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 25, 2024
Q4 2023
|
Midwest Financial Group LLC
Overland Park, KS |
SELL
|
- |
-498- 3.94% |
$28K - $32.8K
|
12.1K
$963K
|
|
|
Feb 14, 2024
Q4 2023
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-498- 17.17% |
$28K - $32.8K
|
2.4K
$191K
|
|
|
Jan 18, 2024
Q4 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-508- 29.3% |
$28.5K - $33.5K
|
1.23K
$97.2K
|
|
|
Jan 16, 2024
Q4 2023
|
D.B. Root & Company, LLC
|
SELL
|
- |
-522- 8.86% |
$29.3K - $34.4K
|
5.37K
$426K
|
|
|
Jan 09, 2024
Q4 2023
|
Sage Capital Advisors,Llc
|
SELL
|
- |
-552- 1.86% |
$31K - $36.4K
|
29.1K
$2.3M
|
|
|
Jan 11, 2024
Q4 2023
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
SELL
|
- |
-560- 3.96% |
$31.5K - $36.9K
|
13.6K
$1.08M
|
|
|
Feb 14, 2024
Q4 2023
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-566- 13.62% |
$31.8K - $37.3K
|
3.59K
$285K
|
|
|
Feb 07, 2024
Q4 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-571- 50.53% |
$32.1K - $37.7K
|
559
$44.3K
|
|
|
Feb 14, 2024
Q4 2023
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-572- 11.46% |
$32.1K - $37.7K
|
4.42K
$350K
|
|
|
Feb 14, 2024
Q4 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-582- 0.34% |
$32.7K - $38.4K
|
171K
$13.6M
|
|
|
Jan 08, 2024
Q4 2023
|
Ignite Planners, LLC
|
SELL
|
- |
-583- 13.87% |
$32.8K - $38.5K
|
3.62K
$287K
|
|
|
Jan 22, 2024
Q4 2023
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-632- 2.15% |
$35.5K - $41.7K
|
28.8K
$2.28M
|
|
|
Feb 07, 2024
Q4 2023
|
Private Portfolio Partners LLC
|
SELL
|
- |
-634- 3.62% |
$35.6K - $41.8K
|
16.9K
$1.34M
|
|
|
Feb 06, 2024
Q4 2023
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-645- 33.91% |
$36.2K - $42.5K
|
1.26K
$99.7K
|
|
|
Jan 30, 2024
Q4 2023
|
Telos Capital Management, Inc.
|
SELL
|
- |
-648- 4.66% |
$36.4K - $42.7K
|
13.2K
$1.05M
|
|
|
Feb 06, 2024
Q4 2023
|
Noesis Capital Mangement Corp
|
SELL
|
- |
-650- 4.82% |
$36.5K - $42.9K
|
12.8K
$1.02M
|
|
|
Feb 12, 2024
Q4 2023
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-657- 9.65% |
$36.9K - $43.3K
|
6.15K
$488K
|
|
|
Jan 30, 2024
Q4 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-683- 54.68% |
$38.4K - $45.1K
|
566
$44.9K
|
|
|
Jan 05, 2024
Q4 2023
|
Red Spruce Capital, LLC
|
SELL
|
- |
-694- 6.0% |
$39K - $45.8K
|
10.9K
$862K
|
|
|
Jan 12, 2024
Q4 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-703- 0.99% |
$39.5K - $46.4K
|
70.3K
$5.57M
|
|
|
Jan 23, 2024
Q4 2023
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-704- 17.6% |
$39.6K - $46.4K
|
3.3K
$261K
|
|
|
Feb 12, 2024
Q4 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-707- 22.39% |
$39.7K - $46.6K
|
2.45K
$194K
|
|
|
Feb 15, 2024
Q4 2023
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-719- 98.76% |
$40.4K - $47.4K
|
9
$714
|
|
|
Feb 12, 2024
Q4 2023
|
Phillips Wealth Planners LLC
Starkville, MS |
SELL
|
- |
-721- 16.49% |
$40.5K - $47.6K
|
3.65K
$289K
|
|
|
Jan 10, 2024
Q4 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-727- 26.26% |
$40.9K - $48K
|
2.04K
$162K
|
|
|
Jan 31, 2024
Q4 2023
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-756- 8.1% |
$42.5K - $49.9K
|
8.57K
$680K
|
|
|
Jan 16, 2024
Q4 2023
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-773- 10.14% |
$43.4K - $51K
|
6.85K
$543K
|
|
|
Feb 09, 2024
Q4 2023
|
Solitude Financial Services
|
SELL
|
- |
-799- 3.84% |
$44.9K - $52.7K
|
20K
$1.59M
|
|
|
Feb 13, 2024
Q4 2023
|
Vantage Financial Partners Ltd., Inc.
|
SELL
|
- |
-800- 1.03% |
$45K - $52.8K
|
76.5K
$6.06M
|
|
|
Feb 01, 2024
Q4 2023
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-803- 8.02% |
$45.1K - $53K
|
9.22K
$731K
|
|
|
Jan 30, 2024
Q4 2023
|
Ballast Advisors LLC
|
SELL
|
- |
-814- 40.04% |
$45.7K - $53.7K
|
1.22K
$96.6K
|
|
|
Jan 17, 2024
Q4 2023
|
Family Investment Center, Inc.
Saint Joseph, MO |
SELL
|
- |
-818- 18.88% |
$46K - $54K
|
3.51K
$279K
|
|
|
Feb 13, 2024
Q4 2023
|
Martin & CO Inc
Knoxville, TN |
SELL
|
- |
-825- 0.99% |
$46.4K - $54.4K
|
82.3K
$6.53M
|
|
|
Feb 06, 2024
Q4 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-837- 10.74% |
$47K - $55.2K
|
6.96K
$552K
|
|
|
Jan 05, 2024
Q4 2023
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-852- 0.74% |
$47.9K - $56.2K
|
115K
$9.1M
|
|
|
Jan 22, 2024
Q4 2023
|
Trust CO Of Oklahoma
|
SELL
|
- |
-862- 1.96% |
$48.4K - $56.9K
|
43.1K
$3.42M
|
|
|
Jan 11, 2024
Q4 2023
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-865- 5.62% |
$48.6K - $57.1K
|
14.5K
$1.15M
|
|
|
Jan 30, 2024
Q4 2023
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-876- 1.45% |
$49.2K - $57.8K
|
59.7K
$4.73M
|
|
|
Feb 14, 2024
Q4 2023
|
Elequin Capital LP
New York, NY |
SELL
|
- |
-882- 66.67% |
$49.6K - $58.2K
|
441
$35K
|
|
|
Jan 25, 2024
Q4 2023
|
First Merchants Corp
|
SELL
|
- |
-901- 2.12% |
$50.6K - $59.4K
|
41.6K
$3.3M
|
|
|
Feb 05, 2024
Q4 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-908- 54.14% |
$51K - $59.9K
|
769
$61K
|
|
|
Jan 24, 2024
Q4 2023
|
Sowa Financial Group, Inc.
Lincoln, RI |
SELL
|
- |
-933- 4.75% |
$52.4K - $61.5K
|
18.7K
$1.48M
|
|
|
Jan 24, 2024
Q4 2023
|
Venture Visionary Partners LLC
|
SELL
|
- |
-942- 14.95% |
$52.9K - $62.1K
|
5.36K
$425K
|
|
|
Jan 26, 2024
Q4 2023
|
Paradigm, Strategies In Wealth Management, LLC
|
SELL
|
- |
-955- 11.54% |
$53.7K - $63K
|
7.32K
$580K
|
|
|
Feb 14, 2024
Q4 2023
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
SELL
|
- |
-965- 6.39% |
$54.2K - $63.7K
|
14.1K
$1.12M
|
|
|
Feb 14, 2024
Q4 2023
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-965- 28.54% |
$54.2K - $63.7K
|
2.42K
$192K
|
|
|
Feb 12, 2024
Q4 2023
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
SELL
|
- |
-974- 21.55% |
$54.7K - $64.2K
|
3.55K
$281K
|
|
|
Feb 09, 2024
Q4 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-976- 4.68% |
$54.8K - $64.4K
|
19.9K
$1.58M
|
|
|
Feb 09, 2024
Q4 2023
|
Clearbridge Investments, LLC
New York, NY |
SELL
|
- |
-1K- 3.52% |
$56.2K - $66K
|
27.4K
$2.17M
|
|
|
Jan 23, 2024
Q4 2023
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-1K- 8.65% |
$56.2K - $66K
|
10.6K
$837K
|