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 14, 2024
Q3 2024
|
Triangle Securities Wealth Management
|
SELL
|
- |
-1.18K- 8.61% |
$79.7K - $95.2K
|
12.5K
$954K
|
|
|
Oct 22, 2024
Q3 2024
|
Narwhal Capital Management
|
SELL
|
- |
-1.2K- 9.22% |
$81.2K - $96.9K
|
11.8K
$902K
|
|
|
Nov 14, 2024
Q3 2024
|
Texas Capital Bank Wealth Management Services Inc
|
SELL
|
- |
-1.24K- 27.81% |
$83.6K - $99.8K
|
3.21K
$245K
|
|
|
Nov 13, 2024
Q3 2024
|
Syon Capital LLC
San Francisco, CA |
SELL
|
- |
-1.24K- 4.48% |
$83.7K - $99.9K
|
26.4K
$2.01M
|
|
|
Oct 18, 2024
Q3 2024
|
Savior LLC
|
SELL
|
- |
-1.25K- 5.56% |
$84.9K - $101K
|
21.3K
$1.62M
|
|
|
Oct 15, 2024
Q3 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-1.3K- 4.8% |
$87.9K - $105K
|
25.7K
$1.96M
|
|
|
Oct 22, 2024
Q3 2024
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-1.33K- 15.46% |
$89.7K - $107K
|
7.25K
$553K
|
|
|
Oct 16, 2024
Q3 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-1.33K- 2.73% |
$89.9K - $107K
|
47.3K
$3.61M
|
|
|
Oct 29, 2024
Q3 2024
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-1.36K- 16.43% |
$92K - $110K
|
6.91K
$528K
|
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-1.39K- 4.31% |
$93.9K - $112K
|
30.8K
$2.35M
|
|
|
Oct 10, 2024
Q3 2024
|
Perfromance Wealth Partners, LLC
|
SELL
|
- |
-1.41K- 5.83% |
$95.6K - $114K
|
22.8K
$1.74M
|
|
|
Nov 18, 2024
Q3 2024
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-1.42K- 18.11% |
$96.1K - $115K
|
6.42K
$490K
|
|
|
Oct 09, 2024
Q3 2024
|
Tap Consulting, LLC
|
SELL
|
- |
-1.43K- 4.02% |
$97K - $116K
|
34.2K
$2.61M
|
|
|
Oct 17, 2024
Q3 2024
|
Spreng Capital Management, Inc.
|
SELL
|
- |
-1.45K- 22.94% |
$98.1K - $117K
|
4.87K
$372K
|
|
|
Nov 05, 2024
Q3 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-1.46K- 0.95% |
$98.9K - $118K
|
152K
$11.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
SELL
|
- |
-1.48K- 22.8% |
$99.9K - $119K
|
5K
$381K
|
|
|
Nov 12, 2024
Q3 2024
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-1.49K- 10.77% |
$101K - $120K
|
12.3K
$942K
|
|
|
Oct 30, 2024
Q3 2024
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-1.5K- 13.46% |
$102K - $121K
|
9.64K
$736K
|
|
|
Nov 01, 2024
Q3 2024
|
Mesirow Financial Investment Management, Inc.
|
SELL
|
- |
-1.51K- 15.24% |
$102K - $122K
|
8.37K
$639K
|
|
|
Nov 12, 2024
Q3 2024
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-1.52K- 2.86% |
$103K - $122K
|
51.6K
$3.93M
|
|
|
Nov 01, 2024
Q3 2024
|
Bray Capital Advisors
|
SELL
|
- |
-1.57K- 3.17% |
$106K - $127K
|
48K
$3.66M
|
|
|
Oct 15, 2024
Q3 2024
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-1.57K- 3.28% |
$106K - $127K
|
46.3K
$3.53M
|
|
|
Nov 06, 2024
Q3 2024
|
Koa Wealth Management, LLC
Encinitas, CA |
SELL
|
- |
-1.59K- 4.06% |
$108K - $128K
|
37.5K
$2.86M
|
|
|
Oct 31, 2024
Q3 2024
|
Hanseatic Management Services Inc
|
SELL
|
- |
-1.59K- 6.63% |
$108K - $129K
|
22.4K
$1.71M
|
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.61K- 10.17% |
$109K - $130K
|
14.2K
$1.08M
|
|
|
Oct 21, 2024
Q3 2024
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-1.61K- 9.59% |
$109K - $130K
|
15.2K
$1.16M
|
|
|
Nov 12, 2024
Q3 2024
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-1.62K- 4.42% |
$110K - $131K
|
35.1K
$2.68M
|
|
|
Oct 08, 2024
Q3 2024
|
Rockingstone Advisors LLC
Great Barrington, MA |
SELL
|
- |
-1.64K- 21.28% |
$111K - $132K
|
6.07K
$463K
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-1.64K- 0.46% |
$111K - $133K
|
358K
$27.4M
|
|
|
Oct 21, 2024
Q3 2024
|
Kessler Investment Group, LLC
|
SELL
|
- |
-1.68K- 19.47% |
$114K - $136K
|
6.95K
$530K
|
|
|
Oct 09, 2024
Q3 2024
|
Strategic Advisors LLC
|
SELL
|
- |
-1.68K- 20.43% |
$114K - $136K
|
6.56K
$500K
|
|
|
Oct 28, 2024
Q3 2024
|
Stephens Inc
|
SELL
|
- |
-1.71K- 7.18% |
$116K - $138K
|
22.1K
$1.69M
|
|
|
Nov 04, 2024
Q3 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-1.77K- 39.94% |
$120K - $143K
|
2.66K
$203K
|
|
|
Nov 04, 2024
Q3 2024
|
Wayfinding Financial, LLC
Lynnwood, WA |
SELL
|
- |
-1.78K- 4.45% |
$121K - $144K
|
38.3K
$2.93M
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-1.79K- 1.71% |
$121K - $145K
|
103K
$7.87M
|
|
|
Nov 04, 2024
Q3 2024
|
Meritage Portfolio Management
|
SELL
|
- |
-1.86K- 1.74% |
$126K - $150K
|
105K
$8M
|
|
|
Nov 13, 2024
Q3 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-1.87K- 2.66% |
$127K - $151K
|
68.5K
$5.22M
|
|
|
Oct 29, 2024
Q3 2024
|
Vigilare Wealth Management
|
SELL
|
- |
-1.88K- 18.98% |
$127K - $152K
|
8.01K
$611K
|
|
|
Nov 14, 2024
Q3 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-1.91K- 6.05% |
$129K - $154K
|
29.7K
$2.26M
|
|
|
Oct 25, 2024
Q3 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-1.99K- 6.17% |
$135K - $161K
|
30.2K
$2.31M
|
|
|
Oct 09, 2024
Q3 2024
|
Worth Asset Management, LLC
|
SELL
|
- |
-2.01K- 25.97% |
$136K - $162K
|
5.72K
$436K
|
|
|
Nov 07, 2024
Q3 2024
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-2.03K- 8.02% |
$137K - $164K
|
23.3K
$1.77M
|
|
|
Oct 15, 2024
Q3 2024
|
Htlf Bank
Denver, CO |
SELL
|
- |
-2.11K- 2.97% |
$143K - $170K
|
68.9K
$5.25M
|
|
|
Oct 07, 2024
Q3 2024
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-2.2K- 34.28% |
$149K - $178K
|
4.22K
$322K
|
|
|
Oct 09, 2024
Q3 2024
|
Foguth Wealth Management, Llc.
Brighton, MI |
SELL
|
- |
-2.22K- 7.59% |
$150K - $179K
|
27.1K
$2.07M
|
|
|
Nov 15, 2024
Q3 2024
|
Main Management LLC
San Francisco, CA |
SELL
|
- |
-2.3K- 0.97% |
$156K - $186K
|
234K
$17.9M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-2.32K- 0.33% |
$157K - $188K
|
694K
$52.9M
|
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-2.34K- 25.67% |
$158K - $189K
|
6.77K
$517K
|
|
|
Oct 17, 2024
Q3 2024
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-2.4K- 2.28% |
$162K - $194K
|
103K
$7.83M
|
|
|
Oct 31, 2024
Q3 2024
|
Graypoint LLC
|
SELL
|
- |
-2.41K- 3.01% |
$163K - $195K
|
77.5K
$5.91M
|