Purchases and Sales Made in Q3 2021 in Utilities Sector Spdr (XLU)
This table provides information about the institutional ownership of Utilities Sector Spdr (XLU) during Q3 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Oct 08, 2021
Q3 2021
|
Trust CO Of Oklahoma
|
SELL
|
- |
-24- 0.05% |
$1.53K - $1.68K
|
48.7K
$3.7M
|
|
|
Oct 28, 2021
Q3 2021
|
Kanawha Capital Management LLC
|
SELL
|
- |
-25- 0.76% |
$1.59K - $1.75K
|
3.27K
$248K
|
|
|
Oct 18, 2021
Q3 2021
|
Btr Capital Management Inc
|
SELL
|
- |
-25- 0.21% |
$1.59K - $1.75K
|
12.1K
$921K
|
|
|
Oct 07, 2021
Q3 2021
|
Pacifica Partners Inc.
|
SELL
|
- |
-25- 0.84% |
$1.59K - $1.75K
|
2.94K
$223K
|
|
|
Nov 15, 2021
Q3 2021
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-25- 16.67% |
$1.59K - $1.75K
|
125
$9.5K
|
|
|
Nov 02, 2021
Q3 2021
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-27- 1.73% |
$1.72K - $1.89K
|
1.53K
$117K
|
|
|
Oct 22, 2021
Q3 2021
|
Plimoth Trust CO LLC
|
SELL
|
- |
-29- 0.67% |
$1.84K - $2.03K
|
4.28K
$325K
|
|
|
Oct 27, 2021
Q3 2021
|
Hills Bank & Trust CO
|
SELL
|
- |
-30- 1.36% |
$1.91K - $2.1K
|
2.17K
$165K
|
|
|
Oct 08, 2021
Q3 2021
|
Modus Advisors, LLC
|
SELL
|
- |
-31Closed |
$1.97K - $2.17K
|
0
$0
|
|
|
Nov 02, 2021
Q3 2021
|
Spinnaker Trust
|
SELL
|
- |
-31- 0.59% |
$1.97K - $2.17K
|
5.21K
$396K
|
|
|
Oct 18, 2021
Q3 2021
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-33- 0.48% |
$2.1K - $2.31K
|
6.86K
$521K
|
|
|
Nov 15, 2021
Q3 2021
|
Cmg Global Holdings, LLC
|
SELL
|
- |
-35- 0.4% |
$2.22K - $2.45K
|
8.69K
$660K
|
|
|
Nov 12, 2021
Q3 2021
|
Fort Sheridan Advisors LLC
Highland Park, IL |
SELL
|
- |
-36- 0.09% |
$2.29K - $2.52K
|
39.3K
$2.99M
|
|
|
Oct 29, 2021
Q3 2021
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-38- 0.31% |
$2.42K - $2.66K
|
12K
$915K
|
|
|
Oct 14, 2021
Q3 2021
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-45- 0.27% |
$2.86K - $3.15K
|
16.6K
$1.26M
|
|
|
Nov 15, 2021
Q3 2021
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-48- 0.76% |
$3.05K - $3.36K
|
6.25K
$475K
|
|
|
Oct 05, 2021
Q3 2021
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-50- 0.56% |
$3.18K - $3.5K
|
8.82K
$670K
|
|
|
Oct 14, 2021
Q3 2021
|
Successful Portfolios LLC
|
SELL
|
- |
-50- 0.81% |
$3.18K - $3.5K
|
6.16K
$468K
|
|
|
Nov 04, 2021
Q3 2021
|
Anfield Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-51Closed |
$3.24K - $3.57K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-51- 0.27% |
$3.24K - $3.57K
|
18.6K
$1.41M
|
|
|
Oct 25, 2021
Q3 2021
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-54- 0.77% |
$3.43K - $3.78K
|
6.99K
$532K
|
|
|
Oct 15, 2021
Q3 2021
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-58- 0.3% |
$3.69K - $4.06K
|
19.4K
$1.47M
|
|
|
Nov 15, 2021
Q3 2021
|
First Manhattan CO
New York, NY |
SELL
|
- |
-60- 22.3% |
$3.81K - $4.2K
|
209
$15.9K
|
|
|
Nov 08, 2021
Q3 2021
|
Meeder Asset Management Inc
|
SELL
|
- |
-64Closed |
$4.07K - $4.48K
|
0
$0
|
|
|
Mar 09, 2022
Q3 2021
|
Alpha Centric Advisors LLC
San Juan, PR |
SELL
|
- |
-64- 2.36% |
$4.07K - $4.48K
|
2.65K
$201K
|
|
|
Nov 01, 2021
Q3 2021
|
Stillwater Capital Advisors, LLC
|
SELL
|
- |
-69- 0.46% |
$4.39K - $4.83K
|
15.1K
$1.14M
|
|
|
Oct 28, 2021
Q3 2021
|
Avitas Wealth Management LLC
|
SELL
|
- |
-87- 1.14% |
$5.53K - $6.1K
|
7.57K
$576K
|
|
|
Nov 12, 2021
Q3 2021
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-90Closed |
$5.72K - $6.31K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Pacific Sun Financial Corp
|
SELL
|
- |
-100- 2.38% |
$6.36K - $7.01K
|
4.1K
$311K
|
|
|
Oct 12, 2021
Q3 2021
|
Cra Financial Services, LLC
|
SELL
|
- |
-100- 0.92% |
$6.36K - $7.01K
|
10.8K
$818K
|
|
|
Nov 09, 2021
Q3 2021
|
Providence Capital Advisors, LLC
Charlotte, NC |
SELL
|
- |
-100Closed |
$6.36K - $7.01K
|
0
$0
|
|
|
Nov 03, 2021
Q3 2021
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-100- 2.94% |
$6.36K - $7.01K
|
3.3K
$251K
|
|
|
Oct 22, 2021
Q3 2021
|
Patten & Patten Inc
|
SELL
|
- |
-104- 0.36% |
$6.61K - $7.29K
|
28.7K
$2.18M
|
|
|
Nov 05, 2021
Q3 2021
|
1 St Source Bank
|
SELL
|
- |
-110- 0.66% |
$6.99K - $7.71K
|
16.5K
$1.25M
|
|
|
Nov 15, 2021
Q3 2021
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-110- 5.86% |
$6.99K - $7.71K
|
1.77K
$134K
|
|
|
Nov 02, 2021
Q3 2021
|
Tectonic Advisors LLC
Plano, TX |
SELL
|
- |
-116- 43.61% |
$7.37K - $8.13K
|
150
$11.4K
|
|
|
Nov 16, 2021
Q3 2021
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
SELL
|
- |
-117- 1.56% |
$7.44K - $8.2K
|
7.39K
$561K
|
|
|
Nov 08, 2021
Q3 2021
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-120- 6.74% |
$7.63K - $8.41K
|
1.66K
$126K
|
|
|
Nov 12, 2021
Q3 2021
|
Pittenger & Anderson Inc
|
SELL
|
- |
-120- 2.37% |
$7.63K - $8.41K
|
4.94K
$375K
|
|
|
Nov 01, 2021
Q3 2021
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-120- 1.09% |
$7.63K - $8.41K
|
10.9K
$826K
|
|
|
Oct 27, 2021
Q3 2021
|
Stephens Inc
|
SELL
|
- |
-124- 2.04% |
$7.88K - $8.69K
|
5.94K
$451K
|
|
|
Nov 15, 2021
Q3 2021
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-124- 5.68% |
$7.88K - $8.69K
|
2.06K
$156K
|
|
|
Nov 18, 2021
Q3 2021
|
Lumbard & Kellner, LLC
Hollis, NH |
SELL
|
- |
-127- 1.42% |
$8.07K - $8.9K
|
8.83K
$671K
|
|
|
Nov 09, 2021
Q3 2021
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-128- 0.55% |
$8.14K - $8.97K
|
23.3K
$1.77M
|
|
|
Oct 12, 2021
Q3 2021
|
American National Bank
|
SELL
|
- |
-130Closed |
$8.26K - $9.11K
|
0
$0
|
|
|
Oct 29, 2021
Q3 2021
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-138- 3.08% |
$8.77K - $9.67K
|
4.34K
$330K
|
|
|
Nov 04, 2021
Q3 2021
|
Hancock Whitney Corp
|
SELL
|
- |
-141- 3.12% |
$8.96K - $9.88K
|
4.38K
$333K
|
|
|
Nov 16, 2021
Q3 2021
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-148- 82.68% |
$9.41K - $10.4K
|
31
$2.36K
|
|
|
Nov 04, 2021
Q3 2021
|
Regions Financial Corp
|
SELL
|
- |
-157- 1.37% |
$9.98K - $11K
|
11.3K
$857K
|
|
|
Dec 09, 2021
Q3 2021
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-160- 4.53% |
$10.2K - $11.2K
|
3.37K
$256K
|