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 08, 2024
Q3 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
6.21K+ 71.45% |
$420K - $501K
|
14.9K
$1.14M
|
|
|
Nov 12, 2024
Q3 2024
|
Amica Retiree Medical Trust
|
BUY
|
- |
6.08KNew |
$412K - $491K
|
6.08K
$465K
|
|
|
Oct 15, 2024
Q3 2024
|
Keystone Wealth Services, LLC
|
BUY
|
- |
6.02KNew |
$407K - $486K
|
6.02K
$460K
|
|
|
Nov 12, 2024
Q3 2024
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
6KNew |
$406K - $485K
|
6K
$459K
|
|
|
Nov 05, 2024
Q3 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
5.95K+ 19.56% |
$403K - $480K
|
36.4K
$2.78M
|
|
|
Nov 13, 2024
Q3 2024
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
BUY
|
- |
5.81KNew |
$393K - $470K
|
5.81K
$445K
|
|
|
Nov 13, 2024
Q3 2024
|
Cibc World Markets Corp
New York, NY |
BUY
|
- |
5.75K+ 26.03% |
$389K - $465K
|
27.9K
$2.13M
|
|
|
Nov 12, 2024
Q3 2024
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
BUY
|
- |
5.73K+ 3.17% |
$387K - $463K
|
187K
$14.3M
|
|
|
Nov 08, 2024
Q3 2024
|
Cornerstone Advisors, LLC
Asheville, NC |
BUY
|
- |
5.7KNew |
$386K - $460K
|
5.7K
$436K
|
|
|
Oct 30, 2024
Q3 2024
|
Flagship Private Wealth, LLC
|
BUY
|
- |
5.66KNew |
$383K - $457K
|
5.66K
$433K
|
|
|
Nov 14, 2024
Q3 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
5.47K+ 9.64% |
$370K - $441K
|
62.2K
$4.76M
|
|
|
Nov 26, 2024
Q3 2024
|
Asset Advisors Investment Management, LLC
|
BUY
|
- |
5.41K+ 44.61% |
$366K - $437K
|
17.6K
$1.34M
|
|
|
Nov 13, 2024
Q3 2024
|
American Alpha Advisors, LLC
New York, NY |
BUY
|
- |
5.37KNew |
$363K - $433K
|
5.37K
$410K
|
|
|
Oct 15, 2024
Q3 2024
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
5.31K+ 0.13% |
$359K - $429K
|
4.05M
$310M
|
|
|
Oct 08, 2024
Q3 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
5.26K+ 53.37% |
$356K - $425K
|
15.1K
$1.16M
|
|
|
Nov 14, 2024
Q3 2024
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
5.22K+ 101.32% |
$353K - $421K
|
10.4K
$793K
|
|
|
Oct 17, 2024
Q3 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
5.11KNew |
$346K - $413K
|
5.11K
$391K
|
|
|
Oct 31, 2024
Q3 2024
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
BUY
|
- |
5.03K+ 27.71% |
$340K - $406K
|
23.2K
$1.77M
|
|
|
Oct 31, 2024
Q3 2024
|
Advisor Resource Council
|
BUY
|
- |
5.02KNew |
$340K - $406K
|
5.02K
$384K
|
|
|
Oct 21, 2024
Q3 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
5.01KNew |
$339K - $405K
|
5.01K
$383K
|
|
|
Nov 07, 2024
Q3 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
5KNew |
$339K - $404K
|
5K
$383K
|
|
|
Oct 30, 2024
Q3 2024
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
4.99KNew |
$338K - $403K
|
4.99K
$382K
|
|
|
Nov 14, 2024
Q3 2024
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
4.94K+ 75.37% |
$334K - $399K
|
11.5K
$878K
|
|
|
Oct 22, 2024
Q3 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
4.89K+ 10.58% |
$331K - $395K
|
51.1K
$3.91M
|
|
|
Nov 14, 2024
Q3 2024
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
4.88KNew |
$330K - $394K
|
4.88K
$373K
|
|
|
Oct 29, 2024
Q3 2024
|
Latitude Advisors, LLC
|
BUY
|
- |
4.85KNew |
$328K - $392K
|
4.85K
$371K
|
|
|
Nov 21, 2024
Q3 2024
|
Fulcrum Equity Management
|
BUY
|
- |
4.83K+ 68.99% |
$327K - $390K
|
11.8K
$905K
|
|
|
Nov 13, 2024
Q3 2024
|
Quantbot Technologies LP
New York, NY |
BUY
|
- |
4.82KNew |
$326K - $390K
|
4.82K
$369K
|
|
|
Nov 25, 2024
Q3 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
4.82KNew |
$326K - $389K
|
4.82K
$368K
|
|
|
Nov 12, 2024
Q3 2024
|
Ranch Capital Advisors Inc.
Sarasota, FL |
BUY
|
- |
4.7K+ 22.96% |
$318K - $379K
|
25.1K
$1.92M
|
|
|
Oct 03, 2024
Q3 2024
|
Trinity Financial Advisors LLC
|
BUY
|
- |
4.64KNew |
$314K - $375K
|
4.64K
$355K
|
|
|
Nov 12, 2024
Q3 2024
|
Sabal Trust CO
|
BUY
|
- |
4.53K+ 9.82% |
$307K - $366K
|
50.7K
$3.87M
|
|
|
Nov 26, 2024
Q3 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
4.52K+ 4.23% |
$306K - $365K
|
111K
$8.5M
|
|
|
Nov 05, 2024
Q3 2024
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
4.51K+ 14.11% |
$305K - $364K
|
36.5K
$2.79M
|
|
|
Nov 01, 2024
Q3 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
4.45KNew |
$301K - $360K
|
4.45K
$341K
|
|
|
Oct 31, 2024
Q3 2024
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
4.44KNew |
$300K - $359K
|
4.44K
$339K
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
4.34K+ 57.32% |
$294K - $351K
|
11.9K
$912K
|
|
|
Oct 21, 2024
Q3 2024
|
Waterway Wealth Management, LLC
The Woodlands, TX |
BUY
|
- |
4.31K+ 40.19% |
$292K - $348K
|
15K
$1.15M
|
|
|
Nov 14, 2024
Q3 2024
|
Westwood Holdings Group Inc
Dallas, TX |
BUY
|
- |
4.3K+ 2.56% |
$291K - $348K
|
172K
$13.2M
|
|
|
Oct 24, 2024
Q3 2024
|
Kercheville Advisors, LLC
|
BUY
|
- |
4.1K+ 21.81% |
$277K - $331K
|
22.9K
$1.75M
|
|
|
Dec 02, 2024
Q3 2024
|
Capasso Planning Partners LLC
Charleston, SC |
BUY
|
- |
4.05K+ 43.66% |
$274K - $327K
|
13.3K
$1.02M
|
|
|
Oct 15, 2024
Q3 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
4.04K+ 24.51% |
$274K - $327K
|
20.5K
$1.57M
|
|
|
Oct 22, 2024
Q3 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
3.97K+ 3.9% |
$269K - $321K
|
106K
$8.09M
|
|
|
Nov 04, 2024
Q3 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
3.9KNew |
$264K - $315K
|
3.9K
$298K
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
3.88K+ 3.49% |
$263K - $314K
|
115K
$8.82M
|
|
|
Nov 01, 2024
Q3 2024
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
3.79KNew |
$256K - $306K
|
3.79K
$290K
|
|
|
Nov 14, 2024
Q3 2024
|
Univest Financial Corp
|
BUY
|
- |
3.78KNew |
$256K - $305K
|
3.78K
$289K
|
|
|
Oct 30, 2024
Q3 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
3.77KNew |
$255K - $305K
|
3.77K
$289K
|
|
|
Nov 14, 2024
Q3 2024
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
3.77K+ 36.11% |
$255K - $304K
|
14.2K
$1.09M
|
|
|
Nov 12, 2024
Q3 2024
|
Capital Investment Counsel, LLC
Denver, CO |
BUY
|
- |
3.74KNew |
$253K - $302K
|
3.74K
$286K
|