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 10, 2021
Q3 2021
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
BUY
|
- |
6.38K+ 12.61% |
$405K - $447K
|
57K
$4.33M
|
|
|
Nov 15, 2021
Q3 2021
|
Claraphi Advisory Network, LLC
|
BUY
|
- |
6.33KNew |
$402K - $443K
|
6.33K
$481K
|
|
|
Oct 19, 2021
Q3 2021
|
Royal Harbor Partners, LLC
|
BUY
|
- |
6.25KNew |
$397K - $438K
|
6.25K
$475K
|
|
|
Nov 15, 2021
Q3 2021
|
Graham Capital Management, L.P.
Rowayton, CT |
BUY
|
- |
6.2KNew |
$394K - $434K
|
6.2K
$471K
|
|
|
Nov 03, 2021
Q3 2021
|
Gfs Advisors, LLC
|
BUY
|
- |
6.19KNew |
$393K - $434K
|
6.19K
$470K
|
|
|
Dec 08, 2021
Q3 2021
|
Jb Capital LLC
|
BUY
|
- |
6.12KNew |
$389K - $429K
|
6.12K
$465K
|
|
|
Nov 15, 2021
Q3 2021
|
Lion Street Advisors, LLC
|
BUY
|
- |
6.11KNew |
$388K - $428K
|
6.11K
$464K
|
|
|
Nov 09, 2021
Q3 2021
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
6.11K+ 193.05% |
$388K - $428K
|
9.27K
$705K
|
|
|
Nov 15, 2021
Q3 2021
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
6.1KNew |
$388K - $427K
|
6.1K
$464K
|
|
|
Oct 21, 2021
Q3 2021
|
First American Trust, Fsb
|
BUY
|
- |
5.77KNew |
$367K - $404K
|
5.77K
$439K
|
|
|
Oct 21, 2021
Q3 2021
|
Essex LLC
|
BUY
|
- |
5.65KNew |
$359K - $396K
|
5.65K
$430K
|
|
|
Oct 26, 2021
Q3 2021
|
Community Trust & Investment CO
|
BUY
|
- |
5.51K+ 1.83% |
$350K - $386K
|
306K
$23.3M
|
|
|
Nov 05, 2021
Q3 2021
|
Brr Op Co, LLC
|
BUY
|
- |
5.45K+ 58.29% |
$346K - $382K
|
14.8K
$1.12M
|
|
|
Nov 09, 2021
Q3 2021
|
Advisory Alpha, LLC
|
BUY
|
- |
5.23K+ 12.17% |
$332K - $366K
|
48.2K
$3.66M
|
|
|
Nov 15, 2021
Q3 2021
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
5.17K+ 1.83% |
$328K - $362K
|
288K
$21.9M
|
|
|
Nov 12, 2021
Q3 2021
|
Wolverine Asset Management LLC
|
BUY
|
- |
5.11K+ 394.97% |
$325K - $358K
|
6.4K
$486K
|
|
|
Nov 12, 2021
Q3 2021
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
5.1K+ 9.48% |
$324K - $357K
|
58.9K
$4.47M
|
|
|
Oct 26, 2021
Q3 2021
|
Financial Counselors Inc
|
BUY
|
- |
5.1K+ 26.62% |
$324K - $357K
|
24.2K
$1.84M
|
|
|
Nov 09, 2021
Q3 2021
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
5.02KNew |
$319K - $352K
|
5.02K
$382K
|
|
|
Nov 12, 2021
Q3 2021
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
5.01K+ 81.79% |
$318K - $351K
|
11.1K
$846K
|
|
|
Oct 29, 2021
Q3 2021
|
Strategic Capital Advisers, Inc.
|
BUY
|
- |
4.79K+ 13.94% |
$304K - $336K
|
39.2K
$2.98M
|
|
|
Nov 15, 2021
Q3 2021
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
4.79K+ 107.96% |
$304K - $336K
|
9.23K
$701K
|
|
|
Oct 14, 2021
Q3 2021
|
Hnp Capital LLC
|
BUY
|
- |
4.76K+ 6.43% |
$302K - $333K
|
78.8K
$5.99M
|
|
|
Nov 15, 2021
Q3 2021
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
4.72KNew |
$300K - $331K
|
4.72K
$359K
|
|
|
Nov 04, 2021
Q3 2021
|
Cadence Wealth Management LLC
Westborough, MA |
BUY
|
- |
4.66KNew |
$296K - $327K
|
4.66K
$354K
|
|
|
Nov 12, 2021
Q3 2021
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
4.55K+ 29.57% |
$289K - $319K
|
19.9K
$1.52M
|
|
|
Oct 29, 2021
Q3 2021
|
Vontobel Holding Ltd.
|
BUY
|
- |
4.54KNew |
$289K - $318K
|
4.54K
$345K
|
|
|
Nov 08, 2021
Q3 2021
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
4.5KNew |
$286K - $315K
|
4.5K
$342K
|
|
|
Oct 07, 2021
Q3 2021
|
Kwmg, LLC
|
BUY
|
- |
4.39K+ 5.51% |
$279K - $308K
|
84.1K
$6.39M
|
|
|
Oct 21, 2021
Q3 2021
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
4.33K+ 12.75% |
$275K - $303K
|
38.3K
$2.91M
|
|
|
Nov 03, 2021
Q3 2021
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
4.32K+ 2.03% |
$275K - $303K
|
217K
$16.5M
|
|
|
Oct 26, 2021
Q3 2021
|
Country Trust Bank
|
BUY
|
- |
4.28K+ 1.04% |
$272K - $300K
|
417K
$31.7M
|
|
|
Nov 04, 2021
Q3 2021
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
4.25KNew |
$270K - $298K
|
4.25K
$323K
|
|
|
Nov 12, 2021
Q3 2021
|
Personal Capital Advisors Corp
|
BUY
|
- |
4.21K+ 51.98% |
$267K - $295K
|
12.3K
$935K
|
|
|
Nov 04, 2021
Q3 2021
|
Arch Capital Group Ltd.
|
BUY
|
- |
4.18K+ 0.66% |
$265K - $293K
|
638K
$48.5M
|
|
|
Nov 15, 2021
Q3 2021
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
4.15K+ 60.6% |
$264K - $291K
|
11K
$837K
|
|
|
Nov 03, 2021
Q3 2021
|
Financial Sense Advisors, Inc.
|
BUY
|
- |
4.14K+ 34.77% |
$263K - $290K
|
16.1K
$1.22M
|
|
|
Oct 28, 2021
Q3 2021
|
Secure Asset Management, LLC
|
BUY
|
- |
4.09KNew |
$260K - $287K
|
4.09K
$311K
|
|
|
Nov 10, 2021
Q3 2021
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
4.08K+ 32.28% |
$260K - $286K
|
16.7K
$1.27M
|
|
|
Nov 15, 2021
Q3 2021
|
Maven Securities LTD
St Helier, Y9 |
BUY
|
- |
4.06K+ 23.66% |
$258K - $285K
|
21.2K
$1.61M
|
|
|
Nov 12, 2021
Q3 2021
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
4.06K+ 2537.5% |
$258K - $284K
|
4.22K
$321K
|
|
|
Oct 08, 2021
Q3 2021
|
Hbw Advisory Services LLC
|
BUY
|
- |
4.05KNew |
$257K - $284K
|
4.05K
$308K
|
|
|
Jan 12, 2024
Q3 2021
|
Comprehensive Wealth Management, LLC
Lynnwood, WA |
BUY
|
- |
4.05KNew |
$257K - $284K
|
4.05K
$308K
|
|
|
Nov 15, 2021
Q3 2021
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
3.89K+ 58.01% |
$247K - $273K
|
10.6K
$806K
|
|
|
Oct 21, 2021
Q3 2021
|
Miller Howard Investments Inc
|
BUY
|
- |
3.87K+ 58.46% |
$246K - $271K
|
10.5K
$798K
|
|
|
Oct 27, 2021
Q3 2021
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
3.86KNew |
$245K - $270K
|
3.86K
$293K
|
|
|
Nov 16, 2021
Q3 2021
|
Biltmore Wealth Management, LLC
|
BUY
|
- |
3.83K+ 2.96% |
$243K - $268K
|
133K
$10.1M
|
|
|
Nov 15, 2021
Q3 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
3.78K+ 94.21% |
$240K - $265K
|
7.79K
$592K
|
|
|
Jan 27, 2023
Q3 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
3.78K+ 94.21% |
$240K - $265K
|
7.79K
$592K
|
|
|
Aug 25, 2023
Q3 2021
|
Financial & Tax Architects, LLC
St Louis, MO |
BUY
|
- |
3.74K+ 35.04% |
$237K - $262K
|
14.4K
$1.09M
|