Purchases and Sales Made in Q1 2023 in Utilities Sector Spdr (XLU)

XLU Quotes by TradingView

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
Pfg Investments, LLC

Woodbury, NY
BUY
 -
18.3K
New
$1.17M - $1.32M
18.3K $1.39M
Apr 18, 2023 Q1 2023
Darwin Advisors, LLC

BUY
 -
17.9K
+ 359.78%
$1.14M - $1.29M
22.9K $1.74M
May 01, 2023 Q1 2023
Virtu Financial LLC

New York, NY
BUY
 -
16.2K
+ 33.49%
$1.03M - $1.17M
64.5K $4.91M
Apr 24, 2023 Q1 2023
Mc Adam, LLC

BUY
 -
16.1K
New
$1.02M - $1.16M
16.1K $1.22M
Apr 18, 2023 Q1 2023
Park Avenue Securities LLC

BUY
 -
15.8K
+ 28.06%
$1.01M - $1.14M
72.1K $5.48M
May 02, 2023 Q1 2023
Graypoint LLC

BUY
 -
15.5K
+ 10.4%
$986K - $1.12M
164K $12.5M
May 12, 2023 Q1 2023
Sound View Wealth Advisors Group, LLC

BUY
 -
15K
+ 109.92%
$957K - $1.08M
28.7K $2.18M
May 18, 2023 Q1 2023
Titleist Asset Management, LLC

San Antonio, TX
BUY
 -
14.9K
New
$947K - $1.07M
14.9K $1.13M
May 08, 2023 Q1 2023
Avidian Wealth Solutions, LLC

BUY
 -
14.9K
New
$947K - $1.07M
14.9K $1.13M
May 15, 2023 Q1 2023
Legal & General Group PLC

London, X0
BUY
 -
14.4K
New
$917K - $1.04M
14.4K $1.09M
Apr 25, 2023 Q1 2023
D.A. Davidson & Co.

BUY
 -
14K
+ 209.3%
$893K - $1.01M
20.7K $1.57M
May 05, 2023 Q1 2023
3 D/L Capital Management, LLC

BUY
 -
13.7K
New
$873K - $988K
13.7K $1.04M
May 11, 2023 Q1 2023
Stone X Group Inc.

BUY
 -
13.7K
New
$873K - $987K
13.7K $1.04M
Apr 25, 2023 Q1 2023
Quattro Financial Advisors LLC

BUY
 -
13.6K
New
$865K - $978K
13.6K $1.03M
Jul 22, 2024 Q1 2023
Focus Financial Network, Inc.

Minneapolis, MN
BUY
 -
13.3K
+ 53.66%
$848K - $959K
38.1K $2.9M
May 15, 2023 Q1 2023
Maven Securities LTD

St Helier, Y9
BUY
 -
12.4K
New
$787K - $891K
12.4K $940K
Apr 06, 2023 Q1 2023
Red Spruce Capital, LLC

BUY
 -
11.9K
New
$757K - $856K
11.9K $903K
Aug 22, 2023 Q1 2023
Atria Wealth Solutions, Inc.

New York, NY
BUY
 -
11.8K
+ 3.24%
$754K - $854K
377K $28.7M
Apr 04, 2023 Q1 2023
Future Financial Wealth Managment LLC

BUY
 -
11.8K
New
$749K - $847K
11.8K $894K
Jun 03, 2024 Q1 2023
Vontobel Holding Ltd.

BUY
 -
11.6K
New
$741K - $838K
11.6K $884K
May 10, 2023 Q1 2023
Cypress Capital Management LLC (Wy)

BUY
 -
11.6K
New
$736K - $833K
11.6K $879K
May 15, 2023 Q1 2023
Atom Investors LP

Austin, TX
BUY
 -
11.5K
+ 291.15%
$735K - $832K
15.5K $1.18M
May 15, 2023 Q1 2023
Hsbc Holdings PLC

London, X0
BUY
 -
11.4K
+ 265.92%
$728K - $823K
15.7K $1.2M
Apr 28, 2023 Q1 2023
Sns Financial Group, LLC

BUY
 -
11.2K
+ 188.59%
$716K - $810K
17.2K $1.31M
May 03, 2023 Q1 2023
Krilogy Financial LLC

BUY
 -
11.2K
+ 48.56%
$712K - $805K
34.2K $2.6M
May 12, 2023 Q1 2023
Trust Asset Management LLC

Houston, TX
BUY
 -
10.4K
+ 6.55%
$663K - $750K
169K $12.9M
May 15, 2023 Q1 2023
Edgestream Partners, L.P.

Princeton, NJ
BUY
 -
9.66K
+ 130.72%
$615K - $696K
17K $1.3M
May 15, 2023 Q1 2023
Apollon Wealth Management, LLC

Mount Pleasant, SC
BUY
 -
9.54K
+ 47.2%
$608K - $687K
29.7K $2.26M
May 15, 2023 Q1 2023
Cetera Investment Advisers

Schaumburg, IL
BUY
 -
9.51K
+ 2.8%
$606K - $685K
350K $26.6M
May 12, 2023 Q1 2023
Veritable, L.P.

Newtown Square, PA
BUY
 -
9.33K
+ 3.04%
$594K - $673K
316K $24M
May 15, 2023 Q1 2023
Point72 Middle East Fze

Stamford, CT
BUY
 -
9.24K
+ 1593.1%
$589K - $666K
9.82K $747K
May 12, 2023 Q1 2023
Credit Agricole S A

BUY
 -
9.1K
+ 277.02%
$580K - $656K
12.4K $942K
Apr 20, 2023 Q1 2023
Granite Bay Wealth Management, LLC

BUY
 -
8.99K
+ 17.22%
$573K - $648K
61.2K $4.65M
Apr 21, 2023 Q1 2023
Access Financial Services, Inc.

BUY
 -
8.98K
+ 243.85%
$572K - $647K
12.7K $963K
May 02, 2023 Q1 2023
Lee Danner & Bass Inc

BUY
 -
8.95K
+ 62.48%
$570K - $645K
23.3K $1.77M
Apr 14, 2023 Q1 2023
Prentice Wealth Management LLC

BUY
 -
8.65K
New
$551K - $623K
8.65K $658K
Apr 14, 2023 Q1 2023
Nvest Financial, LLC

BUY
 -
8.07K
+ 261.51%
$514K - $581K
11.1K $848K
Jun 07, 2023 Q1 2023
Atomi Financial Group, Inc.

Irvine, CA
BUY
 -
8K
New
$510K - $577K
8K $608K
Apr 21, 2023 Q1 2023
Royal Harbor Partners, LLC

BUY
 -
7.46K
New
$475K - $538K
7.46K $567K
May 12, 2023 Q1 2023
Jsf Financial, LLC

BUY
 -
7.43K
New
$473K - $535K
7.43K $565K
May 03, 2023 Q1 2023
J.W. Cole Advisors, Inc.

BUY
 -
7.24K
+ 14.92%
$461K - $522K
55.8K $4.24M
May 17, 2023 Q1 2023
Centaurus Financial, Inc.

BUY
 -
7.16K
+ 8.89%
$456K - $516K
87.6K $6.66M
May 10, 2023 Q1 2023
Gateway Wealth Partners, LLC

Appleton, WI
BUY
 -
7.08K
+ 16.65%
$451K - $510K
49.6K $3.77M
May 08, 2023 Q1 2023
Mgo One Seven LLC

Beachwood, OH
BUY
 -
6.99K
+ 12.21%
$445K - $504K
64.2K $4.88M
May 11, 2023 Q1 2023
Sumitomo Mitsui Financial Group, Inc.

Tokyo, M0
BUY
 -
6.98K
+ 10.36%
$445K - $503K
74.4K $5.66M
Apr 20, 2023 Q1 2023
Petra Financial Advisors Inc

Colorado Srpings, CO
BUY
 -
6.97K
+ 137.97%
$444K - $502K
12K $914K
May 10, 2023 Q1 2023
Ergoteles LLC

New York, NY
BUY
 -
6.91K
+ 18.9%
$440K - $498K
43.5K $3.31M
Apr 25, 2023 Q1 2023
Tru Wealth Advisors, LLC

BUY
 -
6.86K
+ 8.16%
$437K - $495K
91K $6.92M
Nov 04, 2024 Q1 2023
Fairfield Financial Advisors, LTD

Wellesley, MA
BUY
 -
6.72K
+ 912.5%
$428K - $484K
7.45K $567K

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