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
|
Thrive Capital Management, LLC
Fort Washington, PA |
BUY
|
- |
982+ 3.65% |
$55.2K - $64.8K
|
27.9K
$2.21M
|
|
|
Aug 14, 2024
Q4 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
965+ 32.13% |
$54.2K - $63.7K
|
3.97K
$315K
|
|
|
Jan 29, 2024
Q4 2023
|
Kades & Cheifetz LLC
Berwyn, PA |
BUY
|
- |
918+ 13.31% |
$51.6K - $60.6K
|
7.81K
$619K
|
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
911New |
$51.2K - $60.1K
|
911
$72.2K
|
|
|
Jan 16, 2024
Q4 2023
|
Myecfo, LLC
La Jolla, CA |
BUY
|
- |
900+ 15.65% |
$50.6K - $59.4K
|
6.65K
$527K
|
|
|
Jan 31, 2024
Q4 2023
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
875+ 31.13% |
$49.2K - $57.7K
|
3.69K
$292K
|
|
|
Jan 17, 2024
Q4 2023
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
859+ 4.25% |
$48.3K - $56.7K
|
21.1K
$1.67M
|
|
|
Feb 14, 2024
Q4 2023
|
Private Capital Management, LLC
Naples, FL |
BUY
|
- |
829+ 3.5% |
$46.6K - $54.7K
|
24.5K
$1.94M
|
|
|
Jan 18, 2024
Q4 2023
|
Altfest L J & CO Inc
|
BUY
|
- |
827+ 8.24% |
$46.5K - $54.5K
|
10.9K
$861K
|
|
|
Feb 21, 2024
Q4 2023
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
809+ 7.82% |
$45.5K - $53.4K
|
11.1K
$884K
|
|
|
Feb 05, 2024
Q4 2023
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
807+ 8.01% |
$45.3K - $53.2K
|
10.9K
$862K
|
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
790+ 1.03% |
$44.4K - $52.1K
|
77.3K
$6.13M
|
|
|
Feb 05, 2024
Q4 2023
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
788+ 4.4% |
$44.3K - $52K
|
18.7K
$1.48M
|
|
|
Jan 24, 2024
Q4 2023
|
Arkadios Wealth Advisors
|
BUY
|
- |
779+ 6.88% |
$43.8K - $51.4K
|
12.1K
$960K
|
|
|
Jan 16, 2024
Q4 2023
|
Butensky & Cohen Financial Security, Inc
|
BUY
|
- |
719+ 2.61% |
$40.4K - $47.4K
|
28.3K
$2.24M
|
|
|
Feb 13, 2024
Q4 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
703+ 0.7% |
$39.5K - $46.4K
|
101K
$7.99M
|
|
|
Jan 10, 2024
Q4 2023
|
Patten Group, Inc.
|
BUY
|
- |
686+ 14.14% |
$38.5K - $45.2K
|
5.54K
$439K
|
|
|
Feb 02, 2024
Q4 2023
|
Evolution Advisers, Inc.
|
BUY
|
- |
679New |
$38.2K - $44.8K
|
679
$53.8K
|
|
|
Jan 11, 2024
Q4 2023
|
Arkfeld Wealth Strategies, L.L.C.
|
BUY
|
- |
658+ 5.04% |
$37K - $43.4K
|
13.7K
$1.09M
|
|
|
Feb 06, 2024
Q4 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
636+ 9.31% |
$35.7K - $42K
|
7.47K
$592K
|
|
|
Feb 14, 2024
Q4 2023
|
Treynor Bancshares, Inc.
|
BUY
|
- |
632+ 4.31% |
$35.5K - $41.7K
|
15.3K
$1.21M
|
|
|
Jan 18, 2024
Q4 2023
|
Stillwater Capital Advisors, LLC
|
BUY
|
- |
619+ 3.83% |
$34.8K - $40.8K
|
16.8K
$1.33M
|
|
|
Jan 24, 2024
Q4 2023
|
Proffitt & Goodson Inc
|
BUY
|
- |
604+ 2.78% |
$33.9K - $39.8K
|
22.3K
$1.77M
|
|
|
Feb 02, 2024
Q4 2023
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
603+ 8.1% |
$33.9K - $39.8K
|
8.04K
$638K
|
|
|
Feb 12, 2024
Q4 2023
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
597+ 90.73% |
$33.5K - $39.4K
|
1.26K
$99.5K
|
|
|
Jan 12, 2024
Q4 2023
|
Hudson Valley Investment Advisors Inc
|
BUY
|
- |
553+ 2.17% |
$31.1K - $36.5K
|
26.1K
$2.07M
|
|
|
Feb 12, 2024
Q4 2023
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
545+ 9.51% |
$30.6K - $35.9K
|
6.28K
$497K
|
|
|
Feb 14, 2024
Q4 2023
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
542+ 44.43% |
$30.5K - $35.8K
|
1.76K
$140K
|
|
|
Feb 01, 2024
Q4 2023
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
540+ 36.0% |
$30.3K - $35.6K
|
2.04K
$162K
|
|
|
Mar 07, 2024
Q4 2023
|
Objective Capital Management, LLC
|
BUY
|
- |
538+ 6.89% |
$30.2K - $35.5K
|
8.34K
$661K
|
|
|
Jan 29, 2024
Q4 2023
|
Friedenthal Financial
|
BUY
|
- |
534New |
$30K - $35.2K
|
534
$42.3K
|
|
|
Feb 07, 2024
Q4 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
520+ 2.96% |
$29.2K - $34.3K
|
18.1K
$1.43M
|
|
|
Feb 09, 2024
Q4 2023
|
Betterment LLC
New York, NY |
BUY
|
- |
487+ 12.97% |
$27.4K - $32.1K
|
4.24K
$336K
|
|
|
Feb 06, 2024
Q4 2023
|
National Bank Of Canada
|
BUY
|
- |
478+ 3.04% |
$26.9K - $31.5K
|
16.2K
$1.29M
|
|
|
Jan 23, 2024
Q4 2023
|
Umb Bank, N.A.
|
BUY
|
- |
476+ 46.94% |
$26.7K - $31.4K
|
1.49K
$118K
|
|
|
Jan 10, 2024
Q4 2023
|
Diligent Investors, LLC
|
BUY
|
- |
476+ 5.49% |
$26.7K - $31.4K
|
9.15K
$725K
|
|
|
Feb 09, 2024
Q4 2023
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
475+ 3.91% |
$26.7K - $31.3K
|
12.6K
$1M
|
|
|
Mar 14, 2024
Q4 2023
|
Ables, Iannone, Moore & Associates, Inc.
Savannah, GA |
BUY
|
- |
474New |
$26.6K - $31.3K
|
474
$37.6K
|
|
|
Jan 25, 2024
Q4 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
465+ 8.6% |
$26.1K - $30.7K
|
5.87K
$466K
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
457+ 4.82% |
$25.7K - $30.1K
|
9.94K
$788K
|
|
|
Jan 12, 2024
Q4 2023
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
453+ 1104.88% |
$25.5K - $29.9K
|
494
$39.2K
|
|
|
Feb 12, 2024
Q4 2023
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
450+ 3.17% |
$25.3K - $29.7K
|
14.7K
$1.16M
|
|
|
Jan 19, 2024
Q4 2023
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
440+ 1.57% |
$24.7K - $29K
|
28.5K
$2.26M
|
|
|
Jan 23, 2024
Q4 2023
|
Independence Bank Of Kentucky
|
BUY
|
- |
425+ 36.73% |
$23.9K - $28K
|
1.58K
$125K
|
|
|
Feb 13, 2024
Q4 2023
|
Belvedere Trading LLC
|
BUY
|
- |
419New |
$23.5K - $27.6K
|
419
$33.2K
|
|
|
Feb 02, 2024
Q4 2023
|
Advanced Asset Management Advisors Inc
Dublin, OH |
BUY
|
- |
418+ 10.69% |
$23.5K - $27.6K
|
4.33K
$343K
|
|
|
Jan 09, 2024
Q4 2023
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
402+ 0.68% |
$22.6K - $26.5K
|
59.7K
$4.73M
|
|
|
Feb 07, 2024
Q4 2023
|
St. Johns Investment Management Company, LLC
|
BUY
|
- |
400+ 10.5% |
$22.5K - $26.4K
|
4.21K
$334K
|
|
|
Feb 13, 2024
Q4 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
398+ 5.91% |
$22.4K - $26.3K
|
7.13K
$565K
|
|
|
Jan 05, 2024
Q4 2023
|
Boltwood Capital Management
|
BUY
|
- |
396+ 3.13% |
$22.3K - $26.1K
|
13K
$1.03M
|