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 30, 2024
Q4 2023
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
8.27KNew |
$465K - $545K
|
8.27K
$656K
|
|
|
Feb 05, 2024
Q4 2023
|
Hollow Brook Wealth Management LLC
|
BUY
|
- |
8.25K+ 10.41% |
$463K - $544K
|
87.4K
$6.93M
|
|
|
Feb 13, 2024
Q4 2023
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
8.24KNew |
$463K - $543K
|
8.24K
$653K
|
|
|
Feb 09, 2024
Q4 2023
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
8.2K+ 20.21% |
$461K - $541K
|
48.8K
$3.87M
|
|
|
Feb 06, 2024
Q4 2023
|
Carson Advisory Inc.
|
BUY
|
- |
8.09KNew |
$454K - $533K
|
8.09K
$641K
|
|
|
Feb 09, 2024
Q4 2023
|
Meridian Investment Counsel Inc.
Lafayette, CA |
BUY
|
- |
8.05K+ 26.04% |
$452K - $531K
|
38.9K
$3.09M
|
|
|
Feb 13, 2024
Q4 2023
|
Credit Agricole S A
|
BUY
|
- |
7.98K+ 11.8% |
$448K - $526K
|
75.6K
$5.99M
|
|
|
Feb 14, 2024
Q4 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
7.88K+ 212.63% |
$443K - $520K
|
11.6K
$919K
|
|
|
Feb 13, 2024
Q4 2023
|
Gsb Wealth Management, LLC
|
BUY
|
- |
7.85KNew |
$441K - $518K
|
7.85K
$622K
|
|
|
Jan 12, 2024
Q4 2023
|
Allred Capital Management, LLC
Dallas, TX |
BUY
|
- |
7.82KNew |
$439K - $515K
|
7.82K
$620K
|
|
|
Jan 26, 2024
Q4 2023
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
7.81KNew |
$439K - $515K
|
7.81K
$619K
|
|
|
Feb 06, 2024
Q4 2023
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
BUY
|
- |
7.81KNew |
$439K - $515K
|
7.81K
$619K
|
|
|
Feb 13, 2024
Q4 2023
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
7.71KNew |
$433K - $508K
|
7.71K
$611K
|
|
|
Jan 19, 2024
Q4 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
7.67K+ 79.3% |
$431K - $506K
|
17.3K
$1.38M
|
|
|
Feb 14, 2024
Q4 2023
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
7.62KNew |
$428K - $502K
|
7.62K
$604K
|
|
|
Feb 09, 2024
Q4 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
7.59K+ 130.71% |
$427K - $501K
|
13.4K
$1.06M
|
|
|
Feb 14, 2024
Q4 2023
|
Phoenix Holdings Ltd.
Givatayim, L3 |
BUY
|
- |
7.54KNew |
$424K - $497K
|
7.54K
$598K
|
|
|
Feb 06, 2024
Q4 2023
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
7.5KNew |
$421K - $495K
|
7.5K
$595K
|
|
|
Jan 12, 2024
Q4 2023
|
Signify Wealth
|
BUY
|
- |
7.47KNew |
$420K - $493K
|
7.47K
$592K
|
|
|
Feb 01, 2024
Q4 2023
|
Psi Advisors, LLC
|
BUY
|
- |
7.4K+ 442.73% |
$416K - $488K
|
9.07K
$719K
|
|
|
Feb 09, 2024
Q4 2023
|
Second Line Capital, LLC
Metairie, LA |
BUY
|
- |
7.39KNew |
$415K - $488K
|
7.39K
$586K
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
7.36KNew |
$414K - $486K
|
7.36K
$584K
|
|
|
Feb 07, 2024
Q4 2023
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
7.34K+ 20.92% |
$413K - $484K
|
42.4K
$3.37M
|
|
|
Feb 07, 2024
Q4 2023
|
Nvwm, LLC
|
BUY
|
- |
7.34KNew |
$412K - $484K
|
7.34K
$582K
|
|
|
Jan 09, 2024
Q4 2023
|
Lion Street Advisors, LLC
|
BUY
|
- |
7.28KNew |
$409K - $480K
|
7.28K
$577K
|
|
|
Feb 09, 2024
Q4 2023
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
7.03K+ 171.98% |
$395K - $464K
|
11.1K
$881K
|
|
|
Feb 14, 2024
Q4 2023
|
Hunting Hill Global Capital, LLC
New York, NY |
BUY
|
- |
7KNew |
$393K - $462K
|
7K
$555K
|
|
|
Jan 17, 2024
Q4 2023
|
Waterway Wealth Management, LLC
The Woodlands, TX |
BUY
|
- |
6.9KNew |
$387K - $455K
|
6.9K
$547K
|
|
|
Feb 14, 2024
Q4 2023
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
6.8K+ 63.81% |
$382K - $448K
|
17.4K
$1.38M
|
|
|
Jan 22, 2024
Q4 2023
|
Compton Financial Group, LLC
|
BUY
|
- |
6.73K+ 7.23% |
$378K - $444K
|
99.8K
$7.91M
|
|
|
Feb 14, 2024
Q4 2023
|
Mairs & Power Inc
St Paul, MN |
BUY
|
- |
6.69KNew |
$376K - $441K
|
6.69K
$530K
|
|
|
Feb 12, 2024
Q4 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
6.67K+ 162.73% |
$375K - $440K
|
10.8K
$854K
|
|
|
Jan 29, 2024
Q4 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
6.55KNew |
$368K - $432K
|
6.55K
$520K
|
|
|
Feb 07, 2024
Q4 2023
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
6.55KNew |
$368K - $432K
|
6.55K
$520K
|
|
|
Feb 14, 2024
Q4 2023
|
Schonfeld Strategic Advisors LLC
New York, NY |
BUY
|
- |
6.39K+ 36.43% |
$359K - $421K
|
23.9K
$1.9M
|
|
|
Mar 21, 2024
Q4 2023
|
Cooksen Wealth, LLC
The Woodlands, TX |
BUY
|
- |
6.33KNew |
$356K - $418K
|
6.33K
$502K
|
|
|
Feb 14, 2024
Q4 2023
|
Point72 Middle East Fze
Stamford, CT |
BUY
|
- |
6.17KNew |
$347K - $407K
|
6.17K
$489K
|
|
|
Jan 24, 2024
Q4 2023
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
6.11KNew |
$343K - $403K
|
6.11K
$484K
|
|
|
Feb 02, 2024
Q4 2023
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
6K+ 24.61% |
$337K - $395K
|
30.4K
$2.41M
|
|
|
Feb 08, 2024
Q4 2023
|
Colony Family Offices, LLC
|
BUY
|
- |
5.88KNew |
$330K - $388K
|
5.88K
$466K
|
|
|
Feb 08, 2024
Q4 2023
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
BUY
|
- |
5.85K+ 6.98% |
$329K - $386K
|
89.7K
$7.11M
|
|
|
Feb 06, 2024
Q4 2023
|
James Investment Research Inc
|
BUY
|
- |
5.81KNew |
$327K - $383K
|
5.81K
$461K
|
|
|
Jan 16, 2024
Q4 2023
|
Nova Point Capital, LLC
|
BUY
|
- |
5.72KNew |
$321K - $377K
|
5.72K
$453K
|
|
|
Feb 12, 2024
Q4 2023
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
5.61KNew |
$315K - $370K
|
5.61K
$445K
|
|
|
Feb 08, 2024
Q4 2023
|
Virginia Wealth Management Group, Inc.
Virginia Beach, VA |
BUY
|
- |
5.59KNew |
$314K - $369K
|
5.59K
$443K
|
|
|
Jan 25, 2024
Q4 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
5.58KNew |
$313K - $368K
|
5.58K
$442K
|
|
|
Feb 14, 2024
Q4 2023
|
Centiva Capital, LP
New York, NY |
BUY
|
- |
5.56KNew |
$312K - $366K
|
5.56K
$440K
|
|
|
Jan 11, 2024
Q4 2023
|
Brookstone Capital Management
|
BUY
|
- |
5.54K+ 50.43% |
$311K - $365K
|
16.5K
$1.31M
|
|
|
Jan 10, 2024
Q4 2023
|
Triangle Securities Wealth Management
|
BUY
|
- |
5.5K+ 45.22% |
$309K - $362K
|
17.6K
$1.4M
|
|
|
Feb 06, 2024
Q4 2023
|
Centric Wealth Management
|
BUY
|
- |
5.49KNew |
$309K - $362K
|
5.49K
$436K
|