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 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
50+ 0.33% |
$3.38K - $4.04K
|
15K
$1.17M
|
|
|
Oct 04, 2024
Q3 2024
|
Grandview Asset Management LLC
|
BUY
|
- |
48+ 1.01% |
$3.25K - $3.88K
|
4.79K
$373K
|
|
|
Oct 17, 2024
Q3 2024
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
46+ 0.39% |
$3.11K - $3.72K
|
11.8K
$923K
|
|
|
Oct 23, 2024
Q3 2024
|
Mcdaniel Terry & CO
|
BUY
|
- |
45+ 0.56% |
$3.05K - $3.64K
|
8.13K
$634K
|
|
|
Nov 06, 2024
Q3 2024
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
43+ 0.76% |
$2.91K - $3.47K
|
5.73K
$447K
|
|
|
Oct 04, 2024
Q3 2024
|
Halpern Financial, Inc.
Ashburn, VA |
BUY
|
- |
41+ 37.96% |
$2.77K - $3.31K
|
149
$11.6K
|
|
|
Oct 17, 2024
Q3 2024
|
Fifth Third Bancorp
|
BUY
|
- |
39+ 0.08% |
$2.64K - $3.15K
|
51.8K
$4.04M
|
|
|
Oct 16, 2024
Q3 2024
|
Bar Harbor Wealth Management
Concord, NH |
BUY
|
- |
38+ 0.05% |
$2.57K - $3.07K
|
76.3K
$5.95M
|
|
|
Oct 24, 2024
Q3 2024
|
Taylor & Morgan Wealth Management, LLC
|
BUY
|
- |
37+ 0.69% |
$2.5K - $2.99K
|
5.41K
$422K
|
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
36+ 0.34% |
$2.44K - $2.91K
|
10.7K
$832K
|
|
|
Nov 13, 2024
Q3 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
35New |
$2.37K - $2.83K
|
35
$2.73K
|
|
|
Oct 31, 2024
Q3 2024
|
Jmac Enterprises LLC
|
BUY
|
- |
34+ 0.29% |
$2.3K - $2.75K
|
11.6K
$903K
|
|
|
Oct 08, 2024
Q3 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
33New |
$2.23K - $2.67K
|
33
$2.57K
|
|
|
Nov 08, 2024
Q3 2024
|
South State Corp
|
BUY
|
- |
33+ 3.83% |
$2.23K - $2.67K
|
894
$69.7K
|
|
|
Oct 15, 2024
Q3 2024
|
Arkfeld Wealth Strategies, L.L.C.
|
BUY
|
- |
31+ 0.22% |
$2.1K - $2.5K
|
14.3K
$1.12M
|
|
|
Nov 14, 2024
Q3 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
31+ 20.53% |
$2.1K - $2.5K
|
182
$14.2K
|
|
|
Nov 14, 2024
Q3 2024
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
BUY
|
- |
31+ 0.61% |
$2.1K - $2.5K
|
5.09K
$397K
|
|
|
Oct 10, 2024
Q3 2024
|
City State Bank
Norwalk, IA |
BUY
|
- |
30+ 5.61% |
$2.03K - $2.42K
|
565
$44.1K
|
|
|
Oct 25, 2024
Q3 2024
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
26+ 0.31% |
$1.76K - $2.1K
|
8.53K
$665K
|
|
|
Nov 12, 2024
Q3 2024
|
White Pine Capital LLC
Golden Valley, MN |
BUY
|
- |
25+ 0.28% |
$1.69K - $2.02K
|
8.85K
$690K
|
|
|
Nov 13, 2024
Q3 2024
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
25+ 0.06% |
$1.69K - $2.02K
|
39.7K
$3.09M
|
|
|
Nov 07, 2024
Q3 2024
|
Braun Stacey Associates Inc
|
BUY
|
- |
23+ 0.73% |
$1.56K - $1.86K
|
3.19K
$249K
|
|
|
Oct 21, 2024
Q3 2024
|
Integrity Financial Corp
|
BUY
|
- |
22+ 3.34% |
$1.49K - $1.78K
|
681
$53.1K
|
|
|
Oct 28, 2024
Q3 2024
|
Palumbo Wealth Management LLC
Great Neck, NY |
BUY
|
- |
21+ 0.65% |
$1.42K - $1.7K
|
3.23K
$252K
|
|
|
Oct 31, 2024
Q3 2024
|
David J Yvars Group
|
BUY
|
- |
21+ 0.19% |
$1.42K - $1.7K
|
11.3K
$884K
|
|
|
Nov 07, 2024
Q3 2024
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
20+ 80.0% |
$1.35K - $1.62K
|
45
$3.51K
|
|
|
Nov 14, 2024
Q3 2024
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
20+ 0.62% |
$1.35K - $1.62K
|
3.25K
$254K
|
|
|
Nov 13, 2024
Q3 2024
|
Allred Capital Management, LLC
Dallas, TX |
BUY
|
- |
18+ 0.2% |
$1.22K - $1.45K
|
8.96K
$699K
|
|
|
Oct 07, 2024
Q3 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
16+ 0.24% |
$1.08K - $1.29K
|
6.82K
$532K
|
|
|
Oct 31, 2024
Q3 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
14+ 0.68% |
$947 - $1.13K
|
2.07K
$161K
|
|
|
Oct 18, 2024
Q3 2024
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
13+ 0.1% |
$880 - $1.05K
|
13.5K
$1.05M
|
|
|
Oct 24, 2024
Q3 2024
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
13+ 0.02% |
$880 - $1.05K
|
78.9K
$6.15M
|
|
|
Oct 21, 2024
Q3 2024
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
12+ 0.3% |
$812 - $969
|
4.05K
$316K
|
|
|
Nov 14, 2024
Q3 2024
|
Solutions 4 Wealth, LTD
Southlake, TX |
BUY
|
- |
12+ 0.1% |
$812 - $969
|
12K
$936K
|
|
|
Oct 15, 2024
Q3 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
10+ 0.5% |
$677 - $808
|
2.01K
$157K
|
|
|
Nov 13, 2024
Q3 2024
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
10+ 0.55% |
$677 - $808
|
1.83K
$143K
|
|
|
Jan 16, 2025
Q3 2024
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
8New |
$541 - $646
|
8
$624
|
|
|
Oct 17, 2024
Q3 2024
|
Matthew Goff Investment Advisor, LLC
|
BUY
|
- |
6+ 0.07% |
$406 - $485
|
8.82K
$688K
|
|
|
Oct 28, 2024
Q3 2024
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
BUY
|
- |
5+ 0.68% |
$338 - $404
|
736
$57.4K
|
|
|
Nov 12, 2024
Q3 2024
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
5+ 0.08% |
$338 - $404
|
6.18K
$482K
|
|
|
Nov 14, 2024
Q3 2024
|
Tradition Wealth Management, LLC
|
BUY
|
- |
5+ 0.06% |
$338 - $404
|
9.08K
$709K
|
|
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
4+ 0.14% |
$271 - $323
|
2.82K
$220K
|
|
|
Nov 01, 2024
Q3 2024
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
3+ 0.09% |
$203 - $242
|
3.43K
$268K
|
|
|
Oct 08, 2024
Q3 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
2+ 0.83% |
$135 - $162
|
242
$18.9K
|
|
|
Oct 17, 2024
Q3 2024
|
Nova Point Capital, LLC
|
BUY
|
- |
2+ 0.04% |
$135 - $162
|
5.68K
$443K
|
|
|
Oct 28, 2024
Q3 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
2+ 0.03% |
$135 - $162
|
7.49K
$585K
|
|
|
Oct 30, 2024
Q3 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
2+ 0.07% |
$135 - $162
|
3.04K
$237K
|
|
|
Nov 07, 2024
Q3 2024
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
2+ 0.59% |
$135 - $162
|
341
$26.6K
|
|
|
Nov 08, 2024
Q3 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
2+ 0.1% |
$135 - $162
|
2.01K
$157K
|
|
|
Nov 08, 2024
Q3 2024
|
Adviser Investments LLC
|
BUY
|
- |
2+ 0.02% |
$135 - $162
|
8.52K
$665K
|