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 28, 2021
Q3 2021
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-485- 3.7% |
$30.8K - $34K
|
12.6K
$960K
|
|
|
Nov 12, 2021
Q3 2021
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-490- 2.81% |
$31.1K - $34.3K
|
17K
$1.29M
|
|
|
Oct 20, 2021
Q3 2021
|
Flagship Private Wealth, LLC
|
SELL
|
- |
-496Closed |
$31.5K - $34.8K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Sns Financial Group, LLC
|
SELL
|
- |
-500- 3.65% |
$31.8K - $35K
|
13.2K
$1M
|
|
|
Nov 08, 2021
Q3 2021
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-500- 2.32% |
$31.8K - $35K
|
21K
$1.6M
|
|
|
Nov 12, 2021
Q3 2021
|
Main Management LLC
San Francisco, CA |
SELL
|
- |
-500Closed |
$31.8K - $35K
|
0
$0
|
|
|
Aug 30, 2024
Q3 2021
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-521- 37.11% |
$33.1K - $36.5K
|
883
$67.1K
|
|
|
Oct 22, 2021
Q3 2021
|
Trust CO Of Vermont
|
SELL
|
- |
-525Closed |
$33.4K - $36.8K
|
0
$0
|
|
|
Oct 07, 2021
Q3 2021
|
New Capital Management LP
|
SELL
|
- |
-530Closed |
$33.7K - $37.1K
|
0
$0
|
|
|
Jan 02, 2024
Q3 2021
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-531- 36.67% |
$33.8K - $37.2K
|
917
$69.7K
|
|
|
Oct 20, 2021
Q3 2021
|
Wambolt & Associates, LLC
|
SELL
|
- |
-544- 12.02% |
$34.6K - $38.1K
|
3.98K
$303K
|
|
|
Oct 08, 2021
Q3 2021
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-552- 3.31% |
$35.1K - $38.7K
|
16.1K
$1.22M
|
|
|
Nov 12, 2021
Q3 2021
|
Financial Insights, Inc.
|
SELL
|
- |
-572Closed |
$36.4K - $40.1K
|
0
$0
|
|
|
Oct 19, 2021
Q3 2021
|
Ellevest, Inc.
|
SELL
|
- |
-592Closed |
$37.6K - $41.5K
|
0
$0
|
|
|
Nov 01, 2021
Q3 2021
|
Lee Danner & Bass Inc
|
SELL
|
- |
-605- 3.57% |
$38.5K - $42.4K
|
16.3K
$1.24M
|
|
|
Oct 28, 2021
Q3 2021
|
Endurance Wealth Management, Inc.
|
SELL
|
- |
-608- 6.29% |
$38.6K - $42.6K
|
9.06K
$688K
|
|
|
Oct 26, 2021
Q3 2021
|
Full Sail Capital, LLC
Oklahoma City, OK |
SELL
|
- |
-626- 0.99% |
$39.8K - $43.9K
|
62.9K
$4.78M
|
|
|
Oct 22, 2021
Q3 2021
|
Optimum Investment Advisors
|
SELL
|
- |
-638- 16.21% |
$40.6K - $44.7K
|
3.3K
$251K
|
|
|
Nov 16, 2021
Q3 2021
|
Schonfeld Strategic Advisors LLC
New York, NY |
SELL
|
- |
-640- 32.31% |
$40.7K - $44.8K
|
1.34K
$102K
|
|
|
Oct 12, 2021
Q3 2021
|
Stonnington Group, LLC
|
SELL
|
- |
-650- 9.41% |
$41.3K - $45.5K
|
6.26K
$475K
|
|
|
Dec 16, 2021
Q3 2021
|
First Command Bank
|
SELL
|
- |
-650- 80.65% |
$41.3K - $45.5K
|
156
$11.9K
|
|
|
Nov 08, 2021
Q3 2021
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-650- 10.06% |
$41.3K - $45.5K
|
5.81K
$442K
|
|
|
Jan 12, 2022
Q3 2021
|
First Command Financial Services, Inc.
|
SELL
|
- |
-650- 80.65% |
$41.3K - $45.5K
|
156
$11.9K
|
|
|
Oct 27, 2021
Q3 2021
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-655- 16.93% |
$41.6K - $45.9K
|
3.22K
$244K
|
|
|
Oct 28, 2021
Q3 2021
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-659- 67.52% |
$41.9K - $46.2K
|
317
$24.1K
|
|
|
Nov 04, 2021
Q3 2021
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-676- 15.71% |
$43K - $47.4K
|
3.63K
$276K
|
|
|
Oct 26, 2021
Q3 2021
|
First Merchants Corp
|
SELL
|
- |
-677- 1.4% |
$43K - $47.4K
|
47.8K
$3.63M
|
|
|
Oct 27, 2021
Q3 2021
|
Solstein Capital, LLC
Menlo Park, CA |
SELL
|
- |
-681Closed |
$43.3K - $47.7K
|
0
$0
|
|
|
Oct 15, 2021
Q3 2021
|
City Holding CO
|
SELL
|
- |
-700- 2.8% |
$44.5K - $49K
|
24.3K
$1.85M
|
|
|
Nov 15, 2021
Q3 2021
|
Constitution Capital LLC
Shelton, CT |
SELL
|
- |
-700- 5.0% |
$44.5K - $49K
|
13.3K
$1.01M
|
|
|
Sep 21, 2023
Q3 2021
|
Halpern Financial, Inc.
Ashburn, VA |
SELL
|
- |
-732- 82.99% |
$46.5K - $51.3K
|
150
$11.4K
|
|
|
Nov 08, 2021
Q3 2021
|
Hamel Associates, Inc.
|
SELL
|
- |
-750- 0.79% |
$47.7K - $52.6K
|
94.1K
$7.15M
|
|
|
Oct 27, 2021
Q3 2021
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-769Closed |
$48.9K - $53.9K
|
0
$0
|
|
|
Nov 10, 2021
Q3 2021
|
Kalos Management, Inc.
Alpharetta, GA |
SELL
|
- |
-777- 11.46% |
$49.4K - $54.4K
|
6K
$456K
|
|
|
Nov 12, 2021
Q3 2021
|
Bank Of New York Mellon Corp
New York, NY |
SELL
|
- |
-828- 3.59% |
$52.6K - $58K
|
22.2K
$1.69M
|
|
|
Oct 18, 2021
Q3 2021
|
Raymond James Trust N.A.
|
SELL
|
- |
-833- 4.66% |
$52.9K - $58.4K
|
17K
$1.29M
|
|
|
Oct 15, 2021
Q3 2021
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-834- 7.58% |
$53K - $58.4K
|
10.2K
$773K
|
|
|
Nov 09, 2021
Q3 2021
|
Graypoint LLC
|
SELL
|
- |
-896- 1.15% |
$56.9K - $62.8K
|
77.2K
$5.87M
|
|
|
Nov 15, 2021
Q3 2021
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-906- 3.99% |
$57.6K - $63.5K
|
21.8K
$1.66M
|
|
|
Oct 28, 2021
Q3 2021
|
Mechanics Bank Trust Department
|
SELL
|
- |
-907- 2.56% |
$57.6K - $63.6K
|
34.6K
$2.63M
|
|
|
Nov 12, 2021
Q3 2021
|
Mv Capital Management, Inc.
|
SELL
|
- |
-949- 1.8% |
$60.3K - $66.5K
|
51.9K
$3.94M
|
|
|
Oct 22, 2021
Q3 2021
|
Global Retirement Partners, LLC
|
SELL
|
- |
-951- 2.63% |
$60.4K - $66.6K
|
35.2K
$2.68M
|
|
|
Nov 15, 2021
Q3 2021
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-1.05K- 7.41% |
$66.5K - $73.4K
|
13.1K
$994K
|
|
|
Nov 12, 2021
Q3 2021
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-1.06K- 1.47% |
$67.2K - $74.1K
|
70.7K
$5.37M
|
|
|
Nov 12, 2021
Q3 2021
|
Providence First Trust CO
|
SELL
|
- |
-1.1K- 1.75% |
$69.8K - $76.9K
|
61.6K
$4.68M
|
|
|
Nov 12, 2021
Q3 2021
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-1.14K- 20.69% |
$72.5K - $79.9K
|
4.37K
$332K
|
|
|
Nov 03, 2021
Q3 2021
|
Meitav Dash Investments LTD
|
SELL
|
- |
-1.14K- 3.67% |
$72.7K - $80.2K
|
30K
$2.28M
|
|
|
Nov 12, 2021
Q3 2021
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-1.16K- 2.53% |
$73.9K - $81.5K
|
44.7K
$3.4M
|
|
|
Oct 18, 2021
Q3 2021
|
David J Yvars Group
|
SELL
|
- |
-1.18K- 13.23% |
$74.9K - $82.5K
|
7.73K
$587K
|
|
|
Oct 28, 2021
Q3 2021
|
Community Bank, N.A.
|
SELL
|
- |
-1.21K- 20.35% |
$76.9K - $84.8K
|
4.74K
$360K
|