Purchases and Sales Made in Q1 2024 in Utilities Sector Spdr (XLU)
This table provides information about the institutional ownership of Utilities Sector Spdr (XLU) during Q1 2024. 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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2024
Q1 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-70- 0.96% |
$4.2K - $4.6K
|
7.25K
$564K
|
|
|
May 14, 2024
Q1 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-71- 2.87% |
$4.26K - $4.66K
|
2.4K
$187K
|
|
|
Apr 15, 2024
Q1 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-72- 2.01% |
$4.32K - $4.73K
|
3.52K
$274K
|
|
|
Apr 10, 2024
Q1 2024
|
Founders Capital Management
|
SELL
|
- |
-75- 7.94% |
$4.5K - $4.92K
|
870
$67.8K
|
|
|
May 10, 2024
Q1 2024
|
Evernest Financial Advisors, LLC
Carmel, IN |
SELL
|
- |
-77- 1.44% |
$4.62K - $5.06K
|
5.27K
$410K
|
|
|
Apr 30, 2024
Q1 2024
|
Naples Money Management LLC
Naples, FL |
SELL
|
- |
-77- 5.77% |
$4.62K - $5.06K
|
1.26K
$97.9K
|
|
|
Jul 31, 2024
Q1 2024
|
Sage Capital Management, LLC
Stockton, NJ |
SELL
|
- |
-79- 0.58% |
$4.74K - $5.19K
|
13.5K
$1.05M
|
|
|
Apr 26, 2024
Q1 2024
|
Narwhal Capital Management
|
SELL
|
- |
-80- 0.59% |
$4.8K - $5.25K
|
13.4K
$1.05M
|
|
|
May 08, 2024
Q1 2024
|
Mwa Asset Management
Lexington, MA |
SELL
|
- |
-80- 0.97% |
$4.8K - $5.25K
|
8.2K
$639K
|
|
|
Apr 19, 2024
Q1 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-81- 0.56% |
$4.86K - $5.32K
|
14.5K
$1.13M
|
|
|
May 02, 2024
Q1 2024
|
Madden Advisory Services, Inc.
|
SELL
|
- |
-86- 1.31% |
$5.16K - $5.65K
|
6.49K
$506K
|
|
|
May 15, 2024
Q1 2024
|
Community Bank, N.A.
|
SELL
|
- |
-87- 2.44% |
$5.22K - $5.71K
|
3.48K
$271K
|
|
|
May 06, 2024
Q1 2024
|
John G Ullman & Associates Inc
|
SELL
|
- |
-100- 1.47% |
$6K - $6.57K
|
6.7K
$522K
|
|
|
May 02, 2024
Q1 2024
|
Pittenger & Anderson Inc
|
SELL
|
- |
-100- 2.43% |
$6K - $6.57K
|
4.02K
$313K
|
|
|
Apr 11, 2024
Q1 2024
|
Optimum Investment Advisors
|
SELL
|
- |
-100- 5.76% |
$6K - $6.57K
|
1.64K
$127K
|
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-102- 0.18% |
$6.11K - $6.7K
|
57.2K
$4.45M
|
|
|
May 01, 2024
Q1 2024
|
Ballast Advisors LLC
|
SELL
|
- |
-104- 8.53% |
$6.23K - $6.83K
|
1.12K
$86.8K
|
|
|
May 07, 2024
Q1 2024
|
Abbrea Capital, LLC
|
SELL
|
- |
-105- 0.65% |
$6.29K - $6.89K
|
16.1K
$1.26M
|
|
|
May 13, 2024
Q1 2024
|
Intrepid Financial Planning Group LLC
Carmel, IN |
SELL
|
- |
-106- 0.44% |
$6.35K - $6.96K
|
23.7K
$1.85M
|
|
|
Jan 27, 2025
Q1 2024
|
Caitlin John, LLC
Brighton, MI |
SELL
|
- |
-106- 78.52% |
$6.35K - $6.96K
|
29
$2.26K
|
|
|
Apr 18, 2024
Q1 2024
|
Narus Financial Partners, LLC
Salt Lake City, UT |
SELL
|
- |
-108- 1.8% |
$6.47K - $7.09K
|
5.88K
$458K
|
|
|
Apr 17, 2024
Q1 2024
|
Successful Portfolios LLC
|
SELL
|
- |
-110- 2.43% |
$6.59K - $7.22K
|
4.42K
$344K
|
|
|
May 03, 2024
Q1 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-110- 2.57% |
$6.59K - $7.22K
|
4.17K
$325K
|
|
|
Apr 15, 2024
Q1 2024
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
SELL
|
- |
-111- 0.82% |
$6.65K - $7.29K
|
13.5K
$1.05M
|
|
|
May 15, 2024
Q1 2024
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-115- 4.76% |
$6.89K - $7.55K
|
2.3K
$179K
|
|
|
May 13, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-118- 20.81% |
$7.07K - $7.75K
|
449
$35K
|
|
|
May 13, 2024
Q1 2024
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-120- 0.94% |
$7.19K - $7.88K
|
12.6K
$981K
|
|
|
May 10, 2024
Q1 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-130- 1.47% |
$7.79K - $8.53K
|
8.72K
$679K
|
|
|
Apr 26, 2024
Q1 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-131- 8.79% |
$7.85K - $8.6K
|
1.36K
$106K
|
|
|
May 01, 2024
Q1 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-132- 0.71% |
$7.91K - $8.67K
|
18.3K
$1.43M
|
|
|
Apr 26, 2024
Q1 2024
|
Blb&B Advisors, LLC
|
SELL
|
- |
-139- 2.8% |
$8.33K - $9.13K
|
4.83K
$376K
|
|
|
May 10, 2024
Q1 2024
|
Spreng Capital Management, Inc.
|
SELL
|
- |
-140- 2.17% |
$8.39K - $9.19K
|
6.32K
$492K
|
|
|
Apr 24, 2024
Q1 2024
|
Avitas Wealth Management LLC
|
SELL
|
- |
-147- 2.03% |
$8.81K - $9.65K
|
7.11K
$554K
|
|
|
Apr 17, 2024
Q1 2024
|
Private Ocean, LLC
|
SELL
|
- |
-151- 51.54% |
$9.05K - $9.91K
|
142
$11.1K
|
|
|
Apr 15, 2024
Q1 2024
|
Palumbo Wealth Management LLC
Great Neck, NY |
SELL
|
- |
-151- 4.48% |
$9.05K - $9.91K
|
3.22K
$251K
|
|
|
Apr 18, 2024
Q1 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-157- 0.66% |
$9.41K - $10.3K
|
23.6K
$1.84M
|
|
|
May 15, 2024
Q1 2024
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-159- 10.98% |
$9.53K - $10.4K
|
1.29K
$100K
|
|
|
May 07, 2024
Q1 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-160- 40.82% |
$9.59K - $10.5K
|
232
$18.1K
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-166- 2.25% |
$9.95K - $10.9K
|
7.2K
$561K
|
|
|
Apr 10, 2024
Q1 2024
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-169- 7.24% |
$10.1K - $11.1K
|
2.17K
$169K
|
|
|
May 03, 2024
Q1 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-170- 1.19% |
$10.2K - $11.2K
|
14.1K
$1.1M
|
|
|
May 14, 2024
Q1 2024
|
Washington Trust Bank
|
SELL
|
- |
-175- 4.5% |
$10.5K - $11.5K
|
3.72K
$289K
|
|
|
Apr 12, 2024
Q1 2024
|
Hudson Valley Investment Advisors Inc
|
SELL
|
- |
-176- 0.68% |
$10.6K - $11.6K
|
25.9K
$2.02M
|
|
|
May 13, 2024
Q1 2024
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-176- 3.35% |
$10.6K - $11.6K
|
5.08K
$395K
|
|
|
May 07, 2024
Q1 2024
|
Asset Allocation Strategies LLC
Farmington, MI |
SELL
|
- |
-177- 0.26% |
$10.6K - $11.6K
|
67.5K
$5.26M
|
|
|
Apr 15, 2024
Q1 2024
|
Franklin Street Advisors Inc
|
SELL
|
- |
-178- 1.76% |
$10.7K - $11.7K
|
9.92K
$773K
|
|
|
Apr 24, 2024
Q1 2024
|
Sns Financial Group, LLC
|
SELL
|
- |
-187- 1.58% |
$11.2K - $12.3K
|
11.6K
$906K
|
|
|
May 15, 2024
Q1 2024
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
SELL
|
- |
-188- 2.66% |
$11.3K - $12.3K
|
6.87K
$535K
|
|
|
Apr 26, 2024
Q1 2024
|
Pinnacle Associates LTD
|
SELL
|
- |
-189- 3.9% |
$11.3K - $12.4K
|
4.65K
$362K
|
|
|
Apr 17, 2024
Q1 2024
|
Peoples Financial Services Corp.
|
SELL
|
- |
-203- 0.94% |
$12.2K - $13.3K
|
21.5K
$1.67M
|