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
|
Banque Pictet & Cie Sa
|
BUY
|
- |
3.35KNew |
$214K - $242K
|
3.35K
$255K
|
|
|
Aug 15, 2023
Q1 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
3.26K+ 36.92% |
$208K - $235K
|
12.1K
$919K
|
|
|
Apr 19, 2023
Q1 2023
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
3.25KNew |
$207K - $234K
|
3.25K
$247K
|
|
|
May 09, 2023
Q1 2023
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
3.24KNew |
$206K - $234K
|
3.24K
$246K
|
|
|
May 12, 2023
Q1 2023
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
3.23K+ 16.78% |
$206K - $233K
|
22.5K
$1.71M
|
|
|
May 08, 2023
Q1 2023
|
Braun Stacey Associates Inc
|
BUY
|
- |
3.13K+ 105.45% |
$200K - $226K
|
6.11K
$464K
|
|
|
Apr 17, 2023
Q1 2023
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
3.13K+ 53.24% |
$200K - $226K
|
9.02K
$686K
|
|
|
Apr 18, 2023
Q1 2023
|
First Hawaiian Bank
|
BUY
|
- |
3.13KNew |
$199K - $226K
|
3.13K
$238K
|
|
|
May 09, 2023
Q1 2023
|
Investment House LLC
Las Vegas, NV |
BUY
|
- |
3K+ 42.86% |
$191K - $216K
|
10K
$760K
|
|
|
May 12, 2023
Q1 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
2.97K+ 87.23% |
$189K - $214K
|
6.36K
$484K
|
|
|
May 15, 2023
Q1 2023
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
2.96KNew |
$189K - $214K
|
2.96K
$225K
|
|
|
May 10, 2023
Q1 2023
|
Washington Trust CO
|
BUY
|
- |
2.88K+ 95866.67% |
$183K - $207K
|
2.88K
$219K
|
|
|
Apr 12, 2023
Q1 2023
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
2.84K+ 18.92% |
$181K - $204K
|
17.8K
$1.36M
|
|
|
May 15, 2023
Q1 2023
|
Treynor Bancshares, Inc.
|
BUY
|
- |
2.68K+ 23.31% |
$171K - $193K
|
14.2K
$1.08M
|
|
|
May 05, 2023
Q1 2023
|
Jacobi Capital Management LLC
|
BUY
|
- |
2.67K+ 16.65% |
$170K - $193K
|
18.7K
$1.42M
|
|
|
Apr 06, 2023
Q1 2023
|
Kwmg, LLC
|
BUY
|
- |
2.57K+ 2.9% |
$164K - $185K
|
91.2K
$6.93M
|
|
|
Apr 12, 2023
Q1 2023
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
2.56K+ 8.43% |
$163K - $185K
|
32.9K
$2.5M
|
|
|
May 11, 2023
Q1 2023
|
Planning Directions Inc
|
BUY
|
- |
2.56K+ 17.36% |
$163K - $185K
|
17.3K
$1.32M
|
|
|
Apr 20, 2023
Q1 2023
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
2.48K+ 64.32% |
$158K - $179K
|
6.33K
$481K
|
|
|
May 03, 2023
Q1 2023
|
9258 Wealth Management, LLC
|
BUY
|
- |
2.46K+ 39.49% |
$157K - $178K
|
8.7K
$662K
|
|
|
May 09, 2023
Q1 2023
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
2.46K+ 66.73% |
$156K - $177K
|
6.13K
$466K
|
|
|
Apr 22, 2024
Q1 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
2.43K+ 9.21% |
$154K - $175K
|
28.7K
$2.19M
|
|
|
May 12, 2023
Q1 2023
|
Connolly Sarah T.
Boston, MA |
BUY
|
- |
2.42K+ 20.23% |
$154K - $175K
|
14.4K
$1.1M
|
|
|
May 11, 2023
Q1 2023
|
Abbrea Capital, LLC
|
BUY
|
- |
2.4K+ 17.21% |
$153K - $173K
|
16.3K
$1.24M
|
|
|
Apr 28, 2023
Q1 2023
|
Simmons Bank
|
BUY
|
- |
2.38K+ 8.79% |
$152K - $172K
|
29.5K
$2.24M
|
|
|
Apr 28, 2023
Q1 2023
|
Penobscot Wealth Management
|
BUY
|
- |
2.36K+ 14.6% |
$150K - $170K
|
18.5K
$1.41M
|
|
|
May 04, 2023
Q1 2023
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
2.33K+ 20.33% |
$148K - $168K
|
13.8K
$1.05M
|
|
|
May 08, 2023
Q1 2023
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
2.32K+ 11.92% |
$148K - $167K
|
21.8K
$1.66M
|
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
BUY
|
- |
2.3K+ 3.72% |
$147K - $166K
|
64.2K
$4.88M
|
|
|
Apr 14, 2023
Q1 2023
|
Dakota Wealth Management
|
BUY
|
- |
2.3K+ 3.72% |
$147K - $166K
|
64.2K
$4.88M
|
|
|
May 02, 2023
Q1 2023
|
Vaughan David Investments LLC
Peoria, IL |
BUY
|
- |
2.27K+ 1.59% |
$145K - $164K
|
145K
$11M
|
|
|
May 15, 2023
Q1 2023
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
2.26K+ 11.16% |
$144K - $163K
|
22.5K
$1.71M
|
|
|
May 15, 2023
Q1 2023
|
Harris Associates L P
Chicago, IL |
BUY
|
- |
2.25KNew |
$143K - $162K
|
2.25K
$171K
|
|
|
May 11, 2023
Q1 2023
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
2.2K+ 7.54% |
$140K - $159K
|
31.4K
$2.39M
|
|
|
May 11, 2023
Q1 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
2.18K+ 1053.14% |
$139K - $157K
|
2.39K
$181K
|
|
|
Apr 18, 2023
Q1 2023
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
2.17K+ 11.32% |
$138K - $156K
|
21.3K
$1.62M
|
|
|
Dec 14, 2023
Q1 2023
|
One River Asset Management, LLC
Stamford, CT |
BUY
|
- |
2.13KNew |
$136K - $154K
|
2.13K
$162K
|
|
|
May 01, 2023
Q1 2023
|
Compton Financial Group, LLC
|
BUY
|
- |
2.06K+ 2.68% |
$131K - $148K
|
78.7K
$5.99M
|
|
|
May 03, 2023
Q1 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
2.04K+ 5.25% |
$130K - $147K
|
41K
$3.11M
|
|
|
Apr 26, 2023
Q1 2023
|
S. R. Schill & Associates
Mercer Island, WA |
BUY
|
- |
2.04K+ 6.91% |
$130K - $147K
|
31.5K
$2.4M
|
|
|
Apr 20, 2023
Q1 2023
|
Lincoln Capital Corp
|
BUY
|
- |
2.02K+ 3.21% |
$129K - $145K
|
64.8K
$4.93M
|
|
|
May 04, 2023
Q1 2023
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
BUY
|
- |
2.02K+ 23.24% |
$128K - $145K
|
10.7K
$812K
|
|
|
Aug 14, 2024
Q1 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
2K+ 237.25% |
$127K - $144K
|
2.84K
$216K
|
|
|
May 11, 2023
Q1 2023
|
Cohen Lawrence B
Boston, MA |
BUY
|
- |
1.97K+ 10.85% |
$125K - $142K
|
20.1K
$1.53M
|
|
|
Apr 20, 2023
Q1 2023
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
1.97K+ 4.5% |
$125K - $142K
|
45.7K
$3.47M
|
|
|
May 02, 2023
Q1 2023
|
Advisory Alpha, LLC
|
BUY
|
- |
1.96K+ 3.04% |
$125K - $141K
|
66.6K
$5.06M
|
|
|
May 08, 2023
Q1 2023
|
Thrive Capital Management, LLC
Fort Washington, PA |
BUY
|
- |
1.95K+ 11.67% |
$124K - $140K
|
18.6K
$1.42M
|
|
|
May 05, 2023
Q1 2023
|
Bank Of Marin
Novato, CA |
BUY
|
- |
1.9K+ 40.1% |
$121K - $137K
|
6.64K
$505K
|
|
|
May 15, 2023
Q1 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
1.9K+ 375.49% |
$121K - $137K
|
2.41K
$183K
|
|
|
Apr 25, 2023
Q1 2023
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
1.85K+ 3.28% |
$118K - $133K
|
58.3K
$4.43M
|