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 |
---|---|---|---|---|---|---|---|
May 01, 2023
Q1 2023
|
Blue Chip Partners, Inc.
|
SELL
|
- |
-358- 10.97% |
$22.8K - $25.8K
|
2.91K
$221K
|
|
May 09, 2023
Q1 2023
|
Addison Advisors LLC
|
SELL
|
- |
-361- 25.6% |
$23K - $26K
|
1.05K
$79.7K
|
|
Apr 10, 2023
Q1 2023
|
Mkt Advisors LLC
Escondido, CA |
SELL
|
- |
-362- 8.94% |
$23.1K - $26.1K
|
3.69K
$280K
|
|
May 24, 2023
Q1 2023
|
Old North State Trust, LLC
Greensboro, NC |
SELL
|
- |
-370- 91.13% |
$23.6K - $26.7K
|
36
$2.74K
|
|
May 04, 2023
Q1 2023
|
Palumbo Wealth Management LLC
Great Neck, NY |
SELL
|
- |
-372- 6.67% |
$23.7K - $26.8K
|
5.21K
$396K
|
|
May 08, 2023
Q1 2023
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-377- 3.4% |
$24K - $27.2K
|
10.7K
$813K
|
|
Apr 24, 2023
Q1 2023
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-383- 5.19% |
$24.4K - $27.6K
|
7K
$532K
|
|
May 15, 2023
Q1 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-387- 6.64% |
$24.7K - $27.9K
|
5.44K
$414K
|
|
May 15, 2023
Q1 2023
|
Washington Trust Bank
|
SELL
|
- |
-400- 9.72% |
$25.5K - $28.8K
|
3.72K
$283K
|
|
Apr 20, 2023
Q1 2023
|
Wealthpoint, LLC
|
SELL
|
- |
-405- 3.94% |
$25.8K - $29.2K
|
9.88K
$751K
|
|
May 02, 2023
Q1 2023
|
Berkeley Capital Partners, LLC
|
SELL
|
- |
-409- 9.08% |
$26.1K - $29.5K
|
4.1K
$311K
|
|
May 11, 2023
Q1 2023
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
SELL
|
- |
-411- 48.87% |
$26.2K - $29.6K
|
430
$32.7K
|
|
Aug 13, 2024
Q1 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-412- 18.53% |
$26.2K - $29.7K
|
1.81K
$138K
|
|
May 02, 2023
Q1 2023
|
Intrepid Financial Planning Group LLC
Carmel, IN |
SELL
|
- |
-419- 1.71% |
$26.7K - $30.2K
|
24.1K
$1.83M
|
|
Apr 21, 2023
Q1 2023
|
Alta Wealth Advisors LLC
|
SELL
|
- |
-421- 8.46% |
$26.8K - $30.3K
|
4.55K
$346K
|
|
May 15, 2023
Q1 2023
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-436- 2.85% |
$27.8K - $31.4K
|
14.9K
$1.13M
|
|
May 15, 2023
Q1 2023
|
Hanseatic Management Services Inc
|
SELL
|
- |
-453- 80.32% |
$28.9K - $32.7K
|
111
$8.44K
|
|
May 04, 2023
Q1 2023
|
Cowa, LLC
Tulsa, OK |
SELL
|
- |
-471- 7.32% |
$30K - $33.9K
|
5.96K
$453K
|
|
Apr 17, 2023
Q1 2023
|
City Holding CO
|
SELL
|
- |
-475- 2.18% |
$30.3K - $34.2K
|
21.3K
$1.62M
|
|
Apr 24, 2023
Q1 2023
|
Diversified, LLC
|
SELL
|
- |
-479- 2.61% |
$30.5K - $34.5K
|
17.9K
$1.36M
|
|
Apr 28, 2023
Q1 2023
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-496- 1.77% |
$31.6K - $35.8K
|
27.6K
$2.1M
|
|
May 02, 2023
Q1 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-502- 0.6% |
$32K - $36.2K
|
82.6K
$6.28M
|
|
Apr 19, 2023
Q1 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-505- 30.42% |
$32.2K - $36.4K
|
1.16K
$87.8K
|
|
May 10, 2023
Q1 2023
|
Pittenger & Anderson Inc
|
SELL
|
- |
-525- 9.65% |
$33.4K - $37.8K
|
4.92K
$374K
|
|
May 03, 2023
Q1 2023
|
Hallmark Capital Management Inc
|
SELL
|
- |
-527- 43.66% |
$33.6K - $38K
|
680
$51.7K
|
|
May 10, 2023
Q1 2023
|
Amg National Trust Bank
|
SELL
|
- |
-540- 2.25% |
$34.4K - $38.9K
|
23.4K
$1.78M
|
|
May 12, 2023
Q1 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-569- 4.43% |
$36.2K - $41K
|
12.3K
$933K
|
|
May 15, 2023
Q1 2023
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-570- 9.07% |
$36.3K - $41.1K
|
5.71K
$434K
|
|
May 05, 2023
Q1 2023
|
Hoyle Cohen, LLC
|
SELL
|
- |
-584- 11.92% |
$37.2K - $42.1K
|
4.31K
$328K
|
|
Apr 19, 2023
Q1 2023
|
Marcum Wealth, LLC
|
SELL
|
- |
-596- 6.09% |
$38K - $43K
|
9.19K
$699K
|
|
May 08, 2023
Q1 2023
|
Noesis Capital Mangement Corp
|
SELL
|
- |
-600- 3.82% |
$38.2K - $43.2K
|
15.1K
$1.15M
|
|
Apr 24, 2023
Q1 2023
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-607- 4.15% |
$38.7K - $43.8K
|
14K
$1.07M
|
|
May 15, 2023
Q1 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-623- 0.59% |
$39.7K - $44.9K
|
105K
$8.01M
|
|
May 12, 2023
Q1 2023
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-628- 1.27% |
$40K - $45.3K
|
48.9K
$3.71M
|
|
May 15, 2023
Q1 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-630- 1.39% |
$40.1K - $45.4K
|
44.6K
$3.39M
|
|
May 15, 2023
Q1 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-641- 57.85% |
$40.8K - $46.2K
|
467
$35.5K
|
|
May 12, 2023
Q1 2023
|
Orleans Capital Management Corp
Mandeville, LA |
SELL
|
- |
-650- 16.8% |
$41.4K - $46.9K
|
3.22K
$245K
|
|
May 15, 2023
Q1 2023
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-653- 1.87% |
$41.6K - $47.1K
|
34.3K
$2.61M
|
|
Apr 27, 2023
Q1 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-660- 7.07% |
$42K - $47.6K
|
8.67K
$659K
|
|
Apr 14, 2023
Q1 2023
|
Shulman De Meo Asset Management LLC
|
SELL
|
- |
-669- 3.77% |
$42.6K - $48.2K
|
17.1K
$1.3M
|
|
May 12, 2023
Q1 2023
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-670- 1.37% |
$42.7K - $48.3K
|
48.1K
$3.65M
|
|
May 15, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-679- 93.27% |
$43.3K - $48.9K
|
49
$3.72K
|
|
Apr 13, 2023
Q1 2023
|
Central Bank & Trust CO
|
SELL
|
- |
-692- 3.08% |
$44.1K - $49.9K
|
21.8K
$1.66M
|
|
May 11, 2023
Q1 2023
|
True Private Wealth Advisors
|
SELL
|
- |
-704- 6.16% |
$44.8K - $50.7K
|
10.7K
$815K
|
|
May 15, 2023
Q1 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-706- 5.47% |
$45K - $50.9K
|
12.2K
$928K
|
|
May 12, 2023
Q1 2023
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-706- 8.29% |
$45K - $50.9K
|
7.81K
$594K
|
|
Apr 20, 2023
Q1 2023
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-713- 8.05% |
$45.4K - $51.4K
|
8.14K
$619K
|
|
Apr 11, 2023
Q1 2023
|
Stolper CO
|
SELL
|
- |
-727- 7.18% |
$46.3K - $52.4K
|
9.39K
$714K
|
|
Jun 09, 2023
Q1 2023
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
SELL
|
- |
-731- 3.29% |
$46.6K - $52.7K
|
21.5K
$1.63M
|
|
May 16, 2023
Q1 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-737- 3.08% |
$46.9K - $53.1K
|
23.2K
$1.76M
|