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
Apr 19, 2023 Q1 2023
Carderock Capital Management Inc

BUY
 -
1K
New
$63.7K - $72.1K
1K $76K
Apr 10, 2023 Q1 2023
Level Financial Advisors, Inc.

BUY
 -
994
New
$63.3K - $71.6K
994 $75.6K
Apr 13, 2023 Q1 2023
Capitol Family Office, Inc.

BUY
 -
980
+ 2.36%
$62.4K - $70.6K
42.6K $3.24M
May 15, 2023 Q1 2023
Boothbay Fund Management, LLC

New York, NY
BUY
 -
975
+ 1.0%
$62.1K - $70.3K
98K $7.45M
May 15, 2023 Q1 2023
Interchange Capital Partners, LLC

BUY
 -
955
+ 12.47%
$60.8K - $68.8K
8.61K $655K
May 03, 2023 Q1 2023
Crescent Grove Advisors, LLC

BUY
 -
865
+ 16.42%
$55.1K - $62.3K
6.13K $466K
Apr 20, 2023 Q1 2023
Kovack Advisors, Inc.

BUY
 -
864
+ 3.3%
$55K - $62.3K
27K $2.05M
Apr 07, 2023 Q1 2023
Trust CO

BUY
 -
861
+ 2.8%
$54.8K - $62.1K
31.6K $2.4M
May 11, 2023 Q1 2023
Rosenbaum Jay D.

Boston, MA
BUY
 -
840
+ 15.98%
$53.5K - $60.5K
6.1K $464K
May 08, 2023 Q1 2023
Wealth Shield Partners, LLC

Cary, NC
BUY
 -
836
+ 8.54%
$53.3K - $60.3K
10.6K $808K
Apr 26, 2023 Q1 2023
Chicago Partners Investment Group LLC

BUY
 -
796
+ 12.38%
$50.7K - $57.4K
7.23K $549K
Apr 17, 2023 Q1 2023
Valeo Financial Advisors, LLC

BUY
 -
788
+ 17.92%
$50.2K - $56.8K
5.19K $394K
May 09, 2023 Q1 2023
Mather Group, Llc.

Chicago, IL
BUY
 -
758
+ 5.08%
$48.3K - $54.6K
15.7K $1.19M
Apr 05, 2023 Q1 2023
Lowe Wealth Advisors, LLC

BUY
 -
730
+ 11.29%
$46.5K - $52.6K
7.2K $547K
Apr 27, 2023 Q1 2023
Stratos Wealth Advisors, LLC

BUY
 -
727
+ 17.88%
$46.3K - $52.4K
4.79K $364K
Apr 25, 2023 Q1 2023
Geneos Wealth Management Inc.

BUY
 -
725
+ 9.4%
$46.2K - $52.3K
8.44K $641K
May 03, 2023 Q1 2023
Arrow Financial Corp

BUY
 -
724
+ 5.27%
$46.1K - $52.2K
14.5K $1.1M
May 20, 2024 Q1 2023
Parallel Advisors, LLC

BUY
 -
707
+ 4.48%
$45K - $51K
16.5K $1.25M
May 12, 2023 Q1 2023
Ica Group Wealth Management, LLC

Denver, CO
BUY
 -
705
+ 3.77%
$44.9K - $50.8K
19.4K $1.48M
Aug 13, 2024 Q1 2023
Meridian Financial, LLC

Holliston, MA
BUY
 -
700
+ 18.92%
$44.6K - $50.5K
4.4K $335K
May 22, 2023 Q1 2023
Front Row Advisors LLC

Tiburon, CA
BUY
 -
679
+ 1385.71%
$43.3K - $48.9K
728 $55.3K
May 12, 2023 Q1 2023
Regions Financial Corp

BUY
 -
678
+ 4.29%
$43.2K - $48.9K
16.5K $1.25M
Apr 26, 2023 Q1 2023
Interactive Financial Advisors

Chicago, IL
BUY
 -
671
+ 1.89%
$42.7K - $48.4K
36.2K $2.75M
Apr 25, 2023 Q1 2023
Zullo Investment Group, Inc.

Scranton, PA
BUY
 -
640
+ 2.52%
$40.8K - $46.1K
26.1K $1.98M
Apr 12, 2023 Q1 2023
Lion Street Advisors, LLC

BUY
 -
623
+ 10.2%
$39.7K - $44.9K
6.73K $512K
May 11, 2023 Q1 2023
Tradition Wealth Management, LLC

BUY
 -
599
+ 11.02%
$38.2K - $43.2K
6.03K $459K
May 09, 2023 Q1 2023
Riggs Asset Managment Co. Inc.

BUY
 -
574
New
$36.6K - $41.4K
574 $43.6K
May 10, 2023 Q1 2023
Resources Investment Advisors, Llc.

Overland Park, KS
BUY
 -
572
+ 3.26%
$36.4K - $41.2K
18.1K $1.38M
Apr 26, 2023 Q1 2023
Alpha Cubed Investments, LLC

BUY
 -
554
+ 1.8%
$35.3K - $39.9K
31.3K $2.38M
May 04, 2023 Q1 2023
Wealthcare Advisory Partners LLC

West Chester, PA
BUY
 -
541
+ 5.07%
$34.5K - $39K
11.2K $852K
Apr 13, 2023 Q1 2023
Us Advisors Wealth Management, LLC

Eden Prairie, MN
BUY
 -
534
+ 2.35%
$34K - $38.5K
23.2K $1.76M
Apr 13, 2023 Q1 2023
Romano Brothers And Company

Evanston, IL
BUY
 -
500
+ 14.68%
$31.9K - $36K
3.91K $297K
May 01, 2023 Q1 2023
Arete Wealth Advisors, LLC

Chicago, IL
BUY
 -
497
+ 5.81%
$31.7K - $35.8K
9.06K $689K
Apr 25, 2023 Q1 2023
Stone House Investment Management, LLC

BUY
 -
489
New
$31.1K - $35.2K
489 $37.2K
May 04, 2023 Q1 2023
Kerntke Otto Mc Glone Wealth Management Group

Appleton, WI
BUY
 -
484
+ 2.79%
$30.8K - $34.9K
17.8K $1.36M
May 12, 2023 Q1 2023
Stonebridge Capital Advisors LLC

St Paul, MN
BUY
 -
472
+ 177.44%
$30.1K - $34K
738 $56.1K
May 15, 2023 Q1 2023
Pgim Custom Harvest LLC

Newark, NJ
BUY
 -
470
+ 0.33%
$29.9K - $33.9K
142K $10.8M
May 09, 2023 Q1 2023
Roundview Capital LLC

Princeton, NJ
BUY
 -
470
+ 0.74%
$29.9K - $33.9K
63.8K $4.85M
Apr 20, 2023 Q1 2023
Beacon Capital Management, LLC

BUY
 -
458
+ 2410.53%
$29.2K - $33K
477 $36.3K
May 02, 2023 Q1 2023
Nbt Bank N A

BUY
 -
457
+ 1.02%
$29.1K - $32.9K
45.4K $3.45M
Apr 27, 2023 Q1 2023
Bay Colony Advisory Group, Inc D

BUY
 -
454
+ 5.19%
$28.9K - $32.7K
9.2K $700K
May 12, 2023 Q1 2023
Hanseatic Management Services Inc

BUY
 -
453
+ 408.11%
$28.9K - $32.7K
564 $42.9K
May 03, 2023 Q1 2023
Petredis Investment Advisors LLC

Warrendale, PA
BUY
 -
435
+ 0.68%
$27.7K - $31.4K
64.5K $4.91M
May 20, 2024 Q1 2023
Petredis Investment Advisors LLC

Warrendale, PA
BUY
 -
435
+ 0.68%
$27.7K - $31.4K
64.5K $4.91M
May 04, 2023 Q1 2023
Vickerman Investment Advisors, Inc.

Spokane, WA
BUY
 -
415
+ 0.91%
$26.4K - $29.9K
45.9K $3.49M
May 23, 2023 Q1 2023
Old North State Trust, LLC

Greensboro, NC
BUY
 -
406
New
$25.9K - $29.3K
406 $30.9K
Apr 18, 2023 Q1 2023
Outlook Wealth Advisors, LLC

BUY
 -
404
+ 11.37%
$25.7K - $29.1K
3.96K $301K
Apr 12, 2023 Q1 2023
Private Trust CO Na

BUY
 -
401
+ 3.13%
$25.5K - $28.9K
13.2K $1M
May 11, 2023 Q1 2023
Bristlecone Advisors, LLC

BUY
 -
400
New
$25.5K - $28.8K
400 $30.4K

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