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 30, 2024
Q3 2024
|
Donald L. Hagan, LLC
|
SELL
|
- |
-407- 4.84% |
$27.5K - $32.9K
|
8.01K
$626K
|
|
|
Oct 22, 2024
Q3 2024
|
Spectrum Asset Management, Inc.
|
SELL
|
- |
-438- 1.23% |
$29.6K - $35.4K
|
35.3K
$2.76M
|
|
|
Oct 31, 2024
Q3 2024
|
Montecito Bank & Trust
|
SELL
|
- |
-447- 3.38% |
$30.2K - $36.1K
|
12.8K
$999K
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
SELL
|
- |
-453- 0.7% |
$30.7K - $36.6K
|
64.3K
$5.03M
|
|
|
Nov 12, 2024
Q3 2024
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-454- 25.08% |
$30.7K - $36.7K
|
1.36K
$106K
|
|
|
Nov 15, 2024
Q3 2024
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
SELL
|
- |
-457- 2.18% |
$30.9K - $36.9K
|
20.5K
$1.6M
|
|
|
Nov 18, 2024
Q3 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
SELL
|
- |
-462- 13.59% |
$31.3K - $37.3K
|
2.94K
$230K
|
|
|
Nov 13, 2024
Q3 2024
|
All Terrain Financial Advisors, LLC
Coon Rapids, MN |
SELL
|
- |
-463- 9.44% |
$31.3K - $37.4K
|
4.44K
$348K
|
|
|
Oct 02, 2024
Q3 2024
|
Boltwood Capital Management
|
SELL
|
- |
-467- 4.1% |
$31.6K - $37.7K
|
10.9K
$854K
|
|
|
Oct 08, 2024
Q3 2024
|
Marcum Wealth, LLC
|
SELL
|
- |
-477- 9.7% |
$32.3K - $38.5K
|
4.44K
$347K
|
|
|
Nov 14, 2024
Q3 2024
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-480- 20.86% |
$32.5K - $38.8K
|
1.82K
$142K
|
|
|
Oct 30, 2024
Q3 2024
|
Lee Danner & Bass Inc
|
SELL
|
- |
-485- 2.89% |
$32.8K - $39.2K
|
16.3K
$1.28M
|
|
|
Nov 14, 2024
Q3 2024
|
Ascent Group, LLC
|
SELL
|
- |
-491- 12.53% |
$33.2K - $39.7K
|
3.43K
$268K
|
|
|
Nov 12, 2024
Q3 2024
|
Estate Counselors, LLC
|
SELL
|
- |
-495- 0.35% |
$33.5K - $40K
|
142K
$11.1M
|
|
|
Nov 07, 2024
Q3 2024
|
Chesapeake Wealth Management
|
SELL
|
- |
-498- 4.2% |
$33.7K - $40.2K
|
11.3K
$888K
|
|
|
Oct 30, 2024
Q3 2024
|
Solitude Financial Services
|
SELL
|
- |
-501- 5.98% |
$33.9K - $40.5K
|
7.88K
$616K
|
|
|
Jan 08, 2025
Q3 2024
|
Buska Wealth Management, LLC
Wausau, WI |
SELL
|
- |
-502- 12.4% |
$34K - $40.6K
|
3.55K
$277K
|
|
|
Oct 23, 2024
Q3 2024
|
Country Club Bank
|
SELL
|
- |
-525- 3.37% |
$35.5K - $42.4K
|
15K
$1.18M
|
|
|
Oct 28, 2024
Q3 2024
|
Phillips Wealth Planners LLC
Starkville, MS |
SELL
|
- |
-538- 12.0% |
$36.4K - $43.5K
|
3.94K
$308K
|
|
|
Oct 10, 2024
Q3 2024
|
Mechanics Bank Trust Department
|
SELL
|
- |
-541- 2.12% |
$36.6K - $43.7K
|
25K
$1.95M
|
|
|
Nov 08, 2024
Q3 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-545- 4.02% |
$36.9K - $44K
|
13K
$1.02M
|
|
|
Nov 06, 2024
Q3 2024
|
Omnia Family Wealth, LLC
|
SELL
|
- |
-547- 0.93% |
$37K - $44.2K
|
58.6K
$4.58M
|
|
|
Oct 10, 2024
Q3 2024
|
Sowa Financial Group, Inc.
Lincoln, RI |
SELL
|
- |
-553- 3.79% |
$37.4K - $44.7K
|
14K
$1.1M
|
|
|
Nov 22, 2024
Q3 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-560- 6.68% |
$37.9K - $45.2K
|
7.82K
$611K
|
|
|
Oct 11, 2024
Q3 2024
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-580- 9.17% |
$39.2K - $46.9K
|
5.75K
$449K
|
|
|
Nov 05, 2024
Q3 2024
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
SELL
|
- |
-584- 2.53% |
$39.5K - $47.2K
|
22.5K
$1.76M
|
|
|
Oct 07, 2024
Q3 2024
|
Prentice Wealth Management LLC
|
SELL
|
- |
-596- 5.28% |
$40.3K - $48.1K
|
10.7K
$837K
|
|
|
Oct 15, 2024
Q3 2024
|
Grant
|
SELL
|
- |
-610- 17.94% |
$41.3K - $49.3K
|
2.79K
$218K
|
|
|
Nov 13, 2024
Q3 2024
|
Financial Counselors Inc
|
SELL
|
- |
-611- 3.72% |
$41.3K - $49.4K
|
15.8K
$1.24M
|
|
|
Oct 02, 2024
Q3 2024
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-625- 36.02% |
$42.3K - $50.5K
|
1.11K
$86.8K
|
|
|
Nov 04, 2024
Q3 2024
|
Vaughan David Investments LLC
Peoria, IL |
SELL
|
- |
-625- 0.36% |
$42.3K - $50.5K
|
174K
$13.6M
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-629- 12.84% |
$42.6K - $50.8K
|
4.27K
$334K
|
|
|
Nov 25, 2024
Q3 2024
|
Cim Investment Management Inc
Pittsburgh, PA |
SELL
|
- |
-637- 1.75% |
$43.1K - $51.5K
|
35.8K
$2.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-640- 4.87% |
$43.3K - $51.7K
|
12.5K
$978K
|
|
|
Oct 15, 2024
Q3 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-650- 6.37% |
$44K - $52.5K
|
9.56K
$748K
|
|
|
Nov 05, 2024
Q3 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-661- 12.57% |
$44.7K - $53.4K
|
4.6K
$359K
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthfront Advisers LLC
|
SELL
|
- |
-673- 3.11% |
$45.5K - $54.4K
|
20.9K
$1.64M
|
|
|
Nov 12, 2024
Q3 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-691- 95.97% |
$46.8K - $55.8K
|
29
$2.27K
|
|
|
Nov 14, 2024
Q3 2024
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-732- 22.5% |
$49.5K - $59.1K
|
2.52K
$197K
|
|
|
Nov 12, 2024
Q3 2024
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-735- 2.54% |
$49.7K - $59.4K
|
28.2K
$2.2M
|
|
|
Oct 21, 2024
Q3 2024
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
SELL
|
- |
-738- 1.39% |
$49.9K - $59.6K
|
52.2K
$4.08M
|
|
|
Nov 04, 2024
Q3 2024
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-739- 11.18% |
$50K - $59.7K
|
5.87K
$459K
|
|
|
Nov 14, 2024
Q3 2024
|
Elco Management Co., LLC
New York, NY |
SELL
|
- |
-750- 15.79% |
$50.8K - $60.6K
|
4K
$313K
|
|
|
Nov 12, 2024
Q3 2024
|
Founders Financial Securities LLC
|
SELL
|
- |
-751- 3.84% |
$50.8K - $60.7K
|
18.8K
$1.47M
|
|
|
Oct 16, 2024
Q3 2024
|
Butensky & Cohen Financial Security, Inc
|
SELL
|
- |
-762- 2.65% |
$51.6K - $61.6K
|
28K
$2.19M
|
|
|
Nov 14, 2024
Q3 2024
|
Nbt Bank N A
|
SELL
|
- |
-765- 1.85% |
$51.8K - $61.8K
|
40.5K
$3.17M
|
|
|
Nov 06, 2024
Q3 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-793- 2.33% |
$53.7K - $64.1K
|
33.3K
$2.6M
|
|
|
Nov 13, 2024
Q3 2024
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-793- 1.65% |
$53.7K - $64.1K
|
47.4K
$3.71M
|
|
|
Feb 19, 2025
Q3 2024
|
Keystone Financial Group
|
SELL
|
- |
-808- 5.04% |
$54.7K - $65.3K
|
15.2K
$1.19M
|
|
|
Nov 13, 2024
Q3 2024
|
Full Sail Capital, LLC
Oklahoma City, OK |
SELL
|
- |
-829- 0.55% |
$56.1K - $67K
|
149K
$11.6M
|