
|
Nov 03, 2023
Q3 2023
|
Larson Financial Group LLC
|
BUY
|
- |
136+ 4.32% |
$8K - $9.31K
|
3.29K
$261K
|
|
|
Oct 31, 2023
Q3 2023
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
132+ 14.95% |
$7.77K - $9.04K
|
1.02K
$80.5K
|
|
|
Nov 02, 2023
Q3 2023
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
130+ 3.02% |
$7.65K - $8.9K
|
4.44K
$352K
|
|
|
Oct 12, 2023
Q3 2023
|
Sage Capital Advisors,Llc
|
BUY
|
- |
129+ 0.44% |
$7.59K - $8.83K
|
29.6K
$2.35M
|
|
|
Oct 27, 2023
Q3 2023
|
Bray Capital Advisors
|
BUY
|
- |
121+ 0.26% |
$7.12K - $8.28K
|
45.9K
$3.64M
|
|
|
Nov 13, 2023
Q3 2023
|
Glassman Wealth Services
|
BUY
|
- |
115New |
$6.77K - $7.87K
|
115
$9.12K
|
|
|
Oct 10, 2023
Q3 2023
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
113New |
$6.65K - $7.74K
|
113
$8.96K
|
|
|
Nov 13, 2023
Q3 2023
|
Merriman Wealth Management, LLC
|
BUY
|
- |
105+ 2.78% |
$6.18K - $7.19K
|
3.88K
$308K
|
|
|
Nov 14, 2023
Q3 2023
|
Sharper & Granite LLC
El Segundo, CA |
BUY
|
- |
100+ 0.54% |
$5.88K - $6.85K
|
18.5K
$1.47M
|
|
|
Oct 25, 2023
Q3 2023
|
Brighton Jones LLC
|
BUY
|
- |
94+ 2.59% |
$5.53K - $6.44K
|
3.72K
$295K
|
|
|
Nov 13, 2023
Q3 2023
|
Lavaca Capital LLC
Houston, TX |
BUY
|
- |
92+ 1.57% |
$5.41K - $6.3K
|
5.96K
$472K
|
|
|
Oct 04, 2023
Q3 2023
|
Windsor Capital Management, LLC
|
BUY
|
- |
91+ 1.08% |
$5.35K - $6.23K
|
8.52K
$675K
|
|
|
Oct 31, 2023
Q3 2023
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
91+ 0.19% |
$5.35K - $6.23K
|
49.1K
$3.89M
|
|
|
Oct 27, 2023
Q3 2023
|
Hudson Valley Investment Advisors Inc
|
BUY
|
- |
88+ 0.35% |
$5.18K - $6.02K
|
25.5K
$2.02M
|
|
|
Nov 13, 2023
Q3 2023
|
West Hill Financial Advisors, Inc.
|
BUY
|
- |
79New |
$4.65K - $5.41K
|
79
$6.26K
|
|
|
Nov 06, 2023
Q3 2023
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
76+ 2.19% |
$4.47K - $5.2K
|
3.54K
$281K
|
|
|
Oct 10, 2023
Q3 2023
|
Activest Wealth Management
|
BUY
|
- |
75New |
$4.41K - $5.13K
|
75
$5.95K
|
|
|
Nov 14, 2023
Q3 2023
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
73+ 0.29% |
$4.29K - $5K
|
24.9K
$1.98M
|
|
|
Nov 15, 2023
Q3 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
68New |
$4K - $4.66K
|
68
$5.39K
|
|
|
Nov 06, 2023
Q3 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
68New |
$4K - $4.66K
|
68
$5.39K
|