Purchases and Sales Made in Q3 2022 in Utilities Sector Spdr (XLU)
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 18, 2022
Q3 2022
|
D L Carlson Investment Group Inc
Concord, NH |
BUY
|
- |
56+ 0.17% |
$3.67K - $4.37K
|
33.2K
$2.52M
|
|
|
Oct 14, 2022
Q3 2022
|
Lcm Capital Management Inc
|
BUY
|
- |
54+ 0.16% |
$3.54K - $4.22K
|
33.9K
$2.58M
|
|
|
Oct 21, 2022
Q3 2022
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
54New |
$3.54K - $4.22K
|
54
$4.1K
|
|
|
Nov 14, 2022
Q3 2022
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
52+ 0.44% |
$3.41K - $4.06K
|
12K
$909K
|
|
|
Nov 14, 2022
Q3 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
51+ 3.03% |
$3.34K - $3.98K
|
1.74K
$132K
|
|
|
Nov 14, 2022
Q3 2022
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
50+ 40.0% |
$3.28K - $3.91K
|
175
$13.3K
|
|
|
Oct 20, 2022
Q3 2022
|
Focused Wealth Management, Inc
|
BUY
|
- |
38+ 4.1% |
$2.49K - $2.97K
|
964
$73.3K
|
|
|
Oct 14, 2022
Q3 2022
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
33+ 0.95% |
$2.16K - $2.58K
|
3.51K
$266K
|
|
|
Nov 14, 2022
Q3 2022
|
Palumbo Wealth Management LLC
Great Neck, NY |
BUY
|
- |
33+ 0.6% |
$2.16K - $2.58K
|
5.55K
$422K
|
|
|
Nov 15, 2022
Q3 2022
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
33+ 4.82% |
$2.16K - $2.58K
|
717
$54.5K
|
|
|
Oct 13, 2022
Q3 2022
|
Gofen & Glossberg LLC
|
BUY
|
- |
33+ 1.04% |
$2.16K - $2.58K
|
3.2K
$243K
|
|
|
Nov 14, 2022
Q3 2022
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
29+ 0.46% |
$1.9K - $2.27K
|
6.39K
$485K
|
|
|
Oct 27, 2022
Q3 2022
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
27+ 0.37% |
$1.77K - $2.11K
|
7.41K
$563K
|
|
|
Nov 14, 2022
Q3 2022
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
BUY
|
- |
27+ 0.18% |
$1.77K - $2.11K
|
14.7K
$1.12M
|
|
|
Oct 25, 2022
Q3 2022
|
Stableford Capital Ii LLC
Scottsdale, AZ |
BUY
|
- |
26+ 0.19% |
$1.7K - $2.03K
|
13.4K
$1.02M
|
|
|
Nov 14, 2022
Q3 2022
|
Principle Wealth Partners LLC
|
BUY
|
- |
23+ 0.73% |
$1.51K - $1.8K
|
3.19K
$242K
|
|
|
Oct 27, 2022
Q3 2022
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
22+ 0.61% |
$1.44K - $1.72K
|
3.65K
$278K
|
|
|
Nov 07, 2022
Q3 2022
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
20+ 0.31% |
$1.31K - $1.56K
|
6.39K
$486K
|
|
|
Oct 26, 2022
Q3 2022
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
19+ 146.15% |
$1.24K - $1.48K
|
32
$2.43K
|
|
|
Nov 09, 2022
Q3 2022
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
18New |
$1.18K - $1.41K
|
18
$1.37K
|
|
|
Nov 02, 2022
Q3 2022
|
Hudock, Inc.
|
BUY
|
- |
18+ 0.61% |
$1.18K - $1.41K
|
2.97K
$226K
|
|
|
Nov 15, 2022
Q3 2022
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
18+ 0.13% |
$1.18K - $1.41K
|
13.7K
$1.04M
|
|
|
Nov 10, 2022
Q3 2022
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
16+ 0.47% |
$1.05K - $1.25K
|
3.42K
$260K
|
|
|
Nov 07, 2022
Q3 2022
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
16+ 0.12% |
$1.05K - $1.25K
|
13.2K
$1M
|
|
|
Aug 21, 2023
Q3 2022
|
Artemis Wealth Advisors, LLC
|
BUY
|
- |
16New |
$1.05K - $1.25K
|
16
$1.22K
|
|
|
Oct 11, 2022
Q3 2022
|
Silverleafe Capital Partners, LLC
Memphis, TN |
BUY
|
- |
15+ 0.23% |
$983 - $1.17K
|
6.64K
$504K
|
|
|
May 11, 2023
Q3 2022
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
15+ 4.29% |
$983 - $1.17K
|
365
$27.7K
|
|
|
Oct 20, 2022
Q3 2022
|
Jmac Enterprises LLC
|
BUY
|
- |
12+ 0.08% |
$786 - $937
|
15.2K
$1.15M
|
|
|
Oct 27, 2022
Q3 2022
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
11+ 0.14% |
$721 - $859
|
8.05K
$612K
|
|
|
Nov 14, 2022
Q3 2022
|
Objective Capital Management, LLC
|
BUY
|
- |
10+ 0.13% |
$655 - $781
|
7.63K
$580K
|
|
|
Oct 12, 2022
Q3 2022
|
Horan Securities, Inc.
|
BUY
|
- |
10+ 2.33% |
$655 - $781
|
440
$33.4K
|
|
|
Nov 14, 2022
Q3 2022
|
Amussen Hunsaker Associates LLC
Salt Lake City, UT |
BUY
|
- |
9+ 0.2% |
$590 - $703
|
4.43K
$337K
|
|
|
Nov 14, 2022
Q3 2022
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
9+ 0.22% |
$590 - $703
|
4.15K
$316K
|
|
|
Nov 04, 2022
Q3 2022
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
9+ 0.15% |
$590 - $703
|
5.96K
$453K
|
|
|
Nov 09, 2022
Q3 2022
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
9+ 0.52% |
$590 - $703
|
1.74K
$132K
|
|
|
Oct 17, 2022
Q3 2022
|
Hexagon Capital Partners LLC
|
BUY
|
- |
8+ 6.2% |
$524 - $625
|
137
$10.4K
|
|
|
Oct 18, 2022
Q3 2022
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
5+ 0.51% |
$328 - $391
|
978
$74.3K
|
|
|
Nov 02, 2022
Q3 2022
|
Townsend Asset Management Corp
|
BUY
|
- |
5+ 0.32% |
$328 - $391
|
1.55K
$118K
|
|
|
Nov 14, 2022
Q3 2022
|
Tradition Wealth Management, LLC
|
BUY
|
- |
4+ 0.36% |
$262 - $312
|
1.12K
$85.4K
|
|
|
Nov 03, 2022
Q3 2022
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
4+ 1.27% |
$262 - $312
|
320
$24.3K
|
|
|
Nov 07, 2022
Q3 2022
|
Advanced Asset Management Advisors Inc
Dublin, OH |
BUY
|
- |
4+ 0.1% |
$262 - $312
|
3.84K
$292K
|
|
|
Nov 14, 2022
Q3 2022
|
Waldron Private Wealth LLC
|
BUY
|
- |
2+ 0.0% |
$131 - $156
|
41.3K
$3.14M
|
|
|
Nov 14, 2022
Q3 2022
|
Princeton Global Asset Management LLC
|
BUY
|
- |
2+ 0.75% |
$131 - $156
|
268
$20.4K
|
|
|
Jul 17, 2024
Q3 2022
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
2+ 0.63% |
$131 - $156
|
318
$24.2K
|
|
|
Oct 21, 2022
Q3 2022
|
Macroview Investment Management LLC
|
BUY
|
- |
1+ 0.56% |
$65.5 - $78.1
|
180
$13.7K
|
|
|
Oct 31, 2022
Q3 2022
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
1+ 0.64% |
$65.5 - $78.1
|
157
$11.9K
|
|
|
Nov 02, 2022
Q3 2022
|
Wealth Trust Axiom LLC
|
BUY
|
- |
1+ 0.01% |
$65.5 - $78.1
|
6.89K
$523K
|
|
|
Oct 07, 2022
Q3 2022
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
1+ 0.44% |
$65.5 - $78.1
|
226
$17.2K
|
|
|
Nov 09, 2022
Q3 2022
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
1+ 0.02% |
$65.5 - $78.1
|
6.22K
$472K
|
|
|
Nov 09, 2022
Q3 2022
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
1+ 1.03% |
$65.5 - $78.1
|
98
$7.45K
|