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 |
---|---|---|---|---|---|---|---|
Nov 15, 2021
Q3 2021
|
Innealta Capital, LLC
Austin, TX |
BUY
|
- |
46.5KNew |
$2.96M - $3.26M
|
46.5K
$3.54M
|
|
Dec 13, 2021
Q3 2021
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
BUY
|
- |
46.3KNew |
$2.94M - $3.24M
|
46.3K
$3.52M
|
|
Nov 09, 2021
Q3 2021
|
Alaska Permanent Fund Corp
Juneau, AK |
BUY
|
- |
45.8K+ 650.42% |
$2.91M - $3.21M
|
52.9K
$4.02M
|
|
Nov 12, 2021
Q3 2021
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
45.6K+ 38.66% |
$2.9M - $3.2M
|
164K
$12.4M
|
|
Nov 15, 2021
Q3 2021
|
Belpointe Asset Management LLC
|
BUY
|
- |
42.5K+ 604.95% |
$2.7M - $2.98M
|
49.6K
$3.77M
|
|
Nov 01, 2021
Q3 2021
|
Measured Wealth Private Client Group, LLC
|
BUY
|
- |
39.4KNew |
$2.5M - $2.76M
|
39.4K
$2.99M
|
|
Nov 12, 2021
Q3 2021
|
Stevens Capital Management LP
Radnor, PA |
BUY
|
- |
37.2KNew |
$2.36M - $2.61M
|
37.2K
$2.83M
|
|
Nov 12, 2021
Q3 2021
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
36.6K+ 8.89% |
$2.32M - $2.56M
|
448K
$34M
|
|
Oct 12, 2021
Q3 2021
|
Altfest L J & CO Inc
|
BUY
|
- |
36.1K+ 892.71% |
$2.3M - $2.53M
|
40.2K
$3.05M
|
|
Nov 12, 2021
Q3 2021
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
35K+ 351.74% |
$2.23M - $2.45M
|
45K
$3.42M
|
|
Nov 04, 2021
Q3 2021
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
34.8K+ 53.34% |
$2.21M - $2.44M
|
100K
$7.6M
|
|
Nov 12, 2021
Q3 2021
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
34.8K+ 142.43% |
$2.21M - $2.44M
|
59.2K
$4.5M
|
|
Nov 10, 2021
Q3 2021
|
Hap Trading, LLC
New York, NY |
BUY
|
- |
34.4KNew |
$2.19M - $2.41M
|
34.4K
$2.62M
|
|
Nov 15, 2021
Q3 2021
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
34.4K+ 275.11% |
$2.18M - $2.41M
|
46.9K
$3.56M
|
|
Oct 12, 2021
Q3 2021
|
Moulton Wealth Management, Inc
|
BUY
|
- |
33.4KNew |
$2.12M - $2.34M
|
33.4K
$2.54M
|
|
Nov 02, 2021
Q3 2021
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
29.8KNew |
$1.89M - $2.09M
|
29.8K
$2.26M
|
|
Oct 19, 2021
Q3 2021
|
Kestra Advisory Services, LLC
|
BUY
|
- |
29.3K+ 32.73% |
$1.86M - $2.05M
|
119K
$9.02M
|
|
Nov 15, 2021
Q3 2021
|
Bayesian Capital Management, LP
Brooklyn, NY |
BUY
|
- |
28.1K+ 685.37% |
$1.79M - $1.97M
|
32.2K
$2.45M
|
|
Dec 03, 2021
Q3 2021
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
27.6K+ 310.25% |
$1.76M - $1.94M
|
36.5K
$2.78M
|
|
Oct 26, 2021
Q3 2021
|
Dock Street Asset Management Inc
|
BUY
|
- |
27.6KNew |
$1.75M - $1.93M
|
27.6K
$2.1M
|
|
Nov 16, 2021
Q3 2021
|
Mba Advisors LLC
Hermitage, PA |
BUY
|
- |
27.2KNew |
$1.73M - $1.9M
|
27.2K
$2.06M
|
|
Nov 16, 2021
Q3 2021
|
Cornerstone Advisory, LLC
|
BUY
|
- |
26.5K+ 58.61% |
$1.69M - $1.86M
|
71.8K
$5.46M
|
|
Nov 16, 2021
Q3 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
26.5K+ 26.78% |
$1.68M - $1.85M
|
125K
$9.53M
|
|
Nov 15, 2021
Q3 2021
|
Greenwood Gearhart Inc
Fayetteville, AR |
BUY
|
- |
26K+ 22.24% |
$1.65M - $1.82M
|
143K
$10.9M
|
|
Oct 20, 2021
Q3 2021
|
Wp Advisors, LLC
|
BUY
|
- |
25.9KNew |
$1.65M - $1.82M
|
25.9K
$1.97M
|
|
Nov 16, 2021
Q3 2021
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
25.4K+ 18.73% |
$1.61M - $1.78M
|
161K
$12.2M
|
|
Oct 14, 2021
Q3 2021
|
Private Advisor Group, LLC
|
BUY
|
- |
24.5K+ 22.06% |
$1.56M - $1.71M
|
135K
$10.3M
|
|
Nov 15, 2021
Q3 2021
|
Fil LTD
Hamilton, D0 |
BUY
|
- |
24.5K+ 28.6% |
$1.55M - $1.71M
|
110K
$8.36M
|
|
Nov 12, 2021
Q3 2021
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
23.7K+ 109.77% |
$1.51M - $1.66M
|
45.3K
$3.44M
|
|
Nov 02, 2021
Q3 2021
|
Allworth Financial LP
|
BUY
|
- |
23.4K+ 269.21% |
$1.49M - $1.64M
|
32.1K
$2.44M
|
|
Nov 15, 2021
Q3 2021
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
23.1K+ 14.48% |
$1.47M - $1.62M
|
182K
$13.9M
|
|
Nov 16, 2021
Q3 2021
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
22.8K+ 42.28% |
$1.45M - $1.6M
|
76.8K
$5.84M
|
|
Nov 03, 2021
Q3 2021
|
Solitude Financial Services
|
BUY
|
- |
22.4K+ 24.88% |
$1.42M - $1.57M
|
112K
$8.54M
|
|
Apr 19, 2024
Q3 2021
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
21.8K+ 88.82% |
$1.38M - $1.53M
|
46.3K
$3.52M
|
|
Nov 05, 2021
Q3 2021
|
Chilton Investment CO Inc.
Stamford, CT |
BUY
|
- |
21.5KNew |
$1.37M - $1.51M
|
21.5K
$1.63M
|
|
Nov 15, 2021
Q3 2021
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
19.4K+ 82.63% |
$1.23M - $1.36M
|
42.8K
$3.26M
|
|
Nov 01, 2021
Q3 2021
|
Ae Wealth Management LLC
|
BUY
|
- |
19.2K+ 17.25% |
$1.22M - $1.35M
|
131K
$9.93M
|
|
Nov 10, 2021
Q3 2021
|
Agf Investments LLC
Boston, MA |
BUY
|
- |
18.2K+ 6.16% |
$1.16M - $1.28M
|
314K
$23.9M
|
|
Nov 10, 2021
Q3 2021
|
Agf Investments Inc.
Toronto, A6 |
BUY
|
- |
18.2K+ 6.16% |
$1.16M - $1.28M
|
314K
$23.9M
|
|
Nov 15, 2021
Q3 2021
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
18KNew |
$1.15M - $1.26M
|
18K
$1.37M
|
|
Nov 12, 2021
Q3 2021
|
Vectors Research Management, LLC
New York, NY |
BUY
|
- |
18K+ 24.3% |
$1.14M - $1.26M
|
92K
$6.99M
|
|
Nov 15, 2021
Q3 2021
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
17.8K+ 129.13% |
$1.13M - $1.25M
|
31.7K
$2.41M
|
|
Oct 20, 2021
Q3 2021
|
Aj Wealth Strategies, LLC
|
BUY
|
- |
17.2K+ 43.59% |
$1.09M - $1.21M
|
56.7K
$4.31M
|
|
Nov 15, 2021
Q3 2021
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
17KNew |
$1.08M - $1.19M
|
17K
$1.3M
|
|
Nov 05, 2021
Q3 2021
|
Citizens Financial Group Inc
|
BUY
|
- |
16.8KNew |
$1.07M - $1.17M
|
16.8K
$1.27M
|
|
Oct 27, 2021
Q3 2021
|
Cannon Global Investment Management, LLC
|
BUY
|
- |
16.5KNew |
$1.05M - $1.15M
|
16.5K
$1.25M
|
|
Nov 01, 2021
Q3 2021
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
16.1K+ 431.26% |
$1.03M - $1.13M
|
19.9K
$1.51M
|
|
Nov 15, 2021
Q3 2021
|
Claybrook Capital, LLC
|
BUY
|
- |
16.1KNew |
$1.02M - $1.13M
|
16.1K
$1.22M
|
|
Oct 19, 2021
Q3 2021
|
Farmers Trust CO
|
BUY
|
- |
15.8K+ 24.31% |
$1M - $1.11M
|
80.8K
$6.14M
|
|
Nov 09, 2021
Q3 2021
|
Keebeck Alpha, LP
Stamford, CT |
BUY
|
- |
15.8K+ 106.63% |
$1M - $1.1M
|
30.5K
$2.32M
|