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 12, 2024
Q3 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
37.2K+ 98.44% |
$2.52M - $3M
|
74.9K
$5.73M
|
|
|
Nov 14, 2024
Q3 2024
|
Sym Financial Corp
|
BUY
|
- |
35KNew |
$2.37M - $2.83M
|
35K
$2.68M
|
|
|
Oct 08, 2024
Q3 2024
|
West Financial Advisors, LLC
|
BUY
|
- |
33.2KNew |
$2.24M - $2.68M
|
33.2K
$2.54M
|
|
|
Oct 11, 2024
Q3 2024
|
Occidental Asset Management, LLC
|
BUY
|
- |
32.5KNew |
$2.2M - $2.63M
|
32.5K
$2.49M
|
|
|
Nov 12, 2024
Q3 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
32.4K+ 286.3% |
$2.19M - $2.62M
|
43.8K
$3.35M
|
|
|
Oct 17, 2024
Q3 2024
|
Moulton Wealth Management, Inc
|
BUY
|
- |
32.3K+ 244.47% |
$2.19M - $2.61M
|
45.6K
$3.48M
|
|
|
Nov 13, 2024
Q3 2024
|
Maven Securities LTD
St Helier, Y9 |
BUY
|
- |
32.3KNew |
$2.19M - $2.61M
|
32.3K
$2.47M
|
|
|
Nov 14, 2024
Q3 2024
|
Capstone Investment Advisors, LLC
New York, NY |
BUY
|
- |
32.2KNew |
$2.18M - $2.6M
|
32.2K
$2.47M
|
|
|
Nov 05, 2024
Q3 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
31.9KNew |
$2.16M - $2.58M
|
31.9K
$2.44M
|
|
|
Oct 24, 2024
Q3 2024
|
Cavalier Investments, LLC
|
BUY
|
- |
31.1KNew |
$2.1M - $2.51M
|
31.1K
$2.38M
|
|
|
Oct 24, 2024
Q3 2024
|
Park Edge Advisors, LLC
Cleveland, OH |
BUY
|
- |
31KNew |
$2.1M - $2.51M
|
31K
$2.37M
|
|
|
Nov 14, 2024
Q3 2024
|
Centric Wealth Management
|
BUY
|
- |
30.8K+ 394.57% |
$2.08M - $2.49M
|
38.6K
$2.95M
|
|
|
Nov 14, 2024
Q3 2024
|
Aventail Capital Group, LP
New York, NY |
BUY
|
- |
30.7KNew |
$2.07M - $2.48M
|
30.7K
$2.34M
|
|
|
Oct 07, 2024
Q3 2024
|
City Center Advisors, LLC
Troy, MI |
BUY
|
- |
30K+ 207.47% |
$2.03M - $2.42M
|
44.4K
$3.39M
|
|
|
Nov 08, 2024
Q3 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
29.3K+ 2654.35% |
$1.98M - $2.37M
|
30.4K
$2.33M
|
|
|
Nov 12, 2024
Q3 2024
|
Winton Group LTD
London, X0 |
BUY
|
- |
28.5K+ 12.08% |
$1.93M - $2.3M
|
264K
$20.2M
|
|
|
Oct 15, 2024
Q3 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
28.5KNew |
$1.93M - $2.3M
|
28.5K
$2.18M
|
|
|
Oct 15, 2024
Q3 2024
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
28.4KNew |
$1.92M - $2.29M
|
28.4K
$2.17M
|
|
|
Nov 12, 2024
Q3 2024
|
Everstar Asset Management, LLC
Mooresville, NC |
BUY
|
- |
28KNew |
$1.9M - $2.26M
|
28K
$2.14M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
27.7K+ 18.9% |
$1.87M - $2.24M
|
174K
$13.3M
|
|
|
Oct 16, 2024
Q3 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
27.6K+ 392.25% |
$1.87M - $2.23M
|
34.6K
$2.65M
|
|
|
Oct 23, 2024
Q3 2024
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
BUY
|
- |
27.5K+ 829.08% |
$1.86M - $2.22M
|
30.8K
$2.36M
|
|
|
Nov 13, 2024
Q3 2024
|
Rockport Wealth LLC
Fairview Park, OH |
BUY
|
- |
26.4K+ 14.93% |
$1.79M - $2.13M
|
203K
$15.5M
|
|
|
Oct 10, 2024
Q3 2024
|
Lake Hills Wealth Management, LLC
|
BUY
|
- |
26KNew |
$1.76M - $2.1M
|
26K
$1.99M
|
|
|
Nov 12, 2024
Q3 2024
|
Heritage Wealth Advisors
|
BUY
|
- |
26K+ 215.65% |
$1.76M - $2.1M
|
38K
$2.91M
|
|
|
Nov 08, 2024
Q3 2024
|
Beck Bode, LLC
|
BUY
|
- |
25.9KNew |
$1.76M - $2.1M
|
25.9K
$1.98M
|
|
|
Nov 14, 2024
Q3 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
25.8K+ 92.94% |
$1.75M - $2.09M
|
53.7K
$4.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
25.5K+ 70.4% |
$1.72M - $2.06M
|
61.6K
$4.71M
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
25.2K+ 12.65% |
$1.7M - $2.04M
|
224K
$17.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Fortem Financial Group, LLC
|
BUY
|
- |
24.5KNew |
$1.66M - $1.98M
|
24.5K
$1.87M
|
|
|
Nov 12, 2024
Q3 2024
|
Wespac Advisors, LLC
|
BUY
|
- |
24.1KNew |
$1.63M - $1.95M
|
24.1K
$1.85M
|
|
|
Oct 15, 2024
Q3 2024
|
Churchill Management Corp
|
BUY
|
- |
23.8K+ 2.53% |
$1.61M - $1.92M
|
964K
$73.7M
|
|
|
Oct 25, 2024
Q3 2024
|
Measured Wealth Private Client Group, LLC
|
BUY
|
- |
23.5K+ 93.2% |
$1.59M - $1.9M
|
48.7K
$3.73M
|
|
|
Oct 31, 2024
Q3 2024
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
23.5K+ 316.95% |
$1.59M - $1.9M
|
30.9K
$2.36M
|
|
|
Nov 14, 2024
Q3 2024
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
23.2K+ 11.33% |
$1.57M - $1.87M
|
228K
$17.4M
|
|
|
Oct 23, 2024
Q3 2024
|
Financial Partners Group, LLC
Gallatin, TN |
BUY
|
- |
23.1KNew |
$1.56M - $1.87M
|
23.1K
$1.77M
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
22.8K+ 14.97% |
$1.54M - $1.84M
|
175K
$13.4M
|
|
|
Oct 29, 2024
Q3 2024
|
Symmetry Partners, LLC
|
BUY
|
- |
22.7KNew |
$1.54M - $1.83M
|
22.7K
$1.74M
|
|
|
Nov 12, 2024
Q3 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
22.4K+ 127.89% |
$1.51M - $1.81M
|
39.8K
$3.05M
|
|
|
Nov 14, 2024
Q3 2024
|
Moore Capital Management, LP
New York, NY |
BUY
|
- |
22.2KNew |
$1.5M - $1.8M
|
22.2K
$1.7M
|
|
|
Oct 28, 2024
Q3 2024
|
Ayalon Insurance Comp Ltd.
|
BUY
|
- |
22.2K+ 82.19% |
$1.5M - $1.79M
|
49.2K
$3.76M
|
|
|
Nov 07, 2024
Q3 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
21.9K+ 48.88% |
$1.48M - $1.77M
|
66.6K
$5.09M
|
|
|
Nov 12, 2024
Q3 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
21.5K+ 41.91% |
$1.46M - $1.74M
|
72.9K
$5.57M
|
|
|
Oct 08, 2024
Q3 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
20.9K+ 239.23% |
$1.41M - $1.69M
|
29.6K
$2.27M
|
|
|
Oct 16, 2024
Q3 2024
|
New Harbor Financial Group, LLC
Leominster, MA |
BUY
|
- |
20.9K+ 7.02% |
$1.41M - $1.69M
|
318K
$24.3M
|
|
|
Oct 21, 2024
Q3 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
20.8K+ 130200.0% |
$1.41M - $1.68M
|
20.8K
$1.59M
|
|
|
Nov 05, 2024
Q3 2024
|
Private Wealth Advisors, LLC
Fresno, CA |
BUY
|
- |
20.7K+ 42.94% |
$1.4M - $1.67M
|
68.8K
$5.26M
|
|
|
Oct 18, 2024
Q3 2024
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
20.3K+ 31.08% |
$1.38M - $1.64M
|
85.8K
$6.56M
|
|
|
Nov 14, 2024
Q3 2024
|
Steven Cohen
Point72 Asset Management, L.P. | Stamford, Ct
|
BUY
|
- |
20.3KNew |
$1.38M - $1.64M
|
20.3K
$1.55M
|
|
|
Oct 21, 2024
Q3 2024
|
Toth Financial Advisory Corp
|
BUY
|
- |
19.9K+ 46.18% |
$1.35M - $1.61M
|
63.1K
$4.83M
|