Purchases and Sales Made in Q1 2023 in Utilities Sector Spdr (XLU)
This table provides information about the institutional ownership of Utilities Sector Spdr (XLU) during Q1 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 |
|---|---|---|---|---|---|---|---|
|
Apr 25, 2023
Q1 2023
|
Chesapeake Wealth Management
|
BUY
|
- |
25+ 0.25% |
$1.59K - $1.8K
|
9.96K
$757K
|
|
|
May 15, 2023
Q1 2023
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
24+ 0.27% |
$1.53K - $1.73K
|
8.87K
$674K
|
|
|
May 15, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
22+ 1.87% |
$1.4K - $1.59K
|
1.2K
$91.1K
|
|
|
May 10, 2023
Q1 2023
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
22+ 0.7% |
$1.4K - $1.59K
|
3.15K
$240K
|
|
|
May 09, 2023
Q1 2023
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
22New |
$1.4K - $1.59K
|
22
$1.67K
|
|
|
Apr 25, 2023
Q1 2023
|
Psi Advisors, LLC
|
BUY
|
- |
21+ 1.28% |
$1.34K - $1.51K
|
1.67K
$127K
|
|
|
Apr 25, 2023
Q1 2023
|
Norwood Financial Corp
|
BUY
|
- |
20+ 7.69% |
$1.27K - $1.44K
|
280
$21.3K
|
|
|
May 08, 2023
Q1 2023
|
Tranquility Partners, LLC
|
BUY
|
- |
20+ 0.14% |
$1.27K - $1.44K
|
14.6K
$1.11M
|
|
|
May 15, 2023
Q1 2023
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
19+ 0.41% |
$1.21K - $1.37K
|
4.63K
$352K
|
|
|
Apr 06, 2023
Q1 2023
|
Silverleafe Capital Partners, LLC
Memphis, TN |
BUY
|
- |
17+ 0.26% |
$1.08K - $1.23K
|
6.55K
$497K
|
|
|
Apr 28, 2023
Q1 2023
|
Adirondack Trust CO
|
BUY
|
- |
16+ 0.43% |
$1.02K - $1.15K
|
3.72K
$283K
|
|
|
May 15, 2023
Q1 2023
|
First Manhattan CO
New York, NY |
BUY
|
- |
11+ 3.97% |
$701 - $793
|
288
$21.9K
|
|
|
Apr 20, 2023
Q1 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
11+ 0.09% |
$701 - $793
|
12.8K
$975K
|
|
|
Apr 17, 2023
Q1 2023
|
Byrne Asset Management LLC
|
BUY
|
- |
10+ 2.63% |
$637 - $721
|
390
$29.6K
|
|
|
May 12, 2023
Q1 2023
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
10+ 0.57% |
$637 - $721
|
1.76K
$134K
|
|
|
May 15, 2023
Q1 2023
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
10+ 0.8% |
$637 - $721
|
1.26K
$95.4K
|
|
|
Apr 21, 2023
Q1 2023
|
Blb&B Advisors, LLC
|
BUY
|
- |
10+ 0.19% |
$637 - $721
|
5.26K
$400K
|
|
|
Jan 12, 2024
Q1 2023
|
Comprehensive Wealth Management, LLC
Lynnwood, WA |
BUY
|
- |
9+ 0.09% |
$573 - $649
|
9.54K
$725K
|
|
|
Apr 12, 2023
Q1 2023
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
9+ 0.92% |
$573 - $649
|
992
$75.4K
|
|
|
May 12, 2023
Q1 2023
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
9+ 0.3% |
$573 - $649
|
3.03K
$230K
|
|
|
May 12, 2023
Q1 2023
|
All Terrain Financial Advisors, LLC
Coon Rapids, MN |
BUY
|
- |
9+ 0.18% |
$573 - $649
|
4.91K
$373K
|
|
|
May 02, 2023
Q1 2023
|
Paradigm, Strategies In Wealth Management, LLC
|
BUY
|
- |
9+ 0.11% |
$573 - $649
|
8.51K
$647K
|
|
|
May 03, 2023
Q1 2023
|
Dt Investment Partners, LLC
|
BUY
|
- |
9+ 10.59% |
$573 - $649
|
94
$7.14K
|
|
|
May 11, 2023
Q1 2023
|
Destiny Capital Corp/Co
Golden, CO |
BUY
|
- |
5+ 0.04% |
$319 - $360
|
11.9K
$905K
|
|
|
May 11, 2023
Q1 2023
|
Advanced Asset Management Advisors Inc
Dublin, OH |
BUY
|
- |
5+ 0.13% |
$319 - $360
|
3.91K
$297K
|
|
|
Apr 24, 2023
Q1 2023
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
4+ 0.13% |
$255 - $288
|
3.03K
$230K
|
|
|
May 12, 2023
Q1 2023
|
Retirement Group, LLC
|
BUY
|
- |
2+ 0.09% |
$127 - $144
|
2.25K
$171K
|
|
|
May 02, 2023
Q1 2023
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
2+ 0.09% |
$127 - $144
|
2.23K
$169K
|
|
|
May 09, 2023
Q1 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
2+ 0.03% |
$127 - $144
|
5.84K
$444K
|
|
|
Apr 18, 2023
Q1 2023
|
Horan Securities, Inc.
|
BUY
|
- |
2+ 0.45% |
$127 - $144
|
446
$33.9K
|
|
|
Apr 05, 2023
Q1 2023
|
Rise Advisors, LLC
|
BUY
|
- |
2+ 1.44% |
$127 - $144
|
141
$10.7K
|
|
|
Jul 17, 2024
Q1 2023
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
2+ 0.63% |
$127 - $144
|
321
$24.4K
|
|
|
May 10, 2023
Q1 2023
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
1+ 0.63% |
$63.7 - $72.1
|
160
$12.2K
|
|
|
May 15, 2023
Q1 2023
|
Ncm Capital Management, LLC
Ramsey, NJ |
BUY
|
- |
1+ 0.03% |
$63.7 - $72.1
|
3.66K
$278K
|
|
|
Apr 28, 2023
Q1 2023
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
1+ 0.44% |
$63.7 - $72.1
|
230
$17.5K
|
|
|
Apr 18, 2023
Q1 2023
|
Macroview Investment Management LLC
|
BUY
|
- |
1+ 0.56% |
$63.7 - $72.1
|
181
$13.8K
|
|
|
May 15, 2023
Q1 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
1+ 0.78% |
$63.7 - $72.1
|
129
$9.81K
|
|
|
May 04, 2023
Q1 2023
|
Ellevest, Inc.
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 25, 2023
Q1 2023
|
First National Bank Of Hutchinson
|
SELL
|
- |
-3- 0.04% |
$191 - $216
|
8.2K
$623K
|
|
|
May 15, 2023
Q1 2023
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-3- 6.0% |
$191 - $216
|
47
$3.57K
|
|
|
May 12, 2023
Q1 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-5- 0.11% |
$319 - $360
|
4.37K
$332K
|
|
|
May 11, 2023
Q1 2023
|
Alpha Core Capital LLC
La Jolla, CA |
SELL
|
- |
-5- 14.29% |
$319 - $360
|
30
$2.28K
|
|
|
Apr 10, 2023
Q1 2023
|
First Premier Bank
|
SELL
|
- |
-7- 1.69% |
$446 - $505
|
407
$30.9K
|
|
|
Apr 20, 2023
Q1 2023
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-16- 0.37% |
$1.02K - $1.15K
|
4.34K
$330K
|
|
|
May 02, 2023
Q1 2023
|
V Wealth Advisors LLC
|
SELL
|
- |
-17- 0.31% |
$1.08K - $1.23K
|
5.51K
$419K
|
|
|
May 04, 2023
Q1 2023
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-17- 3.22% |
$1.08K - $1.23K
|
511
$38.8K
|
|
|
Nov 13, 2023
Q1 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-23- 0.5% |
$1.47K - $1.66K
|
4.55K
$346K
|
|
|
May 10, 2023
Q1 2023
|
Powell Investment Advisors, LLC
|
SELL
|
- |
-24- 0.23% |
$1.53K - $1.73K
|
10.2K
$776K
|
|
|
Apr 20, 2023
Q1 2023
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-25- 0.13% |
$1.59K - $1.8K
|
19K
$1.44M
|
|
|
Apr 27, 2023
Q1 2023
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-26- 0.86% |
$1.66K - $1.87K
|
2.98K
$227K
|