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 |
|---|---|---|---|---|---|---|---|
|
Feb 02, 2024
Q4 2023
|
Kovack Advisors, Inc.
|
BUY
|
- |
392+ 4.18% |
$22K - $25.9K
|
9.78K
$775K
|
|
|
Jan 18, 2024
Q4 2023
|
Spreng Capital Management, Inc.
|
BUY
|
- |
390+ 6.42% |
$21.9K - $25.7K
|
6.46K
$512K
|
|
|
Jan 18, 2024
Q4 2023
|
Successful Portfolios LLC
|
BUY
|
- |
390+ 9.43% |
$21.9K - $25.7K
|
4.53K
$359K
|
|
|
Feb 08, 2024
Q4 2023
|
Bank Of Marin
Novato, CA |
BUY
|
- |
388+ 5.69% |
$21.8K - $25.6K
|
7.21K
$572K
|
|
|
Jan 23, 2024
Q4 2023
|
Kg&L Capital Management,Llc
|
BUY
|
- |
384+ 10.83% |
$21.6K - $25.3K
|
3.93K
$312K
|
|
|
Jan 19, 2024
Q4 2023
|
Armor Investment Advisors, LLC
|
BUY
|
- |
380+ 68.47% |
$21.4K - $25.1K
|
935
$74.1K
|
|
|
Feb 09, 2024
Q4 2023
|
Hoyle Cohen, LLC
|
BUY
|
- |
380+ 8.43% |
$21.4K - $25.1K
|
4.89K
$388K
|
|
|
Feb 15, 2024
Q4 2023
|
Horizon Financial Services, LLC
|
BUY
|
- |
370+ 10.13% |
$20.8K - $24.4K
|
4.02K
$319K
|
|
|
Feb 08, 2024
Q4 2023
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
BUY
|
- |
369New |
$20.7K - $24.3K
|
369
$29.3K
|
|
|
Feb 14, 2024
Q4 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
363+ 61.11% |
$20.4K - $23.9K
|
957
$75.9K
|
|
|
Feb 02, 2024
Q4 2023
|
Valmark Advisers, Inc.
|
BUY
|
- |
358+ 2.69% |
$20.1K - $23.6K
|
13.7K
$1.08M
|
|
|
Feb 06, 2024
Q4 2023
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
354+ 1.8% |
$19.9K - $23.3K
|
20K
$1.59M
|
|
|
Jan 26, 2024
Q4 2023
|
Plimoth Trust CO LLC
|
BUY
|
- |
352+ 6.9% |
$19.8K - $23.2K
|
5.46K
$433K
|
|
|
Feb 13, 2024
Q4 2023
|
First Manhattan CO
New York, NY |
BUY
|
- |
343+ 155.2% |
$19.3K - $22.6K
|
564
$44.7K
|
|
|
Feb 12, 2024
Q4 2023
|
Mitchell Sinkler & Starr
|
BUY
|
- |
327New |
$18.4K - $21.6K
|
327
$25.9K
|
|
|
Feb 01, 2024
Q4 2023
|
Brendel Financial Advisors LLC
|
BUY
|
- |
312+ 2.89% |
$17.5K - $20.6K
|
11.1K
$880K
|
|
|
Feb 13, 2024
Q4 2023
|
Merriman Wealth Management, LLC
|
BUY
|
- |
311+ 8.01% |
$17.5K - $20.5K
|
4.19K
$332K
|
|
|
Feb 07, 2024
Q4 2023
|
Advantage Trust CO
Salina, KS |
BUY
|
- |
308New |
$17.3K - $20.3K
|
308
$24.4K
|
|
|
Feb 01, 2024
Q4 2023
|
Lee Danner & Bass Inc
|
BUY
|
- |
295+ 1.94% |
$16.6K - $19.5K
|
15.5K
$1.23M
|
|
|
Feb 06, 2024
Q4 2023
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
292+ 1.31% |
$16.4K - $19.3K
|
22.5K
$1.78M
|
|
|
Mar 04, 2024
Q4 2023
|
Vima LLC
Troy, MI |
BUY
|
- |
289+ 28900.0% |
$16.2K - $19.1K
|
290
$23K
|
|
|
Jan 22, 2024
Q4 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
282+ 1.48% |
$15.8K - $18.6K
|
19.3K
$1.53M
|
|
|
Feb 14, 2024
Q4 2023
|
Long Island Wealth Management, Inc.
Melville, NY |
BUY
|
- |
279New |
$15.7K - $18.4K
|
279
$22.1K
|
|
|
Apr 09, 2024
Q4 2023
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
276New |
$15.5K - $18.2K
|
276
$21.9K
|
|
|
Jan 08, 2024
Q4 2023
|
Founders Capital Management
|
BUY
|
- |
275+ 41.04% |
$15.5K - $18.1K
|
945
$74.9K
|
|
|
Jan 02, 2024
Q4 2023
|
Appleton Partners Inc
|
BUY
|
- |
271+ 0.49% |
$15.2K - $17.9K
|
55.4K
$4.39M
|
|
|
Jan 18, 2024
Q4 2023
|
Good Life Advisors, LLC
|
BUY
|
- |
269+ 1.65% |
$15.1K - $17.7K
|
16.5K
$1.31M
|
|
|
Jan 10, 2024
Q4 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
268+ 177.48% |
$15.1K - $17.7K
|
419
$33.2K
|
|
|
Jan 24, 2024
Q4 2023
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
256+ 0.55% |
$14.4K - $16.9K
|
47.1K
$3.73M
|
|
|
Jan 31, 2024
Q4 2023
|
Windham Capital Management, LLC
|
BUY
|
- |
255+ 0.94% |
$14.3K - $16.8K
|
27.3K
$2.16M
|
|
|
Feb 12, 2024
Q4 2023
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
251+ 2.54% |
$14.1K - $16.6K
|
10.2K
$805K
|
|
|
Jan 16, 2024
Q4 2023
|
Global Trust Asset Management, LLC
|
BUY
|
- |
250New |
$14K - $16.5K
|
250
$19.8K
|
|
|
Feb 02, 2024
Q4 2023
|
Abbrea Capital, LLC
|
BUY
|
- |
245+ 1.53% |
$13.8K - $16.2K
|
16.2K
$1.29M
|
|
|
Feb 01, 2024
Q4 2023
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
242New |
$13.6K - $16K
|
242
$19.2K
|
|
|
Jan 19, 2024
Q4 2023
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
228+ 1.77% |
$12.8K - $15K
|
13.1K
$1.04M
|
|
|
Feb 09, 2024
Q4 2023
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
227New |
$12.8K - $15K
|
227
$18K
|
|
|
Jan 16, 2024
Q4 2023
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
225+ 4.85% |
$12.6K - $14.8K
|
4.87K
$386K
|
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
224+ 14.19% |
$12.6K - $14.8K
|
1.8K
$143K
|
|
|
Feb 22, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
223New |
$12.5K - $14.7K
|
223
$17.7K
|
|
|
Feb 06, 2024
Q4 2023
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
206+ 3.43% |
$11.6K - $13.6K
|
6.22K
$493K
|
|
|
Jan 31, 2024
Q4 2023
|
John G Ullman & Associates Inc
|
BUY
|
- |
200+ 3.03% |
$11.2K - $13.2K
|
6.8K
$539K
|
|
|
Feb 07, 2024
Q4 2023
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
BUY
|
- |
198+ 3.2% |
$11.1K - $13.1K
|
6.39K
$507K
|
|
|
Feb 09, 2024
Q4 2023
|
Barry Investment Advisors, LLC
|
BUY
|
- |
194+ 2.18% |
$10.9K - $12.8K
|
9.09K
$720K
|
|
|
Feb 14, 2024
Q4 2023
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
192+ 11.68% |
$10.8K - $12.7K
|
1.84K
$146K
|
|
|
Jan 10, 2024
Q4 2023
|
City State Bank
Norwalk, IA |
BUY
|
- |
190New |
$10.7K - $12.5K
|
190
$15.1K
|
|
|
Jan 29, 2024
Q4 2023
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
179+ 4.39% |
$10.1K - $11.8K
|
4.26K
$337K
|
|
|
Mar 12, 2024
Q4 2023
|
Spartan Planning & Wealth Management
Greensboro, NC |
BUY
|
- |
176New |
$9.89K - $11.6K
|
176
$14K
|
|
|
Feb 14, 2024
Q4 2023
|
Washington Trust Bank
|
BUY
|
- |
175+ 4.71% |
$9.83K - $11.5K
|
3.89K
$309K
|
|
|
Feb 15, 2024
Q4 2023
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
175New |
$9.83K - $11.5K
|
175
$13.9K
|
|
|
Jan 10, 2024
Q4 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
163+ 44.05% |
$9.16K - $10.8K
|
533
$42.3K
|