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 26, 2024
Q4 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
83.6K+ 352.66% |
$4.7M - $5.51M
|
107K
$8.51M
|
|
|
Feb 13, 2024
Q4 2023
|
Morton Community Bank
East Peoria, IL |
BUY
|
- |
78.4KNew |
$4.4M - $5.17M
|
78.4K
$6.21M
|
|
|
Feb 09, 2024
Q4 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
78.1K+ 38.75% |
$4.39M - $5.15M
|
280K
$22.2M
|
|
|
Jan 24, 2024
Q4 2023
|
Spectrum Asset Management, Inc.
|
BUY
|
- |
71.4KNew |
$4.01M - $4.71M
|
71.4K
$5.66M
|
|
|
Jan 31, 2024
Q4 2023
|
Htlf Bank
Denver, CO |
BUY
|
- |
70.9KNew |
$3.98M - $4.68M
|
70.9K
$5.62M
|
|
|
Feb 12, 2024
Q4 2023
|
Beaumont Capital Management, LLC
Boston, MA |
BUY
|
- |
68.2KNew |
$3.83M - $4.5M
|
68.2K
$5.41M
|
|
|
Jan 23, 2024
Q4 2023
|
Estate Counselors, LLC
|
BUY
|
- |
67.9K+ 87.22% |
$3.82M - $4.48M
|
146K
$11.6M
|
|
|
Feb 06, 2024
Q4 2023
|
Power Wealth Management LLC
Roswell, GA |
BUY
|
- |
67.9KNew |
$3.81M - $4.48M
|
67.9K
$5.38M
|
|
|
Feb 14, 2024
Q4 2023
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
65.1KNew |
$3.66M - $4.3M
|
65.1K
$5.16M
|
|
|
Feb 14, 2024
Q4 2023
|
Pariax, LLC
|
BUY
|
- |
64.8KNew |
$3.64M - $4.27M
|
64.8K
$5.13M
|
|
|
Feb 12, 2024
Q4 2023
|
Fortis Capital Management LLC
|
BUY
|
- |
60K+ 52.17% |
$3.37M - $3.96M
|
175K
$13.9M
|
|
|
Feb 26, 2024
Q4 2023
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
58.1K+ 353.33% |
$3.26M - $3.83M
|
74.5K
$5.91M
|
|
|
Feb 09, 2024
Q4 2023
|
Citigroup Inc
|
BUY
|
- |
54.7K+ 1.72% |
$3.07M - $3.61M
|
3.23M
$256M
|
|
|
Feb 14, 2024
Q4 2023
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
54.1K+ 12.48% |
$3.04M - $3.57M
|
488K
$38.7M
|
|
|
Feb 13, 2024
Q4 2023
|
Benchmark Investment Advisors LLC
Chicago, IL |
BUY
|
- |
52.4KNew |
$2.94M - $3.46M
|
52.4K
$4.15M
|
|
|
Feb 14, 2024
Q4 2023
|
Sourcerock Group LLC
Denver, CO |
BUY
|
- |
51.7K+ 52.37% |
$2.91M - $3.41M
|
151K
$11.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Lmr Partners LLP
London, X0 |
BUY
|
- |
51.5KNew |
$2.89M - $3.4M
|
51.5K
$4.08M
|
|
|
Apr 02, 2024
Q4 2023
|
Imz Advisory Inc
Boca Raton, FL |
BUY
|
- |
50.2KNew |
$2.82M - $3.31M
|
50.2K
$3.98M
|
|
|
Feb 14, 2024
Q4 2023
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
BUY
|
- |
50KNew |
$2.81M - $3.3M
|
50K
$3.96M
|
|
|
Feb 14, 2024
Q4 2023
|
Walleye Trading LLC
Plymouth, MN |
BUY
|
- |
49.2K+ 350.43% |
$2.76M - $3.24M
|
63.2K
$5.01M
|
|
|
Jan 11, 2024
Q4 2023
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
48.9KNew |
$2.75M - $3.23M
|
48.9K
$3.88M
|
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
48.5K+ 554.38% |
$2.73M - $3.2M
|
57.3K
$4.54M
|
|
|
Jan 10, 2024
Q4 2023
|
Waycross Investment Management CO
Bellingham, WA |
BUY
|
- |
46.7KNew |
$2.63M - $3.08M
|
46.7K
$3.7M
|
|
|
Jan 12, 2024
Q4 2023
|
Stableford Capital Ii LLC
Scottsdale, AZ |
BUY
|
- |
46.6KNew |
$2.62M - $3.07M
|
46.6K
$3.7M
|
|
|
Feb 13, 2024
Q4 2023
|
Carlson Capital L P
Dallas, TX |
BUY
|
- |
45.2KNew |
$2.54M - $2.98M
|
45.2K
$3.58M
|
|
|
Feb 07, 2024
Q4 2023
|
Second Half Financial Partners, LLC
Sebring, FL |
BUY
|
- |
45.2K+ 441.75% |
$2.54M - $2.98M
|
55.4K
$4.39M
|
|
|
Feb 13, 2024
Q4 2023
|
Morningstar Investment Management LLC
Chicago, IL |
BUY
|
- |
45KNew |
$2.53M - $2.97M
|
45K
$3.57M
|
|
|
Feb 06, 2024
Q4 2023
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
45KNew |
$2.53M - $2.97M
|
45K
$3.57M
|
|
|
Feb 06, 2024
Q4 2023
|
Univest Financial Corp
|
BUY
|
- |
44.5KNew |
$2.5M - $2.94M
|
44.5K
$3.53M
|
|
|
Feb 13, 2024
Q4 2023
|
Clear Street Markets LLC
|
BUY
|
- |
43.9KNew |
$2.47M - $2.9M
|
43.9K
$3.48M
|
|
|
Feb 13, 2024
Q4 2023
|
Privium Fund Management (Uk) LTD
|
BUY
|
- |
43.7K+ 194.96% |
$2.45M - $2.88M
|
66.1K
$5.24M
|
|
|
Apr 15, 2024
Q4 2023
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
42.7KNew |
$2.4M - $2.82M
|
42.7K
$3.38M
|
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
41.8K+ 8.0% |
$2.35M - $2.76M
|
564K
$44.7M
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
40.5K+ 12.96% |
$2.28M - $2.67M
|
353K
$28M
|
|
|
Feb 14, 2024
Q4 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
40.2K+ 35.52% |
$2.26M - $2.65M
|
153K
$12.2M
|
|
|
Jan 22, 2024
Q4 2023
|
Gunma Bank,Ltd.
|
BUY
|
- |
39K+ 59.09% |
$2.19M - $2.57M
|
105K
$8.32M
|
|
|
Feb 14, 2024
Q4 2023
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
38.5K+ 612.5% |
$2.16M - $2.54M
|
44.8K
$3.55M
|
|
|
Jan 12, 2024
Q4 2023
|
Advisor Resource Council
|
BUY
|
- |
37.6KNew |
$2.11M - $2.48M
|
37.6K
$2.98M
|
|
|
Feb 09, 2024
Q4 2023
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
36.7KNew |
$2.06M - $2.42M
|
36.7K
$2.91M
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
36.7KNew |
$2.06M - $2.42M
|
36.7K
$2.91M
|
|
|
Jan 17, 2024
Q4 2023
|
Bar Harbor Wealth Management
Concord, NH |
BUY
|
- |
36.2K+ 101.3% |
$2.03M - $2.39M
|
72K
$5.7M
|
|
|
May 30, 2024
Q4 2023
|
Provida Pension Fund Administrator
Santiago, F3 |
BUY
|
- |
36KNew |
$2.03M - $2.38M
|
36K
$2.86M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
35.5K+ 38.17% |
$2M - $2.34M
|
129K
$10.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
35.3KNew |
$1.98M - $2.33M
|
35.3K
$2.8M
|
|
|
Feb 13, 2024
Q4 2023
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
34.9K+ 120.22% |
$1.96M - $2.3M
|
63.9K
$5.06M
|
|
|
Feb 14, 2024
Q4 2023
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
34K+ 34.45% |
$1.91M - $2.25M
|
133K
$10.5M
|
|
|
Feb 08, 2024
Q4 2023
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
34K+ 50.01% |
$1.91M - $2.24M
|
102K
$8.09M
|
|
|
Feb 06, 2024
Q4 2023
|
Millburn Ridgefield Corp
|
BUY
|
- |
33KNew |
$1.86M - $2.18M
|
33K
$2.62M
|
|
|
Feb 06, 2024
Q4 2023
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
32.2K+ 11.09% |
$1.81M - $2.13M
|
323K
$25.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
BUY
|
- |
31.2K+ 46.67% |
$1.75M - $2.06M
|
98.1K
$7.77M
|