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 11, 2023
Q1 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-21.7K- 6.82% |
$1.38M - $1.56M
|
296K
$22.5M
|
|
|
Apr 28, 2023
Q1 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-22.2K- 28.58% |
$1.41M - $1.6M
|
55.4K
$4.21M
|
|
|
May 10, 2023
Q1 2023
|
Mai Capital Management
|
SELL
|
- |
-22.5K- 15.49% |
$1.43M - $1.62M
|
123K
$9.34M
|
|
|
May 11, 2023
Q1 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-22.7K- 11.86% |
$1.44M - $1.63M
|
168K
$12.8M
|
|
|
May 04, 2023
Q1 2023
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
SELL
|
- |
-23K- 26.1% |
$1.46M - $1.66M
|
65.1K
$4.95M
|
|
|
May 12, 2023
Q1 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-23.4K- 15.5% |
$1.49M - $1.69M
|
128K
$9.7M
|
|
|
Apr 12, 2023
Q1 2023
|
Client First Capital LLC
|
SELL
|
- |
-23.5K- 15.14% |
$1.5M - $1.69M
|
132K
$10M
|
|
|
May 12, 2023
Q1 2023
|
Milestone Advisory Partners
|
SELL
|
- |
-24.2K- 31.34% |
$1.54M - $1.74M
|
53K
$4.03M
|
|
|
May 10, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-25.3K- 6.28% |
$1.61M - $1.82M
|
377K
$28.7M
|
|
|
May 10, 2023
Q1 2023
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-26.2K- 17.7% |
$1.67M - $1.89M
|
122K
$9.26M
|
|
|
May 15, 2023
Q1 2023
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-26.5K- 19.41% |
$1.69M - $1.91M
|
110K
$8.36M
|
|
|
Apr 25, 2023
Q1 2023
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-26.5K- 28.55% |
$1.69M - $1.91M
|
66.4K
$5.05M
|
|
|
May 02, 2023
Q1 2023
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-27.4K- 69.43% |
$1.75M - $1.98M
|
12.1K
$919K
|
|
|
May 09, 2023
Q1 2023
|
Us Bancorp \De\
|
SELL
|
- |
-28.2K- 4.97% |
$1.8M - $2.03M
|
540K
$41M
|
|
|
Apr 07, 2023
Q1 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-28.5K- 17.61% |
$1.82M - $2.05M
|
133K
$10.1M
|
|
|
Apr 13, 2023
Q1 2023
|
Country Trust Bank
|
SELL
|
- |
-28.8K- 98.63% |
$1.83M - $2.07M
|
401
$30.5K
|
|
|
May 15, 2023
Q1 2023
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-29.4K- 8.17% |
$1.87M - $2.12M
|
330K
$25.1M
|
|
|
May 11, 2023
Q1 2023
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-29.7K- 39.57% |
$1.89M - $2.14M
|
45.3K
$3.45M
|
|
|
Apr 11, 2023
Q1 2023
|
Canton Hathaway, LLC
|
SELL
|
- |
-30.2K- 91.83% |
$1.92M - $2.18M
|
2.69K
$204K
|
|
|
May 08, 2023
Q1 2023
|
Swan Global Investments, LLC
Durango, CO |
SELL
|
- |
-30.4K- 8.61% |
$1.94M - $2.19M
|
323K
$24.5M
|
|
|
May 17, 2023
Q1 2023
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-32.4K- 15.09% |
$2.06M - $2.34M
|
182K
$13.9M
|
|
|
Apr 14, 2023
Q1 2023
|
Transform Wealth, LLC
|
SELL
|
- |
-33.1K- 76.24% |
$2.11M - $2.38M
|
10.3K
$784K
|
|
|
May 08, 2023
Q1 2023
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-34.8K- 29.99% |
$2.22M - $2.51M
|
81.2K
$6.17M
|
|
|
May 15, 2023
Q1 2023
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-35.2K- 44.01% |
$2.24M - $2.53M
|
44.7K
$3.4M
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-35.9K- 47.77% |
$2.29M - $2.59M
|
39.3K
$2.99M
|
|
|
May 05, 2023
Q1 2023
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-36.2K- 75.12% |
$2.31M - $2.61M
|
12K
$912K
|
|
|
May 15, 2023
Q1 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-38.4K- 7.65% |
$2.45M - $2.77M
|
464K
$35.3M
|
|
|
May 03, 2023
Q1 2023
|
B&D White Capital Company, LLC
|
SELL
|
- |
-38.5K- 91.8% |
$2.45M - $2.77M
|
3.44K
$261K
|
|
|
Apr 12, 2023
Q1 2023
|
Worth Asset Management, LLC
|
SELL
|
- |
-38.5K- 99.23% |
$2.45M - $2.78M
|
300
$22.8K
|
|
|
May 15, 2023
Q1 2023
|
Asset Allocation Strategies LLC
Farmington, MI |
SELL
|
- |
-38.5K- 66.46% |
$2.45M - $2.78M
|
19.4K
$1.48M
|
|
|
May 15, 2023
Q1 2023
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-39.6K- 70.14% |
$2.52M - $2.86M
|
16.9K
$1.28M
|
|
|
May 03, 2023
Q1 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-42.7K- 80.69% |
$2.72M - $3.08M
|
10.2K
$777K
|
|
|
May 15, 2023
Q1 2023
|
Steven Cohen
Point72 Asset Management, L.P. | Stamford, Ct
|
SELL
|
- |
-45.3KClosed |
$2.89M - $3.27M
|
0
$0
|
|
|
May 12, 2023
Q1 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-46K- 24.18% |
$2.93M - $3.32M
|
144K
$11M
|
|
|
May 10, 2023
Q1 2023
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-46.1K- 40.55% |
$2.93M - $3.32M
|
67.5K
$5.13M
|
|
|
May 03, 2023
Q1 2023
|
Miller Howard Investments Inc
|
SELL
|
- |
-46.3K- 68.46% |
$2.95M - $3.34M
|
21.3K
$1.62M
|
|
|
Apr 25, 2023
Q1 2023
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-47.1K- 73.58% |
$3M - $3.4M
|
16.9K
$1.29M
|
|
|
May 12, 2023
Q1 2023
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-49.6K- 54.51% |
$3.16M - $3.57M
|
41.4K
$3.14M
|
|
|
May 26, 2023
Q1 2023
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-51K- 48.73% |
$3.25M - $3.68M
|
53.7K
$4.08M
|
|
|
Apr 13, 2023
Q1 2023
|
Family Investment Center, Inc.
Saint Joseph, MO |
SELL
|
- |
-51.4K- 84.76% |
$3.27M - $3.7M
|
9.24K
$703K
|
|
|
May 11, 2023
Q1 2023
|
Texas Capital Bank Wealth Management Services Inc
|
SELL
|
- |
-54.2K- 92.86% |
$3.45M - $3.91M
|
4.17K
$317K
|
|
|
May 04, 2023
Q1 2023
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-54.8K- 18.99% |
$3.49M - $3.95M
|
234K
$17.8M
|
|
|
May 12, 2023
Q1 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-55.8K- 8.24% |
$3.55M - $4.02M
|
621K
$47.2M
|
|
|
May 09, 2023
Q1 2023
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
SELL
|
- |
-59.3K- 81.26% |
$3.78M - $4.27M
|
13.7K
$1.04M
|
|
|
May 09, 2023
Q1 2023
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-62.1K- 94.57% |
$3.95M - $4.47M
|
3.56K
$271K
|
|
|
May 04, 2023
Q1 2023
|
Anfield Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-62.4K- 87.19% |
$3.97M - $4.5M
|
9.17K
$697K
|
|
|
Apr 27, 2023
Q1 2023
|
Comerica Securities,Inc.
|
SELL
|
- |
-63.2K- 84.68% |
$4.03M - $4.56M
|
11.4K
$870K
|
|
|
May 04, 2023
Q1 2023
|
Cx Institutional
|
SELL
|
- |
-64.6K- 42.91% |
$4.11M - $4.65M
|
85.9K
$6.53M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-69.4K- 2.31% |
$4.42M - $5M
|
2.94M
$223M
|
|
|
May 11, 2023
Q1 2023
|
Fil LTD
Hamilton, D0 |
SELL
|
- |
-70.6K- 84.54% |
$4.5M - $5.09M
|
12.9K
$982K
|