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 13, 2024
Q3 2024
|
Bedell Frazier Investment Counseling, LLC
|
BUY
|
- |
2.03K+ 1.63% |
$137K - $164K
|
126K
$9.64M
|
|
|
Oct 23, 2024
Q3 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
2.02K+ 6.34% |
$137K - $163K
|
33.9K
$2.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Crewe Advisors LLC
|
BUY
|
- |
2.02K+ 580.46% |
$137K - $163K
|
2.37K
$181K
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
2.02K+ 75.45% |
$137K - $163K
|
4.7K
$359K
|
|
|
Nov 08, 2024
Q3 2024
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
2.01K+ 7.74% |
$136K - $162K
|
27.9K
$2.13M
|
|
|
Oct 04, 2024
Q3 2024
|
Waycross Investment Management CO
Bellingham, WA |
BUY
|
- |
1.97K+ 4.12% |
$133K - $159K
|
49.8K
$3.81M
|
|
|
Nov 14, 2024
Q3 2024
|
Fwl Investment Management, LLC
|
BUY
|
- |
1.94K+ 60.94% |
$131K - $156K
|
5.11K
$391K
|
|
|
Oct 25, 2024
Q3 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
1.91KNew |
$129K - $154K
|
1.91K
$146K
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.88K+ 34.27% |
$127K - $151K
|
7.35K
$562K
|
|
|
Oct 10, 2024
Q3 2024
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
1.85K+ 20.65% |
$125K - $149K
|
10.8K
$825K
|
|
|
Oct 31, 2024
Q3 2024
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
1.82K+ 45.85% |
$123K - $147K
|
5.79K
$443K
|
|
|
Oct 29, 2024
Q3 2024
|
First Interstate Bank
Billings, MT |
BUY
|
- |
1.8K+ 1.78% |
$122K - $146K
|
103K
$7.91M
|
|
|
Oct 24, 2024
Q3 2024
|
Orrstown Financial Services Inc
Shippensburg, PA |
BUY
|
- |
1.72K+ 27.41% |
$116K - $139K
|
8K
$611K
|
|
|
Nov 13, 2024
Q3 2024
|
Washington Growth Strategies LLC
Washington, DC |
BUY
|
- |
1.71KNew |
$116K - $138K
|
1.71K
$131K
|
|
|
Oct 15, 2024
Q3 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
1.7K+ 7.43% |
$115K - $137K
|
24.6K
$1.88M
|
|
|
Oct 08, 2024
Q3 2024
|
City Holding CO
|
BUY
|
- |
1.69K+ 9.79% |
$114K - $136K
|
18.9K
$1.45M
|
|
|
Nov 08, 2024
Q3 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
1.66KNew |
$112K - $134K
|
1.66K
$127K
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
1.64K+ 4.45% |
$111K - $132K
|
38.5K
$2.94M
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Square, LLC
|
BUY
|
- |
1.64K+ 18.41% |
$111K - $132K
|
10.5K
$806K
|
|
|
Oct 16, 2024
Q3 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
1.62K+ 19.33% |
$110K - $131K
|
9.99K
$764K
|
|
|
Nov 12, 2024
Q3 2024
|
Activest Wealth Management
|
BUY
|
- |
1.6K+ 194.88% |
$108K - $129K
|
2.42K
$185K
|
|
|
Oct 30, 2024
Q3 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
1.59K+ 7.28% |
$108K - $129K
|
23.4K
$1.79M
|
|
|
Nov 12, 2024
Q3 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
1.58K+ 20.8% |
$107K - $127K
|
9.17K
$701K
|
|
|
Oct 22, 2024
Q3 2024
|
Psi Advisors, LLC
|
BUY
|
- |
1.56K+ 15.8% |
$106K - $126K
|
11.4K
$874K
|
|
|
Nov 07, 2024
Q3 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
1.52K+ 57.71% |
$103K - $123K
|
4.15K
$317K
|
|
|
Oct 18, 2024
Q3 2024
|
Fny Investment Advisers, LLC
|
BUY
|
- |
1.5KNew |
$101K - $121K
|
1.5K
$114K
|
|
|
Nov 08, 2024
Q3 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
1.46K+ 7.99% |
$99K - $118K
|
19.8K
$1.51M
|
|
|
Nov 12, 2024
Q3 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
1.46K+ 14.32% |
$98.5K - $118K
|
11.6K
$889K
|
|
|
Oct 24, 2024
Q3 2024
|
Trust CO Of Virginia
|
BUY
|
- |
1.45K+ 1.21% |
$98K - $117K
|
121K
$9.24M
|
|
|
Oct 15, 2024
Q3 2024
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
1.41KNew |
$95.6K - $114K
|
1.41K
$108K
|
|
|
Oct 24, 2024
Q3 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
1.4K+ 36.37% |
$94.4K - $113K
|
5.23K
$400K
|
|
|
Nov 14, 2024
Q3 2024
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
BUY
|
- |
1.39K+ 3.32% |
$93.9K - $112K
|
43.2K
$3.31M
|
|
|
Oct 28, 2024
Q3 2024
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
1.35K+ 20.21% |
$91K - $109K
|
8K
$612K
|
|
|
Nov 14, 2024
Q3 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
1.34K+ 11.99% |
$90.9K - $108K
|
12.5K
$959K
|
|
|
Oct 21, 2024
Q3 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
1.32K+ 3.0% |
$89.3K - $107K
|
45.2K
$3.46M
|
|
|
Oct 31, 2024
Q3 2024
|
Sharper & Granite LLC
El Segundo, CA |
BUY
|
- |
1.3K+ 6.76% |
$88K - $105K
|
20.5K
$1.57M
|
|
|
Nov 08, 2024
Q3 2024
|
Allie Family Office LLC
|
BUY
|
- |
1.26K+ 11.22% |
$85K - $101K
|
12.4K
$952K
|
|
|
Oct 10, 2024
Q3 2024
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
1.26K+ 2.57% |
$84.9K - $101K
|
50.1K
$3.84M
|
|
|
Oct 11, 2024
Q3 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
1.24K+ 32.32% |
$83.8K - $100K
|
5.07K
$388K
|
|
|
Nov 01, 2024
Q3 2024
|
Spider Rock Advisors, LLC
|
BUY
|
- |
1.22K+ 39.19% |
$82.2K - $98.1K
|
4.32K
$330K
|
|
|
Nov 01, 2024
Q3 2024
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
1.21K+ 2.46% |
$82.1K - $98K
|
50.6K
$3.87M
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
1.21K+ 0.96% |
$81.7K - $97.6K
|
127K
$9.75M
|
|
|
Oct 22, 2024
Q3 2024
|
Guidance Capital, Inc
Lousville, KY |
BUY
|
- |
1.18K+ 6.08% |
$79.6K - $95.1K
|
20.5K
$1.57M
|
|
|
Nov 14, 2024
Q3 2024
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
1.17K+ 9.54% |
$79.3K - $94.7K
|
13.5K
$1.03M
|
|
|
Nov 12, 2024
Q3 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
1.13K+ 73.29% |
$76.1K - $90.9K
|
2.66K
$203K
|
|
|
Oct 24, 2024
Q3 2024
|
Ellis Investment Partners, LLC
|
BUY
|
- |
1.11K+ 2.6% |
$75.3K - $89.9K
|
43.9K
$3.36M
|
|
|
Oct 08, 2024
Q3 2024
|
Connective Portfolio Management, LLC
|
BUY
|
- |
1.1KNew |
$74.4K - $88.9K
|
1.1K
$84.1K
|
|
|
Nov 13, 2024
Q3 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
1.09K+ 6.76% |
$73.6K - $87.8K
|
17.2K
$1.31M
|
|
|
Nov 12, 2024
Q3 2024
|
Providence First Trust CO
|
BUY
|
- |
1.08K+ 2.94% |
$73K - $87.2K
|
37.8K
$2.89M
|
|
|
Nov 05, 2024
Q3 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
1.08K+ 4.29% |
$72.7K - $86.8K
|
26.1K
$2M
|