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 03, 2023
Q1 2023
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-738- 3.59% |
$47K - $53.2K
|
19.8K
$1.51M
|
|
|
May 11, 2023
Q1 2023
|
Black Diamond Financial, LLC
|
SELL
|
- |
-744- 18.14% |
$47.4K - $53.6K
|
3.36K
$255K
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-746- 14.15% |
$47.5K - $53.8K
|
4.53K
$344K
|
|
|
Apr 28, 2023
Q1 2023
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
SELL
|
- |
-750- 16.67% |
$47.8K - $54.1K
|
3.75K
$285K
|
|
|
May 10, 2023
Q1 2023
|
Ascent Group, LLC
|
SELL
|
- |
-771- 6.44% |
$49.1K - $55.6K
|
11.2K
$851K
|
|
|
May 01, 2023
Q1 2023
|
Lincoln National Corp
|
SELL
|
- |
-774- 4.4% |
$49.3K - $55.8K
|
16.8K
$1.28M
|
|
|
May 12, 2023
Q1 2023
|
Objective Capital Management, LLC
|
SELL
|
- |
-781- 10.86% |
$49.7K - $56.3K
|
6.41K
$487K
|
|
|
Apr 18, 2023
Q1 2023
|
Wmg Financial Advisors, LLC
|
SELL
|
- |
-797- 18.0% |
$50.8K - $57.4K
|
3.63K
$276K
|
|
|
Apr 14, 2023
Q1 2023
|
Stonnington Group, LLC
|
SELL
|
- |
-800- 10.46% |
$51K - $57.7K
|
6.85K
$521K
|
|
|
Apr 20, 2023
Q1 2023
|
Accel Wealth Management
|
SELL
|
- |
-805- 4.74% |
$51.3K - $58K
|
16.2K
$1.23M
|
|
|
May 03, 2023
Q1 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-807- 3.86% |
$51.4K - $58.2K
|
20.1K
$1.53M
|
|
|
Apr 25, 2023
Q1 2023
|
Eudaimonia Advisors LLC
Winchester, TN |
SELL
|
- |
-812- 19.68% |
$51.7K - $58.5K
|
3.31K
$252K
|
|
|
May 12, 2023
Q1 2023
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-814- 67.05% |
$51.9K - $58.7K
|
400
$30.4K
|
|
|
May 15, 2023
Q1 2023
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-818- 52.27% |
$52.1K - $59K
|
747
$56.8K
|
|
|
May 08, 2023
Q1 2023
|
L.M. Kohn & Company
|
SELL
|
- |
-830- 6.73% |
$52.9K - $59.8K
|
11.5K
$874K
|
|
|
May 11, 2023
Q1 2023
|
Jones Financial Companies Lllp
|
SELL
|
- |
-857- 44.02% |
$54.6K - $61.8K
|
1.09K
$82.9K
|
|
|
Apr 20, 2023
Q1 2023
|
Perfromance Wealth Partners, LLC
|
SELL
|
- |
-894- 1.84% |
$56.9K - $64.4K
|
47.6K
$3.62M
|
|
|
Apr 14, 2023
Q1 2023
|
Biltmore Wealth Management, LLC
|
SELL
|
- |
-902- 0.71% |
$57.5K - $65K
|
125K
$9.52M
|
|
|
May 09, 2023
Q1 2023
|
Wedbush Securities Inc
|
SELL
|
- |
-903- 1.81% |
$57.5K - $65.1K
|
48.9K
$3.71M
|
|
|
Apr 20, 2023
Q1 2023
|
Stone Point Wealth LLC
|
SELL
|
- |
-910- 7.62% |
$58K - $65.6K
|
11K
$838K
|
|
|
Apr 14, 2023
Q1 2023
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-915- 7.3% |
$58.3K - $66K
|
11.6K
$883K
|
|
|
Apr 25, 2023
Q1 2023
|
Asset Advisors Investment Management, LLC
|
SELL
|
- |
-935- 1.47% |
$59.6K - $67.4K
|
62.5K
$4.75M
|
|
|
Apr 14, 2023
Q1 2023
|
Trust CO Of Oklahoma
|
SELL
|
- |
-954- 2.13% |
$60.8K - $68.8K
|
43.9K
$3.34M
|
|
|
Apr 21, 2023
Q1 2023
|
Successful Portfolios LLC
|
SELL
|
- |
-987- 15.91% |
$62.9K - $71.1K
|
5.22K
$397K
|
|
|
May 15, 2023
Q1 2023
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-1K- 12.83% |
$63.8K - $72.2K
|
6.8K
$517K
|
|
|
May 12, 2023
Q1 2023
|
Nixon Peabody Trust CO
Boston, MA |
SELL
|
- |
-1.05K- 5.72% |
$66.8K - $75.5K
|
17.3K
$1.31M
|
|
|
May 03, 2023
Q1 2023
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-1.05K- 11.63% |
$67.1K - $76K
|
8.01K
$609K
|
|
|
May 12, 2023
Q1 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-1.06K- 21.4% |
$67.5K - $76.4K
|
3.89K
$296K
|
|
|
May 15, 2023
Q1 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-1.07K- 15.61% |
$68.2K - $77.2K
|
5.79K
$440K
|
|
|
May 10, 2023
Q1 2023
|
Citizens Financial Group Inc
|
SELL
|
- |
-1.07K- 6.11% |
$68.2K - $77.2K
|
16.5K
$1.25M
|
|
|
Apr 24, 2023
Q1 2023
|
Toth Financial Advisory Corp
|
SELL
|
- |
-1.08K- 2.21% |
$68.6K - $77.6K
|
47.6K
$3.62M
|
|
|
Apr 20, 2023
Q1 2023
|
Jmac Enterprises LLC
|
SELL
|
- |
-1.09K- 8.39% |
$69.4K - $78.6K
|
11.9K
$904K
|
|
|
May 04, 2023
Q1 2023
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-1.11K- 78.77% |
$70.9K - $80.2K
|
300
$22.8K
|
|
|
May 15, 2023
Q1 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-1.16K- 6.39% |
$73.8K - $83.5K
|
17K
$1.29M
|
|
|
May 09, 2023
Q1 2023
|
Martin & CO Inc
Knoxville, TN |
SELL
|
- |
-1.17K- 1.32% |
$74.3K - $84.1K
|
87.1K
$6.62M
|
|
|
Apr 06, 2023
Q1 2023
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-1.17K- 15.27% |
$74.3K - $84.1K
|
6.48K
$492K
|
|
|
May 02, 2023
Q1 2023
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-1.23K- 1.83% |
$78K - $88.3K
|
65.8K
$5M
|
|
|
May 10, 2023
Q1 2023
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-1.23K- 52.5% |
$78.2K - $88.5K
|
1.11K
$84.4K
|
|
|
Apr 12, 2023
Q1 2023
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-1.23K- 3.73% |
$78.4K - $88.7K
|
31.7K
$2.41M
|
|
|
Oct 17, 2023
Q1 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
SELL
|
- |
-1.24K- 14.31% |
$79.1K - $89.5K
|
7.43K
$565K
|
|
|
Apr 26, 2023
Q1 2023
|
Mv Capital Management, Inc.
|
SELL
|
- |
-1.28K- 2.27% |
$81.4K - $92.1K
|
55K
$4.18M
|
|
|
Apr 21, 2023
Q1 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-1.32K- 0.65% |
$84K - $95.1K
|
203K
$15.4M
|
|
|
Apr 19, 2023
Q1 2023
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-1.33K- 2.38% |
$84.4K - $95.5K
|
54.3K
$4.12M
|
|
|
Aug 28, 2024
Q1 2023
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-1.34K- 8.39% |
$85K - $96.2K
|
14.6K
$1.11M
|
|
|
Apr 27, 2023
Q1 2023
|
Barry Investment Advisors, LLC
|
SELL
|
- |
-1.35K- 9.63% |
$86.1K - $97.4K
|
12.7K
$963K
|
|
|
May 08, 2023
Q1 2023
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
SELL
|
- |
-1.36K- 16.15% |
$86.5K - $97.9K
|
7.05K
$536K
|
|
|
May 09, 2023
Q1 2023
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-1.37K- 7.65% |
$87.1K - $98.6K
|
16.5K
$1.26M
|
|
|
May 16, 2023
Q1 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-1.38K- 13.98% |
$88.1K - $99.7K
|
8.51K
$647K
|
|
|
Apr 28, 2023
Q1 2023
|
Summit Place Financial Advisors, LLC
|
SELL
|
- |
-1.39K- 3.85% |
$88.5K - $100K
|
34.7K
$2.64M
|
|
|
Apr 27, 2023
Q1 2023
|
Davenport & CO LLC
|
SELL
|
- |
-1.4K- 1.02% |
$89.1K - $101K
|
135K
$10.3M
|