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 |
|---|---|---|---|---|---|---|---|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
605+ 17.6% |
$40.9K - $48.9K
|
4.04K
$309K
|
|
|
Oct 16, 2024
Q3 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
600+ 12.58% |
$40.6K - $48.5K
|
5.37K
$411K
|
|
|
Nov 06, 2024
Q3 2024
|
Coastline Trust CO
|
BUY
|
- |
600New |
$40.6K - $48.5K
|
600
$45.9K
|
|
|
Nov 06, 2024
Q3 2024
|
Bank Of Marin
Novato, CA |
BUY
|
- |
594+ 9.14% |
$40.2K - $48K
|
7.09K
$542K
|
|
|
Oct 04, 2024
Q3 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
593+ 3.78% |
$40.1K - $47.9K
|
16.3K
$1.24M
|
|
|
Oct 11, 2024
Q3 2024
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
577+ 4.06% |
$39K - $46.6K
|
14.8K
$1.13M
|
|
|
Nov 04, 2024
Q3 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
576+ 13.56% |
$39K - $46.5K
|
4.82K
$369K
|
|
|
Oct 21, 2024
Q3 2024
|
Eastern Bank
|
BUY
|
- |
575New |
$38.9K - $46.4K
|
575
$44K
|
|
|
Nov 13, 2024
Q3 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
565+ 2.74% |
$38.2K - $45.6K
|
21.2K
$1.62M
|
|
|
Oct 15, 2024
Q3 2024
|
Atticus Wealth Management, LLC
|
BUY
|
- |
557+ 18.65% |
$37.7K - $45K
|
3.54K
$271K
|
|
|
Oct 09, 2024
Q3 2024
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
BUY
|
- |
553+ 14.72% |
$37.4K - $44.7K
|
4.31K
$330K
|
|
|
Nov 12, 2024
Q3 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
549+ 16.22% |
$37.2K - $44.3K
|
3.93K
$301K
|
|
|
Oct 15, 2024
Q3 2024
|
Wbh Advisory Inc
|
BUY
|
- |
546+ 1.45% |
$36.9K - $44.1K
|
38.2K
$2.92M
|
|
|
Nov 06, 2024
Q3 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
541+ 54.21% |
$36.6K - $43.7K
|
1.54K
$118K
|
|
|
Nov 14, 2024
Q3 2024
|
Regions Financial Corp
|
BUY
|
- |
538+ 3.91% |
$36.4K - $43.5K
|
14.3K
$1.09M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
535+ 1.17% |
$36.2K - $43.2K
|
46.2K
$3.54M
|
|
|
Nov 13, 2024
Q3 2024
|
Harmony Asset Management LLC
Scottsdale, AZ |
BUY
|
- |
531+ 9.79% |
$35.9K - $42.9K
|
5.95K
$455K
|
|
|
Nov 08, 2024
Q3 2024
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
525+ 30.88% |
$35.5K - $42.4K
|
2.23K
$170K
|
|
|
Oct 25, 2024
Q3 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
523+ 3.31% |
$35.4K - $42.2K
|
16.3K
$1.25M
|
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
522+ 1.17% |
$35.3K - $42.2K
|
45.1K
$3.45M
|
|
|
Oct 15, 2024
Q3 2024
|
Krilogy Financial LLC
|
BUY
|
- |
517+ 0.54% |
$35K - $41.8K
|
96.3K
$7.36M
|
|
|
Oct 10, 2024
Q3 2024
|
Cra Financial Services, LLC
|
BUY
|
- |
510+ 4.19% |
$34.5K - $41.2K
|
12.7K
$970K
|
|
|
Nov 12, 2024
Q3 2024
|
Silverleafe Capital Partners, LLC
Memphis, TN |
BUY
|
- |
507+ 1.44% |
$34.3K - $41K
|
35.7K
$2.73M
|
|
|
Oct 25, 2024
Q3 2024
|
Avitas Wealth Management LLC
|
BUY
|
- |
503+ 0.93% |
$34K - $40.6K
|
54.4K
$4.16M
|
|
|
Nov 06, 2024
Q3 2024
|
Ria Advisory Group LLC
Ames, IA |
BUY
|
- |
501+ 10.11% |
$33.9K - $40.5K
|
5.46K
$417K
|
|
|
Nov 13, 2024
Q3 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
500New |
$33.8K - $40.4K
|
500
$38.2K
|
|
|
Oct 28, 2024
Q3 2024
|
Cordatus Wealth Management LLC
Newtown, PA |
BUY
|
- |
491+ 1.49% |
$33.2K - $39.7K
|
33.6K
$2.57M
|
|
|
Oct 30, 2024
Q3 2024
|
Madden Advisory Services, Inc.
|
BUY
|
- |
481+ 7.4% |
$32.5K - $38.9K
|
6.99K
$534K
|
|
|
Oct 09, 2024
Q3 2024
|
Independence Bank Of Kentucky
|
BUY
|
- |
476+ 23.84% |
$32.2K - $38.5K
|
2.47K
$189K
|
|
|
Oct 11, 2024
Q3 2024
|
Wesbanco Bank Inc
|
BUY
|
- |
475+ 5.22% |
$32.1K - $38.4K
|
9.57K
$732K
|
|
|
Oct 31, 2024
Q3 2024
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
BUY
|
- |
475+ 0.73% |
$32.1K - $38.4K
|
66K
$5.04M
|
|
|
Oct 30, 2024
Q3 2024
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
474+ 1.29% |
$32.1K - $38.3K
|
37.2K
$2.84M
|
|
|
Oct 28, 2024
Q3 2024
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
473+ 1.76% |
$32K - $38.2K
|
27.4K
$2.09M
|
|
|
Nov 13, 2024
Q3 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
473+ 8.44% |
$32K - $38.2K
|
6.08K
$465K
|
|
|
Oct 15, 2024
Q3 2024
|
Bbjs Financial Advisors, LLC
Seattle, WA |
BUY
|
- |
468+ 0.78% |
$31.7K - $37.8K
|
60.3K
$4.61M
|
|
|
Oct 16, 2024
Q3 2024
|
Ars Investment Partners, LLC
|
BUY
|
- |
467+ 10.61% |
$31.6K - $37.7K
|
4.87K
$372K
|
|
|
Oct 24, 2024
Q3 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
463New |
$31.3K - $37.4K
|
463
$35.4K
|
|
|
Oct 10, 2024
Q3 2024
|
Lion Street Advisors, LLC
|
BUY
|
- |
454+ 6.63% |
$30.7K - $36.7K
|
7.3K
$559K
|
|
|
Nov 08, 2024
Q3 2024
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
453New |
$30.7K - $36.6K
|
453
$34.6K
|
|
|
Oct 15, 2024
Q3 2024
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
444+ 5.1% |
$30K - $35.9K
|
9.15K
$700K
|
|
|
Nov 07, 2024
Q3 2024
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
432+ 2.13% |
$29.2K - $34.9K
|
20.7K
$1.58M
|
|
|
Nov 05, 2024
Q3 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
431+ 756.14% |
$29.2K - $34.8K
|
488
$37.3K
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
420+ 8.76% |
$28.4K - $33.9K
|
5.21K
$399K
|
|
|
Oct 08, 2024
Q3 2024
|
Marquette Asset Management, LLC
|
BUY
|
- |
405New |
$27.4K - $32.7K
|
405
$31K
|
|
|
Nov 08, 2024
Q3 2024
|
John G Ullman & Associates Inc
|
BUY
|
- |
390+ 5.76% |
$26.4K - $31.5K
|
7.16K
$547K
|
|
|
Nov 14, 2024
Q3 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
385+ 13.92% |
$26.1K - $31.1K
|
3.15K
$241K
|
|
|
Nov 01, 2024
Q3 2024
|
Carson Advisory Inc.
|
BUY
|
- |
379+ 4.49% |
$25.6K - $30.6K
|
8.81K
$674K
|
|
|
Oct 15, 2024
Q3 2024
|
Trust CO Of Oklahoma
|
BUY
|
- |
378+ 0.89% |
$25.6K - $30.5K
|
43K
$3.29M
|
|
|
Nov 05, 2024
Q3 2024
|
Hamel Associates, Inc.
|
BUY
|
- |
350+ 0.8% |
$23.7K - $28.3K
|
44.1K
$3.37M
|
|
|
Oct 30, 2024
Q3 2024
|
Cornerstone Capital, Inc.
Palo Alto, CA |
BUY
|
- |
335+ 0.16% |
$22.7K - $27.1K
|
212K
$16.3M
|