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 |
|---|---|---|---|---|---|---|---|
|
Aug 29, 2024
Q4 2023
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-5.65K- 35.52% |
$318K - $373K
|
10.3K
$814K
|
|
|
Feb 09, 2024
Q4 2023
|
Sepio Capital, LP
|
SELL
|
- |
-5.92K- 23.67% |
$332K - $390K
|
19.1K
$1.51M
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-6.07K- 69.89% |
$341K - $400K
|
2.62K
$207K
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-6.19K- 3.98% |
$348K - $408K
|
149K
$11.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-6.2K- 43.13% |
$348K - $409K
|
8.18K
$648K
|
|
|
Jan 10, 2024
Q4 2023
|
Marcum Wealth, LLC
|
SELL
|
- |
-6.22K- 62.7% |
$349K - $410K
|
3.7K
$293K
|
|
|
Feb 13, 2024
Q4 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-6.41K- 8.73% |
$360K - $423K
|
67K
$5.31M
|
|
|
Feb 13, 2024
Q4 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-6.51K- 98.41% |
$366K - $429K
|
105
$8.32K
|
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-6.59K- 20.25% |
$370K - $435K
|
26K
$2.06M
|
|
|
Feb 01, 2024
Q4 2023
|
Old National Bancorp
|
SELL
|
- |
-6.62K- 11.0% |
$372K - $437K
|
53.6K
$4.25M
|
|
|
Jan 11, 2024
Q4 2023
|
Whittier Trust CO
|
SELL
|
- |
-6.72K- 81.44% |
$378K - $444K
|
1.53K
$121K
|
|
|
Feb 08, 2024
Q4 2023
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-6.74K- 15.69% |
$379K - $445K
|
36.2K
$2.87M
|
|
|
Feb 14, 2024
Q4 2023
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
- |
-7.02K- 1.24% |
$395K - $463K
|
560K
$44.4M
|
|
|
Feb 06, 2024
Q4 2023
|
One Charles Private Wealth Services, LLC
|
SELL
|
- |
-7.07K- 48.66% |
$397K - $466K
|
7.46K
$591K
|
|
|
Jan 22, 2024
Q4 2023
|
Sns Financial Group, LLC
|
SELL
|
- |
-7.08K- 37.45% |
$398K - $467K
|
11.8K
$938K
|
|
|
Jan 19, 2024
Q4 2023
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-7.5K- 67.16% |
$421K - $495K
|
3.67K
$291K
|
|
|
Jan 10, 2024
Q4 2023
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-7.57K- 6.46% |
$425K - $499K
|
110K
$8.69M
|
|
|
Jan 19, 2024
Q4 2023
|
Donald L. Hagan, LLC
|
SELL
|
- |
-7.7K- 66.51% |
$432K - $508K
|
3.87K
$307K
|
|
|
Jul 31, 2024
Q4 2023
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-7.75K- 89.6% |
$435K - $511K
|
900
$71.4K
|
|
|
Jan 11, 2024
Q4 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-7.96K- 29.71% |
$447K - $525K
|
18.8K
$1.49M
|
|
|
Feb 13, 2024
Q4 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-8.36K- 19.34% |
$470K - $552K
|
34.9K
$2.76M
|
|
|
Jan 30, 2024
Q4 2023
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-8.71K- 25.23% |
$489K - $574K
|
25.8K
$2.05M
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-8.73K- 1.22% |
$490K - $576K
|
706K
$56M
|
|
|
Jan 10, 2024
Q4 2023
|
Raymond James Trust N.A.
|
SELL
|
- |
-8.79K- 22.79% |
$494K - $580K
|
29.8K
$2.36M
|
|
|
Feb 13, 2024
Q4 2023
|
Regis Management CO LLC
|
SELL
|
- |
-9K- 56.52% |
$506K - $594K
|
6.92K
$549K
|
|
|
Feb 13, 2024
Q4 2023
|
Crabel Capital Management, LLC
Milwaukee, WI |
SELL
|
- |
-9.17K- 30.62% |
$515K - $605K
|
20.8K
$1.65M
|
|
|
Feb 07, 2024
Q4 2023
|
Kessler Investment Group, LLC
|
SELL
|
- |
-9.32K- 67.77% |
$524K - $615K
|
4.43K
$351K
|
|
|
Feb 09, 2024
Q4 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-9.76K- 62.04% |
$548K - $644K
|
5.97K
$473K
|
|
|
Feb 12, 2024
Q4 2023
|
Innealta Capital, LLC
Austin, TX |
SELL
|
- |
-9.77K- 23.01% |
$549K - $644K
|
32.7K
$2.59M
|
|
|
Feb 13, 2024
Q4 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-9.87K- 52.72% |
$554K - $651K
|
8.85K
$702K
|
|
|
Feb 09, 2024
Q4 2023
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-10K- 47.83% |
$565K - $663K
|
11K
$869K
|
|
|
Feb 12, 2024
Q4 2023
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-10.1K- 16.31% |
$568K - $667K
|
51.9K
$4.11M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-10.2K- 2.86% |
$574K - $673K
|
347K
$27.5M
|
|
|
Feb 02, 2024
Q4 2023
|
Asset Advisors Investment Management, LLC
|
SELL
|
- |
-10.2K- 16.06% |
$574K - $673K
|
53.3K
$4.23M
|
|
|
Feb 09, 2024
Q4 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-10.4K- 8.56% |
$582K - $683K
|
111K
$8.77M
|
|
|
Jan 18, 2024
Q4 2023
|
Northstar Advisory Group, LLC
|
SELL
|
- |
-10.6K- 73.31% |
$596K - $700K
|
3.86K
$306K
|
|
|
Jan 22, 2024
Q4 2023
|
Perfromance Wealth Partners, LLC
|
SELL
|
- |
-10.6K- 24.96% |
$598K - $702K
|
32K
$2.54M
|
|
|
Feb 02, 2024
Q4 2023
|
Tap Consulting, LLC
|
SELL
|
- |
-10.8K- 28.73% |
$608K - $714K
|
26.8K
$2.13M
|
|
|
Feb 14, 2024
Q4 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-11.1K- 28.79% |
$626K - $735K
|
27.6K
$2.19M
|
|
|
Feb 26, 2024
Q4 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-11.4K- 44.37% |
$638K - $749K
|
14.2K
$1.13M
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
SELL
|
- |
-11.9K- 13.66% |
$668K - $785K
|
75.2K
$5.96M
|
|
|
Jan 22, 2024
Q4 2023
|
Solstein Capital, LLC
Menlo Park, CA |
SELL
|
- |
-11.9K- 44.81% |
$669K - $785K
|
14.7K
$1.16M
|
|
|
Feb 14, 2024
Q4 2023
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-12.1K- 15.23% |
$678K - $795K
|
67.1K
$5.32M
|
|
|
Jan 23, 2024
Q4 2023
|
Tsfg, LLC
|
SELL
|
- |
-12.7K- 98.28% |
$716K - $841K
|
223
$17.7K
|
|
|
Feb 13, 2024
Q4 2023
|
Keybank National Association
|
SELL
|
- |
-13K- 22.87% |
$729K - $855K
|
43.7K
$3.47M
|
|
|
Feb 08, 2024
Q4 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-13.3K- 16.56% |
$747K - $876K
|
67K
$5.31M
|
|
|
Jan 30, 2024
Q4 2023
|
Quattro Financial Advisors LLC
|
SELL
|
- |
-13.4K- 99.53% |
$751K - $882K
|
63
$4.99K
|
|
|
Jan 29, 2024
Q4 2023
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-13.4K- 25.47% |
$754K - $885K
|
39.3K
$3.11M
|
|
|
Jan 25, 2024
Q4 2023
|
Narus Financial Partners, LLC
Salt Lake City, UT |
SELL
|
- |
-13.7K- 69.58% |
$769K - $903K
|
5.99K
$474K
|
|
|
Feb 13, 2024
Q4 2023
|
Csenge Advisory Group
|
SELL
|
- |
-13.9K- 14.44% |
$778K - $914K
|
82.1K
$6.51M
|