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
|
First Merchants Corp
|
SELL
|
- |
-28- 0.07% |
$1.78K - $2.02K
|
42.5K
$3.23M
|
|
|
May 09, 2023
Q1 2023
|
Integrity Financial Corp
|
SELL
|
- |
-29- 2.73% |
$1.85K - $2.09K
|
1.03K
$78.4K
|
|
|
May 10, 2023
Q1 2023
|
Constitution Capital LLC
Shelton, CT |
SELL
|
- |
-30- 0.44% |
$1.91K - $2.16K
|
6.76K
$514K
|
|
|
May 12, 2023
Q1 2023
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-38- 1.28% |
$2.42K - $2.74K
|
2.94K
$224K
|
|
|
May 11, 2023
Q1 2023
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-40- 0.49% |
$2.55K - $2.88K
|
8.19K
$622K
|
|
|
May 12, 2023
Q1 2023
|
Private Portfolio Partners LLC
|
SELL
|
- |
-41- 0.29% |
$2.61K - $2.96K
|
14.2K
$1.08M
|
|
|
Apr 25, 2023
Q1 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-44- 1.48% |
$2.8K - $3.17K
|
2.93K
$223K
|
|
|
Apr 28, 2023
Q1 2023
|
Aj Wealth Strategies, LLC
|
SELL
|
- |
-45- 0.17% |
$2.87K - $3.24K
|
26.1K
$1.98M
|
|
|
May 03, 2023
Q1 2023
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-46- 1.19% |
$2.93K - $3.32K
|
3.81K
$289K
|
|
|
Apr 20, 2023
Q1 2023
|
Triangle Securities Wealth Management
|
SELL
|
- |
-50- 0.41% |
$3.19K - $3.6K
|
12.2K
$928K
|
|
|
May 03, 2023
Q1 2023
|
Citizens National Bank Trust Department
|
SELL
|
- |
-50- 1.83% |
$3.19K - $3.6K
|
2.68K
$203K
|
|
|
Apr 10, 2023
Q1 2023
|
Windsor Capital Management, LLC
|
SELL
|
- |
-53- 0.61% |
$3.38K - $3.82K
|
8.69K
$660K
|
|
|
Apr 24, 2023
Q1 2023
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-55- 27.92% |
$3.5K - $3.96K
|
142
$10.8K
|
|
|
May 11, 2023
Q1 2023
|
Second Half Financial Partners, LLC
Sebring, FL |
SELL
|
- |
-56- 0.5% |
$3.57K - $4.04K
|
11.1K
$840K
|
|
|
Apr 12, 2023
Q1 2023
|
Ellsworth Advisors, LLC
|
SELL
|
- |
-57- 1.32% |
$3.63K - $4.11K
|
4.27K
$324K
|
|
|
May 15, 2023
Q1 2023
|
Delos Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-63- 9.12% |
$4.01K - $4.54K
|
628
$47.7K
|
|
|
May 15, 2023
Q1 2023
|
Jackson Hole Capital Partners, LLC
|
SELL
|
- |
-66- 0.88% |
$4.2K - $4.76K
|
7.47K
$568K
|
|
|
Apr 05, 2023
Q1 2023
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-76- 6.44% |
$4.84K - $5.48K
|
1.1K
$83.9K
|
|
|
Apr 25, 2023
Q1 2023
|
James Investment Research Inc
|
SELL
|
- |
-76- 22.16% |
$4.84K - $5.48K
|
267
$20.3K
|
|
|
May 12, 2023
Q1 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-76- 2.41% |
$4.84K - $5.48K
|
3.08K
$234K
|
|
|
Apr 17, 2023
Q1 2023
|
Hills Bank & Trust CO
|
SELL
|
- |
-80- 3.69% |
$5.1K - $5.77K
|
2.09K
$159K
|
|
|
May 11, 2023
Q1 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-80- 0.78% |
$5.1K - $5.77K
|
10.2K
$775K
|
|
|
May 04, 2023
Q1 2023
|
Cypress Capital Group
|
SELL
|
- |
-80- 0.41% |
$5.1K - $5.77K
|
19.3K
$1.46M
|
|
|
Apr 19, 2023
Q1 2023
|
David J Yvars Group
|
SELL
|
- |
-82- 0.59% |
$5.22K - $5.91K
|
13.9K
$1.06M
|
|
|
Apr 21, 2023
Q1 2023
|
Bogart Wealth, LLC
|
SELL
|
- |
-83- 29.33% |
$5.29K - $5.98K
|
200
$15.2K
|
|
|
May 10, 2023
Q1 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-85- 0.21% |
$5.41K - $6.13K
|
40.9K
$3.11M
|
|
|
May 15, 2023
Q1 2023
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-86- 2.76% |
$5.48K - $6.2K
|
3.03K
$230K
|
|
|
May 15, 2023
Q1 2023
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-87- 1.73% |
$5.54K - $6.27K
|
4.95K
$376K
|
|
|
May 02, 2023
Q1 2023
|
Endurance Wealth Management, Inc.
|
SELL
|
- |
-88- 1.13% |
$5.61K - $6.34K
|
7.68K
$583K
|
|
|
May 12, 2023
Q1 2023
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-96- 0.85% |
$6.12K - $6.92K
|
11.2K
$850K
|
|
|
Apr 13, 2023
Q1 2023
|
Hb Wealth Management, LLC
|
SELL
|
- |
-98- 3.05% |
$6.24K - $7.06K
|
3.11K
$236K
|
|
|
May 12, 2023
Q1 2023
|
Clear Street Markets LLC
|
SELL
|
- |
-100- 16.67% |
$6.37K - $7.21K
|
500
$38K
|
|
|
May 12, 2023
Q1 2023
|
Cmg Global Holdings, LLC
|
SELL
|
- |
-100- 1.16% |
$6.37K - $7.21K
|
8.5K
$646K
|
|
|
May 12, 2023
Q1 2023
|
Catalyst Capital Advisors LLC
Huntington, NY |
SELL
|
- |
-101- 0.63% |
$6.43K - $7.28K
|
15.9K
$1.21M
|
|
|
Apr 18, 2023
Q1 2023
|
First United Bank & Trust
|
SELL
|
- |
-105- 1.9% |
$6.69K - $7.57K
|
5.42K
$412K
|
|
|
May 09, 2023
Q1 2023
|
Sawgrass Asset Management LLC
|
SELL
|
- |
-107- 2.58% |
$6.82K - $7.71K
|
4.03K
$307K
|
|
|
May 09, 2023
Q1 2023
|
1 St Source Bank
|
SELL
|
- |
-112- 0.64% |
$7.13K - $8.07K
|
17.3K
$1.32M
|
|
|
Apr 27, 2023
Q1 2023
|
Annex Advisory Services, LLC
|
SELL
|
- |
-114- 3.2% |
$7.26K - $8.22K
|
3.45K
$262K
|
|
|
Apr 11, 2023
Q1 2023
|
Aries Wealth Management
|
SELL
|
- |
-115- 2.03% |
$7.33K - $8.29K
|
5.56K
$423K
|
|
|
Apr 05, 2023
Q1 2023
|
Ars Investment Partners, LLC
|
SELL
|
- |
-116- 2.76% |
$7.39K - $8.36K
|
4.08K
$310K
|
|
|
Apr 25, 2023
Q1 2023
|
Primoris Wealth Advisors, LLC
|
SELL
|
- |
-117- 0.52% |
$7.45K - $8.43K
|
22.3K
$1.7M
|
|
|
May 15, 2023
Q1 2023
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
SELL
|
- |
-119- 4.63% |
$7.58K - $8.58K
|
2.45K
$186K
|
|
|
May 16, 2023
Q1 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-120- 2.94% |
$7.64K - $8.65K
|
3.96K
$301K
|
|
|
May 08, 2023
Q1 2023
|
Kanawha Capital Management LLC
|
SELL
|
- |
-123- 3.17% |
$7.84K - $8.87K
|
3.76K
$286K
|
|
|
Apr 28, 2023
Q1 2023
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-125- 4.21% |
$7.96K - $9.01K
|
2.85K
$216K
|
|
|
May 09, 2023
Q1 2023
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-125- 30.86% |
$7.96K - $9.01K
|
280
$21.3K
|
|
|
Jul 19, 2024
Q1 2023
|
Pathway Financial Advisers, LLC
Auburn, IN |
SELL
|
- |
-127- 14.22% |
$8.09K - $9.15K
|
766
$58.2K
|
|
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-131- 2.06% |
$8.34K - $9.44K
|
6.22K
$473K
|
|
|
May 15, 2023
Q1 2023
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-133- 3.7% |
$8.47K - $9.59K
|
3.46K
$263K
|
|
|
May 08, 2023
Q1 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-138- 2.64% |
$8.79K - $9.95K
|
5.1K
$387K
|