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
Moneta Group Investment Advisors LLC

St Louis, MO
BUY
 -
1.6K
+ 34.82%
$102K - $112K
6.18K $470K
Nov 05, 2021 Q3 2021
Advisory Services Network, LLC

BUY
 -
1.57K
+ 4.33%
$99.8K - $110K
37.9K $2.88M
Nov 15, 2021 Q3 2021
Northwestern Mutual Wealth Management CO

BUY
 -
1.57K
+ 17.09%
$99.5K - $110K
10.7K $815K
Oct 12, 2021 Q3 2021
Ifg Advisory, LLC

BUY
 -
1.56K
+ 3.02%
$99.1K - $109K
53.2K $4.04M
Nov 03, 2021 Q3 2021
Nwam LLC

Mercer Island, WA
BUY
 -
1.54K
+ 18.26%
$97.9K - $108K
9.98K $759K
Oct 15, 2021 Q3 2021
Meridian Wealth Management, LLC

BUY
 -
1.54K
+ 23.12%
$97.8K - $108K
8.2K $623K
Oct 19, 2021 Q3 2021
4 J Wealth Management LLC

BUY
 -
1.49K
+ 2.61%
$94.5K - $104K
58.6K $4.45M
Oct 15, 2021 Q3 2021
Lcm Capital Management Inc

BUY
 -
1.46K
+ 4.75%
$93K - $103K
32.3K $2.45M
Nov 03, 2021 Q3 2021
Herold Advisors, Inc.

BUY
 -
1.45K
New
$92.2K - $102K
1.45K $110K
Nov 02, 2021 Q3 2021
Benjamin F. Edwards & Company, Inc.

St. Louis, MO
BUY
 -
1.45K
+ 3.81%
$91.9K - $101K
39.4K $2.99M
Oct 21, 2021 Q3 2021
Boenning & Scattergood, Inc.

BUY
 -
1.41K
+ 37.96%
$89.5K - $98.7K
5.12K $389K
Nov 15, 2021 Q3 2021
Antonetti Capital Management LLC

BUY
 -
1.38K
+ 8.54%
$87.9K - $96.9K
17.6K $1.34M
Nov 12, 2021 Q3 2021
All Terrain Financial Advisors, LLC

Coon Rapids, MN
BUY
 -
1.37K
+ 36.14%
$87.2K - $96.1K
5.17K $393K
Oct 15, 2021 Q3 2021
Peoples Financial Services Corp.

BUY
 -
1.36K
+ 29.65%
$86.5K - $95.4K
5.95K $452K
Nov 15, 2021 Q3 2021
Veritable, L.P.

Newtown Square, PA
BUY
 -
1.35K
+ 0.41%
$86.1K - $94.9K
331K $25.1M
Oct 13, 2021 Q3 2021
360 Financial, Inc.

BUY
 -
1.35K
+ 30.06%
$85.8K - $94.6K
5.84K $444K
Nov 04, 2021 Q3 2021
Strategic Asset Management, LLC

BUY
 -
1.31K
New
$83.2K - $91.7K
1.31K $99.5K
Oct 26, 2021 Q3 2021
Emfo, LLC

BUY
 -
1.3K
New
$82.6K - $91.1K
1.3K $98.8K
Nov 08, 2021 Q3 2021
Keybank National Association

BUY
 -
1.26K
+ 2.61%
$80K - $88.1K
49.4K $3.76M
Oct 06, 2021 Q3 2021
Private Trust CO Na

BUY
 -
1.25K
+ 22.2%
$79.3K - $87.4K
6.86K $522K
Nov 12, 2021 Q3 2021
Jones Financial Companies Lllp

BUY
 -
1.24K
New
$78.5K - $86.5K
1.24K $93.9K
Nov 12, 2021 Q3 2021
Psi Advisors, LLC

BUY
 -
1.23K
+ 690.45%
$78.1K - $86.1K
1.41K $107K
Oct 29, 2021 Q3 2021
Carderock Capital Management Inc

BUY
 -
1.22K
New
$77.6K - $85.6K
1.22K $92.8K
Nov 15, 2021 Q3 2021
Enterprise Financial Services Corp

Clayton, MO
BUY
 -
1.22K
+ 32.69%
$77.5K - $85.5K
4.95K $376K
Oct 05, 2021 Q3 2021
Hanseatic Management Services Inc

BUY
 -
1.17K
+ 6.86%
$74.4K - $82K
18.2K $1.38M
Nov 12, 2021 Q3 2021
Beaumont Financial Partners, LLC

BUY
 -
1.17K
+ 3.21%
$74.3K - $81.9K
37.6K $2.86M
Oct 14, 2021 Q3 2021
Canton Hathaway, LLC

BUY
 -
1.13K
+ 3.77%
$72.1K - $79.5K
31.2K $2.37M
Oct 13, 2021 Q3 2021
Capital Investment Advisors, LLC

BUY
 -
1.12K
+ 0.82%
$71.3K - $78.5K
137K $10.4M
Oct 27, 2021 Q3 2021
Avantax Planning Partners, Inc.

BUY
 -
1.12K
+ 26.97%
$71K - $78.3K
5.26K $400K
Oct 26, 2021 Q3 2021
Simmons Bank

BUY
 -
1.1K
+ 4.98%
$69.8K - $76.9K
23.2K $1.76M
Oct 28, 2021 Q3 2021
Huntington National Bank

Columbus, OH
BUY
 -
1.08K
+ 2.28%
$68.7K - $75.7K
48.4K $3.68M
Nov 10, 2021 Q3 2021
Alliancebernstein L.P.

New York, NY
BUY
 -
1.06K
+ 20.6%
$67.2K - $74.1K
6.19K $471K
Nov 02, 2021 Q3 2021
Clearview Wealth Advisors LLC

BUY
 -
1.02K
+ 1015.0%
$64.5K - $71.1K
1.12K $84.8K
Nov 02, 2021 Q3 2021
Brave Asset Management Inc

BUY
 -
1.01K
+ 2.61%
$64.3K - $70.9K
39.8K $3.02M
Nov 15, 2021 Q3 2021
Jacobi Capital Management LLC

BUY
 -
983
+ 10.25%
$62.5K - $68.9K
10.6K $804K
Nov 09, 2021 Q3 2021
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
983
+ 17.19%
$62.5K - $68.9K
6.7K $509K
Nov 24, 2021 Q3 2021
Patriot Financial Group Insurance Agency, LLC

BUY
 -
964
+ 12.25%
$61.3K - $67.5K
8.83K $671K
Oct 18, 2021 Q3 2021
Sabal Trust CO

BUY
 -
933
+ 2.54%
$59.3K - $65.4K
37.6K $2.86M
Oct 20, 2021 Q3 2021
Stone X Group Inc.

BUY
 -
923
+ 17.92%
$58.7K - $64.7K
6.07K $462K
Nov 12, 2021 Q3 2021
Pensionmark Financial Group, LLC

Santa Barbara, CA
BUY
 -
920
+ 12.59%
$58.5K - $64.5K
8.23K $626K
Nov 15, 2021 Q3 2021
Wealthcare Advisory Partners LLC

West Chester, PA
BUY
 -
919
+ 25.19%
$58.4K - $64.4K
4.57K $347K
Nov 15, 2021 Q3 2021
Hilltop Holdings Inc.

Dallas, TX
BUY
 -
885
+ 7.67%
$56.3K - $62K
12.4K $944K
Oct 21, 2021 Q3 2021
Ellis Investment Partners, LLC

BUY
 -
883
+ 1.6%
$56.1K - $61.9K
55.9K $4.25M
Nov 03, 2021 Q3 2021
Strateg Iq Financial Group, LLC

BUY
 -
855
+ 2.15%
$54.3K - $59.9K
40.7K $3.09M
Nov 12, 2021 Q3 2021
Windsor Capital Management, LLC

BUY
 -
839
+ 9.25%
$53.3K - $58.8K
9.91K $753K
Oct 29, 2021 Q3 2021
Bridge Advisory, LLC

BUY
 -
833
+ 21.19%
$52.9K - $58.4K
4.77K $362K
Nov 16, 2021 Q3 2021
National Asset Management, Inc.

Boca Raton, FL
BUY
 -
832
+ 1.66%
$52.9K - $58.3K
50.9K $3.87M
Oct 13, 2021 Q3 2021
Investment Partners, Ltd.

BUY
 -
800
+ 2.17%
$50.8K - $56.1K
37.6K $2.86M
Oct 27, 2021 Q3 2021
Westside Investment Management, Inc.

BUY
 -
800
+ 88.4%
$50.8K - $56.1K
1.71K $130K

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