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 20, 2024
Q3 2024
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
125KNew |
$8.48M - $10.1M
|
125K
$9.58M
|
|
|
Nov 12, 2024
Q3 2024
|
Longbow Finance Sa
Lutry, V8 |
BUY
|
- |
119K+ 52.28% |
$8.07M - $9.63M
|
347K
$26.6M
|
|
|
Oct 30, 2024
Q3 2024
|
Rational Advisors LLC
Huntington, NY |
BUY
|
- |
118K+ 43.69% |
$7.96M - $9.5M
|
387K
$29.6M
|
|
|
Oct 15, 2024
Q3 2024
|
Pfg Advisors
|
BUY
|
- |
115K+ 350.97% |
$7.77M - $9.27M
|
148K
$11.3M
|
|
|
Nov 13, 2024
Q3 2024
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
113K+ 29.62% |
$7.63M - $9.1M
|
493K
$37.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
112K+ 445.08% |
$7.57M - $9.03M
|
137K
$10.5M
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Nova Scotia
|
BUY
|
- |
110K+ 504.55% |
$7.44M - $8.89M
|
132K
$10.1M
|
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
108KNew |
$7.34M - $8.76M
|
108K
$8.29M
|
|
|
Oct 10, 2024
Q3 2024
|
Factory Mutual Insurance CO
Waltham, MA |
BUY
|
- |
106K+ 4.93% |
$7.18M - $8.57M
|
2.26M
$173M
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
105K+ 57.9% |
$7.14M - $8.52M
|
288K
$22M
|
|
|
Oct 21, 2024
Q3 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
105K+ 103.12% |
$7.13M - $8.51M
|
208K
$15.9M
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
101K+ 13.08% |
$6.84M - $8.17M
|
874K
$66.8M
|
|
|
Oct 24, 2024
Q3 2024
|
Fischer Investment Strategies, LLC
Westlake Village, CA |
BUY
|
- |
93.4KNew |
$6.32M - $7.55M
|
93.4K
$7.14M
|
|
|
Nov 14, 2024
Q3 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
83.7K+ 910.16% |
$5.66M - $6.76M
|
92.9K
$7.1M
|
|
|
Oct 22, 2024
Q3 2024
|
Dupont Capital Management Corp
|
BUY
|
- |
82.9KNew |
$5.61M - $6.7M
|
82.9K
$6.34M
|
|
|
Nov 14, 2024
Q3 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
82.1K+ 401.87% |
$5.55M - $6.63M
|
103K
$7.84M
|
|
|
Nov 14, 2024
Q3 2024
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
81.8KNew |
$5.54M - $6.61M
|
81.8K
$6.26M
|
|
|
Nov 13, 2024
Q3 2024
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
80K+ 23.04% |
$5.41M - $6.46M
|
427K
$32.7M
|
|
|
Oct 24, 2024
Q3 2024
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
76.5KNew |
$5.18M - $6.18M
|
76.5K
$5.85M
|
|
|
Nov 12, 2024
Q3 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
69.4K+ 384.52% |
$4.7M - $5.61M
|
87.4K
$6.69M
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
68K+ 18.09% |
$4.6M - $5.5M
|
444K
$34M
|
|
|
Nov 14, 2024
Q3 2024
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
64.7KNew |
$4.38M - $5.22M
|
64.7K
$4.95M
|
|
|
Nov 14, 2024
Q3 2024
|
State Of Tennessee, Treasury Department
Nashville, TN |
BUY
|
- |
64.5K+ 102.08% |
$4.37M - $5.21M
|
128K
$9.77M
|
|
|
Nov 12, 2024
Q3 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
63.6K+ 43.86% |
$4.31M - $5.14M
|
209K
$16M
|
|
|
Nov 15, 2024
Q3 2024
|
Main Management Fund Advisors LLC
San Francisco, CA |
BUY
|
- |
63.2K+ 8.43% |
$4.28M - $5.11M
|
813K
$62.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
62.5KNew |
$4.23M - $5.05M
|
62.5K
$4.78M
|
|
|
Oct 15, 2024
Q3 2024
|
Monument Capital Management
|
BUY
|
- |
62.4KNew |
$4.22M - $5.04M
|
62.4K
$4.77M
|
|
|
Nov 18, 2024
Q3 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
60.2K+ 213.55% |
$4.07M - $4.86M
|
88.4K
$6.76M
|
|
|
Nov 12, 2024
Q3 2024
|
Wright Fund Management, LLC
Santa Monica, CA |
BUY
|
- |
60.2KNew |
$4.07M - $4.86M
|
60.2K
$4.6M
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
58.2K+ 19.83% |
$3.94M - $4.71M
|
352K
$26.9M
|
|
|
Oct 29, 2024
Q3 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
55.7K+ 3823.13% |
$3.77M - $4.5M
|
57.2K
$4.37M
|
|
|
Nov 12, 2024
Q3 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
55.7K+ 48409.57% |
$3.77M - $4.5M
|
55.8K
$4.27M
|
|
|
Oct 22, 2024
Q3 2024
|
Courier Capital LLC
|
BUY
|
- |
52.3K+ 560.63% |
$3.54M - $4.23M
|
61.6K
$4.71M
|
|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
51.9K+ 19.36% |
$3.51M - $4.19M
|
320K
$24.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Crabel Capital Management, LLC
Milwaukee, WI |
BUY
|
- |
51.2K+ 908.95% |
$3.46M - $4.13M
|
56.8K
$4.34M
|
|
|
Nov 06, 2024
Q3 2024
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
50.9K+ 4925.65% |
$3.44M - $4.11M
|
51.9K
$3.97M
|
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
BUY
|
- |
49.9K+ 207.92% |
$3.38M - $4.03M
|
73.9K
$5.65M
|
|
|
Nov 14, 2024
Q3 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
48.1K+ 261.6% |
$3.26M - $3.89M
|
66.5K
$5.09M
|
|
|
Nov 14, 2024
Q3 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
47.6K+ 767.46% |
$3.22M - $3.84M
|
53.8K
$4.11M
|
|
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
47.5K+ 40.05% |
$3.22M - $3.84M
|
166K
$12.7M
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
47K+ 344.96% |
$3.18M - $3.79M
|
60.6K
$4.63M
|
|
|
Nov 14, 2024
Q3 2024
|
Caxton Associates LP
New York, NY |
BUY
|
- |
46KNew |
$3.11M - $3.72M
|
46K
$3.52M
|
|
|
Nov 13, 2024
Q3 2024
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
45.3K+ 276.31% |
$3.06M - $3.66M
|
61.6K
$4.71M
|
|
|
Nov 12, 2024
Q3 2024
|
S. R. Schill & Associates
Mercer Island, WA |
BUY
|
- |
44.5KNew |
$3.01M - $3.6M
|
44.5K
$3.41M
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
44.2K+ 15.45% |
$2.99M - $3.57M
|
330K
$25.3M
|
|
|
Nov 07, 2024
Q3 2024
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
43.2KNew |
$2.92M - $3.49M
|
43.2K
$3.3M
|
|
|
Oct 16, 2024
Q3 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
43.1K+ 118.22% |
$2.92M - $3.49M
|
79.6K
$6.09M
|
|
|
Oct 29, 2024
Q3 2024
|
Signify Wealth
|
BUY
|
- |
39.9KNew |
$2.7M - $3.22M
|
39.9K
$3.05M
|
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
38.3K+ 58.5% |
$2.59M - $3.1M
|
104K
$7.94M
|
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
37.9K+ 28.03% |
$2.57M - $3.06M
|
173K
$13.2M
|