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 08, 2024
Q4 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-62.4K- 35.05% |
$3.5M - $4.11M
|
116K
$9.16M
|
|
|
Feb 13, 2024
Q4 2023
|
Twin Focus Capital Partners, LLC
Boston, MA |
SELL
|
- |
-62.5K- 52.36% |
$3.51M - $4.12M
|
56.8K
$4.51M
|
|
|
Feb 16, 2024
Q4 2023
|
Drw Securities, LLC
Chicago, IL |
SELL
|
- |
-66.4K- 47.36% |
$3.73M - $4.38M
|
73.8K
$5.85M
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-68.1K- 15.54% |
$3.83M - $4.49M
|
370K
$29.4M
|
|
|
Feb 12, 2024
Q4 2023
|
Vectors Research Management, LLC
New York, NY |
SELL
|
- |
-70.2K- 70.02% |
$3.94M - $4.63M
|
30.1K
$2.38M
|
|
|
Feb 09, 2024
Q4 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-73.6K- 16.57% |
$4.14M - $4.86M
|
371K
$29.4M
|
|
|
Jan 30, 2024
Q4 2023
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
SELL
|
- |
-75.4K- 53.47% |
$4.24M - $4.98M
|
65.6K
$5.2M
|
|
|
Feb 02, 2024
Q4 2023
|
Meritage Portfolio Management
|
SELL
|
- |
-79.8K- 40.89% |
$4.48M - $5.26M
|
115K
$9.14M
|
|
|
Feb 12, 2024
Q4 2023
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-106K- 88.09% |
$5.97M - $7.01M
|
14.4K
$1.14M
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-127K- 43.87% |
$7.13M - $8.37M
|
162K
$12.9M
|
|
|
Aug 08, 2024
Q4 2023
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-129K- 92.72% |
$7.27M - $8.53M
|
10.2K
$806K
|
|
|
Jan 31, 2024
Q4 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-133K- 89.63% |
$7.47M - $8.77M
|
15.4K
$1.22M
|
|
|
Feb 14, 2024
Q4 2023
|
Walleye Capital LLC
Plymouth, MN |
SELL
|
- |
-134K- 61.83% |
$7.54M - $8.85M
|
82.9K
$6.57M
|
|
|
Feb 13, 2024
Q4 2023
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-147K- 85.41% |
$8.26M - $9.7M
|
25.1K
$1.99M
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-150K- 17.46% |
$8.41M - $9.87M
|
707K
$56.1M
|
|
|
Feb 09, 2024
Q4 2023
|
Assetmark, Inc
|
SELL
|
- |
-153K- 45.85% |
$8.6M - $10.1M
|
181K
$14.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-158K- 52.96% |
$8.87M - $10.4M
|
140K
$11.1M
|
|
|
Oct 21, 2024
Q4 2023
|
Jump Financial, LLC
Chicago, IL |
SELL
|
- |
-168K- 42.41% |
$9.47M - $11.1M
|
229K
$18.1M
|
|
|
Feb 09, 2024
Q4 2023
|
Bw Gestao De Investimentos Ltda.
|
SELL
|
- |
-170K- 12.01% |
$9.55M - $11.2M
|
1.24M
$98.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-177K- 42.63% |
$9.94M - $11.7M
|
238K
$18.9M
|
|
|
Feb 13, 2024
Q4 2023
|
Cibc World Markets Corp
New York, NY |
SELL
|
- |
-198K- 55.53% |
$11.1M - $13M
|
158K
$12.6M
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-200K- 93.04% |
$11.2M - $13.2M
|
15K
$1.19M
|
|
|
Feb 14, 2024
Q4 2023
|
Squarepoint Ops LLC
New York, NY |
SELL
|
- |
-281K- 49.05% |
$15.8M - $18.5M
|
292K
$23.1M
|
|
|
Feb 05, 2024
Q4 2023
|
Victory Capital Management Inc
|
SELL
|
- |
-287K- 44.46% |
$16.1M - $18.9M
|
359K
$28.4M
|
|
|
Feb 13, 2024
Q4 2023
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
SELL
|
- |
-356K- 9.96% |
$20M - $23.5M
|
3.22M
$256M
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-376K- 3.4% |
$21.1M - $24.8M
|
10.7M
$847M
|
|
|
Feb 13, 2024
Q4 2023
|
Pgim Custom Harvest LLC
Newark, NJ |
SELL
|
- |
-436K- 66.89% |
$24.5M - $28.7M
|
216K
$17.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Caisse De Depot Et Placement Du Quebec
Montreal, A8 |
SELL
|
- |
-476K- 8.65% |
$26.8M - $31.4M
|
5.03M
$398M
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-512K- 8.27% |
$28.8M - $33.8M
|
5.67M
$450M
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-523K- 4.66% |
$29.4M - $34.5M
|
10.7M
$847M
|
|
|
Feb 09, 2024
Q4 2023
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-548K- 37.07% |
$30.8M - $36.1M
|
930K
$73.7M
|
|
|
Feb 13, 2024
Q4 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-591K- 94.39% |
$33.2M - $39M
|
35.1K
$2.78M
|
|
|
Jan 25, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-620K- 98.42% |
$34.8M - $40.9M
|
9.94K
$788K
|
|
|
Feb 14, 2024
Q4 2023
|
Balyasny Asset Management LLC
Chicago, IL |
SELL
|
- |
-770K- 90.48% |
$43.2M - $50.8M
|
81K
$6.42M
|
|
|
Feb 14, 2024
Q4 2023
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-889K- 88.36% |
$49.9M - $58.6M
|
117K
$9.29M
|
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
SELL
|
- |
-991K- 34.83% |
$55.7M - $65.3M
|
1.85M
$147M
|
|
|
Feb 15, 2024
Q4 2023
|
Barclays PLC
London, X0 |
SELL
|
- |
-1.05M- 63.76% |
$59M - $69.2M
|
597K
$47.3M
|
|
|
Jan 18, 2024
Q4 2023
|
West End Advisors, LLC
|
SELL
|
- |
-1.08M- 46.07% |
$60.5M - $71M
|
1.26M
$100M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-1.27M- 37.83% |
$71.5M - $83.9M
|
2.09M
$166M
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1.31M- 42.54% |
$73.6M - $86.4M
|
1.77M
$140M
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-1.32M- 28.91% |
$74.4M - $87.4M
|
3.26M
$258M
|
|
|
Feb 13, 2024
Q4 2023
|
Natixis
Paris, I0 |
SELL
|
- |
-1.34M- 79.11% |
$75.4M - $88.6M
|
354K
$28.1M
|
|
|
Feb 13, 2024
Q4 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-1.42M- 18.1% |
$79.9M - $93.8M
|
6.44M
$510M
|
|
|
Jan 29, 2024
Q4 2023
|
Granite Bay Wealth Management, LLC
|
SELL
|
- |
-1.56M- 48.73% |
$87.5M - $103M
|
1.64M
$130M
|
|
|
Feb 14, 2024
Q4 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-2.3M- 97.61% |
$129M - $152M
|
56.3K
$4.47M
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-2.65M- 17.76% |
$149M - $175M
|
12.3M
$973M
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-3.08M- 99.49% |
$173M - $203M
|
15.7K
$1.24M
|
|
|
Feb 14, 2024
Q4 2023
|
Two Sigma Investments, LP
New York, NY |
SELL
|
- |
-3.22M- 99.02% |
$181M - $212M
|
31.7K
$2.52M
|