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 18, 2021
Q3 2021
|
Nbt Bank N A
|
SELL
|
- |
-161- 0.34% |
$10.2K - $11.3K
|
47.5K
$3.61M
|
|
|
Nov 09, 2021
Q3 2021
|
Valmark Advisers, Inc.
|
SELL
|
- |
-162- 1.5% |
$10.3K - $11.4K
|
10.7K
$810K
|
|
|
Nov 09, 2021
Q3 2021
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-164- 0.39% |
$10.4K - $11.5K
|
42.1K
$3.2M
|
|
|
Oct 22, 2021
Q3 2021
|
Beck Bode, LLC
|
SELL
|
- |
-165- 3.9% |
$10.5K - $11.6K
|
4.06K
$309K
|
|
|
Nov 15, 2021
Q3 2021
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-181- 1.17% |
$11.5K - $12.7K
|
15.3K
$1.17M
|
|
|
Oct 13, 2022
Q3 2021
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-181- 1.17% |
$11.5K - $12.7K
|
15.3K
$1.17M
|
|
|
Oct 22, 2021
Q3 2021
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-190- 0.89% |
$12.1K - $13.3K
|
21.2K
$1.61M
|
|
|
Nov 16, 2021
Q3 2021
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-190- 38.78% |
$12.1K - $13.3K
|
300
$22.8K
|
|
|
Oct 26, 2021
Q3 2021
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-196- 0.14% |
$12.5K - $13.7K
|
135K
$10.3M
|
|
|
Nov 12, 2021
Q3 2021
|
Monetary Management Group Inc
St Louis, MO |
SELL
|
- |
-200- 3.01% |
$12.7K - $14K
|
6.45K
$490K
|
|
|
Oct 20, 2021
Q3 2021
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-210- 13.6% |
$13.3K - $14.7K
|
1.33K
$101K
|
|
|
Nov 09, 2021
Q3 2021
|
Washington Trust CO
|
SELL
|
- |
-216- 6.04% |
$13.7K - $15.1K
|
3.36K
$255K
|
|
|
Oct 25, 2021
Q3 2021
|
Wbh Advisory Inc
|
SELL
|
- |
-220- 0.57% |
$14K - $15.4K
|
38.3K
$2.91M
|
|
|
Nov 01, 2021
Q3 2021
|
Ballast Advisors LLC
|
SELL
|
- |
-236- 9.27% |
$15K - $16.5K
|
2.31K
$176K
|
|
|
Nov 16, 2021
Q3 2021
|
Amussen Hunsaker Associates LLC
Salt Lake City, UT |
SELL
|
- |
-240- 5.12% |
$15.3K - $16.8K
|
4.45K
$338K
|
|
|
Nov 03, 2021
Q3 2021
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-241- 93.41% |
$15.3K - $16.9K
|
17
$1.29K
|
|
|
Nov 04, 2021
Q3 2021
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-242- 15.38% |
$15.4K - $17K
|
1.33K
$101K
|
|
|
Nov 12, 2021
Q3 2021
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-250Closed |
$15.9K - $17.5K
|
0
$0
|
|
|
Oct 26, 2021
Q3 2021
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-257- 1.55% |
$16.3K - $18K
|
16.3K
$1.24M
|
|
|
Nov 01, 2021
Q3 2021
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-261- 0.62% |
$16.6K - $18.3K
|
41.6K
$3.16M
|
|
|
Nov 05, 2021
Q3 2021
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-262- 1.82% |
$16.7K - $18.4K
|
14.1K
$1.07M
|
|
|
Nov 15, 2021
Q3 2021
|
Bailard, Inc.
|
SELL
|
- |
-270- 7.61% |
$17.2K - $18.9K
|
3.28K
$249K
|
|
|
Nov 12, 2021
Q3 2021
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-278- 8.0% |
$17.7K - $19.5K
|
3.2K
$243K
|
|
|
Oct 13, 2021
Q3 2021
|
Silverleafe Capital Partners, LLC
Memphis, TN |
SELL
|
- |
-295- 3.01% |
$18.8K - $20.7K
|
9.51K
$723K
|
|
|
Dec 06, 2021
Q3 2021
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-296- 6.8% |
$18.8K - $20.7K
|
4.06K
$308K
|
|
|
Nov 12, 2021
Q3 2021
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-300- 4.91% |
$19.1K - $21K
|
5.81K
$441K
|
|
|
Oct 07, 2021
Q3 2021
|
Corsicana & Co.
|
SELL
|
- |
-300Closed |
$19.1K - $21K
|
0
$0
|
|
|
Nov 10, 2021
Q3 2021
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-304- 25.63% |
$19.3K - $21.3K
|
882
$67K
|
|
|
Oct 27, 2021
Q3 2021
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-313- 8.61% |
$19.9K - $21.9K
|
3.32K
$252K
|
|
|
Nov 12, 2021
Q3 2021
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-314- 3.96% |
$20K - $22K
|
7.62K
$579K
|
|
|
Oct 29, 2021
Q3 2021
|
Archer Investment Corp
|
SELL
|
- |
-328- 75.75% |
$20.8K - $23K
|
105
$7.98K
|
|
|
Nov 16, 2021
Q3 2021
|
Parisi Gray Wealth Management
|
SELL
|
- |
-330Closed |
$21K - $23.1K
|
0
$0
|
|
|
Oct 26, 2021
Q3 2021
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-345- 8.81% |
$21.9K - $24.2K
|
3.57K
$271K
|
|
|
Nov 12, 2021
Q3 2021
|
Four Thought Financial, LLC
Venice, FL |
SELL
|
- |
-348- 46.84% |
$22.1K - $24.4K
|
395
$30K
|
|
|
Nov 08, 2021
Q3 2021
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-349- 16.04% |
$22.2K - $24.5K
|
1.83K
$139K
|
|
|
Nov 02, 2021
Q3 2021
|
Parallel Advisors, LLC
|
SELL
|
- |
-360- 2.03% |
$22.9K - $25.2K
|
17.4K
$1.32M
|
|
|
Oct 27, 2021
Q3 2021
|
Trust CO Of Virginia
|
SELL
|
- |
-362- 1.32% |
$23K - $25.4K
|
27.1K
$2.06M
|
|
|
Nov 01, 2021
Q3 2021
|
Proffitt & Goodson Inc
|
SELL
|
- |
-382- 1.64% |
$24.3K - $26.8K
|
22.9K
$1.74M
|
|
|
Nov 15, 2021
Q3 2021
|
J. Goldman & CO LP
New York, NY |
SELL
|
- |
-386- 1.36% |
$24.5K - $27K
|
28.1K
$2.14M
|
|
|
Nov 10, 2021
Q3 2021
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-392- 3.72% |
$24.9K - $27.5K
|
10.2K
$772K
|
|
|
Nov 10, 2021
Q3 2021
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-398- 4.82% |
$25.3K - $27.9K
|
7.86K
$598K
|
|
|
Oct 22, 2021
Q3 2021
|
D.B. Root & Company, LLC
|
SELL
|
- |
-398- 9.91% |
$25.3K - $27.9K
|
3.62K
$275K
|
|
|
Nov 02, 2021
Q3 2021
|
John G Ullman & Associates Inc
|
SELL
|
- |
-400- 5.0% |
$25.4K - $28K
|
7.6K
$578K
|
|
|
Nov 15, 2021
Q3 2021
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-405- 4.13% |
$25.7K - $28.4K
|
9.41K
$715K
|
|
|
Oct 20, 2021
Q3 2021
|
Trust CO
|
SELL
|
- |
-422- 1.44% |
$26.8K - $29.6K
|
29K
$2.2M
|
|
|
Nov 12, 2021
Q3 2021
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-450- 0.81% |
$28.6K - $31.5K
|
55.4K
$4.21M
|
|
|
Nov 12, 2021
Q3 2021
|
Godsey & Gibb Associates
|
SELL
|
- |
-456Closed |
$29K - $32K
|
0
$0
|
|
|
Nov 08, 2021
Q3 2021
|
Perennial Advisors, LLC
New York, NY |
SELL
|
- |
-466Closed |
$29.6K - $32.7K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-469- 0.4% |
$29.8K - $32.9K
|
117K
$8.89M
|
|
|
Oct 20, 2021
Q3 2021
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-483- 13.59% |
$30.7K - $33.8K
|
3.07K
$233K
|