Purchases and Sales Made in Q2 2023 in Utilities Sector Spdr (XLU)
This table provides information about the institutional ownership of Utilities Sector Spdr (XLU) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 18, 2023
Q2 2023
|
Cadent Capital Advisors, LLC
|
SELL
|
- |
-96- 2.09% |
$6.18K - $6.72K
|
4.5K
$344K
|
|
|
Aug 08, 2023
Q2 2023
|
One Charles Private Wealth Services, LLC
|
SELL
|
- |
-98- 0.73% |
$6.31K - $6.86K
|
13.4K
$1.02M
|
|
|
Aug 11, 2023
Q2 2023
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-99- 0.08% |
$6.37K - $6.93K
|
122K
$9.31M
|
|
|
Aug 03, 2023
Q2 2023
|
Addison Advisors LLC
|
SELL
|
- |
-100- 9.53% |
$6.43K - $7K
|
949
$72.6K
|
|
|
Aug 11, 2023
Q2 2023
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-100- 3.03% |
$6.43K - $7K
|
3.2K
$245K
|
|
|
Jul 27, 2023
Q2 2023
|
Connolly Sarah T.
Boston, MA |
SELL
|
- |
-105- 0.73% |
$6.76K - $7.35K
|
14.3K
$1.09M
|
|
|
Aug 02, 2023
Q2 2023
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-110- 1.36% |
$7.08K - $7.7K
|
7.96K
$609K
|
|
|
Jul 13, 2023
Q2 2023
|
First United Bank & Trust
|
SELL
|
- |
-110- 2.03% |
$7.08K - $7.7K
|
5.31K
$406K
|
|
|
Aug 08, 2023
Q2 2023
|
Integrity Financial Corp
|
SELL
|
- |
-111- 10.76% |
$7.14K - $7.77K
|
921
$70.4K
|
|
|
May 20, 2024
Q2 2023
|
Petredis Investment Advisors LLC
Warrendale, PA |
SELL
|
- |
-112- 0.17% |
$7.21K - $7.84K
|
64.4K
$4.93M
|
|
|
Aug 07, 2023
Q2 2023
|
Petredis Investment Advisors LLC
Warrendale, PA |
SELL
|
- |
-112- 0.17% |
$7.21K - $7.84K
|
64.4K
$4.93M
|
|
|
Aug 04, 2023
Q2 2023
|
Ballast Advisors LLC
|
SELL
|
- |
-114- 5.38% |
$7.33K - $7.98K
|
2K
$153K
|
|
|
Aug 07, 2023
Q2 2023
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-115- 11.59% |
$7.4K - $8.05K
|
877
$67.1K
|
|
|
Oct 18, 2023
Q2 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-125- 2.51% |
$8.04K - $8.75K
|
4.85K
$371K
|
|
|
Jul 25, 2023
Q2 2023
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-130- 4.42% |
$8.36K - $9.1K
|
2.81K
$215K
|
|
|
Jul 21, 2023
Q2 2023
|
Farmers Trust CO
|
SELL
|
- |
-137- 0.95% |
$8.81K - $9.59K
|
14.3K
$1.09M
|
|
|
Jul 19, 2023
Q2 2023
|
Paradigm, Strategies In Wealth Management, LLC
|
SELL
|
- |
-140- 1.65% |
$9.01K - $9.8K
|
8.37K
$640K
|
|
|
Jul 13, 2023
Q2 2023
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-141- 6.53% |
$9.07K - $9.87K
|
2.02K
$154K
|
|
|
Aug 09, 2023
Q2 2023
|
Intrepid Financial Planning Group LLC
Carmel, IN |
SELL
|
- |
-144- 0.6% |
$9.26K - $10.1K
|
24K
$1.83M
|
|
|
Jul 28, 2023
Q2 2023
|
Sebold Capital Management, Inc.
Lisle, IL |
SELL
|
- |
-146- 3.89% |
$9.39K - $10.2K
|
3.61K
$276K
|
|
|
Jul 24, 2023
Q2 2023
|
Citizens National Bank Trust Department
|
SELL
|
- |
-150- 5.61% |
$9.65K - $10.5K
|
2.53K
$193K
|
|
|
Aug 07, 2023
Q2 2023
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-155- 0.41% |
$9.97K - $10.8K
|
38K
$2.91M
|
|
|
Aug 21, 2023
Q2 2023
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-156- 3.2% |
$10K - $10.9K
|
4.72K
$361K
|
|
|
Jul 17, 2023
Q2 2023
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-160- 8.93% |
$10.3K - $11.2K
|
1.63K
$125K
|
|
|
Aug 04, 2023
Q2 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-164- 0.55% |
$10.6K - $11.5K
|
29.6K
$2.26M
|
|
|
Aug 10, 2023
Q2 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-165- 0.2% |
$10.6K - $11.5K
|
82.5K
$6.31M
|
|
|
Jul 31, 2023
Q2 2023
|
Sumitomo Mitsui Trust Holdings, Inc.
|
SELL
|
- |
-166- 3.14% |
$10.7K - $11.6K
|
5.13K
$392K
|
|
|
Aug 02, 2023
Q2 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-168- 3.3% |
$10.8K - $11.8K
|
4.93K
$377K
|
|
|
Aug 14, 2023
Q2 2023
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-173- 5.0% |
$11.1K - $12.1K
|
3.29K
$252K
|
|
|
Jul 11, 2023
Q2 2023
|
Cra Financial Services, LLC
|
SELL
|
- |
-176- 1.73% |
$11.3K - $12.3K
|
10K
$764K
|
|
|
Aug 01, 2023
Q2 2023
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-180- 64.29% |
$11.6K - $12.6K
|
100
$7.65K
|
|
|
Jul 24, 2023
Q2 2023
|
Royal Harbor Partners, LLC
|
SELL
|
- |
-185- 2.48% |
$11.9K - $12.9K
|
7.27K
$556K
|
|
|
Aug 02, 2023
Q2 2023
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-192- 6.72% |
$12.4K - $13.4K
|
2.67K
$204K
|
|
|
Jul 17, 2023
Q2 2023
|
Bridge Advisory, LLC
|
SELL
|
- |
-192- 4.64% |
$12.4K - $13.4K
|
3.94K
$302K
|
|
|
Aug 01, 2023
Q2 2023
|
Abbrea Capital, LLC
|
SELL
|
- |
-200- 1.22% |
$12.9K - $14K
|
16.1K
$1.23M
|
|
|
Aug 07, 2023
Q2 2023
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-203- 0.51% |
$13.1K - $14.2K
|
39.8K
$3.04M
|
|
|
Aug 15, 2023
Q2 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-205- 38.97% |
$13.2K - $14.3K
|
321
$24.6K
|
|
|
Jul 07, 2023
Q2 2023
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-209- 2.58% |
$13.4K - $14.6K
|
7.91K
$605K
|
|
|
Aug 14, 2023
Q2 2023
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
SELL
|
- |
-211- 3.63% |
$13.6K - $14.8K
|
5.6K
$429K
|
|
|
Jul 25, 2023
Q2 2023
|
Stone Point Wealth LLC
|
SELL
|
- |
-230- 2.09% |
$14.8K - $16.1K
|
10.8K
$826K
|
|
|
Jul 26, 2023
Q2 2023
|
Lincoln Capital Corp
|
SELL
|
- |
-231- 0.36% |
$14.9K - $16.2K
|
64.6K
$4.94M
|
|
|
Aug 15, 2023
Q2 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-236- 4.34% |
$15.2K - $16.5K
|
5.21K
$398K
|
|
|
Aug 01, 2023
Q2 2023
|
Cypress Capital Management LLC (Wy)
|
SELL
|
- |
-252- 2.18% |
$16.2K - $17.6K
|
11.3K
$865K
|
|
|
Jul 09, 2024
Q2 2023
|
Rockingstone Advisors LLC
Great Barrington, MA |
SELL
|
- |
-257- 3.14% |
$16.5K - $18K
|
7.93K
$606K
|
|
|
Jul 13, 2023
Q2 2023
|
Windsor Capital Management, LLC
|
SELL
|
- |
-260- 2.99% |
$16.7K - $18.2K
|
8.43K
$644K
|
|
|
Jul 10, 2023
Q2 2023
|
Stolper CO
|
SELL
|
- |
-262- 2.79% |
$16.9K - $18.3K
|
9.13K
$698K
|
|
|
Jul 31, 2023
Q2 2023
|
True Wealth Advisors, LLC
|
SELL
|
- |
-266- 3.63% |
$17.1K - $18.6K
|
7.06K
$540K
|
|
|
Jul 26, 2023
Q2 2023
|
Wp Advisors, LLC
|
SELL
|
- |
-268- 1.09% |
$17.2K - $18.8K
|
24.4K
$1.86M
|
|
|
Aug 03, 2023
Q2 2023
|
Larson Financial Group LLC
|
SELL
|
- |
-272- 7.95% |
$17.5K - $19K
|
3.15K
$241K
|
|
|
Aug 14, 2023
Q2 2023
|
Zuckerman Investment Group, LLC
Chicago, IL |
SELL
|
- |
-275- 1.85% |
$17.7K - $19.2K
|
14.6K
$1.12M
|