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 24, 2024
Q3 2024
|
Trust CO Of Virginia
|
BUY
|
- |
1.45K+ 1.21% |
$98K - $117K
|
121K
$9.58M
|
|
|
Oct 15, 2024
Q3 2024
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
1.41KNew |
$95.6K - $114K
|
1.41K
$112K
|
|
|
Oct 24, 2024
Q3 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
1.4K+ 36.37% |
$94.4K - $113K
|
5.23K
$415K
|
|
|
Oct 28, 2024
Q3 2024
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
1.35K+ 20.21% |
$91K - $109K
|
8K
$634K
|
|
|
Oct 21, 2024
Q3 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
1.32K+ 3.0% |
$89.3K - $107K
|
45.2K
$3.59M
|
|
|
Oct 10, 2024
Q3 2024
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
1.26K+ 2.57% |
$84.9K - $101K
|
50.1K
$3.98M
|
|
|
Oct 11, 2024
Q3 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
1.24K+ 32.32% |
$83.8K - $100K
|
5.07K
$402K
|
|
|
Oct 22, 2024
Q3 2024
|
Guidance Capital, Inc
Lousville, KY |
BUY
|
- |
1.18K+ 6.08% |
$79.6K - $95.1K
|
20.5K
$1.63M
|
|
|
Oct 24, 2024
Q3 2024
|
Ellis Investment Partners, LLC
|
BUY
|
- |
1.11K+ 2.6% |
$75.3K - $89.9K
|
43.9K
$3.48M
|
|
|
Oct 08, 2024
Q3 2024
|
Connective Portfolio Management, LLC
|
BUY
|
- |
1.1KNew |
$74.4K - $88.9K
|
1.1K
$87.2K
|
|
|
Oct 04, 2024
Q3 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
1.05K+ 433.88% |
$71.1K - $84.8K
|
1.29K
$102K
|
|
|
Oct 17, 2024
Q3 2024
|
First Citizens Bank & Trust CO
|
BUY
|
- |
1.05K+ 20.1% |
$71.1K - $84.8K
|
6.28K
$497K
|
|
|
Oct 18, 2024
Q3 2024
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
1.01K+ 17.39% |
$68.6K - $81.9K
|
6.85K
$543K
|
|
|
Oct 07, 2024
Q3 2024
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
1K+ 16.15% |
$67.7K - $80.9K
|
7.2K
$571K
|
|
|
Oct 29, 2024
Q3 2024
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
966+ 139.6% |
$65.4K - $78K
|
1.66K
$131K
|
|
|
Oct 18, 2024
Q3 2024
|
Essex LLC
|
BUY
|
- |
946+ 8.74% |
$64K - $76.4K
|
11.8K
$933K
|
|
|
Oct 10, 2024
Q3 2024
|
Brave Asset Management Inc
|
BUY
|
- |
932+ 1.41% |
$63.1K - $75.3K
|
67.2K
$5.33M
|
|
|
Oct 10, 2024
Q3 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
906+ 19.44% |
$61.3K - $73.2K
|
5.57K
$441K
|
|
|
Oct 28, 2024
Q3 2024
|
Lcm Capital Management Inc
|
BUY
|
- |
861+ 2.37% |
$58.3K - $69.6K
|
37.1K
$2.94M
|
|
|
Oct 18, 2024
Q3 2024
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
831+ 2.28% |
$56.2K - $67.1K
|
37.2K
$2.95M
|
|
|
Oct 28, 2024
Q3 2024
|
Penobscot Wealth Management
|
BUY
|
- |
799+ 7.86% |
$54.1K - $64.5K
|
11K
$869K
|
|
|
Oct 17, 2024
Q3 2024
|
Midwest Financial Group LLC
Overland Park, KS |
BUY
|
- |
770+ 4.01% |
$52.1K - $62.2K
|
20K
$1.58M
|
|
|
Oct 08, 2024
Q3 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
746+ 11.35% |
$50.5K - $60.3K
|
7.32K
$580K
|
|
|
Oct 24, 2024
Q3 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
698+ 8.21% |
$47.2K - $56.4K
|
9.2K
$729K
|
|
|
Oct 25, 2024
Q3 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
637+ 38.17% |
$43.1K - $51.5K
|
2.31K
$183K
|
|
|
Oct 15, 2024
Q3 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
632+ 12.05% |
$42.8K - $51.1K
|
5.88K
$466K
|
|
|
Oct 04, 2024
Q3 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
625+ 19.6% |
$42.3K - $50.5K
|
3.81K
$302K
|
|
|
Oct 01, 2024
Q3 2024
|
Appleton Partners Inc
|
BUY
|
- |
620+ 1.15% |
$42K - $50.1K
|
54.5K
$4.32M
|
|
|
Oct 21, 2024
Q3 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
610+ 7.06% |
$41.3K - $49.3K
|
9.26K
$734K
|
|
|
Oct 16, 2024
Q3 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
600+ 12.58% |
$40.6K - $48.5K
|
5.37K
$426K
|
|
|
Oct 04, 2024
Q3 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
593+ 3.78% |
$40.1K - $47.9K
|
16.3K
$1.29M
|
|
|
Oct 11, 2024
Q3 2024
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
577+ 4.06% |
$39K - $46.6K
|
14.8K
$1.17M
|
|
|
Oct 21, 2024
Q3 2024
|
Eastern Bank
|
BUY
|
- |
575New |
$38.9K - $46.4K
|
575
$45.6K
|
|
|
Oct 15, 2024
Q3 2024
|
Atticus Wealth Management, LLC
|
BUY
|
- |
557+ 18.65% |
$37.7K - $45K
|
3.54K
$281K
|
|
|
Oct 09, 2024
Q3 2024
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
BUY
|
- |
553+ 14.72% |
$37.4K - $44.7K
|
4.31K
$342K
|
|
|
Oct 15, 2024
Q3 2024
|
Wbh Advisory Inc
|
BUY
|
- |
546+ 1.45% |
$36.9K - $44.1K
|
38.2K
$3.03M
|
|
|
Oct 25, 2024
Q3 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
523+ 3.31% |
$35.4K - $42.2K
|
16.3K
$1.3M
|
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
522+ 1.17% |
$35.3K - $42.2K
|
45.1K
$3.57M
|
|
|
Oct 15, 2024
Q3 2024
|
Krilogy Financial LLC
|
BUY
|
- |
517+ 0.54% |
$35K - $41.8K
|
96.3K
$7.63M
|
|
|
Oct 10, 2024
Q3 2024
|
Cra Financial Services, LLC
|
BUY
|
- |
510+ 4.19% |
$34.5K - $41.2K
|
12.7K
$1.01M
|
|
|
Oct 25, 2024
Q3 2024
|
Avitas Wealth Management LLC
|
BUY
|
- |
503+ 0.93% |
$34K - $40.6K
|
54.4K
$4.31M
|
|
|
Oct 28, 2024
Q3 2024
|
Cordatus Wealth Management LLC
Newtown, PA |
BUY
|
- |
491+ 1.49% |
$33.2K - $39.7K
|
33.6K
$2.66M
|
|
|
Oct 09, 2024
Q3 2024
|
Independence Bank Of Kentucky
|
BUY
|
- |
476+ 23.84% |
$32.2K - $38.5K
|
2.47K
$196K
|
|
|
Oct 11, 2024
Q3 2024
|
Wesbanco Bank Inc
|
BUY
|
- |
475+ 5.22% |
$32.1K - $38.4K
|
9.57K
$758K
|
|
|
Oct 28, 2024
Q3 2024
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
473+ 1.76% |
$32K - $38.2K
|
27.4K
$2.17M
|
|
|
Oct 15, 2024
Q3 2024
|
Bbjs Financial Advisors, LLC
Seattle, WA |
BUY
|
- |
468+ 0.78% |
$31.7K - $37.8K
|
60.3K
$4.78M
|
|
|
Oct 16, 2024
Q3 2024
|
Ars Investment Partners, LLC
|
BUY
|
- |
467+ 10.61% |
$31.6K - $37.7K
|
4.87K
$386K
|
|
|
Oct 24, 2024
Q3 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
463New |
$31.3K - $37.4K
|
463
$36.7K
|
|
|
Oct 10, 2024
Q3 2024
|
Lion Street Advisors, LLC
|
BUY
|
- |
454+ 6.63% |
$30.7K - $36.7K
|
7.3K
$579K
|
|
|
Oct 15, 2024
Q3 2024
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
444+ 5.1% |
$30K - $35.9K
|
9.15K
$725K
|