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
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-3.79K- 23.95% |
$256K - $306K
|
12K
$954K
|
|
|
Oct 03, 2024
Q3 2024
|
Trust CO
|
SELL
|
- |
-3.98K- 18.33% |
$269K - $322K
|
17.7K
$1.41M
|
|
|
Oct 24, 2024
Q3 2024
|
First Financial Bankshares Inc
Abilene, TX |
SELL
|
- |
-3.99K- 0.65% |
$270K - $323K
|
613K
$48.6M
|
|
|
Oct 21, 2024
Q3 2024
|
Waldron Private Wealth LLC
|
SELL
|
- |
-4.6K- 26.45% |
$311K - $372K
|
12.8K
$1.01M
|
|
|
Oct 10, 2024
Q3 2024
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
SELL
|
- |
-4.8K- 39.08% |
$324K - $387K
|
7.48K
$593K
|
|
|
Oct 29, 2024
Q3 2024
|
Gfs Advisors, LLC
|
SELL
|
- |
-4.9K- 58.62% |
$331K - $395K
|
3.46K
$274K
|
|
|
Oct 15, 2024
Q3 2024
|
Parkside Investments, LLC
|
SELL
|
- |
-5K- 16.67% |
$338K - $404K
|
25K
$1.98M
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
SELL
|
- |
-5.52K- 1.31% |
$374K - $446K
|
415K
$32.9M
|
|
|
Oct 29, 2024
Q3 2024
|
Cabana LLC
Fayetteville, AR |
SELL
|
- |
-7.43K- 26.26% |
$503K - $600K
|
20.9K
$1.66M
|
|
|
Oct 24, 2024
Q3 2024
|
Davenport & CO LLC
|
SELL
|
- |
-7.52K- 7.71% |
$509K - $608K
|
90.1K
$7.14M
|
|
|
Oct 15, 2024
Q3 2024
|
Stableford Capital Ii LLC
Scottsdale, AZ |
SELL
|
- |
-8.75K- 14.07% |
$592K - $707K
|
53.5K
$4.24M
|
|
|
Oct 04, 2024
Q3 2024
|
Biltmore Wealth Management, LLC
|
SELL
|
- |
-9.68K- 5.94% |
$655K - $782K
|
153K
$12.2M
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Capital Management LLC
|
SELL
|
- |
-10.1K- 3.82% |
$681K - $813K
|
253K
$20.1M
|
|
|
Oct 23, 2024
Q3 2024
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-10.1K- 50.11% |
$682K - $814K
|
10K
$795K
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-10.5K- 21.88% |
$710K - $847K
|
37.4K
$2.97M
|
|
|
Oct 18, 2024
Q3 2024
|
Corundum Group, Inc.
|
SELL
|
- |
-12.7K- 36.28% |
$861K - $1.03M
|
22.3K
$1.77M
|
|
|
Oct 11, 2024
Q3 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-15.5K- 13.52% |
$1.05M - $1.25M
|
99.1K
$7.85M
|
|
|
Oct 21, 2024
Q3 2024
|
Vicus Capital
State College, PA |
SELL
|
- |
-17.1K- 54.1% |
$1.16M - $1.38M
|
14.5K
$1.15M
|
|
|
Oct 29, 2024
Q3 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-18.1K- 85.26% |
$1.23M - $1.46M
|
3.14K
$249K
|
|
|
Oct 25, 2024
Q3 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-19.3K- 31.64% |
$1.31M - $1.56M
|
41.8K
$3.31M
|
|
|
Oct 17, 2024
Q3 2024
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-20.2K- 17.09% |
$1.36M - $1.63M
|
97.8K
$7.75M
|
|
|
Oct 18, 2024
Q3 2024
|
Trilogy Capital Inc.
|
SELL
|
- |
-21.2K- 23.54% |
$1.43M - $1.71M
|
68.8K
$5.45M
|
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-21.4K- 25.25% |
$1.45M - $1.73M
|
63.3K
$5.02M
|
|
|
Oct 21, 2024
Q3 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-34.9K- 10.97% |
$2.36M - $2.82M
|
284K
$22.5M
|
|
|
Oct 25, 2024
Q3 2024
|
Sandy Spring Bank
|
SELL
|
- |
-35.2K- 48.24% |
$2.38M - $2.84M
|
37.8K
$2.99M
|
|
|
Oct 25, 2024
Q3 2024
|
Oak Harvest Investment Services
|
SELL
|
- |
-43.7K- 35.38% |
$2.96M - $3.53M
|
79.9K
$6.33M
|
|
|
Oct 28, 2024
Q3 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-44.9K- 36.78% |
$3.04M - $3.63M
|
77.1K
$6.12M
|
|
|
Oct 10, 2024
Q3 2024
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-45.8K- 13.59% |
$3.1M - $3.7M
|
291K
$23.1M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-47.5K- 5.55% |
$3.22M - $3.84M
|
810K
$64.2M
|
|
|
Oct 25, 2024
Q3 2024
|
Cornerstone Wealth Group, LLC
|
SELL
|
- |
-67.5K- 50.96% |
$4.57M - $5.46M
|
65K
$5.15M
|
|
|
Oct 25, 2024
Q3 2024
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-75.7K- 90.04% |
$5.12M - $6.11M
|
8.37K
$663K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-137K- 6.08% |
$9.28M - $11.1M
|
2.12M
$168M
|
|
|
Oct 25, 2024
Q3 2024
|
West End Advisors, LLC
|
SELL
|
- |
-150K- 10.84% |
$10.2M - $12.1M
|
1.24M
$98M
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-151K- 8.92% |
$10.2M - $12.2M
|
1.54M
$122M
|
|
|
Oct 24, 2024
Q3 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-233K- 78.06% |
$15.8M - $18.9M
|
65.6K
$5.2M
|