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 02, 2024
Q3 2024
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-625- 36.02% |
$42.3K - $50.5K
|
1.11K
$88K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-629- 12.84% |
$42.6K - $50.8K
|
4.27K
$339K
|
|
|
Oct 15, 2024
Q3 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-650- 6.37% |
$44K - $52.5K
|
9.56K
$758K
|
|
|
Oct 21, 2024
Q3 2024
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
SELL
|
- |
-738- 1.39% |
$49.9K - $59.6K
|
52.2K
$4.14M
|
|
|
Oct 16, 2024
Q3 2024
|
Butensky & Cohen Financial Security, Inc
|
SELL
|
- |
-762- 2.65% |
$51.6K - $61.6K
|
28K
$2.22M
|
|
|
Oct 15, 2024
Q3 2024
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
SELL
|
- |
-869- 6.0% |
$58.8K - $70.2K
|
13.6K
$1.08M
|
|
|
Oct 28, 2024
Q3 2024
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-889- 40.69% |
$60.2K - $71.8K
|
1.3K
$103K
|
|
|
Oct 29, 2024
Q3 2024
|
Nvwm, LLC
|
SELL
|
- |
-988- 4.88% |
$66.9K - $79.8K
|
19.3K
$1.53M
|
|
|
Oct 10, 2024
Q3 2024
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-1.03K- 5.83% |
$69.5K - $83K
|
16.6K
$1.31M
|
|
|
Oct 22, 2024
Q3 2024
|
Blb&B Advisors, LLC
|
SELL
|
- |
-1.03K- 21.53% |
$69.8K - $83.4K
|
3.76K
$298K
|
|
|
Oct 29, 2024
Q3 2024
|
True Wealth Advisors, LLC
|
SELL
|
- |
-1.07K- 10.96% |
$72.5K - $86.6K
|
8.71K
$690K
|
|
|
Oct 22, 2024
Q3 2024
|
Narwhal Capital Management
|
SELL
|
- |
-1.2K- 9.22% |
$81.2K - $96.9K
|
11.8K
$937K
|
|
|
Oct 18, 2024
Q3 2024
|
Savior LLC
|
SELL
|
- |
-1.25K- 5.56% |
$84.9K - $101K
|
21.3K
$1.69M
|
|
|
Oct 15, 2024
Q3 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-1.3K- 4.8% |
$87.9K - $105K
|
25.7K
$2.04M
|
|
|
Oct 22, 2024
Q3 2024
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-1.33K- 15.46% |
$89.7K - $107K
|
7.25K
$575K
|
|
|
Oct 16, 2024
Q3 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-1.33K- 2.73% |
$89.9K - $107K
|
47.3K
$3.75M
|
|
|
Oct 29, 2024
Q3 2024
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-1.36K- 16.43% |
$92K - $110K
|
6.91K
$548K
|
|
|
Oct 10, 2024
Q3 2024
|
Perfromance Wealth Partners, LLC
|
SELL
|
- |
-1.41K- 5.83% |
$95.6K - $114K
|
22.8K
$1.81M
|
|
|
Oct 09, 2024
Q3 2024
|
Tap Consulting, LLC
|
SELL
|
- |
-1.43K- 4.02% |
$97K - $116K
|
34.2K
$2.71M
|
|
|
Oct 17, 2024
Q3 2024
|
Spreng Capital Management, Inc.
|
SELL
|
- |
-1.45K- 22.94% |
$98.1K - $117K
|
4.87K
$386K
|
|
|
Oct 15, 2024
Q3 2024
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-1.57K- 3.28% |
$106K - $127K
|
46.3K
$3.67M
|
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.61K- 10.17% |
$109K - $130K
|
14.2K
$1.12M
|
|
|
Oct 21, 2024
Q3 2024
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-1.61K- 9.59% |
$109K - $130K
|
15.2K
$1.2M
|
|
|
Oct 08, 2024
Q3 2024
|
Rockingstone Advisors LLC
Great Barrington, MA |
SELL
|
- |
-1.64K- 21.28% |
$111K - $132K
|
6.07K
$481K
|
|
|
Oct 21, 2024
Q3 2024
|
Kessler Investment Group, LLC
|
SELL
|
- |
-1.68K- 19.47% |
$114K - $136K
|
6.95K
$551K
|
|
|
Oct 09, 2024
Q3 2024
|
Strategic Advisors LLC
|
SELL
|
- |
-1.68K- 20.43% |
$114K - $136K
|
6.56K
$520K
|
|
|
Oct 28, 2024
Q3 2024
|
Stephens Inc
|
SELL
|
- |
-1.71K- 7.18% |
$116K - $138K
|
22.1K
$1.76M
|
|
|
Oct 29, 2024
Q3 2024
|
Vigilare Wealth Management
|
SELL
|
- |
-1.88K- 18.98% |
$127K - $152K
|
8.01K
$635K
|
|
|
Oct 25, 2024
Q3 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-1.99K- 6.17% |
$135K - $161K
|
30.2K
$2.4M
|
|
|
Oct 09, 2024
Q3 2024
|
Worth Asset Management, LLC
|
SELL
|
- |
-2.01K- 25.97% |
$136K - $162K
|
5.72K
$453K
|
|
|
Oct 15, 2024
Q3 2024
|
Htlf Bank
Denver, CO |
SELL
|
- |
-2.11K- 2.97% |
$143K - $170K
|
68.9K
$5.46M
|
|
|
Oct 07, 2024
Q3 2024
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-2.2K- 34.28% |
$149K - $178K
|
4.22K
$335K
|
|
|
Oct 09, 2024
Q3 2024
|
Foguth Wealth Management, Llc.
Brighton, MI |
SELL
|
- |
-2.22K- 7.59% |
$150K - $179K
|
27.1K
$2.15M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-2.32K- 0.33% |
$157K - $188K
|
694K
$55M
|
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-2.34K- 25.67% |
$158K - $189K
|
6.77K
$537K
|
|
|
Oct 17, 2024
Q3 2024
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-2.4K- 2.28% |
$162K - $194K
|
103K
$8.14M
|
|
|
Oct 23, 2024
Q3 2024
|
Dakota Wealth Management
|
SELL
|
- |
-2.49K- 2.37% |
$169K - $201K
|
103K
$8.13M
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
SELL
|
- |
-2.59K- 3.38% |
$175K - $209K
|
74K
$5.86M
|
|
|
Oct 18, 2024
Q3 2024
|
Old National Bancorp
|
SELL
|
- |
-2.59K- 6.55% |
$175K - $209K
|
36.9K
$2.93M
|
|
|
Oct 17, 2024
Q3 2024
|
Friedenthal Financial
|
SELL
|
- |
-2.71K- 57.02% |
$184K - $219K
|
2.05K
$162K
|
|
|
Oct 23, 2024
Q3 2024
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-3.01K- 22.62% |
$204K - $243K
|
10.3K
$816K
|
|
|
Oct 25, 2024
Q3 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-3.07K- 13.39% |
$208K - $248K
|
19.8K
$1.57M
|
|
|
Oct 29, 2024
Q3 2024
|
Lodestone Wealth Management LLC
Spokane, WA |
SELL
|
- |
-3.27K- 51.03% |
$221K - $264K
|
3.14K
$249K
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-3.36K- 22.95% |
$228K - $272K
|
11.3K
$896K
|
|
|
Oct 21, 2024
Q3 2024
|
Crew Capital Management, Ltd.
|
SELL
|
- |
-3.42K- 45.15% |
$231K - $276K
|
4.16K
$329K
|
|
|
Oct 29, 2024
Q3 2024
|
Solstein Capital, LLC
Menlo Park, CA |
SELL
|
- |
-3.49K- 19.87% |
$236K - $282K
|
14.1K
$1.12M
|
|
|
Oct 11, 2024
Q3 2024
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-3.51K- 2.86% |
$237K - $283K
|
119K
$9.43M
|
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-3.53K- 30.9% |
$239K - $285K
|
7.89K
$625K
|
|
|
Oct 24, 2024
Q3 2024
|
Barry Investment Advisors, LLC
|
SELL
|
- |
-3.59K- 37.53% |
$243K - $290K
|
5.97K
$473K
|
|
|
Oct 25, 2024
Q3 2024
|
Hudson Valley Investment Advisors Inc
|
SELL
|
- |
-3.6K- 13.82% |
$244K - $291K
|
22.5K
$1.78M
|