Purchases and Sales Made in Q3 2021 in Utilities Sector Spdr (XLU)

XLU Quotes by TradingView

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
Nov 04, 2021 Q3 2021
Barnett & Company, Inc.

SELL
 -
-1.28K
- 49.23%
$81.4K - $89.7K
1.32K $100K
Nov 09, 2021 Q3 2021
Evolution Wealth Advisors, LLC

SELL
 -
-1.31K
Closed
$83.1K - $91.6K
0 $0
Oct 14, 2021 Q3 2021
Tiaa, Fsb

St. Louis, MO
SELL
 -
-1.31K
- 4.83%
$83.1K - $91.7K
25.8K $1.96M
Oct 13, 2021 Q3 2021
Joseph P. Lucia & Associates, LLC

SELL
 -
-1.32K
- 18.48%
$83.6K - $92.2K
5.8K $441K
Nov 04, 2021 Q3 2021
Cullen/Frost Bankers, Inc.

SELL
 -
-1.35K
- 45.99%
$85.9K - $94.7K
1.59K $121K
Nov 03, 2021 Q3 2021
Brookstone Capital Management

SELL
 -
-1.39K
- 12.02%
$88.2K - $97.2K
10.1K $771K
Nov 15, 2021 Q3 2021
Sprott Inc.

Toronto, A6
SELL
 -
-1.4K
- 13.46%
$89K - $98.1K
9K $684K
Nov 12, 2021 Q3 2021
First Republic Investment Management, Inc.

San Francisco, CA
SELL
 -
-1.4K
- 1.52%
$89K - $98.1K
90.7K $6.9M
Nov 12, 2021 Q3 2021
Edgewood Management LLC

Greenwich, CT
SELL
 -
-1.43K
- 1.7%
$90.9K - $100K
82.8K $6.29M
Nov 12, 2021 Q3 2021
Wsfs Capital Management, LLC

Philadelphia, PA
SELL
 -
-1.45K
- 28.23%
$92.2K - $102K
3.69K $280K
Oct 12, 2021 Q3 2021
Contravisory Investment Management, Inc.

SELL
 -
-1.48K
Closed
$94.3K - $104K
0 $0
Oct 12, 2021 Q3 2021
Focused Wealth Management, Inc

SELL
 -
-1.5K
- 63.49%
$95.1K - $105K
861 $65.4K
Nov 12, 2021 Q3 2021
Laurel Wealth Advisors, Inc.

Solana Beach, CA
SELL
 -
-1.52K
- 6.99%
$96.4K - $106K
20.2K $1.53M
Nov 05, 2021 Q3 2021
Resources Investment Advisors, Llc.

Overland Park, KS
SELL
 -
-1.56K
- 12.84%
$99K - $109K
10.6K $804K
Nov 08, 2021 Q3 2021
Vision Point Advisory Group, LLC

Dallas, TX
SELL
 -
-1.6K
- 24.44%
$101K - $112K
4.93K $375K
Dec 03, 2021 Q3 2021
Private Wealth Advisors, LLC

Fresno, CA
SELL
 -
-1.63K
- 4.31%
$104K - $114K
36.1K $2.75M
Oct 22, 2021 Q3 2021
Farmers & Merchants Trust CO Of Chambersburg Pa

SELL
 -
-1.66K
- 6.02%
$105K - $116K
25.9K $1.97M
Dec 01, 2022 Q3 2021
Mufg Americas Holdings Corp

SELL
 -
-1.68K
- 26.64%
$107K - $118K
4.62K $351K
Nov 05, 2021 Q3 2021
Mufg Americas Holdings Corp

SELL
 -
-1.68K
- 26.64%
$107K - $118K
4.62K $351K
Nov 05, 2021 Q3 2021
Lincoln National Corp

SELL
 -
-1.71K
- 16.3%
$109K - $120K
8.79K $668K
Oct 15, 2021 Q3 2021
Fifth Third Bancorp

SELL
 -
-1.75K
- 3.18%
$111K - $123K
53.3K $4.05M
Nov 09, 2021 Q3 2021
Prime Capital Investment Advisors, LLC

Overland Park, KS
SELL
 -
-1.78K
- 14.3%
$113K - $125K
10.7K $810K
Nov 12, 2021 Q3 2021
Laidlaw Wealth Management LLC

New York City, NY
SELL
 -
-1.83K
- 14.65%
$117K - $128K
10.7K $812K
Oct 08, 2021 Q3 2021
Boltwood Capital Management

SELL
 -
-1.85K
- 10.98%
$117K - $129K
15K $1.14M
Oct 21, 2021 Q3 2021
Millburn Ridgefield Corp

SELL
 -
-1.88K
- 14.16%
$120K - $132K
11.4K $867K
Oct 14, 2021 Q3 2021
Great Valley Advisor Group, Inc.

SELL
 -
-1.96K
- 19.7%
$124K - $137K
7.97K $606K
Oct 28, 2021 Q3 2021
Amg National Trust Bank

SELL
 -
-2.07K
- 5.46%
$131K - $145K
35.8K $2.72M
Oct 26, 2021 Q3 2021
Sequoia Financial Advisors, LLC

SELL
 -
-2.17K
- 24.71%
$138K - $152K
6.61K $502K
Nov 03, 2021 Q3 2021
Nvwm, LLC

SELL
 -
-2.19K
Closed
$139K - $153K
0 $0
Nov 12, 2021 Q3 2021
Virtue Capital Management, LLC

Brentwood, TN
SELL
 -
-2.26K
- 4.83%
$144K - $158K
44.5K $3.38M
Oct 15, 2021 Q3 2021
Bard Financial Services, Inc.

SELL
 -
-2.5K
- 30.18%
$159K - $175K
5.79K $440K
Oct 08, 2021 Q3 2021
Wedbush Securities Inc

SELL
 -
-2.64K
- 5.08%
$168K - $185K
49.4K $3.75M
Oct 29, 2021 Q3 2021
Janney Montgomery Scott LLC

SELL
 -
-2.65K
- 3.19%
$168K - $186K
80.3K $6.1M
Nov 10, 2021 Q3 2021
Creative Planning

Overland Park, KS
SELL
 -
-2.78K
- 4.26%
$177K - $195K
62.4K $4.75M
Nov 12, 2021 Q3 2021
Clearbridge Investments, LLC

New York, NY
SELL
 -
-2.8K
- 9.02%
$178K - $196K
28.2K $2.15M
Oct 22, 2021 Q3 2021
Cowa, LLC

Tulsa, OK
SELL
 -
-2.84K
- 41.54%
$181K - $199K
4K $304K
Nov 09, 2021 Q3 2021
Quantbot Technologies LP

New York, NY
SELL
 -
-3.06K
- 38.77%
$194K - $214K
4.83K $367K
Nov 10, 2021 Q3 2021
Orion Portfolio Solutions, LLC

SELL
 -
-3.36K
- 2.23%
$213K - $235K
147K $11.2M
Nov 17, 2021 Q3 2021
Strategic Wealth Advisors Group, LLC

Sacramento, CA
SELL
 -
-3.36K
- 24.76%
$213K - $235K
10.2K $776K
Oct 15, 2021 Q3 2021
Sheets Smith Wealth Management

SELL
 -
-3.39K
Closed
$215K - $237K
0 $0
Nov 12, 2021 Q3 2021
Curtis Advisory Group, LLC

Santa Barbara, CA
SELL
 -
-3.39K
- 39.43%
$215K - $238K
5.21K $396K
Oct 22, 2021 Q3 2021
Family Firm, Inc.

SELL
 -
-3.41K
Closed
$217K - $239K
0 $0
Oct 25, 2021 Q3 2021
Old National Bancorp

SELL
 -
-3.46K
- 3.04%
$220K - $242K
110K $8.36M
Oct 22, 2021 Q3 2021
Murphy Capital Management Inc

SELL
 -
-3.48K
- 4.0%
$221K - $244K
83.4K $6.34M
Nov 12, 2021 Q3 2021
Stamos Capital Partners, L.P.

Menlo Park, CA
SELL
 -
-3.5K
- 7.07%
$222K - $245K
46K $3.49M
Nov 04, 2021 Q3 2021
Diversified, LLC

SELL
 -
-3.58K
- 16.55%
$228K - $251K
18.1K $1.37M
Nov 12, 2021 Q3 2021
Palumbo Wealth Management LLC

Great Neck, NY
SELL
 -
-4.01K
- 32.08%
$255K - $281K
8.48K $644K
Nov 12, 2021 Q3 2021
Geo Wealth Management, LLC

Chicago, IL
SELL
 -
-4.18K
Closed
$265K - $293K
0 $0
Oct 19, 2021 Q3 2021
Segment Wealth Management, LLC

SELL
 -
-4.21K
Closed
$268K - $295K
0 $0

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