Purchases and Sales Made in Q3 2024 in Utilities Sector Spdr (XLU)
This table provides information about the institutional ownership of Utilities Sector Spdr (XLU) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 04, 2024
Q3 2024
|
Wayfinding Financial, LLC
Lynnwood, WA |
SELL
|
- |
-1.78K- 4.45% |
$121K - $144K
|
38.3K
$2.98M
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-1.79K- 1.71% |
$121K - $145K
|
103K
$8.02M
|
|
|
Nov 04, 2024
Q3 2024
|
Meritage Portfolio Management
|
SELL
|
- |
-1.86K- 1.74% |
$126K - $150K
|
105K
$8.15M
|
|
|
Nov 13, 2024
Q3 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-1.87K- 2.66% |
$127K - $151K
|
68.5K
$5.33M
|
|
|
Oct 29, 2024
Q3 2024
|
Vigilare Wealth Management
|
SELL
|
- |
-1.88K- 18.98% |
$127K - $152K
|
8.01K
$623K
|
|
|
Nov 14, 2024
Q3 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-1.91K- 6.05% |
$129K - $154K
|
29.7K
$2.31M
|
|
|
Oct 25, 2024
Q3 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-1.99K- 6.17% |
$135K - $161K
|
30.2K
$2.35M
|
|
|
Oct 09, 2024
Q3 2024
|
Worth Asset Management, LLC
|
SELL
|
- |
-2.01K- 25.97% |
$136K - $162K
|
5.72K
$445K
|
|
|
Nov 07, 2024
Q3 2024
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-2.03K- 8.02% |
$137K - $164K
|
23.3K
$1.81M
|
|
|
Oct 15, 2024
Q3 2024
|
Htlf Bank
Denver, CO |
SELL
|
- |
-2.11K- 2.97% |
$143K - $170K
|
68.9K
$5.35M
|
|
|
Oct 07, 2024
Q3 2024
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-2.2K- 34.28% |
$149K - $178K
|
4.22K
$329K
|
|
|
Oct 09, 2024
Q3 2024
|
Foguth Wealth Management, Llc.
Brighton, MI |
SELL
|
- |
-2.22K- 7.59% |
$150K - $179K
|
27.1K
$2.11M
|
|
|
Nov 15, 2024
Q3 2024
|
Main Management LLC
San Francisco, CA |
SELL
|
- |
-2.3K- 0.97% |
$156K - $186K
|
234K
$18.2M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-2.32K- 0.33% |
$157K - $188K
|
694K
$54M
|
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-2.34K- 25.67% |
$158K - $189K
|
6.77K
$527K
|
|
|
Oct 17, 2024
Q3 2024
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-2.4K- 2.28% |
$162K - $194K
|
103K
$7.98M
|
|
|
Oct 31, 2024
Q3 2024
|
Graypoint LLC
|
SELL
|
- |
-2.41K- 3.01% |
$163K - $195K
|
77.5K
$6.03M
|
|
|
Nov 06, 2024
Q3 2024
|
Vectors Research Management, LLC
New York, NY |
SELL
|
- |
-2.42K- 2.84% |
$164K - $196K
|
83K
$6.46M
|
|
|
Oct 23, 2024
Q3 2024
|
Dakota Wealth Management
|
SELL
|
- |
-2.49K- 2.37% |
$169K - $201K
|
103K
$7.98M
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
SELL
|
- |
-2.59K- 3.38% |
$175K - $209K
|
74K
$5.75M
|
|
|
Oct 18, 2024
Q3 2024
|
Old National Bancorp
|
SELL
|
- |
-2.59K- 6.55% |
$175K - $209K
|
36.9K
$2.87M
|
|
|
Nov 14, 2024
Q3 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-2.7K- 18.98% |
$183K - $218K
|
11.5K
$897K
|
|
|
Oct 17, 2024
Q3 2024
|
Friedenthal Financial
|
SELL
|
- |
-2.71K- 57.02% |
$184K - $219K
|
2.05K
$159K
|
|
|
Nov 07, 2024
Q3 2024
|
Wp Advisors, LLC
|
SELL
|
- |
-2.8K- 13.17% |
$189K - $226K
|
18.5K
$1.44M
|
|
|
Nov 14, 2024
Q3 2024
|
L.M. Kohn & Company
|
SELL
|
- |
-2.8K- 13.15% |
$190K - $226K
|
18.5K
$1.44M
|
|
|
Nov 14, 2024
Q3 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-2.99K- 16.47% |
$202K - $242K
|
15.2K
$1.18M
|
|
|
Nov 05, 2024
Q3 2024
|
Beaumont Capital Management, LLC
Boston, MA |
SELL
|
- |
-3K- 4.76% |
$203K - $242K
|
59.9K
$4.66M
|
|
|
Oct 23, 2024
Q3 2024
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-3.01K- 22.62% |
$204K - $243K
|
10.3K
$801K
|
|
|
Oct 30, 2024
Q3 2024
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-3.02K- 37.64% |
$204K - $244K
|
5K
$388K
|
|
|
Mar 21, 2025
Q3 2024
|
Prostatis Group LLC
Hanover, MD |
SELL
|
- |
-3.02KClosed |
$204K - $244K
|
0
$0
|
|
|
Nov 13, 2024
Q3 2024
|
First Trust Investment Solutions L.P.
Naples, FL |
SELL
|
- |
-3.04K- 22.38% |
$206K - $246K
|
10.5K
$820K
|
|
|
Nov 13, 2024
Q3 2024
|
Thrive Capital Management, LLC
Fort Washington, PA |
SELL
|
- |
-3.06K- 22.02% |
$207K - $247K
|
10.8K
$843K
|
|
|
Oct 25, 2024
Q3 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-3.07K- 13.39% |
$208K - $248K
|
19.8K
$1.54M
|
|
|
Nov 14, 2024
Q3 2024
|
J. Goldman & CO LP
New York, NY |
SELL
|
- |
-3.23K- 31.74% |
$219K - $261K
|
6.95K
$540K
|
|
|
Oct 29, 2024
Q3 2024
|
Lodestone Wealth Management LLC
Spokane, WA |
SELL
|
- |
-3.27K- 51.03% |
$221K - $264K
|
3.14K
$244K
|
|
|
Nov 12, 2024
Q3 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-3.28K- 3.17% |
$222K - $265K
|
100K
$7.81M
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-3.36K- 22.95% |
$228K - $272K
|
11.3K
$879K
|
|
|
Oct 21, 2024
Q3 2024
|
Crew Capital Management, Ltd.
|
SELL
|
- |
-3.42K- 45.15% |
$231K - $276K
|
4.16K
$323K
|
|
|
Oct 29, 2024
Q3 2024
|
Solstein Capital, LLC
Menlo Park, CA |
SELL
|
- |
-3.49K- 19.87% |
$236K - $282K
|
14.1K
$1.09M
|
|
|
Nov 12, 2024
Q3 2024
|
One Charles Private Wealth Services, LLC
|
SELL
|
- |
-3.5K- 45.88% |
$237K - $282K
|
4.12K
$321K
|
|
|
Oct 11, 2024
Q3 2024
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-3.51K- 2.86% |
$237K - $283K
|
119K
$9.25M
|
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-3.53K- 30.9% |
$239K - $285K
|
7.89K
$613K
|
|
|
Nov 13, 2024
Q3 2024
|
Treynor Bancshares, Inc.
|
SELL
|
- |
-3.54K- 22.78% |
$240K - $286K
|
12K
$933K
|
|
|
Oct 24, 2024
Q3 2024
|
Barry Investment Advisors, LLC
|
SELL
|
- |
-3.59K- 37.53% |
$243K - $290K
|
5.97K
$464K
|
|
|
Oct 25, 2024
Q3 2024
|
Hudson Valley Investment Advisors Inc
|
SELL
|
- |
-3.6K- 13.82% |
$244K - $291K
|
22.5K
$1.75M
|
|
|
Nov 12, 2024
Q3 2024
|
Valence8 Us LP
Cambridge, MA |
SELL
|
- |
-3.65K- 6.56% |
$247K - $295K
|
51.9K
$4.04M
|
|
|
Oct 31, 2024
Q3 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-3.7K- 6.47% |
$250K - $299K
|
53.5K
$4.16M
|
|
|
Nov 13, 2024
Q3 2024
|
Brown Advisory Inc
|
SELL
|
- |
-3.73K- 24.37% |
$253K - $302K
|
11.6K
$901K
|
|
|
Nov 12, 2024
Q3 2024
|
Sterling Capital Management LLC
Charlotte, NC |
SELL
|
- |
-3.75K- 69.93% |
$254K - $303K
|
1.61K
$125K
|
|
|
Oct 24, 2024
Q3 2024
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-3.79K- 23.95% |
$256K - $306K
|
12K
$936K
|