Purchases and Sales Made in Q3 2024 in Utilities Sector Spdr (XLU)
This table provides information about the institutional ownership of Utilities Sector Spdr (XLU) during Q3 2024. 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 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
11.8M+ 122262.65% |
$802M - $957M
|
11.9M
$940M
|
|
|
Oct 28, 2024
Q3 2024
|
Meitav Dash Investments LTD
|
BUY
|
- |
1.27M+ 449.55% |
$85.7M - $102M
|
1.55M
$123M
|
|
|
Oct 17, 2024
Q3 2024
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
694KNew |
$47M - $56.1M
|
694K
$55M
|
|
|
Oct 03, 2024
Q3 2024
|
Sg Americas Securities, LLC
|
BUY
|
- |
350K+ 83.68% |
$23.7M - $28.3M
|
768K
$60.9M
|
|
|
Oct 23, 2024
Q3 2024
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
314K+ 1143.77% |
$21.3M - $25.4M
|
342K
$27.1M
|
|
|
Oct 18, 2024
Q3 2024
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
278KNew |
$18.8M - $22.4M
|
278K
$22M
|
|
|
Oct 17, 2024
Q3 2024
|
D. Scott Neal, Inc.
|
BUY
|
- |
209KNew |
$14.2M - $16.9M
|
209K
$16.6M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
188K+ 48.9% |
$12.7M - $15.2M
|
573K
$45.4M
|
|
|
Oct 18, 2024
Q3 2024
|
Marks Wealth, LLC
|
BUY
|
- |
182KNew |
$12.3M - $14.7M
|
182K
$14.4M
|
|
|
Oct 30, 2024
Q3 2024
|
Asset Management One Co., Ltd.
|
BUY
|
- |
180KNew |
$12.2M - $14.5M
|
180K
$14.2M
|
|
|
Oct 16, 2024
Q3 2024
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
158KNew |
$10.7M - $12.7M
|
158K
$12.5M
|
|
|
Oct 11, 2024
Q3 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
154KNew |
$10.4M - $12.4M
|
154K
$12.2M
|
|
|
Oct 30, 2024
Q3 2024
|
Rational Advisors LLC
Huntington, NY |
BUY
|
- |
118K+ 43.69% |
$7.96M - $9.5M
|
387K
$30.7M
|
|
|
Oct 15, 2024
Q3 2024
|
Pfg Advisors
|
BUY
|
- |
115K+ 350.97% |
$7.77M - $9.27M
|
148K
$11.7M
|
|
|
Oct 10, 2024
Q3 2024
|
Factory Mutual Insurance CO
Waltham, MA |
BUY
|
- |
106K+ 4.93% |
$7.18M - $8.57M
|
2.26M
$179M
|
|
|
Oct 21, 2024
Q3 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
105K+ 103.12% |
$7.13M - $8.51M
|
208K
$16.5M
|
|
|
Oct 24, 2024
Q3 2024
|
Fischer Investment Strategies, LLC
Westlake Village, CA |
BUY
|
- |
93.4KNew |
$6.32M - $7.55M
|
93.4K
$7.41M
|
|
|
Oct 22, 2024
Q3 2024
|
Dupont Capital Management Corp
|
BUY
|
- |
82.9KNew |
$5.61M - $6.7M
|
82.9K
$6.57M
|
|
|
Oct 24, 2024
Q3 2024
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
76.5KNew |
$5.18M - $6.18M
|
76.5K
$6.06M
|
|
|
Oct 15, 2024
Q3 2024
|
Monument Capital Management
|
BUY
|
- |
62.4KNew |
$4.22M - $5.04M
|
62.4K
$4.95M
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
58.2K+ 19.83% |
$3.94M - $4.71M
|
352K
$27.9M
|
|
|
Oct 29, 2024
Q3 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
55.7K+ 3823.13% |
$3.77M - $4.5M
|
57.2K
$4.53M
|
|
|
Oct 22, 2024
Q3 2024
|
Courier Capital LLC
|
BUY
|
- |
52.3K+ 560.63% |
$3.54M - $4.23M
|
61.6K
$4.89M
|
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
BUY
|
- |
49.9K+ 207.92% |
$3.38M - $4.03M
|
73.9K
$5.86M
|
|
|
Oct 16, 2024
Q3 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
43.1K+ 118.22% |
$2.92M - $3.49M
|
79.6K
$6.31M
|
|
|
Oct 29, 2024
Q3 2024
|
Signify Wealth
|
BUY
|
- |
39.9KNew |
$2.7M - $3.22M
|
39.9K
$3.16M
|
|
|
Oct 08, 2024
Q3 2024
|
West Financial Advisors, LLC
|
BUY
|
- |
33.2KNew |
$2.24M - $2.68M
|
33.2K
$2.63M
|
|
|
Oct 11, 2024
Q3 2024
|
Occidental Asset Management, LLC
|
BUY
|
- |
32.5KNew |
$2.2M - $2.63M
|
32.5K
$2.58M
|
|
|
Oct 17, 2024
Q3 2024
|
Moulton Wealth Management, Inc
|
BUY
|
- |
32.3K+ 244.47% |
$2.19M - $2.61M
|
45.6K
$3.61M
|
|
|
Oct 24, 2024
Q3 2024
|
Cavalier Investments, LLC
|
BUY
|
- |
31.1KNew |
$2.1M - $2.51M
|
31.1K
$2.47M
|
|
|
Oct 24, 2024
Q3 2024
|
Park Edge Advisors, LLC
Cleveland, OH |
BUY
|
- |
31KNew |
$2.1M - $2.51M
|
31K
$2.46M
|
|
|
Oct 07, 2024
Q3 2024
|
City Center Advisors, LLC
Troy, MI |
BUY
|
- |
30K+ 207.47% |
$2.03M - $2.42M
|
44.4K
$3.52M
|
|
|
Oct 15, 2024
Q3 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
28.5KNew |
$1.93M - $2.3M
|
28.5K
$2.26M
|
|
|
Oct 15, 2024
Q3 2024
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
28.4KNew |
$1.92M - $2.29M
|
28.4K
$2.25M
|
|
|
Oct 16, 2024
Q3 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
27.6K+ 392.25% |
$1.87M - $2.23M
|
34.6K
$2.74M
|
|
|
Oct 23, 2024
Q3 2024
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
BUY
|
- |
27.5K+ 829.08% |
$1.86M - $2.22M
|
30.8K
$2.44M
|
|
|
Oct 10, 2024
Q3 2024
|
Lake Hills Wealth Management, LLC
|
BUY
|
- |
26KNew |
$1.76M - $2.1M
|
26K
$2.06M
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
25.2K+ 12.65% |
$1.7M - $2.04M
|
224K
$17.8M
|
|
|
Oct 15, 2024
Q3 2024
|
Churchill Management Corp
|
BUY
|
- |
23.8K+ 2.53% |
$1.61M - $1.92M
|
964K
$76.4M
|
|
|
Oct 25, 2024
Q3 2024
|
Measured Wealth Private Client Group, LLC
|
BUY
|
- |
23.5K+ 93.2% |
$1.59M - $1.9M
|
48.7K
$3.86M
|
|
|
Oct 23, 2024
Q3 2024
|
Financial Partners Group, LLC
Gallatin, TN |
BUY
|
- |
23.1KNew |
$1.56M - $1.87M
|
23.1K
$1.83M
|
|
|
Oct 29, 2024
Q3 2024
|
Symmetry Partners, LLC
|
BUY
|
- |
22.7KNew |
$1.54M - $1.83M
|
22.7K
$1.8M
|
|
|
Oct 28, 2024
Q3 2024
|
Ayalon Insurance Comp Ltd.
|
BUY
|
- |
22.2K+ 82.19% |
$1.5M - $1.79M
|
49.2K
$3.9M
|
|
|
Oct 08, 2024
Q3 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
20.9K+ 239.23% |
$1.41M - $1.69M
|
29.6K
$2.35M
|
|
|
Oct 16, 2024
Q3 2024
|
New Harbor Financial Group, LLC
Leominster, MA |
BUY
|
- |
20.9K+ 7.02% |
$1.41M - $1.69M
|
318K
$25.2M
|
|
|
Oct 21, 2024
Q3 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
20.8K+ 130200.0% |
$1.41M - $1.68M
|
20.8K
$1.65M
|
|
|
Oct 18, 2024
Q3 2024
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
20.3K+ 31.08% |
$1.38M - $1.64M
|
85.8K
$6.8M
|
|
|
Oct 21, 2024
Q3 2024
|
Toth Financial Advisory Corp
|
BUY
|
- |
19.9K+ 46.18% |
$1.35M - $1.61M
|
63.1K
$5M
|
|
|
Oct 29, 2024
Q3 2024
|
Innealta Capital, LLC
Austin, TX |
BUY
|
- |
18.5K+ 64.75% |
$1.25M - $1.5M
|
47.2K
$3.74M
|
|
|
Oct 03, 2024
Q3 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
18.5K+ 70.2% |
$1.25M - $1.49M
|
44.8K
$3.55M
|