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
|
Grimes & Company, Inc.
|
BUY
|
- |
333+ 5.77% |
$22.5K - $26.9K
|
6.11K
$466K
|
|
|
Oct 11, 2024
Q3 2024
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
330New |
$22.3K - $26.7K
|
330
$25.2K
|
|
|
Nov 06, 2024
Q3 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
320New |
$21.7K - $25.8K
|
320
$24.4K
|
|
|
Oct 29, 2024
Q3 2024
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
316+ 9.14% |
$21.4K - $25.5K
|
3.77K
$288K
|
|
|
Oct 11, 2024
Q3 2024
|
Constitution Capital LLC
Shelton, CT |
BUY
|
- |
305+ 6.27% |
$20.6K - $24.6K
|
5.17K
$394K
|
|
|
Nov 08, 2024
Q3 2024
|
Redwood Financial Network Corp
|
BUY
|
- |
303+ 8.45% |
$20.5K - $24.5K
|
3.89K
$297K
|
|
|
Oct 23, 2024
Q3 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
301+ 2.82% |
$20.4K - $24.3K
|
11K
$838K
|
|
|
Oct 11, 2024
Q3 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
300+ 12.22% |
$20.3K - $24.2K
|
2.75K
$210K
|
|
|
Oct 24, 2024
Q3 2024
|
Bristlecone Advisors, LLC
|
BUY
|
- |
300New |
$20.3K - $24.2K
|
300
$22.9K
|
|
|
Nov 12, 2024
Q3 2024
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
300+ 300.0% |
$20.3K - $24.2K
|
400
$30.5K
|
|
|
Nov 14, 2024
Q3 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
288New |
$19.5K - $23.3K
|
288
$22K
|
|
|
Oct 31, 2024
Q3 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
283+ 9.24% |
$19.2K - $22.9K
|
3.35K
$255K
|
|
|
Nov 14, 2024
Q3 2024
|
Ncm Capital Management, LLC
Ramsey, NJ |
BUY
|
- |
276+ 1.33% |
$18.7K - $22.3K
|
21.1K
$1.61M
|
|
|
Nov 14, 2024
Q3 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
275+ 46.3% |
$18.6K - $22.2K
|
869
$66.3K
|
|
|
Nov 14, 2024
Q3 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
271+ 0.44% |
$18.3K - $21.9K
|
62.3K
$4.75M
|
|
|
Oct 08, 2024
Q3 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
268+ 7.44% |
$18.1K - $21.6K
|
3.87K
$295K
|
|
|
Nov 12, 2024
Q3 2024
|
Lokken Investment Group LLC
|
BUY
|
- |
268+ 2.21% |
$18.1K - $21.6K
|
12.4K
$945K
|
|
|
Nov 01, 2024
Q3 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
267+ 52.15% |
$18.1K - $21.6K
|
779
$59.4K
|
|
|
Nov 01, 2024
Q3 2024
|
Corrado Advisors, LLC
Ramsey, NJ |
BUY
|
- |
264+ 1.61% |
$17.9K - $21.3K
|
16.7K
$1.27M
|
|
|
Oct 16, 2024
Q3 2024
|
H&H Retirement Design & Management Inc
|
BUY
|
- |
257+ 0.5% |
$17.4K - $20.8K
|
51.9K
$3.96M
|
|
|
Nov 08, 2024
Q3 2024
|
Mwa Asset Management
Lexington, MA |
BUY
|
- |
255+ 2.92% |
$17.3K - $20.6K
|
9K
$687K
|
|
|
Nov 04, 2024
Q3 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
250+ 1.78% |
$16.9K - $20.2K
|
14.3K
$1.09M
|
|
|
Oct 28, 2024
Q3 2024
|
Private Wealth Group, LLC
|
BUY
|
- |
248+ 1.65% |
$16.8K - $20K
|
15.3K
$1.17M
|
|
|
Oct 07, 2024
Q3 2024
|
Kwmg, LLC
|
BUY
|
- |
234+ 0.22% |
$15.8K - $18.9K
|
108K
$8.23M
|
|
|
Oct 25, 2024
Q3 2024
|
Vista Finance, LLC
|
BUY
|
- |
234+ 0.3% |
$15.8K - $18.9K
|
78.2K
$5.96M
|
|
|
Oct 22, 2024
Q3 2024
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
231New |
$15.6K - $18.7K
|
231
$17.6K
|
|
|
Oct 23, 2024
Q3 2024
|
Cooksen Wealth, LLC
The Woodlands, TX |
BUY
|
- |
231+ 3.12% |
$15.6K - $18.7K
|
7.63K
$582K
|
|
|
Nov 05, 2024
Q3 2024
|
Fortis Capital Management LLC
|
BUY
|
- |
220+ 2.36% |
$14.9K - $17.8K
|
9.56K
$729K
|
|
|
Nov 08, 2024
Q3 2024
|
Private Portfolio Partners LLC
|
BUY
|
- |
217+ 1.09% |
$14.7K - $17.5K
|
20.1K
$1.53M
|
|
|
Oct 21, 2024
Q3 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
214+ 49.08% |
$14.5K - $17.3K
|
650
$49.6K
|
|
|
Nov 07, 2024
Q3 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
213+ 4.3% |
$14.4K - $17.2K
|
5.17K
$394K
|
|
|
Nov 13, 2024
Q3 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
213New |
$14.4K - $17.2K
|
213
$16.3K
|
|
|
Oct 25, 2024
Q3 2024
|
American Financial Advisors, LLC
|
BUY
|
- |
210+ 4.29% |
$14.2K - $17K
|
5.11K
$390K
|
|
|
Nov 12, 2024
Q3 2024
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
207+ 7.03% |
$14K - $16.7K
|
3.15K
$240K
|
|
|
Oct 09, 2024
Q3 2024
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
BUY
|
- |
200+ 5.58% |
$13.5K - $16.2K
|
3.79K
$289K
|
|
|
Oct 23, 2024
Q3 2024
|
Windsor Capital Management, LLC
|
BUY
|
- |
200+ 2.63% |
$13.5K - $16.2K
|
7.8K
$595K
|
|
|
Oct 23, 2024
Q3 2024
|
Global Trust Asset Management, LLC
|
BUY
|
- |
200New |
$13.5K - $16.2K
|
200
$15.3K
|
|
|
Oct 24, 2024
Q3 2024
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
200+ 1.04% |
$13.5K - $16.2K
|
19.4K
$1.48M
|
|
|
Nov 08, 2024
Q3 2024
|
New Potomac Partners, LLC
|
BUY
|
- |
200New |
$13.5K - $16.2K
|
200
$15.3K
|
|
|
Oct 10, 2024
Q3 2024
|
Jbr CO Financial Management Inc
Ardmore, OK |
BUY
|
- |
195+ 1.16% |
$13.2K - $15.8K
|
16.9K
$1.29M
|
|
|
Nov 13, 2024
Q3 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
195New |
$13.2K - $15.8K
|
195
$14.9K
|
|
|
Oct 24, 2024
Q3 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
192+ 0.65% |
$13K - $15.5K
|
29.5K
$2.25M
|
|
|
Oct 18, 2024
Q3 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
181+ 0.53% |
$12.2K - $14.6K
|
34.6K
$2.64M
|
|
|
Nov 13, 2024
Q3 2024
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
BUY
|
- |
180+ 4.28% |
$12.2K - $14.5K
|
4.39K
$335K
|
|
|
Oct 29, 2024
Q3 2024
|
Roman Butler Fullerton & CO
|
BUY
|
- |
176+ 2.16% |
$11.9K - $14.2K
|
8.34K
$636K
|
|
|
Nov 13, 2024
Q3 2024
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
174+ 99.43% |
$11.8K - $14.1K
|
349
$26.6K
|
|
|
Nov 08, 2024
Q3 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
173New |
$11.7K - $14K
|
173
$13.2K
|
|
|
Nov 05, 2024
Q3 2024
|
Simmons Bank
|
BUY
|
- |
171+ 0.51% |
$11.6K - $13.8K
|
33.8K
$2.58M
|
|
|
Oct 16, 2024
Q3 2024
|
Bfsg, LLC
|
BUY
|
- |
163+ 1.28% |
$11K - $13.2K
|
12.9K
$984K
|
|
|
Oct 22, 2024
Q3 2024
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
162New |
$11K - $13.1K
|
162
$12.4K
|