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 14, 2024
Q4 2023
|
Orleans Capital Management Corp
Mandeville, LA |
BUY
|
- |
3.61KNew |
$203K - $238K
|
3.61K
$286K
|
|
|
Feb 14, 2024
Q4 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
3.61K+ 33.57% |
$203K - $238K
|
14.3K
$1.14M
|
|
|
Feb 16, 2024
Q4 2023
|
Bluefin Capital Management, LLC
New York, NY |
BUY
|
- |
3.6KNew |
$202K - $237K
|
3.6K
$285K
|
|
|
Jan 22, 2024
Q4 2023
|
Secure Asset Management, LLC
|
BUY
|
- |
3.56KNew |
$200K - $235K
|
3.56K
$282K
|
|
|
Jan 11, 2024
Q4 2023
|
Rockland Trust CO
|
BUY
|
- |
3.51KNew |
$197K - $231K
|
3.51K
$278K
|
|
|
Jan 24, 2024
Q4 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
3.48K+ 16.18% |
$196K - $230K
|
25K
$1.98M
|
|
|
Jan 08, 2024
Q4 2023
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
BUY
|
- |
3.43KNew |
$193K - $226K
|
3.43K
$272K
|
|
|
Jan 11, 2024
Q4 2023
|
Kwmg, LLC
|
BUY
|
- |
3.43K+ 3.41% |
$193K - $226K
|
104K
$8.24M
|
|
|
Jan 12, 2024
Q4 2023
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
3.4KNew |
$191K - $225K
|
3.4K
$270K
|
|
|
Feb 06, 2024
Q4 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
3.39K+ 17.29% |
$190K - $223K
|
23K
$1.82M
|
|
|
Jan 23, 2024
Q4 2023
|
Patten & Patten Inc
|
BUY
|
- |
3.39K+ 13.75% |
$190K - $223K
|
28K
$2.22M
|
|
|
Feb 13, 2024
Q4 2023
|
Platform Technology Partners
|
BUY
|
- |
3.39K+ 60.64% |
$190K - $223K
|
8.97K
$711K
|
|
|
Jan 11, 2024
Q4 2023
|
Ziegler Capital Management, LLC
|
BUY
|
- |
3.38KNew |
$190K - $223K
|
3.38K
$268K
|
|
|
Feb 09, 2024
Q4 2023
|
Wealthfront Advisers LLC
|
BUY
|
- |
3.36K+ 27.47% |
$189K - $221K
|
15.6K
$1.24M
|
|
|
Jan 30, 2024
Q4 2023
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
3.34KNew |
$188K - $221K
|
3.34K
$265K
|
|
|
Jan 09, 2024
Q4 2023
|
Wbh Advisory Inc
|
BUY
|
- |
3.32K+ 9.46% |
$187K - $219K
|
38.4K
$3.05M
|
|
|
Feb 14, 2024
Q4 2023
|
Redwood Financial Network Corp
|
BUY
|
- |
3.31KNew |
$186K - $218K
|
3.31K
$262K
|
|
|
Oct 09, 2024
Q4 2023
|
Cladis Investment Advisory, LLC
Billings, MT |
BUY
|
- |
3.3K+ 41.06% |
$185K - $218K
|
11.3K
$899K
|
|
|
Feb 13, 2024
Q4 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
3.25KNew |
$183K - $214K
|
3.25K
$258K
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
3.23K+ 2.39% |
$182K - $213K
|
138K
$11M
|
|
|
Feb 05, 2024
Q4 2023
|
Lgl Partners, LLC
West Conshohocken, PA |
BUY
|
- |
3.23KNew |
$182K - $213K
|
3.23K
$256K
|
|
|
Feb 13, 2024
Q4 2023
|
Nicolet Bankshares Inc
Green Bay, WI |
BUY
|
- |
3.23KNew |
$182K - $213K
|
3.23K
$256K
|
|
|
Feb 05, 2024
Q4 2023
|
Eagle Ridge Investment Management
|
BUY
|
- |
3.23KNew |
$181K - $213K
|
3.23K
$256K
|
|
|
Aug 13, 2024
Q4 2023
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
3.2K+ 66.67% |
$180K - $211K
|
8K
$634K
|
|
|
Jan 23, 2024
Q4 2023
|
Braun Stacey Associates Inc
|
BUY
|
- |
3.17KNew |
$178K - $209K
|
3.17K
$252K
|
|
|
Feb 13, 2024
Q4 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
3.16K+ 30.59% |
$178K - $208K
|
13.5K
$1.07M
|
|
|
Feb 09, 2024
Q4 2023
|
Keystone Financial Group
|
BUY
|
- |
3.16K+ 33.76% |
$177K - $208K
|
12.5K
$992K
|
|
|
Feb 05, 2024
Q4 2023
|
Blue Chip Partners, Inc.
|
BUY
|
- |
3.14K+ 94.2% |
$176K - $207K
|
6.47K
$513K
|
|
|
Feb 08, 2024
Q4 2023
|
Amg National Trust Bank
|
BUY
|
- |
3.05K+ 13.48% |
$171K - $201K
|
25.6K
$2.03M
|
|
|
Jan 11, 2024
Q4 2023
|
Parkside Investments, LLC
|
BUY
|
- |
3K+ 20.27% |
$169K - $198K
|
17.8K
$1.41M
|
|
|
Feb 08, 2024
Q4 2023
|
American National Bank
|
BUY
|
- |
2.97KNew |
$167K - $196K
|
2.97K
$236K
|
|
|
Feb 13, 2024
Q4 2023
|
Jones Financial Companies Lllp
|
BUY
|
- |
2.95K+ 270.55% |
$166K - $195K
|
4.04K
$320K
|
|
|
Feb 05, 2024
Q4 2023
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
2.69KNew |
$151K - $178K
|
2.69K
$213K
|
|
|
Jan 19, 2024
Q4 2023
|
Pfg Advisors
|
BUY
|
- |
2.67K+ 13.62% |
$150K - $176K
|
22.3K
$1.77M
|
|
|
Jan 16, 2024
Q4 2023
|
Howard Capital Management Group, LLC
|
BUY
|
- |
2.66K+ 22.04% |
$149K - $175K
|
14.7K
$1.17M
|
|
|
Jan 31, 2024
Q4 2023
|
Cutler Investment Counsel LLC
|
BUY
|
- |
2.62K+ 67.15% |
$147K - $173K
|
6.52K
$517K
|
|
|
Feb 05, 2024
Q4 2023
|
Crew Capital Management, Ltd.
|
BUY
|
- |
2.61K+ 7.85% |
$147K - $172K
|
35.8K
$2.84M
|
|
|
Jan 22, 2024
Q4 2023
|
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management)
|
BUY
|
- |
2.6KNew |
$146K - $171K
|
2.6K
$206K
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
2.55K+ 10.37% |
$143K - $168K
|
27.1K
$2.15M
|
|
|
Jan 11, 2024
Q4 2023
|
Community Trust & Investment CO
|
BUY
|
- |
2.46K+ 0.85% |
$138K - $162K
|
290K
$23M
|
|
|
Feb 08, 2024
Q4 2023
|
German American Bancorp, Inc.
Jasper, IN |
BUY
|
- |
2.44K+ 1.84% |
$137K - $161K
|
136K
$10.7M
|
|
|
Jan 19, 2024
Q4 2023
|
Strategic Advisors LLC
|
BUY
|
- |
2.39K+ 42.31% |
$134K - $158K
|
8.04K
$638K
|
|
|
Feb 09, 2024
Q4 2023
|
One River Asset Management, LLC
Stamford, CT |
BUY
|
- |
2.36K+ 7.91% |
$132K - $155K
|
32.1K
$2.55M
|
|
|
Feb 06, 2024
Q4 2023
|
Lincoln National Corp
|
BUY
|
- |
2.36K+ 13.41% |
$132K - $155K
|
19.9K
$1.58M
|
|
|
Jan 26, 2024
Q4 2023
|
Stone Point Wealth LLC
|
BUY
|
- |
2.35K+ 18.16% |
$132K - $155K
|
15.3K
$1.21M
|
|
|
Feb 13, 2024
Q4 2023
|
Cladis Investment Advisory, LLC
Billings, MT |
BUY
|
- |
2.3K+ 32.68% |
$129K - $152K
|
9.34K
$741K
|
|
|
Jan 31, 2024
Q4 2023
|
Planning Directions Inc
|
BUY
|
- |
2.3K+ 9.05% |
$129K - $151K
|
27.7K
$2.19M
|
|
|
Feb 12, 2024
Q4 2023
|
Wedbush Securities Inc
|
BUY
|
- |
2.23K+ 4.52% |
$125K - $147K
|
51.6K
$4.09M
|
|
|
Feb 16, 2024
Q4 2023
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
2.22KNew |
$125K - $146K
|
2.22K
$176K
|
|
|
Jan 23, 2024
Q4 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
2.12K+ 13.55% |
$119K - $140K
|
17.8K
$1.41M
|