Purchases and Sales Made in Q4 2023 in Utilities Sector Spdr (XLU)
This table provides information about the institutional ownership of Utilities Sector Spdr (XLU) during Q4 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 30, 2024
Q4 2023
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
3.42M+ 546.17% |
$192M - $226M
|
4.05M
$321M
|
|
|
Jan 31, 2024
Q4 2023
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
2.67M+ 244001.45% |
$150M - $176M
|
2.67M
$212M
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.76M+ 139.69% |
$98.9M - $116M
|
3.02M
$239M
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
BUY
|
- |
1.47M+ 42.06% |
$82.6M - $96.9M
|
4.96M
$394M
|
|
|
Feb 14, 2024
Q4 2023
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
1.07M+ 222.74% |
$60.3M - $70.8M
|
1.56M
$123M
|
|
|
Feb 14, 2024
Q4 2023
|
Clal Insurance Enterprises Holdings LTD
Tel Aviv, L3 |
BUY
|
- |
1.05M+ 9545.45% |
$59M - $69.3M
|
1.06M
$84.1M
|
|
|
Jan 05, 2024
Q4 2023
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
995KNew |
$55.9M - $65.7M
|
995K
$78.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Hudson Bay Capital Management LP
Greenwich, CT |
BUY
|
- |
945KNew |
$53.1M - $62.3M
|
945K
$74.9M
|
|
|
Feb 12, 2024
Q4 2023
|
Bank Of Nova Scotia
|
BUY
|
- |
851K+ 169.48% |
$47.8M - $56.1M
|
1.35M
$107M
|
|
|
Feb 13, 2024
Q4 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
574K+ 331.2% |
$32.3M - $37.9M
|
748K
$59.3M
|
|
|
Jan 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
514K+ 443.82% |
$28.9M - $33.9M
|
630K
$49.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
495K+ 23.0% |
$27.8M - $32.6M
|
2.65M
$210M
|
|
|
Feb 14, 2024
Q4 2023
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
BUY
|
- |
478K+ 945.49% |
$26.9M - $31.6M
|
529K
$41.9M
|
|
|
Feb 13, 2024
Q4 2023
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
453KNew |
$25.4M - $29.9M
|
453K
$35.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Argent Capital Management LLC
|
BUY
|
- |
447KNew |
$25.1M - $29.5M
|
447K
$35.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
444K+ 25.69% |
$25M - $29.3M
|
2.17M
$172M
|
|
|
Feb 13, 2024
Q4 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
384K+ 266.65% |
$21.6M - $25.4M
|
529K
$41.9M
|
|
|
Feb 14, 2024
Q4 2023
|
First Financial Bankshares Inc
Abilene, TX |
BUY
|
- |
383KNew |
$21.5M - $25.3M
|
383K
$30.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
375K+ 27.23% |
$21.1M - $24.7M
|
1.75M
$139M
|
|
|
Feb 14, 2024
Q4 2023
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
295KNew |
$16.6M - $19.4M
|
295K
$23.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Moore Capital Management, LP
New York, NY |
BUY
|
- |
245KNew |
$13.8M - $16.2M
|
245K
$19.4M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
237K+ 53.16% |
$13.3M - $15.6M
|
683K
$54.1M
|
|
|
Feb 07, 2024
Q4 2023
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
229KNew |
$12.9M - $15.1M
|
229K
$18.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Cullen Capital Management, LLC
New York, NY |
BUY
|
- |
217K+ 1601.4% |
$12.2M - $14.3M
|
231K
$18.3M
|
|
|
Jan 12, 2024
Q4 2023
|
Sg Americas Securities, LLC
|
BUY
|
- |
196K+ 3041.94% |
$11M - $13M
|
203K
$16.1M
|
|
|
Jan 29, 2024
Q4 2023
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
196KNew |
$11M - $12.9M
|
196K
$15.6M
|
|
|
Feb 15, 2024
Q4 2023
|
Main Management LLC
San Francisco, CA |
BUY
|
- |
196KNew |
$11M - $12.9M
|
196K
$15.5M
|
|
|
Feb 13, 2024
Q4 2023
|
Greenwood Gearhart Inc
Fayetteville, AR |
BUY
|
- |
184KNew |
$10.3M - $12.1M
|
184K
$14.6M
|
|
|
Feb 05, 2024
Q4 2023
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
180K+ 2178.12% |
$10.1M - $11.9M
|
188K
$14.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Sollinda Capital Management LLC
Hickory, NC |
BUY
|
- |
179KNew |
$10.1M - $11.8M
|
179K
$14.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
174K+ 497.4% |
$9.8M - $11.5M
|
210K
$16.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
163K+ 4.49% |
$9.14M - $10.7M
|
3.78M
$300M
|
|
|
Feb 05, 2024
Q4 2023
|
Amica Mutual Insurance CO
|
BUY
|
- |
152KNew |
$8.53M - $10M
|
152K
$12M
|
|
|
Feb 07, 2024
Q4 2023
|
Gateway Advisory, LLC
Westfield, NJ |
BUY
|
- |
137KNew |
$7.71M - $9.05M
|
137K
$10.9M
|
|
|
Jan 31, 2024
Q4 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
128K+ 311.01% |
$7.19M - $8.44M
|
169K
$13.4M
|
|
|
Jan 11, 2024
Q4 2023
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
125K+ 2151.11% |
$7.04M - $8.26M
|
131K
$10.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Decade Renewable Partners LP
Houston, TX |
BUY
|
- |
121KNew |
$6.82M - $8M
|
121K
$9.62M
|
|
|
Feb 13, 2024
Q4 2023
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
120K+ 90.2% |
$6.74M - $7.91M
|
253K
$20.1M
|
|
|
Jan 11, 2024
Q4 2023
|
Trilogy Capital Inc.
|
BUY
|
- |
118KNew |
$6.61M - $7.76M
|
118K
$9.32M
|
|
|
Feb 09, 2024
Q4 2023
|
Hrt Financial LP
New York, NY |
BUY
|
- |
104K+ 118.44% |
$5.83M - $6.84M
|
191K
$15.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
101K+ 201.84% |
$5.69M - $6.68M
|
151K
$12M
|
|
|
May 09, 2024
Q4 2023
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
BUY
|
- |
101KNew |
$5.66M - $6.64M
|
101K
$7.99M
|
|
|
Jan 24, 2024
Q4 2023
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
BUY
|
- |
100K+ 418.43% |
$5.64M - $6.63M
|
124K
$9.87M
|
|
|
Feb 13, 2024
Q4 2023
|
Varma Mutual Pension Insurance CO
Varma, H9 |
BUY
|
- |
100KNew |
$5.62M - $6.6M
|
100K
$7.93M
|
|
|
Feb 02, 2024
Q4 2023
|
Simplex Trading, LLC
|
BUY
|
- |
98.1K+ 14.01% |
$5.51M - $6.47M
|
799K
$63.3M
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
BUY
|
- |
96.2K+ 400.54% |
$5.41M - $6.35M
|
120K
$9.53M
|
|
|
Feb 01, 2024
Q4 2023
|
Madison Park Capital Advisors, LLC
Seattle, WA |
BUY
|
- |
95.8KNew |
$5.38M - $6.32M
|
95.8K
$7.6M
|
|
|
Feb 06, 2024
Q4 2023
|
Forte Capital LLC
|
BUY
|
- |
91.9KNew |
$5.16M - $6.06M
|
91.9K
$7.28M
|
|
|
Feb 13, 2024
Q4 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
88.4K+ 2077.49% |
$4.97M - $5.83M
|
92.7K
$7.35M
|
|
|
Feb 13, 2024
Q4 2023
|
Full Sail Capital, LLC
Oklahoma City, OK |
BUY
|
- |
87.2K+ 164.71% |
$4.9M - $5.75M
|
140K
$11.1M
|