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 07, 2024
Q4 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
30.8K+ 563.04% |
$1.73M - $2.03M
|
36.3K
$2.87M
|
|
|
Feb 09, 2024
Q4 2023
|
Girard Partners Ltd.
|
BUY
|
- |
30.8KNew |
$1.73M - $2.03M
|
30.8K
$2.44M
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
BUY
|
- |
29.9K+ 27.89% |
$1.68M - $1.97M
|
137K
$10.9M
|
|
|
Jan 17, 2024
Q4 2023
|
Patriot Investment Management Inc.
|
BUY
|
- |
28.4KNew |
$1.59M - $1.87M
|
28.4K
$2.25M
|
|
|
Jan 12, 2024
Q4 2023
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
28.2K+ 14.88% |
$1.59M - $1.86M
|
218K
$17.3M
|
|
|
Jan 26, 2024
Q4 2023
|
Krilogy Financial LLC
|
BUY
|
- |
27.6K+ 64.75% |
$1.55M - $1.82M
|
70.3K
$5.58M
|
|
|
Feb 14, 2024
Q4 2023
|
Quantbot Technologies LP
New York, NY |
BUY
|
- |
27.5KNew |
$1.55M - $1.81M
|
27.5K
$2.18M
|
|
|
Feb 02, 2024
Q4 2023
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
26.4KNew |
$1.48M - $1.74M
|
26.4K
$2.09M
|
|
|
Feb 07, 2024
Q4 2023
|
Econ Financial Services Corp
|
BUY
|
- |
26.2KNew |
$1.47M - $1.73M
|
26.2K
$2.08M
|
|
|
Feb 08, 2024
Q4 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
25.8K+ 556.12% |
$1.45M - $1.7M
|
30.5K
$2.42M
|
|
|
Feb 14, 2024
Q4 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
25.7K+ 25.69% |
$1.44M - $1.69M
|
126K
$9.95M
|
|
|
Jan 09, 2024
Q4 2023
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
BUY
|
- |
24.8K+ 57.35% |
$1.4M - $1.64M
|
68.1K
$5.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
24.8K+ 629.77% |
$1.39M - $1.63M
|
28.7K
$2.28M
|
|
|
Feb 14, 2024
Q4 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
22.9K+ 4574.4% |
$1.29M - $1.51M
|
23.4K
$1.85M
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
22.9K+ 4574.4% |
$1.29M - $1.51M
|
23.4K
$1.85M
|
|
|
Jan 23, 2024
Q4 2023
|
Corundum Group, Inc.
|
BUY
|
- |
22.5KNew |
$1.26M - $1.48M
|
22.5K
$1.78M
|
|
|
Feb 07, 2024
Q4 2023
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
22.3K+ 27.02% |
$1.25M - $1.47M
|
105K
$8.29M
|
|
|
Feb 14, 2024
Q4 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
21.9K+ 23.99% |
$1.23M - $1.45M
|
113K
$8.99M
|
|
|
Jan 23, 2024
Q4 2023
|
Advisory Alpha, LLC
|
BUY
|
- |
21.7K+ 19.49% |
$1.22M - $1.43M
|
133K
$10.6M
|
|
|
Mar 05, 2024
Q4 2023
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
21.2KNew |
$1.19M - $1.4M
|
21.2K
$1.68M
|
|
|
Jan 23, 2024
Q4 2023
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
21KNew |
$1.18M - $1.39M
|
21K
$1.67M
|
|
|
Jan 29, 2024
Q4 2023
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
20.5K+ 158.08% |
$1.15M - $1.35M
|
33.5K
$2.66M
|
|
|
Jan 12, 2024
Q4 2023
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
20.4KNew |
$1.15M - $1.35M
|
20.4K
$1.62M
|
|
|
Jan 31, 2024
Q4 2023
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
BUY
|
- |
20.2KNew |
$1.13M - $1.33M
|
20.2K
$1.6M
|
|
|
Feb 02, 2024
Q4 2023
|
Cornerstone Capital, Inc.
Palo Alto, CA |
BUY
|
- |
20.2KNew |
$1.13M - $1.33M
|
20.2K
$1.6M
|
|
|
Feb 13, 2024
Q4 2023
|
Marathon Trading Investment Management LLC
Radnor, PA |
BUY
|
- |
20.1K+ 1089.18% |
$1.13M - $1.33M
|
22K
$1.74M
|
|
|
Jan 17, 2024
Q4 2023
|
Connective Portfolio Management, LLC
|
BUY
|
- |
20KNew |
$1.12M - $1.32M
|
20K
$1.59M
|
|
|
Feb 14, 2024
Q4 2023
|
Ranch Capital Advisors Inc.
Sarasota, FL |
BUY
|
- |
19.4KNew |
$1.09M - $1.28M
|
19.4K
$1.54M
|
|
|
Feb 15, 2024
Q4 2023
|
Wexford Capital LP
Greenwich, CT |
BUY
|
- |
19.2KNew |
$1.08M - $1.27M
|
19.2K
$1.52M
|
|
|
Feb 12, 2024
Q4 2023
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
18.9K+ 295.51% |
$1.06M - $1.25M
|
25.3K
$2M
|
|
|
Feb 01, 2024
Q4 2023
|
Valence8 Us LP
Cambridge, MA |
BUY
|
- |
18.3K+ 17.23% |
$1.03M - $1.21M
|
125K
$9.87M
|
|
|
May 07, 2024
Q4 2023
|
Koa Wealth Management, LLC
Encinitas, CA |
BUY
|
- |
18.2KNew |
$1.02M - $1.2M
|
18.2K
$1.44M
|
|
|
Jan 29, 2024
Q4 2023
|
Meitav Dash Investments LTD
|
BUY
|
- |
18.2K+ 16.59% |
$1.02M - $1.2M
|
128K
$10.1M
|
|
|
Feb 08, 2024
Q4 2023
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
17.6K+ 156.77% |
$987K - $1.16M
|
28.8K
$2.28M
|
|
|
Feb 05, 2024
Q4 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
17.5K+ 40767.44% |
$985K - $1.16M
|
17.6K
$1.39M
|
|
|
Feb 14, 2024
Q4 2023
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
17.5K+ 304.1% |
$984K - $1.15M
|
23.3K
$1.84M
|
|
|
Feb 07, 2024
Q4 2023
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
17KNew |
$955K - $1.12M
|
17K
$1.35M
|
|
|
Feb 09, 2024
Q4 2023
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
16.2KNew |
$908K - $1.07M
|
16.2K
$1.28M
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
16.1K+ 4.4% |
$904K - $1.06M
|
381K
$30.2M
|
|
|
Jan 19, 2024
Q4 2023
|
Fifth Third Bancorp
|
BUY
|
- |
15.7K+ 29.28% |
$885K - $1.04M
|
69.5K
$5.51M
|
|
|
Jan 10, 2024
Q4 2023
|
Legacy Private Trust Co.
|
BUY
|
- |
15.6K+ 45.46% |
$877K - $1.03M
|
50K
$3.96M
|
|
|
Feb 13, 2024
Q4 2023
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
15.5K+ 238.73% |
$872K - $1.02M
|
22K
$1.75M
|
|
|
Feb 08, 2024
Q4 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
15.4K+ 119.01% |
$867K - $1.02M
|
28.4K
$2.25M
|
|
|
Jan 12, 2024
Q4 2023
|
Bay Rivers Group
|
BUY
|
- |
15.4KNew |
$864K - $1.01M
|
15.4K
$1.22M
|
|
|
Jan 22, 2024
Q4 2023
|
Country Club Bank
|
BUY
|
- |
15.3K+ 380.62% |
$858K - $1.01M
|
19.3K
$1.53M
|
|
|
Feb 12, 2024
Q4 2023
|
Scotia Capital Inc.
|
BUY
|
- |
15KNew |
$845K - $992K
|
15K
$1.19M
|
|
|
Feb 14, 2024
Q4 2023
|
Midland Wealth Advisors LLC
Rockford, IL |
BUY
|
- |
14.9KNew |
$837K - $982K
|
14.9K
$1.18M
|
|
|
Feb 02, 2024
Q4 2023
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
14.9KNew |
$837K - $982K
|
14.9K
$1.18M
|
|
|
Feb 12, 2024
Q4 2023
|
Banco Btg Pactual S.A.
Rio De Janeiro, D5 |
BUY
|
- |
14.9K+ 42.59% |
$837K - $982K
|
49.9K
$3.95M
|
|
|
Feb 13, 2024
Q4 2023
|
First Trust Investment Solutions L.P.
Naples, FL |
BUY
|
- |
14.7KNew |
$829K - $973K
|
14.7K
$1.17M
|