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 29, 2024
Q4 2023
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
14.7K+ 74.36% |
$825K - $969K
|
34.4K
$2.73M
|
|
|
Feb 02, 2024
Q4 2023
|
Stack Financial Management, Inc
|
BUY
|
- |
14.4KNew |
$810K - $951K
|
14.4K
$1.14M
|
|
|
Jan 29, 2024
Q4 2023
|
Vaughan David Investments LLC
Peoria, IL |
BUY
|
- |
14.3K+ 9.61% |
$806K - $946K
|
163K
$13M
|
|
|
Jan 24, 2024
Q4 2023
|
Biltmore Wealth Management, LLC
|
BUY
|
- |
14.3K+ 9.9% |
$803K - $942K
|
159K
$12.6M
|
|
|
Feb 06, 2024
Q4 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
14.2K+ 128.42% |
$798K - $937K
|
25.3K
$2M
|
|
|
Feb 05, 2024
Q4 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
14.1K+ 39.25% |
$790K - $927K
|
49.9K
$3.95M
|
|
|
Feb 13, 2024
Q4 2023
|
Aristides Capital LLC
Ottawa Hills, OH |
BUY
|
- |
13.9K+ 339.54% |
$782K - $918K
|
18K
$1.43M
|
|
|
Feb 13, 2024
Q4 2023
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
13.8KNew |
$776K - $911K
|
13.8K
$1.09M
|
|
|
Jan 23, 2024
Q4 2023
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
13.7K+ 133.81% |
$770K - $904K
|
24K
$1.9M
|
|
|
Jan 26, 2024
Q4 2023
|
Miller Howard Investments Inc
|
BUY
|
- |
13.6K+ 36.02% |
$765K - $898K
|
51.4K
$4.08M
|
|
|
Feb 14, 2024
Q4 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
13.5K+ 44.37% |
$759K - $891K
|
43.9K
$3.48M
|
|
|
Feb 16, 2024
Q4 2023
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
13.1K+ 154.12% |
$736K - $864K
|
21.6K
$1.71M
|
|
|
Feb 14, 2024
Q4 2023
|
Engineers Gate Manager LP
New York, NY |
BUY
|
- |
13.1KNew |
$734K - $862K
|
13.1K
$1.04M
|
|
|
Feb 14, 2024
Q4 2023
|
Cabana LLC
Fayetteville, AR |
BUY
|
- |
13KNew |
$729K - $856K
|
13K
$1.03M
|
|
|
Feb 13, 2024
Q4 2023
|
Fifth Third Securities, Inc.
|
BUY
|
- |
12.7K+ 12.85% |
$712K - $836K
|
111K
$8.82M
|
|
|
Feb 14, 2024
Q4 2023
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
12.5K+ 230.81% |
$705K - $827K
|
18K
$1.43M
|
|
|
Feb 07, 2024
Q4 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
12.5K+ 103.03% |
$704K - $826K
|
24.7K
$1.96M
|
|
|
Feb 06, 2024
Q4 2023
|
Solutions 4 Wealth, LTD
Southlake, TX |
BUY
|
- |
12.3KNew |
$692K - $812K
|
12.3K
$977K
|
|
|
Feb 08, 2024
Q4 2023
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
12.1KNew |
$681K - $800K
|
12.1K
$961K
|
|
|
Jan 22, 2024
Q4 2023
|
4 J Wealth Management LLC
|
BUY
|
- |
11.9KNew |
$671K - $788K
|
11.9K
$947K
|
|
|
Feb 15, 2024
Q4 2023
|
Venture Visionary Partners LLC
|
BUY
|
- |
11.8K+ 220.13% |
$663K - $778K
|
17.2K
$1.36M
|
|
|
Jan 24, 2024
Q4 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
11K+ 7.4% |
$621K - $729K
|
160K
$12.7M
|
|
|
Feb 07, 2024
Q4 2023
|
Hills Bank & Trust CO
|
BUY
|
- |
10.9K+ 520.29% |
$611K - $717K
|
13K
$1.03M
|
|
|
Jan 26, 2024
Q4 2023
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
10.8KNew |
$605K - $710K
|
10.8K
$854K
|
|
|
Feb 05, 2024
Q4 2023
|
Mitsubishi Ufj Morgan Stanley Securities Co., Ltd.
|
BUY
|
- |
10.6KNew |
$598K - $702K
|
10.6K
$844K
|
|
|
Feb 14, 2024
Q4 2023
|
Caas Capital Management LP
New York, NY |
BUY
|
- |
10.5KNew |
$591K - $693K
|
10.5K
$833K
|
|
|
Jan 22, 2024
Q4 2023
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
10.5K+ 46.23% |
$589K - $691K
|
33.1K
$2.63M
|
|
|
Jan 18, 2024
Q4 2023
|
Pettinga Financial Advisors, LLC
|
BUY
|
- |
10.5K+ 230.43% |
$587K - $689K
|
15K
$1.19M
|
|
|
Feb 13, 2024
Q4 2023
|
Black Rock Inc.
New York, NY |
BUY
|
- |
10.4K+ 1.46% |
$584K - $686K
|
722K
$57.3M
|
|
|
Aug 13, 2024
Q4 2023
|
Correct Capital Wealth Management
Clayton, MO |
BUY
|
- |
10.2KNew |
$573K - $673K
|
10.2K
$809K
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
10.1K+ 25.85% |
$568K - $666K
|
49.2K
$3.9M
|
|
|
Jan 12, 2024
Q4 2023
|
Keating Wealth Management LLC
Greenwood Village, CO |
BUY
|
- |
10.1KNew |
$565K - $663K
|
10.1K
$797K
|
|
|
Jan 18, 2024
Q4 2023
|
Transform Wealth, LLC
|
BUY
|
- |
10KNew |
$562K - $660K
|
10K
$793K
|
|
|
Feb 08, 2024
Q4 2023
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
9.93K+ 85.02% |
$558K - $655K
|
21.6K
$1.71M
|
|
|
Jan 31, 2024
Q4 2023
|
Mont Vue Capital Management, Inc.
Lynchburg, VA |
BUY
|
- |
9.84KNew |
$553K - $649K
|
9.84K
$780K
|
|
|
Feb 14, 2024
Q4 2023
|
Point72 Europe (London) LLP
London, X0 |
BUY
|
- |
9.83KNew |
$552K - $648K
|
9.83K
$779K
|
|
|
Jan 30, 2024
Q4 2023
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
9.65KNew |
$542K - $637K
|
9.65K
$765K
|
|
|
Feb 05, 2024
Q4 2023
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
9.51K+ 26.32% |
$534K - $627K
|
45.6K
$3.62M
|
|
|
Feb 16, 2024
Q4 2023
|
Burford Brothers, Inc.
Dallas, TX |
BUY
|
- |
9.46KNew |
$532K - $624K
|
9.46K
$750K
|
|
|
Jan 25, 2024
Q4 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
9.3K+ 178.04% |
$523K - $613K
|
14.5K
$1.15M
|
|
|
Feb 06, 2024
Q4 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
9.25K+ 56.0% |
$520K - $610K
|
25.8K
$2.04M
|
|
|
Feb 14, 2024
Q4 2023
|
West Tower Group, LLC
Richmond, VA |
BUY
|
- |
9.2KNew |
$517K - $607K
|
9.2K
$729K
|
|
|
Feb 09, 2024
Q4 2023
|
H&H Retirement Design & Management Inc
|
BUY
|
- |
9.15K+ 18.28% |
$514K - $603K
|
59.2K
$4.69M
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
9.09K+ 8.55% |
$511K - $600K
|
115K
$9.15M
|
|
|
Apr 18, 2024
Q4 2023
|
Jbr CO Financial Management Inc
Ardmore, OK |
BUY
|
- |
8.79KNew |
$494K - $579K
|
8.79K
$696K
|
|
|
Mar 19, 2024
Q4 2023
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
8.68KNew |
$488K - $573K
|
8.68K
$688K
|
|
|
Jan 19, 2024
Q4 2023
|
E Rn Financial, LLC
|
BUY
|
- |
8.61KNew |
$484K - $568K
|
8.61K
$683K
|
|
|
Feb 12, 2024
Q4 2023
|
F Dx Advisors, Inc.
|
BUY
|
- |
8.6K+ 118.07% |
$483K - $567K
|
15.9K
$1.26M
|
|
|
Feb 12, 2024
Q4 2023
|
Maven Securities LTD
St Helier, Y9 |
BUY
|
- |
8.59KNew |
$482K - $566K
|
8.59K
$681K
|
|
|
May 06, 2024
Q4 2023
|
Camelot Technology Advisors, Inc.
San Francisco, CA |
BUY
|
- |
8.34KNew |
$468K - $550K
|
8.34K
$661K
|