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 18, 2024
Q3 2024
|
Key Client Fiduciary Advisors, LLC
|
SELL
|
- |
-228- 0.39% |
$15.4K - $18.4K
|
57.9K
$4.42M
|
|
|
Oct 23, 2024
Q3 2024
|
Hudock, Inc.
|
SELL
|
- |
-229- 1.35% |
$15.5K - $18.5K
|
16.7K
$1.27M
|
|
|
Oct 15, 2024
Q3 2024
|
Transform Wealth, LLC
|
SELL
|
- |
-230- 2.56% |
$15.6K - $18.6K
|
8.75K
$667K
|
|
|
Nov 05, 2024
Q3 2024
|
Martin & CO Inc
Knoxville, TN |
SELL
|
- |
-232- 0.36% |
$15.7K - $18.7K
|
64.8K
$4.95M
|
|
|
Nov 12, 2024
Q3 2024
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-234- 5.29% |
$15.8K - $18.9K
|
4.19K
$319K
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-239- 0.69% |
$16.2K - $19.3K
|
34.3K
$2.62M
|
|
|
Nov 04, 2024
Q3 2024
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-241- 1.61% |
$16.3K - $19.5K
|
14.7K
$1.12M
|
|
|
Oct 21, 2024
Q3 2024
|
Maple Capital Management, Inc.
|
SELL
|
- |
-255- 3.28% |
$17.3K - $20.6K
|
7.53K
$574K
|
|
|
Oct 09, 2024
Q3 2024
|
Stolper CO
|
SELL
|
- |
-256- 2.71% |
$17.3K - $20.7K
|
9.18K
$700K
|
|
|
Oct 15, 2024
Q3 2024
|
Stillwater Capital Advisors, LLC
|
SELL
|
- |
-261- 1.54% |
$17.7K - $21.1K
|
16.7K
$1.28M
|
|
|
Oct 31, 2024
Q3 2024
|
Mont Vue Capital Management, Inc.
Lynchburg, VA |
SELL
|
- |
-266- 2.73% |
$18K - $21.5K
|
9.46K
$722K
|
|
|
Oct 24, 2024
Q3 2024
|
Paradigm, Strategies In Wealth Management, LLC
|
SELL
|
- |
-272- 3.74% |
$18.4K - $22K
|
7K
$534K
|
|
|
Nov 13, 2024
Q3 2024
|
Ally Invest Advisors Inc.
Charlotte, NC |
SELL
|
- |
-293- 9.15% |
$19.8K - $23.7K
|
2.91K
$222K
|
|
|
Nov 08, 2024
Q3 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-296- 1.77% |
$20K - $23.9K
|
16.4K
$1.25M
|
|
|
Oct 08, 2024
Q3 2024
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-313- 4.98% |
$21.2K - $25.3K
|
5.97K
$456K
|
|
|
Nov 05, 2024
Q3 2024
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-318- 0.95% |
$21.5K - $25.7K
|
33K
$2.52M
|
|
|
Nov 14, 2024
Q3 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-318- 0.78% |
$21.5K - $25.7K
|
40.6K
$3.09M
|
|
|
Nov 04, 2024
Q3 2024
|
Investment Partners, Ltd.
|
SELL
|
- |
-321- 0.82% |
$21.7K - $25.9K
|
38.8K
$2.96M
|
|
|
Nov 14, 2024
Q3 2024
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-323- 4.09% |
$21.9K - $26.1K
|
7.58K
$578K
|
|
|
Oct 29, 2024
Q3 2024
|
Klingenstein Fields & CO LP
|
SELL
|
- |
-326- 10.08% |
$22.1K - $26.3K
|
2.91K
$222K
|
|
|
Nov 01, 2024
Q3 2024
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
SELL
|
- |
-338- 1.35% |
$22.9K - $27.3K
|
24.8K
$1.89M
|
|
|
Oct 31, 2024
Q3 2024
|
Stone Point Wealth LLC
|
SELL
|
- |
-350- 2.59% |
$23.7K - $28.3K
|
13.1K
$1M
|
|
|
Nov 07, 2024
Q3 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-350- 0.15% |
$23.7K - $28.3K
|
239K
$18.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-351- 58.5% |
$23.8K - $28.4K
|
249
$19K
|
|
|
Oct 21, 2024
Q3 2024
|
Telos Capital Management, Inc.
|
SELL
|
- |
-354- 2.69% |
$24K - $28.6K
|
12.8K
$977K
|
|
|
Oct 31, 2024
Q3 2024
|
Sns Financial Group, LLC
|
SELL
|
- |
-358- 3.34% |
$24.2K - $28.9K
|
10.3K
$789K
|
|
|
Oct 16, 2024
Q3 2024
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-371- 1.8% |
$25.1K - $30K
|
20.2K
$1.54M
|
|
|
Oct 18, 2024
Q3 2024
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-371- 62.25% |
$25.1K - $30K
|
225
$17.2K
|
|
|
Nov 13, 2024
Q3 2024
|
Diversified, LLC
|
SELL
|
- |
-378- 2.42% |
$25.6K - $30.5K
|
15.2K
$1.16M
|
|
|
Oct 21, 2024
Q3 2024
|
Plimoth Trust CO LLC
|
SELL
|
- |
-382- 7.88% |
$25.8K - $30.9K
|
4.47K
$341K
|
|
|
Nov 15, 2024
Q3 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-385- 2.09% |
$26.1K - $31.1K
|
18.1K
$1.38M
|
|
|
Oct 16, 2024
Q3 2024
|
Peoples Financial Services Corp.
|
SELL
|
- |
-396- 1.92% |
$26.8K - $32K
|
20.2K
$1.54M
|
|
|
Oct 18, 2024
Q3 2024
|
E&G Advisors, LP
|
SELL
|
- |
-400- 8.3% |
$27.1K - $32.3K
|
4.42K
$337K
|
|
|
Oct 25, 2024
Q3 2024
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-400- 70.18% |
$27.1K - $32.3K
|
170
$13K
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-400- 9.16% |
$27.1K - $32.3K
|
3.97K
$303K
|
|
|
Oct 30, 2024
Q3 2024
|
Donald L. Hagan, LLC
|
SELL
|
- |
-407- 4.84% |
$27.5K - $32.9K
|
8.01K
$611K
|
|
|
Oct 22, 2024
Q3 2024
|
Spectrum Asset Management, Inc.
|
SELL
|
- |
-438- 1.23% |
$29.6K - $35.4K
|
35.3K
$2.69M
|
|
|
Oct 31, 2024
Q3 2024
|
Montecito Bank & Trust
|
SELL
|
- |
-447- 3.38% |
$30.2K - $36.1K
|
12.8K
$975K
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
SELL
|
- |
-453- 0.7% |
$30.7K - $36.6K
|
64.3K
$4.91M
|
|
|
Nov 12, 2024
Q3 2024
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-454- 25.08% |
$30.7K - $36.7K
|
1.36K
$103K
|
|
|
Nov 15, 2024
Q3 2024
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
SELL
|
- |
-457- 2.18% |
$30.9K - $36.9K
|
20.5K
$1.56M
|
|
|
Nov 18, 2024
Q3 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
SELL
|
- |
-462- 13.59% |
$31.3K - $37.3K
|
2.94K
$224K
|
|
|
Nov 13, 2024
Q3 2024
|
All Terrain Financial Advisors, LLC
Coon Rapids, MN |
SELL
|
- |
-463- 9.44% |
$31.3K - $37.4K
|
4.44K
$339K
|
|
|
Oct 02, 2024
Q3 2024
|
Boltwood Capital Management
|
SELL
|
- |
-467- 4.1% |
$31.6K - $37.7K
|
10.9K
$833K
|
|
|
Oct 08, 2024
Q3 2024
|
Marcum Wealth, LLC
|
SELL
|
- |
-477- 9.7% |
$32.3K - $38.5K
|
4.44K
$339K
|
|
|
Nov 14, 2024
Q3 2024
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-480- 20.86% |
$32.5K - $38.8K
|
1.82K
$139K
|
|
|
Oct 30, 2024
Q3 2024
|
Lee Danner & Bass Inc
|
SELL
|
- |
-485- 2.89% |
$32.8K - $39.2K
|
16.3K
$1.24M
|
|
|
Nov 14, 2024
Q3 2024
|
Ascent Group, LLC
|
SELL
|
- |
-491- 12.53% |
$33.2K - $39.7K
|
3.43K
$262K
|
|
|
Nov 12, 2024
Q3 2024
|
Estate Counselors, LLC
|
SELL
|
- |
-495- 0.35% |
$33.5K - $40K
|
142K
$10.8M
|
|
|
Nov 07, 2024
Q3 2024
|
Chesapeake Wealth Management
|
SELL
|
- |
-498- 4.2% |
$33.7K - $40.2K
|
11.3K
$866K
|