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 14, 2024
Q4 2023
|
Menora Mivtachim Holdings Ltd.
|
SELL
|
- |
-14.7K- 35.68% |
$826K - $970K
|
26.5K
$2.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Jsf Financial, LLC
|
SELL
|
- |
-14.8K- 16.66% |
$830K - $974K
|
73.9K
$5.86M
|
|
|
Jan 23, 2024
Q4 2023
|
Benchmark Financial Wealth Advisors, LLC
|
SELL
|
- |
-15K- 40.44% |
$842K - $989K
|
22.1K
$1.75M
|
|
|
Jan 22, 2024
Q4 2023
|
Harrell Investment Partners, LLC
Austin, TX |
SELL
|
- |
-15.5K- 32.42% |
$869K - $1.02M
|
32.2K
$2.56M
|
|
|
Feb 08, 2024
Q4 2023
|
Hamel Associates, Inc.
|
SELL
|
- |
-16.2K- 26.35% |
$911K - $1.07M
|
45.3K
$3.59M
|
|
|
Feb 16, 2024
Q4 2023
|
Wesbanco Bank Inc
|
SELL
|
- |
-16.4K- 66.16% |
$919K - $1.08M
|
8.37K
$663K
|
|
|
Feb 05, 2024
Q4 2023
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-16.5K- 38.3% |
$924K - $1.09M
|
26.5K
$2.1M
|
|
|
Feb 05, 2024
Q4 2023
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-16.7K- 64.01% |
$936K - $1.1M
|
9.37K
$743K
|
|
|
Jan 12, 2024
Q4 2023
|
Cx Institutional
|
SELL
|
- |
-17.3K- 49.26% |
$971K - $1.14M
|
17.8K
$1.41M
|
|
|
Feb 14, 2024
Q4 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-17.4K- 44.83% |
$980K - $1.15M
|
21.5K
$1.7M
|
|
|
Feb 08, 2024
Q4 2023
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-18.7K- 26.25% |
$1.05M - $1.23M
|
52.4K
$4.15M
|
|
|
Feb 08, 2024
Q4 2023
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-18.7K- 43.7% |
$1.05M - $1.24M
|
24.1K
$1.91M
|
|
|
Feb 07, 2024
Q4 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-18.9K- 99.96% |
$1.06M - $1.25M
|
7
$555
|
|
|
Jan 12, 2024
Q4 2023
|
Client First Capital LLC
|
SELL
|
- |
-20.9K- 15.85% |
$1.17M - $1.38M
|
111K
$8.79M
|
|
|
Jan 18, 2024
Q4 2023
|
Lincoln Capital Corp
|
SELL
|
- |
-22K- 35.45% |
$1.24M - $1.45M
|
40K
$3.17M
|
|
|
Feb 01, 2024
Q4 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-22.8K- 30.49% |
$1.28M - $1.5M
|
52K
$4.12M
|
|
|
Feb 13, 2024
Q4 2023
|
Bedell Frazier Investment Counseling, LLC
|
SELL
|
- |
-23K- 17.38% |
$1.29M - $1.51M
|
109K
$8.65M
|
|
|
Jan 17, 2024
Q4 2023
|
Courier Capital LLC
|
SELL
|
- |
-23.1K- 23.07% |
$1.3M - $1.53M
|
77.1K
$6.11M
|
|
|
Feb 08, 2024
Q4 2023
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-23.4K- 55.9% |
$1.32M - $1.54M
|
18.5K
$1.46M
|
|
|
Feb 06, 2024
Q4 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-24.1K- 82.51% |
$1.35M - $1.59M
|
5.11K
$405K
|
|
|
Feb 12, 2024
Q4 2023
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-25.8K- 18.06% |
$1.45M - $1.7M
|
117K
$9.29M
|
|
|
Jan 02, 2024
Q4 2023
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-27.3K- 11.34% |
$1.53M - $1.8M
|
213K
$16.9M
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-27.5K- 11.59% |
$1.55M - $1.82M
|
210K
$16.7M
|
|
|
Feb 09, 2024
Q4 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-28.1K- 40.81% |
$1.58M - $1.85M
|
40.7K
$3.23M
|
|
|
Apr 19, 2024
Q4 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-28.3K- 55.97% |
$1.59M - $1.87M
|
22.3K
$1.77M
|
|
|
Feb 14, 2024
Q4 2023
|
Titleist Asset Management, LLC
San Antonio, TX |
SELL
|
- |
-29.2K- 78.9% |
$1.64M - $1.92M
|
7.8K
$618K
|
|
|
Feb 13, 2024
Q4 2023
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-32K- 22.66% |
$1.8M - $2.11M
|
109K
$8.65M
|
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
SELL
|
- |
-32.2K- 27.74% |
$1.81M - $2.12M
|
83.8K
$6.64M
|
|
|
Feb 14, 2024
Q4 2023
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
SELL
|
- |
-32.2K- 20.06% |
$1.81M - $2.12M
|
128K
$10.2M
|
|
|
Feb 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-33.9K- 36.4% |
$1.91M - $2.24M
|
59.2K
$4.7M
|
|
|
Jan 24, 2024
Q4 2023
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-34.3K- 30.7% |
$1.93M - $2.26M
|
77.3K
$6.13M
|
|
|
Feb 13, 2024
Q4 2023
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-34.7K- 12.66% |
$1.95M - $2.29M
|
240K
$19M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-36.3K- 14.23% |
$2.04M - $2.39M
|
219K
$17.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Core Alternative Capital
|
SELL
|
- |
-36.6K- 98.68% |
$2.06M - $2.41M
|
489
$38.8K
|
|
|
Feb 14, 2024
Q4 2023
|
Asset Allocation Strategies LLC
Farmington, MI |
SELL
|
- |
-37.3K- 35.54% |
$2.1M - $2.46M
|
67.7K
$5.37M
|
|
|
Jan 25, 2024
Q4 2023
|
Wespac Advisors So Cal, LLC
|
SELL
|
- |
-38.6K- 31.16% |
$2.17M - $2.54M
|
85.2K
$6.76M
|
|
|
Feb 12, 2024
Q4 2023
|
Capstone Investment Advisors, LLC
New York, NY |
SELL
|
- |
-40K- 97.23% |
$2.25M - $2.64M
|
1.14K
$90.1K
|
|
|
Jan 30, 2024
Q4 2023
|
Grant
|
SELL
|
- |
-42K- 40.48% |
$2.36M - $2.77M
|
61.7K
$4.89M
|
|
|
Jan 23, 2024
Q4 2023
|
Davenport & CO LLC
|
SELL
|
- |
-42.6K- 30.31% |
$2.39M - $2.81M
|
98K
$7.77M
|
|
|
Feb 05, 2024
Q4 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-44.2K- 89.0% |
$2.49M - $2.92M
|
5.47K
$434K
|
|
|
Aug 29, 2024
Q4 2023
|
Waldron Private Wealth LLC
|
SELL
|
- |
-45.3K- 90.95% |
$2.54M - $2.99M
|
4.51K
$357K
|
|
|
Jan 30, 2024
Q4 2023
|
Waldron Private Wealth LLC
|
SELL
|
- |
-45.3K- 90.95% |
$2.54M - $2.99M
|
4.51K
$357K
|
|
|
Feb 13, 2024
Q4 2023
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
SELL
|
- |
-49.2K- 45.08% |
$2.77M - $3.25M
|
60K
$4.76M
|
|
|
Feb 13, 2024
Q4 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-49.4K- 93.43% |
$2.78M - $3.26M
|
3.48K
$275K
|
|
|
Feb 12, 2024
Q4 2023
|
Swan Global Investments, LLC
Durango, CO |
SELL
|
- |
-53.6K- 20.11% |
$3.01M - $3.54M
|
213K
$16.9M
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-54K- 80.58% |
$3.03M - $3.56M
|
13K
$1.03M
|
|
|
Feb 14, 2024
Q4 2023
|
Symmetry Investments LP
|
SELL
|
- |
-55.6K- 43.07% |
$3.12M - $3.67M
|
73.5K
$5.83M
|
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
SELL
|
- |
-56.2K- 11.82% |
$3.16M - $3.71M
|
420K
$33.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-60.4K- 25.26% |
$3.39M - $3.99M
|
179K
$14.2M
|
|
|
Jan 30, 2024
Q4 2023
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-62.1K- 64.44% |
$3.49M - $4.09M
|
34.3K
$2.72M
|