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 05, 2024
Q4 2023
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-2.28K- 38.16% |
$128K - $150K
|
3.7K
$293K
|
|
|
Jan 29, 2024
Q4 2023
|
Mv Capital Management, Inc.
|
SELL
|
- |
-2.28K- 4.5% |
$128K - $150K
|
48.5K
$3.84M
|
|
|
Mar 28, 2024
Q4 2023
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-2.31K- 37.2% |
$130K - $152K
|
3.89K
$309K
|
|
|
Feb 02, 2024
Q4 2023
|
Citizens Financial Group Inc
|
SELL
|
- |
-2.38K- 11.93% |
$134K - $157K
|
17.5K
$1.39M
|
|
|
Feb 13, 2024
Q4 2023
|
Stephens Inc
|
SELL
|
- |
-2.4K- 15.76% |
$135K - $158K
|
12.8K
$1.02M
|
|
|
Aug 28, 2024
Q4 2023
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-2.4K- 18.96% |
$135K - $158K
|
10.3K
$814K
|
|
|
Feb 14, 2024
Q4 2023
|
Modera Wealth Management, LLC
|
SELL
|
- |
-2.41K- 6.97% |
$135K - $159K
|
32.1K
$2.54M
|
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-2.42K- 68.84% |
$136K - $160K
|
1.1K
$87K
|
|
|
Jan 31, 2024
Q4 2023
|
Western Wealth Management, LLC
|
SELL
|
- |
-2.44K- 11.43% |
$137K - $161K
|
18.9K
$1.5M
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-2.54K- 9.23% |
$142K - $167K
|
24.9K
$1.98M
|
|
|
Jan 18, 2024
Q4 2023
|
Ritholtz Wealth Management
|
SELL
|
- |
-2.68K- 32.62% |
$150K - $176K
|
5.53K
$438K
|
|
|
Feb 14, 2024
Q4 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-2.7K- 4.01% |
$151K - $178K
|
64.4K
$5.11M
|
|
|
Feb 13, 2024
Q4 2023
|
Stamos Capital Partners, L.P.
Menlo Park, CA |
SELL
|
- |
-2.78K- 12.29% |
$156K - $183K
|
19.8K
$1.57M
|
|
|
Jan 12, 2024
Q4 2023
|
Oak Harvest Investment Services
|
SELL
|
- |
-2.82K- 2.1% |
$158K - $186K
|
131K
$10.4M
|
|
|
Jan 12, 2024
Q4 2023
|
Clarity Financial LLC
|
SELL
|
- |
-2.87K- 2.31% |
$161K - $189K
|
121K
$9.62M
|
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-2.99K- 4.31% |
$168K - $197K
|
66.2K
$5.25M
|
|
|
Jan 23, 2024
Q4 2023
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-2.99K- 15.02% |
$168K - $197K
|
16.9K
$1.34M
|
|
|
Feb 13, 2024
Q4 2023
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-2.99K- 46.87% |
$168K - $197K
|
3.39K
$269K
|
|
|
Feb 05, 2024
Q4 2023
|
Investment House LLC
Las Vegas, NV |
SELL
|
- |
-3.05K- 23.82% |
$171K - $201K
|
9.75K
$773K
|
|
|
Feb 06, 2024
Q4 2023
|
Merit Financial Group, LLC
|
SELL
|
- |
-3.06K- 17.73% |
$172K - $202K
|
14.2K
$1.12M
|
|
|
Jan 17, 2024
Q4 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-3.1K- 2.41% |
$174K - $204K
|
125K
$9.93M
|
|
|
Jan 09, 2024
Q4 2023
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-3.25K- 43.18% |
$183K - $215K
|
4.28K
$339K
|
|
|
Jan 23, 2024
Q4 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-3.29K- 43.45% |
$185K - $217K
|
4.28K
$339K
|
|
|
May 20, 2024
Q4 2023
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-3.29K- 23.51% |
$185K - $217K
|
10.7K
$849K
|
|
|
Feb 09, 2024
Q4 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-3.32K- 14.32% |
$187K - $219K
|
19.9K
$1.58M
|
|
|
Feb 02, 2024
Q4 2023
|
Penobscot Wealth Management
|
SELL
|
- |
-3.46K- 18.07% |
$195K - $228K
|
15.7K
$1.24M
|
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-3.53K- 15.37% |
$198K - $233K
|
19.4K
$1.54M
|
|
|
Feb 14, 2024
Q4 2023
|
Jacobi Capital Management LLC
|
SELL
|
- |
-3.71K- 19.14% |
$208K - $245K
|
15.7K
$1.24M
|
|
|
Feb 12, 2024
Q4 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-3.95K- 67.43% |
$222K - $261K
|
1.91K
$151K
|
|
|
Feb 02, 2024
Q4 2023
|
Pittenger & Anderson Inc
|
SELL
|
- |
-4K- 49.29% |
$225K - $264K
|
4.12K
$326K
|
|
|
Feb 09, 2024
Q4 2023
|
Heritage Wealth Advisors
|
SELL
|
- |
-4.01K- 22.06% |
$225K - $265K
|
14.2K
$1.12M
|
|
|
Feb 14, 2024
Q4 2023
|
Logan Stone Capital, LLC
Chicago, IL |
SELL
|
- |
-4.04K- 5.33% |
$227K - $266K
|
71.6K
$5.68M
|
|
|
Jan 26, 2024
Q4 2023
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-4.07K- 50.6% |
$229K - $269K
|
3.98K
$315K
|
|
|
Feb 13, 2024
Q4 2023
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-4.19K- 9.41% |
$235K - $276K
|
40.3K
$3.19M
|
|
|
Feb 12, 2024
Q4 2023
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-4.26K- 22.19% |
$239K - $281K
|
14.9K
$1.18M
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-4.36K- 57.64% |
$245K - $287K
|
3.2K
$254K
|
|
|
Jan 09, 2024
Q4 2023
|
Central Bank & Trust CO
|
SELL
|
- |
-4.48K- 22.97% |
$252K - $296K
|
15K
$1.19M
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-4.58K- 43.3% |
$257K - $302K
|
6K
$476K
|
|
|
Feb 06, 2024
Q4 2023
|
9258 Wealth Management, LLC
|
SELL
|
- |
-4.61K- 45.09% |
$259K - $304K
|
5.62K
$445K
|
|
|
Jan 19, 2024
Q4 2023
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-4.64K- 16.34% |
$261K - $306K
|
23.7K
$1.88M
|
|
|
Jan 19, 2024
Q4 2023
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-4.76K- 37.39% |
$268K - $314K
|
7.97K
$632K
|
|
|
Feb 06, 2024
Q4 2023
|
Founders Financial Securities LLC
|
SELL
|
- |
-4.82K- 30.13% |
$271K - $318K
|
11.2K
$886K
|
|
|
Feb 13, 2024
Q4 2023
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-4.89K- 14.52% |
$275K - $322K
|
28.8K
$2.28M
|
|
|
Feb 14, 2024
Q4 2023
|
Verition Fund Management LLC
Greenwich, CT |
SELL
|
- |
-4.9K- 6.34% |
$276K - $323K
|
72.5K
$5.75M
|
|
|
Feb 05, 2024
Q4 2023
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-4.93K- 25.79% |
$277K - $325K
|
14.2K
$1.12M
|
|
|
Feb 14, 2024
Q4 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-4.99K- 99.38% |
$281K - $329K
|
31
$2.46K
|
|
|
Jan 10, 2024
Q4 2023
|
Trust CO
|
SELL
|
- |
-5.19K- 21.49% |
$292K - $343K
|
19K
$1.5M
|
|
|
Feb 12, 2024
Q4 2023
|
Stone X Group Inc.
|
SELL
|
- |
-5.32K- 26.35% |
$299K - $351K
|
14.9K
$1.18M
|
|
|
Feb 15, 2024
Q4 2023
|
Legal & General Group PLC
London, X0 |
SELL
|
- |
-5.35K- 37.15% |
$301K - $353K
|
9.05K
$717K
|
|
|
Jan 10, 2024
Q4 2023
|
Park Avenue Securities LLC
|
SELL
|
- |
-5.51K- 5.77% |
$310K - $363K
|
90K
$7.13M
|