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 13, 2024
Q4 2023
|
Alpha Core Capital LLC
La Jolla, CA |
SELL
|
- |
-27- 0.36% |
$1.52K - $1.78K
|
7.56K
$600K
|
|
|
Feb 01, 2024
Q4 2023
|
Financial Perspectives, Inc
Minneapolis, MN |
SELL
|
- |
-27- 27.55% |
$1.52K - $1.78K
|
71
$5.63K
|
|
|
Jun 26, 2024
Q4 2023
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-30- 6.68% |
$1.69K - $1.98K
|
419
$33.2K
|
|
|
Feb 05, 2024
Q4 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-37- 10.98% |
$2.08K - $2.44K
|
300
$23.8K
|
|
|
Feb 06, 2024
Q4 2023
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-42- 13.04% |
$2.36K - $2.77K
|
280
$22.2K
|
|
|
Feb 08, 2024
Q4 2023
|
Apexium Financial, LP
|
SELL
|
- |
-43- 0.34% |
$2.42K - $2.84K
|
12.6K
$1M
|
|
|
Feb 01, 2024
Q4 2023
|
Bfsg, LLC
|
SELL
|
- |
-47- 0.38% |
$2.64K - $3.1K
|
12.4K
$980K
|
|
|
Feb 05, 2024
Q4 2023
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-48- 27.12% |
$2.7K - $3.17K
|
129
$10.2K
|
|
|
Feb 07, 2024
Q4 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-50- 0.24% |
$2.81K - $3.3K
|
20.4K
$1.62M
|
|
|
Jan 19, 2024
Q4 2023
|
Sharper & Granite LLC
El Segundo, CA |
SELL
|
- |
-55- 0.3% |
$3.09K - $3.63K
|
18.5K
$1.46M
|
|
|
Feb 09, 2024
Q4 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-58- 37.18% |
$3.26K - $3.83K
|
98
$7.77K
|
|
|
Jan 08, 2024
Q4 2023
|
Optimum Investment Advisors
|
SELL
|
- |
-63- 3.5% |
$3.54K - $4.16K
|
1.74K
$138K
|
|
|
Aug 28, 2024
Q4 2023
|
River Front Investment Group, LLC
Richmond, VA |
SELL
|
- |
-63- 1.65% |
$3.54K - $4.16K
|
3.76K
$298K
|
|
|
Jan 10, 2024
Q4 2023
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-64- 1.47% |
$3.6K - $4.22K
|
4.3K
$341K
|
|
|
Jan 09, 2024
Q4 2023
|
Farmers Trust CO
|
SELL
|
- |
-65- 0.55% |
$3.65K - $4.29K
|
11.8K
$935K
|
|
|
Feb 08, 2024
Q4 2023
|
Ssi Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-67- 0.33% |
$3.76K - $4.42K
|
20.5K
$1.63M
|
|
|
Feb 13, 2024
Q4 2023
|
Ascent Group, LLC
|
SELL
|
- |
-70- 1.53% |
$3.93K - $4.62K
|
4.51K
$358K
|
|
|
Jan 23, 2024
Q4 2023
|
Sageworth Trust CO
|
SELL
|
- |
-70- 1.04% |
$3.93K - $4.62K
|
6.65K
$527K
|
|
|
Jan 31, 2024
Q4 2023
|
Cra Financial Services, LLC
|
SELL
|
- |
-75- 0.75% |
$4.21K - $4.95K
|
9.92K
$786K
|
|
|
Feb 14, 2024
Q4 2023
|
Rothschild Capital Partners, LLC
New York, NY |
SELL
|
- |
-75- 0.09% |
$4.21K - $4.95K
|
86.2K
$6.83M
|
|
|
Jan 04, 2024
Q4 2023
|
Peoples Bank/Ks
Pratt, KS |
SELL
|
- |
-76- 1.02% |
$4.27K - $5.01K
|
7.37K
$584K
|
|
|
Mar 05, 2024
Q4 2023
|
Twin Focus Capital Partners, LLC
Boston, MA |
SELL
|
- |
-79- 0.14% |
$4.44K - $5.21K
|
56.8K
$4.5M
|
|
|
Jan 31, 2024
Q4 2023
|
American Financial Advisors, LLC
|
SELL
|
- |
-82- 1.45% |
$4.61K - $5.41K
|
5.56K
$441K
|
|
|
Jul 09, 2024
Q4 2023
|
Rockingstone Advisors LLC
Great Barrington, MA |
SELL
|
- |
-85- 1.08% |
$4.78K - $5.61K
|
7.76K
$615K
|
|
|
Feb 07, 2024
Q4 2023
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-89- 0.87% |
$5K - $5.87K
|
10.1K
$801K
|
|
|
Feb 12, 2024
Q4 2023
|
Chesapeake Wealth Management
|
SELL
|
- |
-100- 0.89% |
$5.62K - $6.6K
|
11.1K
$878K
|
|
|
Jan 04, 2024
Q4 2023
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-100- 2.26% |
$5.62K - $6.6K
|
4.33K
$343K
|
|
|
Feb 06, 2024
Q4 2023
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-100- 0.49% |
$5.62K - $6.6K
|
20.4K
$1.62M
|
|
|
Feb 08, 2024
Q4 2023
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-100- 2.66% |
$5.62K - $6.6K
|
3.65K
$290K
|
|
|
Feb 06, 2024
Q4 2023
|
Bogart Wealth, LLC
|
SELL
|
- |
-100- 50.0% |
$5.62K - $6.6K
|
100
$7.93K
|
|
|
Jan 31, 2024
Q4 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-100- 2.03% |
$5.62K - $6.6K
|
4.83K
$383K
|
|
|
Jan 24, 2024
Q4 2023
|
Asset Management Resources, LLC
|
SELL
|
- |
-103- 2.92% |
$5.79K - $6.79K
|
3.43K
$272K
|
|
|
Feb 02, 2024
Q4 2023
|
Investment Partners, Ltd.
|
SELL
|
- |
-106- 0.26% |
$5.96K - $6.99K
|
40.1K
$3.18M
|
|
|
Feb 09, 2024
Q4 2023
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-107- 0.95% |
$6.01K - $7.06K
|
11.2K
$889K
|
|
|
Feb 14, 2024
Q4 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-118- 9.87% |
$6.63K - $7.78K
|
1.08K
$85.4K
|
|
|
Feb 15, 2024
Q4 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-120- 2.36% |
$6.74K - $7.92K
|
4.97K
$394K
|
|
|
Feb 13, 2024
Q4 2023
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-121- 1.63% |
$6.8K - $7.98K
|
7.32K
$580K
|
|
|
Jan 25, 2024
Q4 2023
|
First National Bank Of Hutchinson
|
SELL
|
- |
-122- 1.48% |
$6.86K - $8.05K
|
8.14K
$645K
|
|
|
Jan 26, 2024
Q4 2023
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-127- 3.36% |
$7.14K - $8.38K
|
3.65K
$289K
|
|
|
Jan 31, 2024
Q4 2023
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-139- 3.23% |
$7.81K - $9.17K
|
4.17K
$331K
|
|
|
Feb 14, 2024
Q4 2023
|
Davis Capital Management
Jacksonville, FL |
SELL
|
- |
-144- 30.32% |
$8.09K - $9.5K
|
331
$26.2K
|
|
|
Feb 09, 2024
Q4 2023
|
Wilson & Boucher Capital Management, LLC
|
SELL
|
- |
-146- 0.44% |
$8.2K - $9.63K
|
33.1K
$2.63M
|
|
|
May 10, 2024
Q4 2023
|
V2 Financial Group LLC
Naperville, IL |
SELL
|
- |
-150- 3.85% |
$8.43K - $9.89K
|
3.75K
$297K
|
|
|
May 09, 2024
Q4 2023
|
V2 Financial Group LLC
Naperville, IL |
SELL
|
- |
-150- 3.85% |
$8.43K - $9.89K
|
3.75K
$297K
|
|
|
Feb 07, 2024
Q4 2023
|
Providence First Trust CO
|
SELL
|
- |
-160- 0.43% |
$8.99K - $10.6K
|
37.4K
$2.97M
|
|
|
Jul 31, 2024
Q4 2023
|
Sage Capital Management, LLC
Stockton, NJ |
SELL
|
- |
-160- 1.18% |
$8.99K - $10.6K
|
13.4K
$1.06M
|
|
|
Mar 29, 2024
Q4 2023
|
Adirondack Trust CO
|
SELL
|
- |
-168- 15.92% |
$9.44K - $11.1K
|
887
$70.3K
|
|
|
Jan 29, 2024
Q4 2023
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-173- 3.97% |
$9.72K - $11.4K
|
4.18K
$331K
|
|
|
Jan 11, 2024
Q4 2023
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-184- 1.55% |
$10.3K - $12.1K
|
11.7K
$927K
|
|
|
Jan 17, 2024
Q4 2023
|
Sebold Capital Management, Inc.
Lisle, IL |
SELL
|
- |
-186- 5.08% |
$10.5K - $12.3K
|
3.47K
$275K
|