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 14, 2022
Q3 2022
|
Schonfeld Strategic Advisors LLC
New York, NY |
BUY
|
- |
1New |
$65.5 - $78.1
|
1
$76
|
|
|
Oct 19, 2022
Q3 2022
|
Byrne Asset Management LLC
|
BUY
|
- |
1+ 0.26% |
$65.5 - $78.1
|
390
$29.6K
|
|
|
Oct 13, 2022
Q3 2022
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
1+ 100.0% |
$65.5 - $78.1
|
2
$152
|
|
|
Oct 24, 2022
Q3 2022
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
1+ 0.11% |
$65.5 - $78.1
|
900
$68.4K
|
|
|
Oct 31, 2022
Q3 2022
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
1+ 0.81% |
$65.5 - $78.1
|
124
$9.43K
|
|
|
Nov 15, 2022
Q3 2022
|
Nvwm, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 02, 2022
Q3 2022
|
Ellevest, Inc.
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 10, 2022
Q3 2022
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-2- 0.01% |
$131 - $156
|
14.2K
$1.08M
|
|
|
Nov 09, 2022
Q3 2022
|
Shepherd Financial Partners LLC
Winchester, MA |
SELL
|
- |
-5- 0.05% |
$328 - $391
|
10.2K
$773K
|
|
|
Oct 31, 2022
Q3 2022
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-7- 0.69% |
$459 - $547
|
1.01K
$77K
|
|
|
Oct 18, 2022
Q3 2022
|
Wambolt & Associates, LLC
|
SELL
|
- |
-8- 0.2% |
$524 - $625
|
3.92K
$298K
|
|
|
Nov 10, 2022
Q3 2022
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
SELL
|
- |
-8- 0.25% |
$524 - $625
|
3.13K
$238K
|
|
|
Nov 14, 2022
Q3 2022
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-9- 0.7% |
$590 - $703
|
1.27K
$96.8K
|
|
|
Nov 14, 2022
Q3 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-12- 0.06% |
$786 - $937
|
21.1K
$1.6M
|
|
|
Nov 08, 2022
Q3 2022
|
Mayfair Advisory Group, LLC
Birmingham, AL |
SELL
|
- |
-13- 0.42% |
$852 - $1.02K
|
3.11K
$237K
|
|
|
Oct 12, 2022
Q3 2022
|
Accel Wealth Management
|
SELL
|
- |
-14- 0.07% |
$917 - $1.09K
|
18.7K
$1.42M
|
|
|
Oct 26, 2022
Q3 2022
|
Schneider Downs Wealth Management Advisors, LP
|
SELL
|
- |
-14- 0.34% |
$917 - $1.09K
|
4.11K
$313K
|
|
|
Nov 14, 2022
Q3 2022
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-16- 0.45% |
$1.05K - $1.25K
|
3.51K
$267K
|
|
|
Nov 14, 2022
Q3 2022
|
All Terrain Financial Advisors, LLC
Coon Rapids, MN |
SELL
|
- |
-18- 0.37% |
$1.18K - $1.41K
|
4.89K
$372K
|
|
|
Nov 07, 2022
Q3 2022
|
Intrepid Financial Planning Group LLC
Carmel, IN |
SELL
|
- |
-19- 0.08% |
$1.24K - $1.48K
|
24.7K
$1.88M
|
|
|
Oct 24, 2022
Q3 2022
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-20- 0.16% |
$1.31K - $1.56K
|
12.8K
$976K
|
|
|
Nov 07, 2022
Q3 2022
|
Personal Capital Advisors Corp
|
SELL
|
- |
-22- 0.43% |
$1.44K - $1.72K
|
5.13K
$390K
|
|
|
Oct 26, 2022
Q3 2022
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-28- 0.27% |
$1.83K - $2.19K
|
10.2K
$775K
|
|
|
Nov 14, 2022
Q3 2022
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-29- 2.1% |
$1.9K - $2.27K
|
1.35K
$103K
|
|
|
Nov 09, 2022
Q3 2022
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-33- 0.33% |
$2.16K - $2.58K
|
10K
$760K
|
|
|
Oct 24, 2022
Q3 2022
|
Cmh Wealth Management LLC
|
SELL
|
- |
-35- 0.1% |
$2.29K - $2.73K
|
35.5K
$2.7M
|
|
|
Oct 18, 2022
Q3 2022
|
Lion Street Advisors, LLC
|
SELL
|
- |
-36- 0.59% |
$2.36K - $2.81K
|
6.07K
$462K
|
|
|
Oct 18, 2022
Q3 2022
|
First American Trust, Fsb
|
SELL
|
- |
-36- 0.74% |
$2.36K - $2.81K
|
4.84K
$368K
|
|
|
Oct 12, 2022
Q3 2022
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-38- 0.41% |
$2.49K - $2.97K
|
9.16K
$696K
|
|
|
Oct 12, 2022
Q3 2022
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-38- 1.82% |
$2.49K - $2.97K
|
2.05K
$156K
|
|
|
Nov 10, 2022
Q3 2022
|
Keystone Financial Group
|
SELL
|
- |
-39- 0.61% |
$2.55K - $3.05K
|
6.37K
$484K
|
|
|
Nov 09, 2022
Q3 2022
|
Horizon Investment Services, LLC
Hammond, IN |
SELL
|
- |
-39- 0.14% |
$2.55K - $3.05K
|
28.2K
$2.15M
|
|
|
Oct 21, 2022
Q3 2022
|
Arkadios Wealth Advisors
|
SELL
|
- |
-39- 0.29% |
$2.55K - $3.05K
|
13.4K
$1.02M
|
|
|
Nov 15, 2022
Q3 2022
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-40- 5.04% |
$2.62K - $3.12K
|
753
$57.2K
|
|
|
Nov 08, 2022
Q3 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-42- 0.3% |
$2.75K - $3.28K
|
14.1K
$1.07M
|
|
|
Nov 10, 2022
Q3 2022
|
Heritage Wealth Advisors
|
SELL
|
- |
-43- 0.2% |
$2.82K - $3.36K
|
21.5K
$1.63M
|
|
|
Nov 15, 2022
Q3 2022
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
SELL
|
- |
-50- 0.22% |
$3.28K - $3.91K
|
22.2K
$1.69M
|
|
|
Oct 31, 2022
Q3 2022
|
Bank Of The West
|
SELL
|
- |
-50- 1.31% |
$3.28K - $3.91K
|
3.75K
$285K
|
|
|
Oct 13, 2022
Q3 2022
|
Old Port Advisors
|
SELL
|
- |
-53- 1.46% |
$3.47K - $4.14K
|
3.57K
$272K
|
|
|
Nov 09, 2022
Q3 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-57- 0.17% |
$3.73K - $4.45K
|
33K
$2.51M
|
|
|
Nov 01, 2022
Q3 2022
|
Allie Family Office LLC
|
SELL
|
- |
-60- 0.96% |
$3.93K - $4.69K
|
6.2K
$472K
|
|
|
Nov 07, 2022
Q3 2022
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-62- 2.04% |
$4.06K - $4.84K
|
2.98K
$226K
|
|
|
Oct 19, 2022
Q3 2022
|
L.M. Kohn & Company
|
SELL
|
- |
-65- 0.54% |
$4.26K - $5.08K
|
11.9K
$903K
|
|
|
Oct 24, 2022
Q3 2022
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-69- 1.75% |
$4.52K - $5.39K
|
3.88K
$295K
|
|
|
Oct 20, 2022
Q3 2022
|
Psi Advisors, LLC
|
SELL
|
- |
-70- 4.04% |
$4.59K - $5.47K
|
1.66K
$126K
|
|
|
Nov 15, 2022
Q3 2022
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-87- 0.77% |
$5.7K - $6.8K
|
11.2K
$852K
|
|
|
Oct 14, 2022
Q3 2022
|
Gradient Investments LLC
|
SELL
|
- |
-88- 11.53% |
$5.76K - $6.87K
|
675
$51.3K
|
|
|
Oct 25, 2022
Q3 2022
|
Sowa Financial Group, Inc.
Lincoln, RI |
SELL
|
- |
-90- 0.39% |
$5.9K - $7.03K
|
22.7K
$1.73M
|
|
|
Nov 10, 2022
Q3 2022
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-91- 6.61% |
$5.96K - $7.11K
|
1.29K
$97.7K
|
|
|
Nov 08, 2022
Q3 2022
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-92- 3.93% |
$6.03K - $7.19K
|
2.25K
$171K
|