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 12, 2021 Q3 2021
Blueshift Asset Management, LLC

Red Bank, NJ
SELL
 -
-4.29K
- 25.94%
$273K - $301K
12.3K $931K
Nov 18, 2021 Q3 2021
Cribstone Capital Management, LLC

Augusta, ME
SELL
 -
-4.47K
- 12.69%
$284K - $313K
30.8K $2.34M
Nov 10, 2021 Q3 2021
Prentice Wealth Management LLC

SELL
 -
-4.55K
Closed
$289K - $319K
0 $0
Nov 15, 2021 Q3 2021
Fayez Sarofim & CO

Houston, TX
SELL
 -
-4.63K
Closed
$294K - $324K
0 $0
Oct 21, 2021 Q3 2021
United Asset Strategies, Inc.

Garden City, NY
SELL
 -
-4.63K
- 14.8%
$294K - $325K
26.7K $2.03M
Oct 21, 2021 Q3 2021
Bowling Portfolio Management LLC

SELL
 -
-4.78K
- 10.39%
$304K - $335K
41.2K $3.13M
Nov 08, 2021 Q3 2021
Synovus Financial Corp

Columbus, GA
SELL
 -
-5.06K
- 56.65%
$322K - $355K
3.87K $294K
Nov 15, 2021 Q3 2021
Zacks Investment Management

Chicago, IL
SELL
 -
-5.09K
Closed
$323K - $356K
0 $0
Nov 15, 2021 Q3 2021
Cabana LLC

Fayetteville, AR
SELL
 -
-5.21K
Closed
$331K - $365K
0 $0
Nov 01, 2021 Q3 2021
Qcm Cayman, Ltd.

SELL
 -
-5.25K
Closed
$333K - $368K
0 $0
Nov 15, 2021 Q3 2021
Mount Lucas Management LP

Newtown, PA
SELL
 -
-5.3K
- 9.66%
$337K - $372K
49.6K $3.77M
Nov 09, 2021 Q3 2021
San Luis Wealth Advisors LLC

San Luis Obispo, CA
SELL
 -
-5.47K
- 31.34%
$348K - $384K
12K $911K
Nov 04, 2021 Q3 2021
Prw Wealth Management LLC

SELL
 -
-5.49K
Closed
$349K - $384K
0 $0
Oct 18, 2021 Q3 2021
Brandywine Oak Private Wealth LLC

SELL
 -
-5.58K
Closed
$355K - $391K
0 $0
Nov 01, 2021 Q3 2021
Wealthpoint, LLC

SELL
 -
-5.66K
- 40.12%
$360K - $397K
8.45K $642K
Nov 15, 2021 Q3 2021
Verition Fund Management LLC

Greenwich, CT
SELL
 -
-5.75K
Closed
$365K - $403K
0 $0
Oct 19, 2021 Q3 2021
Stratos Wealth Partners, Ltd.

SELL
 -
-5.95K
- 24.8%
$378K - $417K
18K $1.37M
Nov 10, 2021 Q3 2021
King Luther Capital Management Corp

Fort Worth, TX
SELL
 -
-5.99K
- 49.1%
$381K - $420K
6.21K $472K
Oct 28, 2021 Q3 2021
Simplex Trading, LLC

SELL
 -
-6.04K
- 3.86%
$384K - $423K
150K $11.4M
Oct 19, 2021 Q3 2021
Ballew Advisors, Inc

SELL
 -
-6.82K
Closed
$434K - $478K
0 $0
Oct 22, 2021 Q3 2021
Spire Wealth Management

SELL
 -
-6.93K
- 28.37%
$441K - $486K
17.5K $1.33M
Nov 05, 2021 Q3 2021
D L Carlson Investment Group Inc

Concord, NH
SELL
 -
-6.94K
- 18.88%
$441K - $486K
29.8K $2.27M
Nov 10, 2021 Q3 2021
William Blair Investment Management, LLC

Chicago, IL
SELL
 -
-7.2K
- 19.76%
$458K - $505K
29.2K $2.22M
Oct 20, 2021 Q3 2021
Chevy Chase Trust Holdings, Inc.

Bethesda, MD
SELL
 -
-7.27K
- 21.86%
$462K - $510K
26K $1.98M
Nov 10, 2021 Q3 2021
Oakworth Capital, Inc.

SELL
 -
-7.43K
- 65.22%
$472K - $521K
3.96K $301K
Jul 17, 2024 Q3 2021
Kelly Financial Services LLC

Braintree, MA
SELL
 -
-7.78K
- 98.42%
$494K - $545K
125 $9.5K
Nov 12, 2021 Q3 2021
Public Sector Pension Investment Board

Montreal, A8
SELL
 -
-7.93K
Closed
$504K - $556K
0 $0
Nov 12, 2021 Q3 2021
Journey Advisory Group, LLC

SELL
 -
-9.2K
- 59.38%
$585K - $645K
6.29K $478K
Oct 19, 2021 Q3 2021
Arkadios Wealth Advisors

SELL
 -
-9.2K
- 36.65%
$585K - $645K
15.9K $1.21M
Oct 19, 2021 Q3 2021
Central Bank & Trust CO

SELL
 -
-9.28K
- 54.6%
$590K - $650K
7.71K $586K
Nov 12, 2021 Q3 2021
Delos Wealth Advisors, LLC

Dallas, TX
SELL
 -
-9.79K
- 81.98%
$622K - $686K
2.15K $163K
Nov 15, 2021 Q3 2021
Edgestream Partners, L.P.

Princeton, NJ
SELL
 -
-10.5K
Closed
$670K - $738K
0 $0
Nov 12, 2021 Q3 2021
Tcg Advisory Services, LLC

Austin, TX
SELL
 -
-11.4K
Closed
$727K - $802K
0 $0
Nov 15, 2021 Q3 2021
Parallax Volatility Advisers, L.P.

San Francisco, CA
SELL
 -
-12K
Closed
$761K - $838K
0 $0
Oct 02, 2024 Q3 2021
Cannon Financial Strategists, Inc.

Athens, GA
SELL
 -
-12.1K
- 69.28%
$770K - $849K
5.37K $408K
Nov 03, 2021 Q3 2021
New World Advisors LLC

Hingham, MA
SELL
 -
-12.5K
Closed
$793K - $875K
0 $0
Nov 15, 2021 Q3 2021
Alps Advisors Inc

Denver, CO
SELL
 -
-12.6K
- 4.31%
$799K - $881K
279K $21.2M
Nov 10, 2021 Q3 2021
Parsec Financial Management, Inc.

SELL
 -
-13.2K
- 16.32%
$837K - $922K
67.5K $5.13M
Oct 20, 2021 Q3 2021
Csenge Advisory Group

SELL
 -
-13.7K
- 73.87%
$871K - $960K
4.85K $368K
Oct 21, 2021 Q3 2021
Kessler Investment Group, LLC

SELL
 -
-13.7K
- 97.66%
$872K - $961K
328 $24.9K
Oct 21, 2021 Q3 2021
Concorde Asset Management, LLC

SELL
 -
-14.2K
- 81.06%
$905K - $998K
3.33K $253K
Nov 15, 2021 Q3 2021
Ergoteles LLC

New York, NY
SELL
 -
-15.2K
Closed
$965K - $1.06M
0 $0
Oct 29, 2021 Q3 2021
Pettinga Financial Advisors, LLC

SELL
 -
-16.1K
- 27.21%
$1.02M - $1.13M
43K $3.27M
Nov 16, 2021 Q3 2021
Summit Trail Advisors, LLC

New York, NY
SELL
 -
-16.8K
- 48.95%
$1.07M - $1.18M
17.5K $1.33M
Nov 15, 2021 Q3 2021
Paloma Partners Management CO

Greenwich, CT
SELL
 -
-16.8K
- 14.36%
$1.07M - $1.18M
100K $7.62M
Oct 26, 2021 Q3 2021
Arcus Capital Partners, LLC

SELL
 -
-17K
Closed
$1.08M - $1.19M
0 $0
Oct 26, 2021 Q3 2021
Shulman De Meo Asset Management LLC

SELL
 -
-20K
Closed
$1.27M - $1.4M
0 $0
Nov 09, 2021 Q3 2021
Merriman Wealth Management, LLC

SELL
 -
-20.1K
Closed
$1.27M - $1.41M
0 $0
Nov 15, 2021 Q3 2021
Marshall Wace, LLP

London, X0
SELL
 -
-20.1K
- 49.02%
$1.28M - $1.41M
20.9K $1.59M

Track Institutional and Insider Activities on XLU

Follow UTILITIES SECTOR SPDR and customize your updates to receive the information that matters most to you.

Institutional Portfolio Updates

Receive a notification when an Institution or Guru buys or sells XLU shares.

Notify only if

Insider Trading

Get notified when an Utilities Sector Spdr insider buys or sells XLU shares.

Notify only if

News

Receive news related to UTILITIES SECTOR SPDR

Choose your preferred platform and Sign Up 👇 Telegram Email
Track Activities on XLU