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
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
2.1K+ 24.42% |
$118K - $138K
|
10.7K
$847K
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
2.05K+ 2.9% |
$115K - $135K
|
72.6K
$5.75M
|
|
|
Jan 29, 2024
Q4 2023
|
Essex LLC
|
BUY
|
- |
2K+ 24.55% |
$112K - $132K
|
10.1K
$804K
|
|
|
Feb 06, 2024
Q4 2023
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
1.98K+ 48.99% |
$111K - $131K
|
6.03K
$478K
|
|
|
Feb 08, 2024
Q4 2023
|
Novare Capital Management LLC
|
BUY
|
- |
1.96K+ 48.66% |
$110K - $129K
|
5.99K
$475K
|
|
|
Feb 05, 2024
Q4 2023
|
Triumph Capital Management
|
BUY
|
- |
1.95K+ 43.16% |
$110K - $129K
|
6.47K
$513K
|
|
|
Jan 30, 2024
Q4 2023
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
1.94K+ 47.36% |
$109K - $128K
|
6.03K
$478K
|
|
|
Jan 24, 2024
Q4 2023
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
1.86K+ 4.1% |
$105K - $123K
|
47.4K
$3.76M
|
|
|
Feb 14, 2024
Q4 2023
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
1.83KNew |
$103K - $120K
|
1.83K
$145K
|
|
|
Feb 13, 2024
Q4 2023
|
Ncm Capital Management, LLC
Ramsey, NJ |
BUY
|
- |
1.73K+ 9.62% |
$97.3K - $114K
|
19.7K
$1.56M
|
|
|
Feb 09, 2024
Q4 2023
|
Mai Capital Management
|
BUY
|
- |
1.73K+ 1.68% |
$97.1K - $114K
|
105K
$8.29M
|
|
|
Jan 23, 2024
Q4 2023
|
Mwa Asset Management
Lexington, MA |
BUY
|
- |
1.72K+ 26.12% |
$96.4K - $113K
|
8.28K
$656K
|
|
|
Aug 29, 2024
Q4 2023
|
University Of Texas
|
BUY
|
- |
1.63KNew |
$91.3K - $107K
|
1.63K
$129K
|
|
|
Feb 12, 2024
Q4 2023
|
Madden Advisory Services, Inc.
|
BUY
|
- |
1.62K+ 32.71% |
$91.1K - $107K
|
6.58K
$522K
|
|
|
Feb 13, 2024
Q4 2023
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
1.61KNew |
$90.7K - $106K
|
1.61K
$128K
|
|
|
Feb 12, 2024
Q4 2023
|
Alpine Global Management, LLC
New York, NY |
BUY
|
- |
1.59K+ 32.9% |
$89.4K - $105K
|
6.43K
$510K
|
|
|
Aug 06, 2024
Q4 2023
|
Alpine Global Management, LLC
New York, NY |
BUY
|
- |
1.59K+ 32.9% |
$89.4K - $105K
|
6.43K
$510K
|
|
|
Feb 08, 2024
Q4 2023
|
Brown Advisory Inc
|
BUY
|
- |
1.58K+ 12.69% |
$89K - $104K
|
14.1K
$1.12M
|
|
|
Jan 22, 2024
Q4 2023
|
One Plus One Wealth Management, LLC
|
BUY
|
- |
1.57K+ 2.06% |
$88.4K - $104K
|
78K
$6.18M
|
|
|
Feb 09, 2024
Q4 2023
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
BUY
|
- |
1.57K+ 27.3% |
$88.3K - $104K
|
7.33K
$581K
|
|
|
Jan 09, 2024
Q4 2023
|
Perkins Coie Trust CO
|
BUY
|
- |
1.52K+ 2.08% |
$85.5K - $100K
|
74.6K
$5.92M
|
|
|
Jan 23, 2024
Q4 2023
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
1.5K+ 4.45% |
$84.3K - $98.9K
|
35.2K
$2.79M
|
|
|
Feb 06, 2024
Q4 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
1.47K+ 13.0% |
$82.7K - $97.1K
|
12.8K
$1.01M
|
|
|
Feb 14, 2024
Q4 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
1.47K+ 30.63% |
$82.5K - $96.9K
|
6.27K
$497K
|
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
1.46K+ 4.85% |
$81.8K - $96K
|
31.5K
$2.5M
|
|
|
Jan 02, 2024
Q4 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
1.45KNew |
$81.4K - $95.5K
|
1.45K
$115K
|
|
|
Feb 02, 2024
Q4 2023
|
Community Bank, N.A.
|
BUY
|
- |
1.44K+ 67.62% |
$80.7K - $94.8K
|
3.56K
$282K
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
1.42K+ 18.46% |
$79.8K - $93.7K
|
9.12K
$723K
|
|
|
Feb 09, 2024
Q4 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
1.39K+ 147.51% |
$78.3K - $91.9K
|
2.34K
$185K
|
|
|
Feb 01, 2024
Q4 2023
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
1.36K+ 23.05% |
$76.3K - $89.6K
|
7.25K
$575K
|
|
|
Feb 15, 2024
Q4 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
1.35K+ 13.13% |
$75.6K - $88.7K
|
11.6K
$919K
|
|
|
Jan 31, 2024
Q4 2023
|
Naples Money Management LLC
Naples, FL |
BUY
|
- |
1.33KNew |
$75K - $88K
|
1.33K
$106K
|
|
|
Feb 01, 2024
Q4 2023
|
Larson Financial Group LLC
|
BUY
|
- |
1.31K+ 39.88% |
$73.7K - $86.5K
|
4.6K
$365K
|
|
|
Jan 29, 2024
Q4 2023
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
1.31K+ 22.2% |
$73.3K - $86.1K
|
7.18K
$569K
|
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
BUY
|
- |
1.3K+ 6.96% |
$73.3K - $86K
|
20K
$1.59M
|
|
|
Jan 09, 2024
Q4 2023
|
Capitol Family Office, Inc.
|
BUY
|
- |
1.3K+ 3.18% |
$73.2K - $85.9K
|
42.2K
$3.35M
|
|
|
Feb 08, 2024
Q4 2023
|
True Wealth Advisors, LLC
|
BUY
|
- |
1.19K+ 16.0% |
$66.9K - $78.5K
|
8.63K
$684K
|
|
|
Feb 14, 2024
Q4 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
1.17K+ 9.95% |
$65.5K - $76.9K
|
12.9K
$1.02M
|
|
|
Jan 03, 2024
Q4 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
1.13K+ 450.0% |
$63.2K - $74.2K
|
1.38K
$109K
|
|
|
Feb 09, 2024
Q4 2023
|
Nbt Bank N A
|
BUY
|
- |
1.12K+ 2.72% |
$62.8K - $73.7K
|
42.2K
$3.35M
|
|
|
Feb 14, 2024
Q4 2023
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
1.1KNew |
$62K - $72.8K
|
1.1K
$87.4K
|
|
|
Feb 14, 2024
Q4 2023
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
1.1K+ 2.11% |
$61.8K - $72.6K
|
53.2K
$4.22M
|
|
|
Jan 16, 2024
Q4 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
1.1K+ 953.04% |
$61.6K - $72.3K
|
1.21K
$96K
|
|
|
Mar 04, 2024
Q4 2023
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
1.08K+ 19.6% |
$60.9K - $71.4K
|
6.61K
$524K
|
|
|
Feb 12, 2024
Q4 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
1.07K+ 1.82% |
$60.2K - $70.6K
|
59.9K
$4.75M
|
|
|
Jan 29, 2024
Q4 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.03K+ 5.08% |
$58K - $68.1K
|
21.3K
$1.69M
|
|
|
Feb 08, 2024
Q4 2023
|
Tortoise Investment Management, LLC
|
BUY
|
- |
1.03K+ 77.24% |
$57.8K - $67.8K
|
2.36K
$187K
|
|
|
Jan 29, 2024
Q4 2023
|
Bray Capital Advisors
|
BUY
|
- |
992+ 2.16% |
$55.7K - $65.4K
|
46.9K
$3.71M
|
|
|
Jan 25, 2024
Q4 2023
|
Trust CO Of Virginia
|
BUY
|
- |
990+ 0.84% |
$55.6K - $65.3K
|
119K
$9.42M
|
|
|
Feb 08, 2024
Q4 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
985+ 17.41% |
$55.3K - $65K
|
6.64K
$527K
|