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 18, 2024
Q4 2023
|
Washington Trust CO
|
SELL
|
- |
-200- 11.4% |
$11.2K - $13.2K
|
1.55K
$123K
|
|
|
Jan 22, 2024
Q4 2023
|
Palumbo Wealth Management LLC
Great Neck, NY |
SELL
|
- |
-200- 5.6% |
$11.2K - $13.2K
|
3.37K
$267K
|
|
|
Jan 18, 2024
Q4 2023
|
Accel Wealth Management
|
SELL
|
- |
-204- 1.38% |
$11.5K - $13.5K
|
14.6K
$1.15M
|
|
|
Jan 19, 2024
Q4 2023
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-205- 0.42% |
$11.5K - $13.5K
|
48.9K
$3.87M
|
|
|
Mar 05, 2024
Q4 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-206- 4.04% |
$11.6K - $13.6K
|
4.9K
$388K
|
|
|
Feb 09, 2024
Q4 2023
|
Union Savings Bank
Litchfield, CT |
SELL
|
- |
-212- 4.66% |
$11.9K - $14K
|
4.34K
$344K
|
|
|
Jan 18, 2024
Q4 2023
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-215- 6.54% |
$12.1K - $14.2K
|
3.07K
$244K
|
|
|
Feb 09, 2024
Q4 2023
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-216- 0.57% |
$12.1K - $14.2K
|
37.6K
$2.98M
|
|
|
Feb 05, 2024
Q4 2023
|
Brighton Jones LLC
|
SELL
|
- |
-218- 5.85% |
$12.2K - $14.4K
|
3.51K
$278K
|
|
|
Jan 16, 2024
Q4 2023
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-226- 4.77% |
$12.7K - $14.9K
|
4.51K
$358K
|
|
|
Jun 03, 2024
Q4 2023
|
Vontobel Holding Ltd.
|
SELL
|
- |
-232- 4.17% |
$13K - $15.3K
|
5.33K
$422K
|
|
|
Jan 29, 2024
Q4 2023
|
Vontobel Holding Ltd.
|
SELL
|
- |
-232- 4.17% |
$13K - $15.3K
|
5.33K
$422K
|
|
|
Feb 14, 2024
Q4 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-235- 2.01% |
$13.2K - $15.5K
|
11.4K
$906K
|
|
|
Feb 14, 2024
Q4 2023
|
Retirement Group, LLC
|
SELL
|
- |
-239- 10.96% |
$13.4K - $15.8K
|
1.94K
$154K
|
|
|
Jan 23, 2024
Q4 2023
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-243- 23.99% |
$13.7K - $16K
|
770
$61K
|
|
|
Feb 14, 2024
Q4 2023
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
SELL
|
- |
-244- 3.34% |
$13.7K - $16.1K
|
7.06K
$559K
|
|
|
Jan 17, 2024
Q4 2023
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-244- 5.79% |
$13.7K - $16.1K
|
3.97K
$315K
|
|
|
Feb 28, 2024
Q4 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-266- 0.48% |
$14.9K - $17.5K
|
55.6K
$4.41M
|
|
|
Jan 24, 2024
Q4 2023
|
Cypress Capital Group
|
SELL
|
- |
-270- 1.47% |
$15.2K - $17.8K
|
18.1K
$1.43M
|
|
|
Feb 14, 2024
Q4 2023
|
Coastwise Capital Group, LLC
La Jolla, CA |
SELL
|
- |
-271- 6.58% |
$15.2K - $17.9K
|
3.85K
$305K
|
|
|
Jan 12, 2024
Q4 2023
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-275- 16.85% |
$15.5K - $18.1K
|
1.36K
$108K
|
|
|
Jan 12, 2024
Q4 2023
|
Comprehensive Wealth Management, LLC
Lynnwood, WA |
SELL
|
- |
-282- 2.69% |
$15.8K - $18.6K
|
10.2K
$809K
|
|
|
Jan 16, 2024
Q4 2023
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-283- 2.53% |
$15.9K - $18.7K
|
10.9K
$864K
|
|
|
Feb 13, 2024
Q4 2023
|
Intrepid Financial Planning Group LLC
Carmel, IN |
SELL
|
- |
-292- 1.21% |
$16.4K - $19.3K
|
23.9K
$1.89M
|
|
|
Feb 07, 2024
Q4 2023
|
First United Bank & Trust
|
SELL
|
- |
-295- 5.97% |
$16.6K - $19.5K
|
4.65K
$368K
|
|
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-303- 0.79% |
$17K - $20K
|
38K
$3.01M
|
|
|
Apr 09, 2024
Q4 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
SELL
|
- |
-305- 4.1% |
$17.1K - $20.1K
|
7.14K
$566K
|
|
|
Jan 24, 2024
Q4 2023
|
Barrett & Company, Inc.
Providence, RI |
SELL
|
- |
-307- 88.73% |
$17.3K - $20.2K
|
39
$3.09K
|
|
|
Jan 11, 2024
Q4 2023
|
Shulman De Meo Asset Management LLC
|
SELL
|
- |
-308- 1.88% |
$17.3K - $20.3K
|
16.1K
$1.28M
|
|
|
Feb 14, 2024
Q4 2023
|
Zuckerman Investment Group, LLC
Chicago, IL |
SELL
|
- |
-310- 2.16% |
$17.4K - $20.4K
|
14K
$1.11M
|
|
|
Feb 01, 2024
Q4 2023
|
Diversified, LLC
|
SELL
|
- |
-322- 1.96% |
$18.1K - $21.2K
|
16.1K
$1.28M
|
|
|
Feb 13, 2024
Q4 2023
|
Lokken Investment Group LLC
|
SELL
|
- |
-351- 3.09% |
$19.7K - $23.2K
|
11K
$872K
|
|
|
Jan 10, 2024
Q4 2023
|
Mechanics Bank Trust Department
|
SELL
|
- |
-358- 1.33% |
$20.1K - $23.6K
|
26.5K
$2.1M
|
|
|
Feb 06, 2024
Q4 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-382- 13.39% |
$21.5K - $25.2K
|
2.47K
$196K
|
|
|
Jan 11, 2024
Q4 2023
|
Thomasville National Bank
|
SELL
|
- |
-387- 6.64% |
$21.7K - $25.5K
|
5.44K
$431K
|
|
|
Jan 11, 2024
Q4 2023
|
Grandview Asset Management LLC
|
SELL
|
- |
-392- 7.89% |
$22K - $25.9K
|
4.58K
$363K
|
|
|
Feb 07, 2024
Q4 2023
|
Maple Capital Management, Inc.
|
SELL
|
- |
-396- 4.79% |
$22.3K - $26.1K
|
7.87K
$624K
|
|
|
Jan 10, 2024
Q4 2023
|
Aries Wealth Management
|
SELL
|
- |
-400- 4.88% |
$22.5K - $26.4K
|
7.8K
$619K
|
|
|
Feb 06, 2024
Q4 2023
|
Regions Financial Corp
|
SELL
|
- |
-404- 2.64% |
$22.7K - $26.6K
|
14.9K
$1.18M
|
|
|
Feb 14, 2024
Q4 2023
|
Mid West One Financial Group, Inc.
Iowa City, IA |
SELL
|
- |
-421- 1.69% |
$23.7K - $27.8K
|
24.5K
$1.94M
|
|
|
Feb 12, 2024
Q4 2023
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-427- 19.12% |
$24K - $28.2K
|
1.81K
$143K
|
|
|
Feb 06, 2024
Q4 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-432- 2.69% |
$24.3K - $28.5K
|
15.6K
$1.24M
|
|
|
Feb 13, 2024
Q4 2023
|
Fil LTD
Hamilton, D0 |
SELL
|
- |
-439- 3.43% |
$24.7K - $29K
|
12.4K
$981K
|
|
|
Jan 31, 2024
Q4 2023
|
Wp Advisors, LLC
|
SELL
|
- |
-445- 1.83% |
$25K - $29.4K
|
23.9K
$1.89M
|
|
|
Feb 05, 2024
Q4 2023
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
SELL
|
- |
-458- 6.89% |
$25.7K - $30.2K
|
6.19K
$491K
|
|
|
Feb 12, 2024
Q4 2023
|
Destiny Capital Corp/Co
Golden, CO |
SELL
|
- |
-476- 4.25% |
$26.7K - $31.4K
|
10.7K
$850K
|
|
|
Jan 10, 2024
Q4 2023
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-477- 20.62% |
$26.8K - $31.5K
|
1.84K
$146K
|
|
|
Jan 10, 2024
Q4 2023
|
City Holding CO
|
SELL
|
- |
-485- 2.39% |
$27.3K - $32K
|
19.8K
$1.57M
|
|
|
Feb 08, 2024
Q4 2023
|
Forbes J M & CO LLP
|
SELL
|
- |
-488- 1.11% |
$27.4K - $32.2K
|
43.6K
$3.46M
|
|
|
Feb 05, 2024
Q4 2023
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-497- 3.85% |
$27.9K - $32.8K
|
12.4K
$985K
|