Purchases and Sales Made in Q3 2022 in Utilities Sector Spdr (XLU)

XLU Quotes by TradingView

This table provides information about the institutional ownership of Utilities Sector Spdr (XLU) during Q3 2022. 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 14, 2022 Q3 2022
O'Shaughnessy Asset Management, LLC

Stamford, CT
BUY
 -
338
New
$22.1K - $26.4K
338 $25.7K
Nov 15, 2022 Q3 2022
Signature Securities Group Corporation

BUY
 -
335
New
$21.9K - $26.2K
335 $25.5K
May 15, 2024 Q3 2022
Global Financial Private Client, LLC

Sarasota, FL
BUY
 -
335
+ 9.7%
$21.9K - $26.2K
3.79K $288K
Nov 07, 2022 Q3 2022
Jnba Financial Advisors

BUY
 -
332
+ 207.5%
$21.7K - $25.9K
492 $37.4K
Nov 09, 2022 Q3 2022
Svb Wealth LLC

Boston, MA
BUY
 -
331
+ 0.74%
$21.7K - $25.9K
45.2K $3.43M
Nov 03, 2022 Q3 2022
Stone Point Wealth LLC

BUY
 -
325
+ 3.18%
$21.3K - $25.4K
10.6K $803K
Nov 14, 2022 Q3 2022
Ellis Investment Partners, LLC

BUY
 -
322
+ 0.82%
$21.1K - $25.2K
39.7K $3.02M
Aug 14, 2024 Q3 2022
Federation Des Caisses Desjardins Du Quebec

Levis, A8
BUY
 -
310
+ 58.16%
$20.3K - $24.2K
843 $64.1K
Nov 14, 2022 Q3 2022
Afg Fiduciary Services Limited Partnership

Hingham, MA
BUY
 -
304
+ 2.53%
$19.9K - $23.7K
12.3K $938K
Nov 04, 2022 Q3 2022
Redwood Financial Network Corp

BUY
 -
303
+ 9.94%
$19.8K - $23.7K
3.35K $255K
Oct 27, 2022 Q3 2022
Simmons Bank

BUY
 -
296
+ 1.21%
$19.4K - $23.1K
24.7K $1.88M
Nov 10, 2022 Q3 2022
Castleview Partners, LLC

Dallas, TX
BUY
 -
293
+ 31.04%
$19.2K - $22.9K
1.24K $94K
Oct 17, 2022 Q3 2022
Wealth Enhancement Advisory Services, LLC

BUY
 -
288
+ 10.02%
$18.9K - $22.5K
3.16K $240K
Nov 10, 2022 Q3 2022
Beck Bode, LLC

BUY
 -
284
+ 7.81%
$18.6K - $22.2K
3.92K $298K
Nov 14, 2022 Q3 2022
Bokf, Na

Tulsa, OK
BUY
 -
272
+ 2.99%
$17.8K - $21.2K
9.36K $712K
Oct 28, 2022 Q3 2022
Addison Advisors LLC

BUY
 -
270
+ 12.53%
$17.7K - $21.1K
2.43K $184K
Nov 01, 2022 Q3 2022
Harbor Investment Advisory, LLC

BUY
 -
269
+ 5.54%
$17.6K - $21K
5.13K $390K
Nov 21, 2022 Q3 2022
Sunbelt Securities, Inc.

Houston, TX
BUY
 -
267
+ 4.27%
$17.5K - $20.9K
6.52K $496K
Nov 15, 2022 Q3 2022
Regal Investment Advisors LLC

Kentwood, MI
BUY
 -
262
+ 2.36%
$17.2K - $20.5K
11.4K $864K
Nov 14, 2022 Q3 2022
Creative One Wealth, LLC

Overland Park, KS
BUY
 -
261
+ 1.49%
$17.1K - $20.4K
17.8K $1.35M
Oct 07, 2022 Q3 2022
Ars Investment Partners, LLC

BUY
 -
258
+ 6.61%
$16.9K - $20.2K
4.16K $316K
Oct 07, 2022 Q3 2022
Global Trust Asset Management, LLC

BUY
 -
251
+ 4.18%
$16.4K - $19.6K
6.26K $476K
Oct 21, 2022 Q3 2022
Whittier Trust CO

BUY
 -
250
+ 21.95%
$16.4K - $19.5K
1.39K $106K
Oct 21, 2022 Q3 2022
Endurance Wealth Management, Inc.

BUY
 -
250
+ 3.4%
$16.4K - $19.5K
7.6K $578K
Jan 12, 2024 Q3 2022
Comprehensive Wealth Management, LLC

Lynnwood, WA
BUY
 -
242
+ 2.73%
$15.9K - $18.9K
9.09K $691K
Oct 28, 2022 Q3 2022
Grimes & Company, Inc.

BUY
 -
242
+ 4.3%
$15.9K - $18.9K
5.87K $446K
Oct 26, 2022 Q3 2022
Ballentine Partners, LLC

Waltham, MA
BUY
 -
232
+ 5.0%
$15.2K - $18.1K
4.87K $370K
Oct 25, 2022 Q3 2022
Vigilant Capital Management, LLC

BUY
 -
232
New
$15.2K - $18.1K
232 $17.6K
Nov 10, 2022 Q3 2022
Brandywine Oak Private Wealth LLC

BUY
 -
229
+ 7.84%
$15K - $17.9K
3.15K $239K
Nov 14, 2022 Q3 2022
One Capital Management, LLC

Westlake Village, CA
BUY
 -
221
+ 0.68%
$14.5K - $17.3K
32.9K $2.5M
Nov 10, 2022 Q3 2022
Investors Research Corp

BUY
 -
218
+ 250.57%
$14.3K - $17K
305 $23.2K
Oct 17, 2022 Q3 2022
Alta Wealth Advisors LLC

BUY
 -
210
+ 4.42%
$13.8K - $16.4K
4.96K $377K
Nov 14, 2022 Q3 2022
Apriem Advisors

Irvine, CA
BUY
 -
209
+ 0.46%
$13.7K - $16.3K
45.3K $3.44M
Oct 17, 2022 Q3 2022
Veracity Capital LLC

BUY
 -
204
+ 6.3%
$13.4K - $15.9K
3.44K $262K
Oct 28, 2022 Q3 2022
Joseph P. Lucia & Associates, LLC

BUY
 -
204
+ 4.46%
$13.4K - $15.9K
4.77K $363K
Nov 14, 2022 Q3 2022
Birchcreek Wealth Management, LLC

Miami Township, OH
BUY
 -
203
+ 1.64%
$13.3K - $15.9K
12.6K $958K
Oct 27, 2022 Q3 2022
Sargent Bickham Lagudis LLC

BUY
 -
200
+ 79.68%
$13.1K - $15.6K
451 $34.3K
Nov 14, 2022 Q3 2022
Inter Ocean Capital Group, LLC

Nashville, TN
BUY
 -
200
+ 4.53%
$13.1K - $15.6K
4.61K $351K
Nov 14, 2022 Q3 2022
Evermay Wealth Management LLC

Arlington, VA
BUY
 -
200
+ 19.14%
$13.1K - $15.6K
1.25K $94.6K
Oct 24, 2022 Q3 2022
Proffitt & Goodson Inc

BUY
 -
186
+ 0.84%
$12.2K - $14.5K
22.3K $1.7M
Nov 09, 2022 Q3 2022
Snowden Capital Advisors LLC

New York, NY
BUY
 -
185
+ 2.98%
$12.1K - $14.5K
6.39K $486K
Oct 25, 2022 Q3 2022
First Interstate Bank

Billings, MT
BUY
 -
183
+ 0.27%
$12K - $14.3K
67.8K $5.15M
Nov 14, 2022 Q3 2022
United Bank

Vienna, VA
BUY
 -
176
+ 1.25%
$11.5K - $13.7K
14.3K $1.09M
Oct 12, 2022 Q3 2022
Simplicity Wealth,Llc

BUY
 -
173
+ 4.44%
$11.3K - $13.5K
4.07K $310K
Nov 08, 2022 Q3 2022
Strategic Blueprint, LLC

Atlanta, GA
BUY
 -
170
+ 3.48%
$11.1K - $13.3K
5.05K $384K
Nov 14, 2022 Q3 2022
Fwl Investment Management, LLC

BUY
 -
162
New
$10.6K - $12.7K
162 $12.3K
Oct 19, 2022 Q3 2022
Retirement Planning CO Of New England, Inc.

Warwick, RI
BUY
 -
161
+ 2.66%
$10.5K - $12.6K
6.21K $472K
Nov 14, 2022 Q3 2022
Alpha Mark Advisors, LLC

Ft. Wright, KY
BUY
 -
159
+ 0.31%
$10.4K - $12.4K
50.8K $3.86M
Nov 02, 2022 Q3 2022
Hoyle Cohen, LLC

BUY
 -
159
+ 3.93%
$10.4K - $12.4K
4.21K $320K

Track Institutional and Insider Activities on XLU

Follow UTILITIES SECTOR SPDR and customize your updates to receive the information that matters most to you.

Institutional Portfolio Updates

Receive a notification when an Institution or Guru buys or sells XLU shares.

Notify only if

Insider Trading

Get notified when an Utilities Sector Spdr insider buys or sells XLU shares.

Notify only if

News

Receive news related to UTILITIES SECTOR SPDR

Choose your preferred platform and Sign Up 👇 Telegram Email
Track Activities on XLU