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 19, 2021
Q3 2021
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
15.2K+ 98.86% |
$967K - $1.07M
|
30.6K
$2.33M
|
|
|
Oct 22, 2021
Q3 2021
|
Bell Bank
|
BUY
|
- |
14.9K+ 5.31% |
$948K - $1.05M
|
296K
$22.5M
|
|
|
Nov 12, 2021
Q3 2021
|
Drw Securities, LLC
Chicago, IL |
BUY
|
- |
14.8KNew |
$940K - $1.04M
|
14.8K
$1.12M
|
|
|
Oct 18, 2021
Q3 2021
|
Stableford Capital Ii LLC
Scottsdale, AZ |
BUY
|
- |
13.9KNew |
$885K - $975K
|
13.9K
$1.06M
|
|
|
Oct 06, 2021
Q3 2021
|
Ifp Advisors, Inc
|
BUY
|
- |
13.7K+ 13.15% |
$873K - $962K
|
118K
$8.98M
|
|
|
Aug 16, 2024
Q3 2021
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
13.7K+ 1084.15% |
$870K - $959K
|
14.9K
$1.14M
|
|
|
Oct 28, 2021
Q3 2021
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
13.4K+ 8.3% |
$854K - $941K
|
175K
$13.3M
|
|
|
Oct 19, 2021
Q3 2021
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
13.3K+ 37.57% |
$844K - $931K
|
48.7K
$3.7M
|
|
|
Nov 15, 2021
Q3 2021
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
12.8KNew |
$813K - $897K
|
12.8K
$973K
|
|
|
Nov 12, 2021
Q3 2021
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
12.5K+ 84.35% |
$794K - $876K
|
27.3K
$2.08M
|
|
|
Nov 03, 2021
Q3 2021
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
12.2K+ 9.57% |
$777K - $856K
|
140K
$10.6M
|
|
|
Oct 13, 2021
Q3 2021
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
11.9K+ 148.71% |
$756K - $834K
|
19.9K
$1.51M
|
|
|
Nov 10, 2021
Q3 2021
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
BUY
|
- |
11.9K+ 0.34% |
$755K - $833K
|
3.53M
$269M
|
|
|
Nov 04, 2021
Q3 2021
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
11.8KNew |
$753K - $830K
|
11.8K
$900K
|
|
|
Nov 15, 2021
Q3 2021
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
11.3K+ 24.89% |
$721K - $794K
|
56.9K
$4.32M
|
|
|
Nov 15, 2021
Q3 2021
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
11.1K+ 3.92% |
$705K - $778K
|
294K
$22.4M
|
|
|
Nov 12, 2021
Q3 2021
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
11KNew |
$700K - $772K
|
11K
$837K
|
|
|
Nov 16, 2021
Q3 2021
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
10.5K+ 9.92% |
$669K - $738K
|
117K
$8.87M
|
|
|
Nov 09, 2021
Q3 2021
|
First Horizon Advisors, Inc.
|
BUY
|
- |
10.4K+ 83.94% |
$659K - $727K
|
22.7K
$1.73M
|
|
|
Nov 01, 2021
Q3 2021
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
10.3KNew |
$654K - $721K
|
10.3K
$782K
|
|
|
Oct 21, 2021
Q3 2021
|
Park Avenue Securities LLC
|
BUY
|
- |
10K+ 26.73% |
$638K - $703K
|
47.6K
$3.62M
|
|
|
Nov 05, 2021
Q3 2021
|
Truist Financial Corp
|
BUY
|
- |
9.77K+ 4.05% |
$621K - $684K
|
251K
$19.1M
|
|
|
Nov 05, 2021
Q3 2021
|
Pfg Advisors
|
BUY
|
- |
9.76K+ 29.81% |
$620K - $684K
|
42.5K
$3.23M
|
|
|
Nov 04, 2021
Q3 2021
|
Vaughan David Investments LLC
Peoria, IL |
BUY
|
- |
9.64K+ 8.36% |
$612K - $675K
|
125K
$9.49M
|
|
|
Oct 12, 2021
Q3 2021
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
9.6K+ 85.21% |
$610K - $673K
|
20.9K
$1.59M
|
|
|
Nov 12, 2021
Q3 2021
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
BUY
|
- |
9.5K+ 28.2% |
$604K - $665K
|
43.2K
$3.28M
|
|
|
Nov 15, 2021
Q3 2021
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
9.48K+ 89.34% |
$603K - $664K
|
20.1K
$1.53M
|
|
|
Nov 12, 2021
Q3 2021
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
9.1K+ 4.23% |
$579K - $638K
|
224K
$17.1M
|
|
|
Oct 29, 2021
Q3 2021
|
Trust Asset Management LLC
Houston, TX |
BUY
|
- |
8.97K+ 7.14% |
$570K - $628K
|
135K
$10.2M
|
|
|
Nov 15, 2021
Q3 2021
|
Hrt Financial LP
New York, NY |
BUY
|
- |
8.64K+ 22.6% |
$549K - $606K
|
46.9K
$3.56M
|
|
|
Nov 15, 2021
Q3 2021
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
8.46K+ 5918.88% |
$538K - $593K
|
8.61K
$654K
|
|
|
Nov 05, 2021
Q3 2021
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
8.19K+ 14.72% |
$521K - $574K
|
63.8K
$4.85M
|
|
|
Oct 20, 2021
Q3 2021
|
Donald L. Hagan, LLC
|
BUY
|
- |
8.11K+ 88.79% |
$515K - $568K
|
17.2K
$1.31M
|
|
|
Nov 09, 2021
Q3 2021
|
Nottingham Advisors, Inc.
Amherst, NY |
BUY
|
- |
8.1K+ 31.53% |
$515K - $568K
|
33.8K
$2.57M
|
|
|
Nov 15, 2021
Q3 2021
|
Zurich Insurance Group LTD
Zurich, V8 |
BUY
|
- |
8.07K+ 105.78% |
$513K - $565K
|
15.7K
$1.19M
|
|
|
Oct 28, 2021
Q3 2021
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
8.02K+ 11.0% |
$510K - $562K
|
81K
$6.16M
|
|
|
Oct 15, 2021
Q3 2021
|
Gyroscope Capital Management Group, LLC
|
BUY
|
- |
8KNew |
$508K - $560K
|
8K
$608K
|
|
|
Nov 12, 2021
Q3 2021
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
7.89K+ 5.23% |
$502K - $553K
|
159K
$12.1M
|
|
|
Nov 08, 2021
Q3 2021
|
Ipg Investment Advisors LLC
San Diego, CA |
BUY
|
- |
7.77KNew |
$494K - $544K
|
7.77K
$591K
|
|
|
Nov 12, 2021
Q3 2021
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
7.57KNew |
$481K - $530K
|
7.57K
$575K
|
|
|
Nov 12, 2021
Q3 2021
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
7.53K+ 16.77% |
$478K - $527K
|
52.4K
$3.98M
|
|
|
Dec 27, 2021
Q3 2021
|
Financial Advisors Network, Inc.
|
BUY
|
- |
7.53KNew |
$478K - $527K
|
7.53K
$572K
|
|
|
Nov 02, 2021
Q3 2021
|
Waldron Private Wealth LLC
|
BUY
|
- |
7.48K+ 18.41% |
$476K - $524K
|
48.1K
$3.66M
|
|
|
Nov 05, 2021
Q3 2021
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
7.38K+ 2.03% |
$469K - $517K
|
372K
$28.3M
|
|
|
Oct 15, 2021
Q3 2021
|
Advisor Net Financial, Inc
|
BUY
|
- |
7.2K+ 42.81% |
$457K - $504K
|
24K
$1.82M
|
|
|
Nov 05, 2021
Q3 2021
|
Texas Capital Bancshares Inc
|
BUY
|
- |
7.06KNew |
$449K - $495K
|
7.06K
$537K
|
|
|
Nov 02, 2021
Q3 2021
|
Martin & CO Inc
Knoxville, TN |
BUY
|
- |
7.05K+ 8.71% |
$448K - $494K
|
88K
$6.69M
|
|
|
Nov 16, 2021
Q3 2021
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
7.01K+ 9.64% |
$446K - $491K
|
79.8K
$6.06M
|
|
|
Nov 15, 2021
Q3 2021
|
Founders Financial Securities LLC
|
BUY
|
- |
7K+ 193.26% |
$445K - $490K
|
10.6K
$807K
|
|
|
Oct 27, 2021
Q3 2021
|
Patton Albertson Miller Group, LLC
|
BUY
|
- |
6.9KNew |
$439K - $484K
|
6.9K
$525K
|