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
Franklin Resources Inc

San Mateo, CA
BUY
 -
159
+ 4.87%
$10.4K - $12.4K
3.42K $260K
Nov 14, 2022 Q3 2022
Kestra Private Wealth Services, LLC

BUY
 -
159
+ 0.58%
$10.4K - $12.4K
27.8K $2.11M
Oct 07, 2022 Q3 2022
Stolper CO

BUY
 -
151
+ 1.45%
$9.89K - $11.8K
10.6K $803K
Nov 10, 2022 Q3 2022
Lansing Street Advisors

BUY
 -
151
+ 0.7%
$9.89K - $11.8K
21.8K $1.66M
Nov 15, 2022 Q3 2022
Orleans Capital Management Corp

Mandeville, LA
BUY
 -
150
+ 5.05%
$9.83K - $11.7K
3.12K $237K
Nov 14, 2022 Q3 2022
Private Wealth Advisors, LLC

Fresno, CA
BUY
 -
150
+ 0.2%
$9.83K - $11.7K
76.9K $5.85M
Nov 10, 2022 Q3 2022
Core Wealth Advisors, Inc.

Lakeland, FL
BUY
 -
150
New
$9.83K - $11.7K
150 $11.4K
Oct 21, 2022 Q3 2022
Patron Partners, LLC

BUY
 -
148
+ 3.59%
$9.7K - $11.6K
4.27K $325K
Oct 13, 2022 Q3 2022
Patten Group, Inc.

BUY
 -
147
+ 2.74%
$9.63K - $11.5K
5.52K $419K
Oct 18, 2022 Q3 2022
Sound Income Strategies, LLC

BUY
 -
146
+ 365.0%
$9.56K - $11.4K
186 $14.1K
Nov 02, 2022 Q3 2022
Dowling & Yahnke LLC

San Diego, CA
BUY
 -
145
+ 0.21%
$9.5K - $11.3K
67.9K $5.16M
Oct 07, 2022 Q3 2022
Peoples Financial Services Corp.

BUY
 -
144
+ 0.86%
$9.43K - $11.2K
16.8K $1.28M
Oct 14, 2022 Q3 2022
Edge Rock Capital LLC

BUY
 -
144
New
$9.43K - $11.2K
144 $10.9K
Nov 01, 2022 Q3 2022
Financial Counselors Inc

BUY
 -
142
+ 0.81%
$9.3K - $11.1K
17.8K $1.35M
Nov 07, 2022 Q3 2022
Castle Wealth Management LLC

BUY
 -
141
+ 940.0%
$9.24K - $11K
156 $11.9K
Oct 04, 2022 Q3 2022
Advisor Net Financial, Inc

BUY
 -
141
+ 0.32%
$9.24K - $11K
43.8K $3.33M
Oct 18, 2022 Q3 2022
Belmont Capital, LLC

BUY
 -
135
New
$8.84K - $10.5K
135 $10.3K
Nov 15, 2022 Q3 2022
Epg Wealth Management LLC

Atlanta, GA
BUY
 -
132
+ 0.67%
$8.65K - $10.3K
19.7K $1.5M
Nov 07, 2023 Q3 2022
Sutton Wealth Advisors Inc.

Tampa, FL
BUY
 -
132
+ 8.71%
$8.65K - $10.3K
1.65K $125K
Oct 27, 2022 Q3 2022
Avitas Wealth Management LLC

BUY
 -
131
+ 2.1%
$8.58K - $10.2K
6.36K $483K
Nov 07, 2022 Q3 2022
Arrow Financial Corp

BUY
 -
129
+ 0.99%
$8.45K - $10.1K
13.2K $1M
Nov 14, 2022 Q3 2022
Vaughan David Investments LLC

Peoria, IL
BUY
 -
127
+ 0.09%
$8.32K - $9.92K
140K $10.7M
Oct 14, 2022 Q3 2022
Avantax Planning Partners, Inc.

BUY
 -
127
+ 2.51%
$8.32K - $9.92K
5.18K $394K
Oct 14, 2022 Q3 2022
Washington Trust Advisors, Inc.

BUY
 -
126
+ 31.34%
$8.25K - $9.84K
528 $40.1K
Oct 26, 2022 Q3 2022
Wolff Wiese Magana LLC

BUY
 -
124
+ 4.81%
$8.12K - $9.69K
2.7K $205K
Nov 03, 2022 Q3 2022
Integrity Financial Corp

BUY
 -
118
+ 13.82%
$7.73K - $9.22K
972 $73.9K
Nov 08, 2022 Q3 2022
Tci Wealth Advisors, Inc.

BUY
 -
115
New
$7.53K - $8.98K
115 $8.74K
Oct 31, 2022 Q3 2022
Ibex Wealth Advisors

Lebanon, NJ
BUY
 -
103
+ 1.63%
$6.75K - $8.05K
6.4K $487K
Oct 21, 2022 Q3 2022
Selective Wealth Management, Inc.

BUY
 -
102
+ 10.96%
$6.68K - $7.97K
1.03K $78.5K
Nov 14, 2022 Q3 2022
Smithfield Trust CO

Pittsburgh, PA
BUY
 -
100
+ 50.0%
$6.55K - $7.81K
300 $22.8K
Nov 07, 2022 Q3 2022
Institutional & Family Asset Management, LLC

BUY
 -
100
+ 33.22%
$6.55K - $7.81K
401 $30.5K
Nov 10, 2022 Q3 2022
Laffer Tengler Investments

Nashville, TN
BUY
 -
100
New
$6.55K - $7.81K
100 $7.6K
Oct 11, 2022 Q3 2022
Grandview Asset Management LLC

BUY
 -
98
+ 1.96%
$6.42K - $7.66K
5.11K $388K
Nov 15, 2022 Q3 2022
Greenwood Gearhart Inc

Fayetteville, AR
BUY
 -
96
+ 0.08%
$6.29K - $7.5K
120K $9.12M
Nov 23, 2022 Q3 2022
Toroso Investments, LLC

Massapequa, NY
BUY
 -
94
+ 2.2%
$6.16K - $7.34K
4.37K $332K
Nov 14, 2022 Q3 2022
Tyler Stone Wealth Management

Beachwood, OH
BUY
 -
89
+ 0.85%
$5.83K - $6.95K
10.5K $802K
Oct 27, 2022 Q3 2022
Absolute Capital Management, LLC

BUY
 -
88
New
$5.76K - $6.87K
88 $6.69K
Nov 14, 2022 Q3 2022
Dt Investment Partners, LLC

BUY
 -
85
New
$5.57K - $6.64K
85 $6.46K
Oct 12, 2022 Q3 2022
Donald L. Hagan, LLC

BUY
 -
81
+ 1.54%
$5.31K - $6.33K
5.34K $406K
Oct 24, 2022 Q3 2022
Mv Capital Management, Inc.

BUY
 -
80
+ 0.16%
$5.24K - $6.25K
48.6K $3.7M
Jan 19, 2023 Q3 2022
Stephens Consulting, LLC

Flint, MI
BUY
 -
77
+ 31.43%
$5.04K - $6.02K
322 $24.5K
Nov 08, 2022 Q3 2022
Alpha Centric Advisors LLC

San Juan, PR
BUY
 -
77
+ 3.49%
$5.04K - $6.02K
2.29K $174K
Nov 18, 2022 Q3 2022
Ambassador Advisors, LLC

Lancaster, PA
BUY
 -
77
+ 58.78%
$5.04K - $6.02K
208 $15.8K
Nov 14, 2022 Q3 2022
Constitution Capital LLC

Shelton, CT
BUY
 -
75
+ 1.03%
$4.91K - $5.86K
7.37K $560K
Nov 10, 2022 Q3 2022
Citizens Financial Group Inc

BUY
 -
74
+ 0.43%
$4.85K - $5.78K
17.1K $1.3M
Oct 24, 2022 Q3 2022
Bank Of New Hampshire

BUY
 -
70
+ 46.67%
$4.59K - $5.47K
220 $16.7K
Nov 02, 2022 Q3 2022
St. Johns Investment Management Company, LLC

BUY
 -
65
+ 2.05%
$4.26K - $5.08K
3.23K $246K
Oct 28, 2022 Q3 2022
Advance Capital Management, Inc.

Southfield, MI
BUY
 -
64
+ 1.51%
$4.19K - $5K
4.3K $327K
Nov 04, 2022 Q3 2022
Ssi Investment Management LLC

Los Angeles, CA
BUY
 -
62
+ 0.24%
$4.06K - $4.84K
26.1K $1.98M

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