Purchases and Sales Made in Q2 2022 in Utilities Sector Spdr (XLU)

XLU Quotes by TradingView

This table provides information about the institutional ownership of Utilities Sector Spdr (XLU) during Q2 2022. 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
Jul 13, 2022 Q2 2022
Hamilton Wealth, LLC

SELL
 -
-3.73K
- 16.2%
$242K - $287K
19.3K $1.47M
Mar 20, 2023 Q2 2022
American Portfolios Advisors

Holbrook, NY
SELL
 -
-3.78K
- 4.12%
$245K - $291K
87.9K $6.68M
Aug 15, 2022 Q2 2022
Hilltop Holdings Inc.

Dallas, TX
SELL
 -
-3.79K
- 4.68%
$246K - $292K
77.2K $5.87M
Jul 19, 2022 Q2 2022
Simplicity Wealth,Llc

SELL
 -
-3.87K
- 49.83%
$251K - $298K
3.9K $296K
Jul 28, 2022 Q2 2022
Jb Capital LLC

SELL
 -
-3.92K
Closed
$254K - $302K
0 $0
Jul 21, 2022 Q2 2022
Atlantic Union Bankshares Corp

SELL
 -
-3.95K
- 2.89%
$256K - $304K
133K $10.1M
Aug 05, 2022 Q2 2022
Amg National Trust Bank

SELL
 -
-4.02K
- 13.54%
$260K - $309K
25.6K $1.95M
Aug 02, 2022 Q2 2022
Kovitz Investment Group Partners, LLC

SELL
 -
-4.06K
- 4.86%
$263K - $312K
79.4K $6.04M
Aug 09, 2022 Q2 2022
Regal Investment Advisors LLC

Kentwood, MI
SELL
 -
-4.12K
- 27.08%
$267K - $317K
11.1K $844K
Aug 02, 2022 Q2 2022
Belpointe Asset Management LLC

SELL
 -
-4.24K
- 14.69%
$275K - $326K
24.6K $1.87M
Aug 17, 2022 Q2 2022
Salem Investment Counselors Inc

Winston Salem, NC
SELL
 -
-4.36K
- 30.31%
$283K - $336K
10K $762K
Aug 08, 2022 Q2 2022
Y Intercept (Hong Kong) LTD

SELL
 -
-4.5K
Closed
$292K - $346K
0 $0
Aug 12, 2022 Q2 2022
Vision Point Advisory Group, LLC

Dallas, TX
SELL
 -
-4.63K
Closed
$300K - $356K
0 $0
Jul 06, 2022 Q2 2022
Parsec Financial Management, Inc.

SELL
 -
-4.7K
- 8.78%
$305K - $362K
48.8K $3.71M
Aug 02, 2022 Q2 2022
Ahrens Investment Partners LLC

SELL
 -
-4.82K
- 82.1%
$312K - $371K
1.05K $79.8K
Aug 03, 2022 Q2 2022
Valeo Financial Advisors, LLC

SELL
 -
-4.89K
- 52.26%
$317K - $376K
4.47K $340K
May 28, 2024 Q2 2022
Rockbridge Investment Management, Lcc

Syracuse, NY
SELL
 -
-4.91K
Closed
$319K - $378K
0 $0
Aug 09, 2022 Q2 2022
Ken Fisher Fisher Asset Management, LLC | Camas, Wa
SELL
 -
-4.95K
- 7.11%
$321K - $381K
64.6K $4.91M
Jul 25, 2022 Q2 2022
Geneva Partners, LLC

SELL
 -
-4.95K
Closed
$321K - $381K
0 $0
Jul 20, 2022 Q2 2022
Hnp Capital LLC

SELL
 -
-4.98K
- 5.32%
$323K - $383K
88.5K $6.73M
Aug 16, 2022 Q2 2022
Northern Oak Wealth Management Inc

Milwaukee, WI
SELL
 -
-5K
- 13.5%
$324K - $385K
32.1K $2.44M
Jul 27, 2022 Q2 2022
Qcm Cayman, Ltd.

SELL
 -
-5.1K
Closed
$331K - $392K
0 $0
Jul 28, 2022 Q2 2022
Mcdaniel Terry & CO

SELL
 -
-5.17K
Closed
$336K - $398K
0 $0
Oct 12, 2023 Q2 2022
Narus Financial Partners, LLC

Salt Lake City, UT
SELL
 -
-5.23K
- 25.97%
$339K - $403K
14.9K $1.13M
Aug 02, 2022 Q2 2022
Cx Institutional

SELL
 -
-5.26K
- 7.19%
$341K - $405K
67.9K $5.16M
Aug 15, 2022 Q2 2022
Zacks Investment Management

Chicago, IL
SELL
 -
-5.3K
Closed
$344K - $408K
0 $0
Aug 12, 2022 Q2 2022
Benjamin F. Edwards & Company, Inc.

St. Louis, MO
SELL
 -
-5.32K
- 13.02%
$345K - $410K
35.6K $2.7M
Aug 11, 2022 Q2 2022
Alpha Mark Advisors, LLC

Ft. Wright, KY
SELL
 -
-5.44K
- 9.72%
$353K - $419K
50.6K $3.85M
Aug 15, 2022 Q2 2022
Alliancebernstein L.P.

New York, NY
SELL
 -
-5.56K
Closed
$360K - $428K
0 $0
May 10, 2024 Q2 2022
V2 Financial Group LLC

Naperville, IL
SELL
 -
-5.7K
- 56.8%
$370K - $439K
4.34K $330K
Jul 20, 2022 Q2 2022
Donald L. Hagan, LLC

SELL
 -
-5.74K
- 52.21%
$372K - $442K
5.25K $399K
Aug 08, 2022 Q2 2022
Antonetti Capital Management LLC

SELL
 -
-5.93K
- 35.08%
$385K - $457K
11K $834K
Jul 12, 2022 Q2 2022
Calton & Associates, Inc.

SELL
 -
-6.12K
- 51.57%
$397K - $471K
5.75K $437K
Aug 15, 2022 Q2 2022
Gm Advisory Group, Inc.

Melville, NY
SELL
 -
-6.13K
- 30.93%
$398K - $472K
13.7K $1.04M
Aug 15, 2022 Q2 2022
Coury Firm Asset Management LLC

Pittsburgh, PA
SELL
 -
-6.5K
Closed
$422K - $500K
0 $0
Aug 05, 2022 Q2 2022
Biltmore Wealth Management, LLC

SELL
 -
-6.53K
- 4.87%
$424K - $503K
128K $9.69M
Aug 12, 2022 Q2 2022
Strategic Wealth Advisors Group, LLC

Sacramento, CA
SELL
 -
-6.54K
- 5.59%
$424K - $503K
110K $8.4M
Jul 27, 2022 Q2 2022
Marion Wealth Management

SELL
 -
-6.6K
Closed
$428K - $508K
0 $0
Jul 12, 2022 Q2 2022
Community Trust & Investment CO

SELL
 -
-6.71K
- 2.21%
$435K - $517K
298K $22.6M
Aug 05, 2022 Q2 2022
Old Mission Capital LLC

SELL
 -
-6.72K
- 4.08%
$436K - $517K
158K $12M
Jul 15, 2022 Q2 2022
Karp Capital Management Corp

SELL
 -
-6.72K
- 6.12%
$436K - $517K
103K $7.83M
Jul 28, 2022 Q2 2022
Matisse Capital

SELL
 -
-6.73K
Closed
$437K - $518K
0 $0
Aug 12, 2022 Q2 2022
55 I, LLC

Boston, MA
SELL
 -
-6.93K
- 24.62%
$449K - $533K
21.2K $1.61M
Jul 28, 2022 Q2 2022
Latitude Advisors, LLC

SELL
 -
-7.06K
Closed
$458K - $543K
0 $0
Aug 16, 2024 Q2 2022
Td Private Client Wealth LLC

New York, NY
SELL
 -
-7.15K
- 37.79%
$464K - $550K
11.8K $894K
Aug 01, 2022 Q2 2022
Meitav Dash Investments LTD

SELL
 -
-7.19K
- 13.21%
$466K - $553K
47.2K $3.59M
Jul 27, 2022 Q2 2022
Park Avenue Securities LLC

SELL
 -
-7.42K
- 18.92%
$481K - $571K
31.8K $2.42M
Aug 08, 2022 Q2 2022
Bay Colony Advisory Group, Inc D

SELL
 -
-7.49K
- 48.22%
$486K - $576K
8.04K $611K
Aug 15, 2022 Q2 2022
Shay Capital LLC

New York, NY
SELL
 -
-7.5K
Closed
$487K - $577K
0 $0

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