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
|
Zuckerman Investment Group, LLC
Chicago, IL |
BUY
|
- |
325+ 2.4% |
$20.7K - $22.8K
|
13.9K
$1.05M
|
|
|
Nov 09, 2021
Q3 2021
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
320+ 27.52% |
$20.3K - $22.4K
|
1.48K
$113K
|
|
|
Nov 12, 2021
Q3 2021
|
Scotia Capital Inc.
|
BUY
|
- |
315+ 0.48% |
$20K - $22.1K
|
65.4K
$4.97M
|
|
|
Nov 09, 2021
Q3 2021
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
300+ 19.71% |
$19.1K - $21K
|
1.82K
$138K
|
|
|
Nov 15, 2021
Q3 2021
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
300New |
$19.1K - $21K
|
300
$22.8K
|
|
|
Nov 02, 2021
Q3 2021
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
295+ 3.8% |
$18.8K - $20.7K
|
8.06K
$612K
|
|
|
Oct 22, 2021
Q3 2021
|
Horizon Financial Services, LLC
|
BUY
|
- |
292+ 26.33% |
$18.6K - $20.5K
|
1.4K
$106K
|
|
|
Nov 05, 2021
Q3 2021
|
Calton & Associates, Inc.
|
BUY
|
- |
292+ 8.68% |
$18.6K - $20.5K
|
3.66K
$278K
|
|
|
Oct 19, 2021
Q3 2021
|
Wealth Enhancement & Preservation Of Ga, LLC
Alpharetta, GA |
BUY
|
- |
281+ 5.37% |
$17.9K - $19.7K
|
5.51K
$419K
|
|
|
Nov 12, 2021
Q3 2021
|
Brown Advisory Inc
|
BUY
|
- |
275+ 4.58% |
$17.5K - $19.3K
|
6.28K
$477K
|
|
|
Nov 04, 2021
Q3 2021
|
St. Johns Investment Management Company, LLC
|
BUY
|
- |
273+ 8.82% |
$17.4K - $19.1K
|
3.37K
$256K
|
|
|
Nov 05, 2021
Q3 2021
|
Sandy Spring Bank
|
BUY
|
- |
265+ 0.42% |
$16.8K - $18.6K
|
64.1K
$4.87M
|
|
|
Nov 12, 2021
Q3 2021
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
244+ 65.07% |
$15.5K - $17.1K
|
619
$47.1K
|
|
|
Nov 08, 2021
Q3 2021
|
Princeton Global Asset Management LLC
|
BUY
|
- |
243+ 1429.41% |
$15.4K - $17K
|
260
$19.8K
|
|
|
Nov 04, 2021
Q3 2021
|
Brighton Jones LLC
|
BUY
|
- |
233+ 5.59% |
$14.8K - $16.3K
|
4.4K
$335K
|
|
|
Nov 15, 2021
Q3 2021
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
BUY
|
- |
227New |
$14.4K - $15.9K
|
227
$17.3K
|
|
|
Nov 02, 2021
Q3 2021
|
Rothschild Capital Partners, LLC
New York, NY |
BUY
|
- |
227+ 0.35% |
$14.4K - $15.9K
|
65.1K
$4.95M
|
|
|
Oct 28, 2021
Q3 2021
|
Advanced Asset Management Advisors Inc
Dublin, OH |
BUY
|
- |
219+ 5.97% |
$13.9K - $15.3K
|
3.89K
$295K
|
|
|
Nov 15, 2021
Q3 2021
|
Bar Harbor Wealth Management
Concord, NH |
BUY
|
- |
210+ 0.59% |
$13.3K - $14.7K
|
36.1K
$2.74M
|
|
|
Nov 12, 2021
Q3 2021
|
Tradition Wealth Management, LLC
|
BUY
|
- |
204+ 33.94% |
$13K - $14.3K
|
805
$61.2K
|
|
|
Oct 20, 2021
Q3 2021
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
202+ 67.11% |
$12.8K - $14.2K
|
503
$38.2K
|
|
|
Oct 13, 2021
Q3 2021
|
Perkins Coie Trust CO
|
BUY
|
- |
201+ 0.37% |
$12.8K - $14.1K
|
54.3K
$4.12M
|
|
|
Nov 10, 2021
Q3 2021
|
Valley National Advisers Inc
|
BUY
|
- |
178+ 178.0% |
$11.3K - $12.5K
|
278
$21.1K
|
|
|
Nov 15, 2021
Q3 2021
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
176+ 55.0% |
$11.2K - $12.3K
|
496
$37.7K
|
|
|
Nov 12, 2021
Q3 2021
|
Laurel Wealth Planning LLC
Edina, MN |
BUY
|
- |
175New |
$11.1K - $12.3K
|
175
$13.3K
|
|
|
Nov 15, 2021
Q3 2021
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
164+ 0.61% |
$10.4K - $11.5K
|
26.9K
$2.04M
|
|
|
Oct 15, 2021
Q3 2021
|
Bogart Wealth, LLC
|
BUY
|
- |
160New |
$10.2K - $11.2K
|
160
$12.2K
|
|
|
Oct 29, 2021
Q3 2021
|
Barry Investment Advisors, LLC
|
BUY
|
- |
159+ 0.7% |
$10.1K - $11.1K
|
22.7K
$1.73M
|
|
|
Oct 19, 2021
Q3 2021
|
Blb&B Advisors, LLC
|
BUY
|
- |
156+ 2.38% |
$9.92K - $10.9K
|
6.72K
$510K
|
|
|
Nov 01, 2021
Q3 2021
|
Acg Wealth
|
BUY
|
- |
144+ 1.09% |
$9.15K - $10.1K
|
13.4K
$1.02M
|
|
|
Nov 15, 2021
Q3 2021
|
Patten Group, Inc.
|
BUY
|
- |
135+ 2.46% |
$8.58K - $9.46K
|
5.62K
$427K
|
|
|
Nov 08, 2021
Q3 2021
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
135+ 3.75% |
$8.58K - $9.46K
|
3.74K
$284K
|
|
|
Oct 26, 2021
Q3 2021
|
Chesapeake Wealth Management
|
BUY
|
- |
112+ 1.45% |
$7.12K - $7.85K
|
7.82K
$595K
|
|
|
Nov 12, 2021
Q3 2021
|
Centaurus Financial, Inc.
|
BUY
|
- |
107+ 3.54% |
$6.8K - $7.5K
|
3.13K
$238K
|
|
|
Oct 27, 2021
Q3 2021
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
107+ 2.9% |
$6.8K - $7.5K
|
3.8K
$289K
|
|
|
Jun 02, 2022
Q3 2021
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
100+ 3.03% |
$6.36K - $7.01K
|
3.4K
$258K
|
|
|
Nov 01, 2021
Q3 2021
|
Whittier Trust CO
|
BUY
|
- |
100+ 9.7% |
$6.36K - $7.01K
|
1.13K
$86K
|
|
|
Oct 27, 2021
Q3 2021
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
100+ 4.07% |
$6.36K - $7.01K
|
2.56K
$194K
|
|
|
Nov 09, 2021
Q3 2021
|
Interactive Financial Advisors
Chicago, IL |
BUY
|
- |
97+ 0.54% |
$6.17K - $6.8K
|
18.1K
$1.38M
|
|
|
Oct 26, 2021
Q3 2021
|
Sage Capital Advisors,Llc
|
BUY
|
- |
88+ 0.6% |
$5.59K - $6.17K
|
14.6K
$1.11M
|
|
|
Oct 27, 2021
Q3 2021
|
Merit Financial Group, LLC
|
BUY
|
- |
69+ 1.95% |
$4.39K - $4.83K
|
3.62K
$275K
|
|
|
Nov 02, 2021
Q3 2021
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
61+ 0.8% |
$3.88K - $4.27K
|
7.66K
$582K
|
|
|
Oct 29, 2021
Q3 2021
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
54New |
$3.43K - $3.78K
|
54
$4.1K
|
|
|
Oct 21, 2021
Q3 2021
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
53New |
$3.37K - $3.71K
|
53
$4.03K
|
|
|
Nov 08, 2021
Q3 2021
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
BUY
|
- |
50+ 0.43% |
$3.18K - $3.5K
|
11.6K
$883K
|
|
|
Oct 12, 2021
Q3 2021
|
Old Port Advisors
|
BUY
|
- |
50+ 1.38% |
$3.18K - $3.5K
|
3.67K
$279K
|
|
|
Nov 08, 2021
Q3 2021
|
Matisse Capital
|
BUY
|
- |
47+ 0.71% |
$2.99K - $3.29K
|
6.64K
$505K
|
|
|
Oct 13, 2021
Q3 2021
|
Evanson Asset Management, LLC
|
BUY
|
- |
43+ 0.5% |
$2.73K - $3.01K
|
8.66K
$658K
|
|
|
Nov 12, 2021
Q3 2021
|
Rock Creek Group, LP
|
BUY
|
- |
42+ 6.82% |
$2.67K - $2.94K
|
658
$50K
|
|
|
Oct 19, 2021
Q3 2021
|
Telos Capital Management, Inc.
|
BUY
|
- |
42+ 0.3% |
$2.67K - $2.94K
|
14.1K
$1.08M
|