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 16, 2024
Q3 2024
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
3.05KNew |
$206K - $246K
|
3.05K
$242K
|
|
|
Oct 11, 2024
Q3 2024
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
3.03KNew |
$205K - $245K
|
3.03K
$240K
|
|
|
Oct 07, 2024
Q3 2024
|
Fulton Bank, N.A.
|
BUY
|
- |
2.91KNew |
$197K - $235K
|
2.91K
$231K
|
|
|
Oct 29, 2024
Q3 2024
|
F
|
BUY
|
- |
2.9KNew |
$196K - $234K
|
2.9K
$230K
|
|
|
Oct 17, 2024
Q3 2024
|
Aspiriant, LLC
|
BUY
|
- |
2.9KNew |
$196K - $234K
|
2.9K
$230K
|
|
|
Oct 11, 2024
Q3 2024
|
Cx Institutional
|
BUY
|
- |
2.87K+ 11.37% |
$194K - $232K
|
28.1K
$2.23M
|
|
|
Oct 25, 2024
Q3 2024
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
2.86KNew |
$194K - $231K
|
2.86K
$227K
|
|
|
Oct 15, 2024
Q3 2024
|
Prism Advisors, Inc.
|
BUY
|
- |
2.85KNew |
$193K - $230K
|
2.85K
$226K
|
|
|
Oct 10, 2024
Q3 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
2.81KNew |
$190K - $227K
|
2.81K
$222K
|
|
|
Oct 22, 2024
Q3 2024
|
Pictet North America Advisors Sa
|
BUY
|
- |
2.75KNew |
$186K - $222K
|
2.75K
$218K
|
|
|
Oct 24, 2024
Q3 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
2.74K+ 20.14% |
$185K - $221K
|
16.4K
$1.3M
|
|
|
Oct 08, 2024
Q3 2024
|
Cypress Wealth Services, LLC
|
BUY
|
- |
2.73KNew |
$185K - $221K
|
2.73K
$216K
|
|
|
Oct 02, 2024
Q3 2024
|
Weybosset Research & Management LLC
|
BUY
|
- |
2.7KNew |
$183K - $218K
|
2.7K
$214K
|
|
|
Oct 22, 2024
Q3 2024
|
Alaska Permanent Fund Corp
Juneau, AK |
BUY
|
- |
2.69KNew |
$182K - $217K
|
2.69K
$213K
|
|
|
Oct 25, 2024
Q3 2024
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
2.68KNew |
$181K - $216K
|
2.68K
$212K
|
|
|
Oct 29, 2024
Q3 2024
|
Sollinda Capital Management LLC
Hickory, NC |
BUY
|
- |
2.68KNew |
$181K - $216K
|
2.68K
$212K
|
|
|
Oct 09, 2024
Q3 2024
|
Pacific Sun Financial Corp
|
BUY
|
- |
2.67KNew |
$181K - $216K
|
2.67K
$212K
|
|
|
Oct 15, 2024
Q3 2024
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
BUY
|
- |
2.67K+ 5.55% |
$180K - $215K
|
50.7K
$4.02M
|
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
2.66K+ 2.35% |
$180K - $215K
|
116K
$9.19M
|
|
|
Oct 03, 2024
Q3 2024
|
Rockland Trust CO
|
BUY
|
- |
2.66KNew |
$180K - $215K
|
2.66K
$211K
|
|
|
Oct 03, 2024
Q3 2024
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
2.64KNew |
$179K - $214K
|
2.64K
$210K
|
|
|
Oct 17, 2024
Q3 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
2.63KNew |
$178K - $213K
|
2.63K
$209K
|
|
|
Oct 04, 2024
Q3 2024
|
First International Bank & Trust
Watford City, ND |
BUY
|
- |
2.63KNew |
$178K - $212K
|
2.63K
$208K
|
|
|
Oct 23, 2024
Q3 2024
|
Capital Management Associates, Inc
Minneapolis, MN |
BUY
|
- |
2.62KNew |
$177K - $211K
|
2.62K
$207K
|
|
|
Oct 29, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
2.59KNew |
$175K - $209K
|
2.59K
$205K
|
|
|
Oct 07, 2024
Q3 2024
|
Iam Advisory, LLC
|
BUY
|
- |
2.57KNew |
$174K - $208K
|
2.57K
$204K
|
|
|
Oct 07, 2024
Q3 2024
|
Camelot Technology Advisors, Inc.
San Francisco, CA |
BUY
|
- |
2.57K+ 33.21% |
$174K - $207K
|
10.3K
$816K
|
|
|
Oct 21, 2024
Q3 2024
|
Graybill Bartz & Assoc LTD
|
BUY
|
- |
2.53KNew |
$171K - $204K
|
2.53K
$200K
|
|
|
Oct 21, 2024
Q3 2024
|
Sebold Capital Management, Inc.
Lisle, IL |
BUY
|
- |
2.51KNew |
$170K - $203K
|
2.51K
$199K
|
|
|
Oct 16, 2024
Q3 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
2.48KNew |
$168K - $200K
|
2.48K
$197K
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
2.46K+ 3.52% |
$166K - $198K
|
72.3K
$5.73M
|
|
|
Oct 23, 2024
Q3 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
2.37KNew |
$160K - $191K
|
2.37K
$188K
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
2.27K+ 14.03% |
$154K - $183K
|
18.5K
$1.46M
|
|
|
Oct 04, 2024
Q3 2024
|
Hbw Advisory Services LLC
|
BUY
|
- |
2.24K+ 33.35% |
$152K - $181K
|
8.95K
$710K
|
|
|
Oct 11, 2024
Q3 2024
|
Harrell Investment Partners, LLC
Austin, TX |
BUY
|
- |
2.19K+ 4.64% |
$148K - $177K
|
49.3K
$3.91M
|
|
|
Oct 09, 2024
Q3 2024
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
2.15KNew |
$145K - $173K
|
2.15K
$170K
|
|
|
Oct 10, 2024
Q3 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
2.13K+ 9.05% |
$144K - $172K
|
25.6K
$2.03M
|
|
|
Oct 22, 2024
Q3 2024
|
Community Trust & Investment CO
|
BUY
|
- |
2.07K+ 0.72% |
$140K - $167K
|
291K
$23M
|
|
|
Oct 23, 2024
Q3 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
2.02K+ 6.34% |
$137K - $163K
|
33.9K
$2.69M
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
2.02K+ 75.45% |
$137K - $163K
|
4.7K
$372K
|
|
|
Oct 04, 2024
Q3 2024
|
Waycross Investment Management CO
Bellingham, WA |
BUY
|
- |
1.97K+ 4.12% |
$133K - $159K
|
49.8K
$3.95M
|
|
|
Oct 25, 2024
Q3 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
1.91KNew |
$129K - $154K
|
1.91K
$151K
|
|
|
Oct 10, 2024
Q3 2024
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
1.85K+ 20.65% |
$125K - $149K
|
10.8K
$855K
|
|
|
Oct 29, 2024
Q3 2024
|
First Interstate Bank
Billings, MT |
BUY
|
- |
1.8K+ 1.78% |
$122K - $146K
|
103K
$8.2M
|
|
|
Oct 24, 2024
Q3 2024
|
Orrstown Financial Services Inc
Shippensburg, PA |
BUY
|
- |
1.72K+ 27.41% |
$116K - $139K
|
8K
$634K
|
|
|
Oct 15, 2024
Q3 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
1.7K+ 7.43% |
$115K - $137K
|
24.6K
$1.95M
|
|
|
Oct 08, 2024
Q3 2024
|
City Holding CO
|
BUY
|
- |
1.69K+ 9.79% |
$114K - $136K
|
18.9K
$1.5M
|
|
|
Oct 16, 2024
Q3 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
1.62K+ 19.33% |
$110K - $131K
|
9.99K
$792K
|
|
|
Oct 22, 2024
Q3 2024
|
Psi Advisors, LLC
|
BUY
|
- |
1.56K+ 15.8% |
$106K - $126K
|
11.4K
$906K
|
|
|
Oct 18, 2024
Q3 2024
|
Fny Investment Advisers, LLC
|
BUY
|
- |
1.5KNew |
$101K - $121K
|
1.5K
$119K
|