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 12, 2021
Q3 2021
|
Keystone Financial Group
|
BUY
|
- |
787+ 17.07% |
$50K - $55.1K
|
5.4K
$410K
|
|
|
Nov 15, 2021
Q3 2021
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
778+ 9.13% |
$49.4K - $54.5K
|
9.3K
$707K
|
|
|
Nov 12, 2021
Q3 2021
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
767+ 21.45% |
$48.8K - $53.7K
|
4.34K
$330K
|
|
|
Oct 28, 2021
Q3 2021
|
Pinnacle Wealth Management Group, Inc.
|
BUY
|
- |
740+ 2.89% |
$47K - $51.9K
|
26.3K
$2M
|
|
|
Nov 02, 2021
Q3 2021
|
Heritage Wealth Advisors
|
BUY
|
- |
707+ 2.19% |
$44.9K - $49.5K
|
33K
$2.51M
|
|
|
Nov 16, 2021
Q3 2021
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
700+ 9.8% |
$44.5K - $49K
|
7.84K
$596K
|
|
|
Oct 27, 2021
Q3 2021
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
700+ 17.82% |
$44.5K - $49K
|
4.63K
$352K
|
|
|
Oct 20, 2021
Q3 2021
|
Clear Street Markets LLC
|
BUY
|
- |
700+ 7.14% |
$44.5K - $49K
|
10.5K
$798K
|
|
|
Nov 12, 2021
Q3 2021
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
699+ 139.8% |
$44.4K - $49K
|
1.2K
$91.1K
|
|
|
Nov 12, 2021
Q3 2021
|
Blair William & CO
Chicago, IL |
BUY
|
- |
695+ 1.14% |
$44.2K - $48.7K
|
61.7K
$4.69M
|
|
|
Nov 16, 2021
Q3 2021
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
685+ 2.28% |
$43.5K - $48K
|
30.7K
$2.33M
|
|
|
Oct 22, 2021
Q3 2021
|
Allen Capital Group, LLC
|
BUY
|
- |
677New |
$43K - $47.4K
|
677
$51.5K
|
|
|
Nov 04, 2021
Q3 2021
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
671+ 2.45% |
$42.6K - $47K
|
28.1K
$2.14M
|
|
|
Oct 28, 2021
Q3 2021
|
Montecito Bank & Trust
|
BUY
|
- |
650+ 1.82% |
$41.3K - $45.5K
|
36.4K
$2.77M
|
|
|
Nov 09, 2021
Q3 2021
|
Wbi Investments, Inc.
|
BUY
|
- |
592+ 5.4% |
$37.6K - $41.5K
|
11.5K
$878K
|
|
|
Nov 05, 2021
Q3 2021
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
586+ 4.12% |
$37.2K - $41.1K
|
14.8K
$1.13M
|
|
|
Nov 09, 2021
Q3 2021
|
Broadleaf Partners, LLC
Hudson, OH |
BUY
|
- |
582+ 2.16% |
$37K - $40.8K
|
27.5K
$2.09M
|
|
|
Oct 25, 2021
Q3 2021
|
Krilogy Financial LLC
|
BUY
|
- |
570+ 4.29% |
$36.2K - $39.9K
|
13.9K
$1.05M
|
|
|
Nov 09, 2021
Q3 2021
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
568+ 25.4% |
$36.1K - $39.8K
|
2.8K
$213K
|
|
|
Nov 12, 2021
Q3 2021
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
564+ 5.29% |
$35.8K - $39.5K
|
11.2K
$854K
|
|
|
Nov 02, 2021
Q3 2021
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
563+ 7.63% |
$35.8K - $39.4K
|
7.95K
$604K
|
|
|
Nov 15, 2021
Q3 2021
|
Kore Private Wealth LLC
New York, NY |
BUY
|
- |
557+ 2.23% |
$35.4K - $39K
|
25.5K
$1.94M
|
|
|
Oct 28, 2021
Q3 2021
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
533New |
$33.9K - $37.3K
|
533
$40.5K
|
|
|
Nov 03, 2021
Q3 2021
|
Segall Bryant & Hamill, LLC
Chicago, IL |
BUY
|
- |
530+ 16.1% |
$33.7K - $37.1K
|
3.82K
$290K
|
|
|
Oct 28, 2021
Q3 2021
|
M&T Bank Corp
|
BUY
|
- |
504+ 5.37% |
$32K - $35.3K
|
9.89K
$751K
|
|
|
Oct 18, 2021
Q3 2021
|
Atticus Wealth Management, LLC
|
BUY
|
- |
500+ 10.94% |
$31.8K - $35K
|
5.07K
$385K
|
|
|
Nov 09, 2021
Q3 2021
|
Geneos Wealth Management Inc.
|
BUY
|
- |
491+ 3.94% |
$31.2K - $34.4K
|
12.9K
$984K
|
|
|
Nov 03, 2021
Q3 2021
|
Bison Wealth, LLC
|
BUY
|
- |
487+ 6.23% |
$31K - $34.1K
|
8.3K
$631K
|
|
|
Nov 04, 2021
Q3 2021
|
Private Portfolio Partners LLC
|
BUY
|
- |
484+ 7.46% |
$30.8K - $33.9K
|
6.97K
$530K
|
|
|
Mar 14, 2023
Q3 2021
|
Private Portfolio Partners LLC
|
BUY
|
- |
483+ 7.44% |
$30.7K - $33.8K
|
6.97K
$530K
|
|
|
Nov 12, 2021
Q3 2021
|
Dowling & Yahnke LLC
San Diego, CA |
BUY
|
- |
480+ 0.71% |
$30.5K - $33.6K
|
68.1K
$5.17M
|
|
|
Oct 13, 2021
Q3 2021
|
Stolper CO
|
BUY
|
- |
474+ 5.41% |
$30.1K - $33.2K
|
9.24K
$702K
|
|
|
Nov 08, 2021
Q3 2021
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
461+ 1.29% |
$29.3K - $32.3K
|
36.3K
$2.76M
|
|
|
Oct 04, 2021
Q3 2021
|
Thomasville National Bank
|
BUY
|
- |
450+ 8.08% |
$28.6K - $31.5K
|
6.02K
$458K
|
|
|
Nov 15, 2021
Q3 2021
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
441+ 4.95% |
$28K - $30.9K
|
9.35K
$711K
|
|
|
Nov 02, 2021
Q3 2021
|
Signature Securities Group Corporation
|
BUY
|
- |
432New |
$27.5K - $30.3K
|
432
$32.8K
|
|
|
Oct 20, 2021
Q3 2021
|
Guidance Point Advisors, LLC
|
BUY
|
- |
413New |
$26.3K - $28.9K
|
413
$31.4K
|
|
|
Oct 28, 2021
Q3 2021
|
Bray Capital Advisors
|
BUY
|
- |
406+ 0.92% |
$25.8K - $28.4K
|
44.5K
$3.38M
|
|
|
Nov 04, 2021
Q3 2021
|
Insight 2811, Inc.
Chicago, IL |
BUY
|
- |
401+ 6.8% |
$25.5K - $28.1K
|
6.3K
$479K
|
|
|
Oct 27, 2021
Q3 2021
|
Selective Wealth Management, Inc.
|
BUY
|
- |
400+ 400.0% |
$25.4K - $28K
|
500
$38K
|
|
|
Oct 27, 2021
Q3 2021
|
Grant
|
BUY
|
- |
397+ 9.3% |
$25.2K - $27.8K
|
4.67K
$355K
|
|
|
Nov 16, 2021
Q3 2021
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
387+ 3.74% |
$24.6K - $27.1K
|
10.7K
$815K
|
|
|
Oct 20, 2021
Q3 2021
|
Tranquility Partners, LLC
|
BUY
|
- |
378+ 4.06% |
$24K - $26.5K
|
9.69K
$737K
|
|
|
Nov 05, 2021
Q3 2021
|
True Private Wealth Advisors
|
BUY
|
- |
375+ 3.06% |
$23.8K - $26.3K
|
12.6K
$961K
|
|
|
Oct 04, 2021
Q3 2021
|
Stillwater Investment Management, LLC
|
BUY
|
- |
372+ 1.31% |
$23.6K - $26.1K
|
28.8K
$2.19M
|
|
|
Nov 12, 2021
Q3 2021
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
370+ 7.19% |
$23.5K - $25.9K
|
5.51K
$419K
|
|
|
Oct 15, 2021
Q3 2021
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
BUY
|
- |
345+ 2.23% |
$21.9K - $24.2K
|
15.8K
$1.2M
|
|
|
Nov 15, 2021
Q3 2021
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
344New |
$21.9K - $24.1K
|
344
$26.1K
|
|
|
Oct 29, 2021
Q3 2021
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
BUY
|
- |
344+ 15.62% |
$21.9K - $24.1K
|
2.55K
$194K
|
|
|
Oct 08, 2021
Q3 2021
|
Creative Financial Designs Inc
|
BUY
|
- |
343+ 15.82% |
$21.8K - $24K
|
2.51K
$191K
|