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 02, 2022
Q3 2022
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-94- 13.15% |
$6.16K - $7.34K
|
621
$47.2K
|
|
|
Oct 24, 2022
Q3 2022
|
Optimum Investment Advisors
|
SELL
|
- |
-100- 3.45% |
$6.55K - $7.81K
|
2.8K
$213K
|
|
|
Oct 14, 2022
Q3 2022
|
Pacifica Partners Inc.
|
SELL
|
- |
-100- 3.62% |
$6.55K - $7.81K
|
2.67K
$203K
|
|
|
Oct 12, 2022
Q3 2022
|
Sns Financial Group, LLC
|
SELL
|
- |
-101- 0.77% |
$6.62K - $7.89K
|
13K
$992K
|
|
|
Oct 26, 2022
Q3 2022
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-113- 0.25% |
$7.4K - $8.83K
|
44.3K
$3.37M
|
|
|
Nov 14, 2022
Q3 2022
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-118- 1.22% |
$7.73K - $9.22K
|
9.56K
$726K
|
|
|
Nov 03, 2022
Q3 2022
|
Abbrea Capital, LLC
|
SELL
|
- |
-120- 0.88% |
$7.86K - $9.37K
|
13.5K
$1.03M
|
|
|
Nov 14, 2022
Q3 2022
|
Covestor LTD
Boston, MA |
SELL
|
- |
-121- 16.78% |
$7.93K - $9.45K
|
600
$45.6K
|
|
|
Oct 26, 2022
Q3 2022
|
David J Yvars Group
|
SELL
|
- |
-123- 0.87% |
$8.06K - $9.61K
|
14K
$1.06M
|
|
|
Oct 11, 2022
Q3 2022
|
Rise Advisors, LLC
|
SELL
|
- |
-129- 48.31% |
$8.45K - $10.1K
|
138
$10.5K
|
|
|
Oct 11, 2022
Q3 2022
|
Hudson Valley Investment Advisors Inc
|
SELL
|
- |
-136- 0.59% |
$8.91K - $10.6K
|
23K
$1.75M
|
|
|
Oct 11, 2022
Q3 2022
|
Brendel Financial Advisors LLC
|
SELL
|
- |
-137- 0.66% |
$8.97K - $10.7K
|
20.5K
$1.56M
|
|
|
Oct 20, 2022
Q3 2022
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-139- 25.5% |
$9.11K - $10.9K
|
406
$30.9K
|
|
|
Oct 10, 2024
Q3 2022
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-145- 34.94% |
$9.5K - $11.3K
|
270
$20.5K
|
|
|
Nov 10, 2022
Q3 2022
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-146- 0.18% |
$9.56K - $11.4K
|
79.9K
$6.07M
|
|
|
Nov 01, 2022
Q3 2022
|
Creative Financial Designs Inc
|
SELL
|
- |
-159- 5.01% |
$10.4K - $12.4K
|
3.01K
$229K
|
|
|
Nov 14, 2022
Q3 2022
|
Kore Private Wealth LLC
New York, NY |
SELL
|
- |
-163- 0.85% |
$10.7K - $12.7K
|
19K
$1.45M
|
|
|
Nov 15, 2022
Q3 2022
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-164- 0.83% |
$10.7K - $12.8K
|
19.5K
$1.49M
|
|
|
Oct 19, 2022
Q3 2022
|
Triangle Securities Wealth Management
|
SELL
|
- |
-175- 1.37% |
$11.5K - $13.7K
|
12.6K
$961K
|
|
|
Nov 03, 2022
Q3 2022
|
Windsor Capital Management, LLC
|
SELL
|
- |
-179- 1.86% |
$11.7K - $14K
|
9.43K
$717K
|
|
|
Nov 08, 2022
Q3 2022
|
Nbt Bank N A
|
SELL
|
- |
-184- 0.4% |
$12.1K - $14.4K
|
45.9K
$3.49M
|
|
|
Oct 31, 2022
Q3 2022
|
Tranquility Partners, LLC
|
SELL
|
- |
-186- 1.77% |
$12.2K - $14.5K
|
10.3K
$784K
|
|
|
Nov 14, 2022
Q3 2022
|
Matrix Private Capital Group LLC
New York, NY |
SELL
|
- |
-194- 1.82% |
$12.7K - $15.2K
|
10.5K
$796K
|
|
|
Nov 09, 2022
Q3 2022
|
Highland Capital Management, LLC
|
SELL
|
- |
-198- 2.55% |
$13K - $15.5K
|
7.57K
$575K
|
|
|
Nov 10, 2022
Q3 2022
|
Legacy Wealth Planning, LLC
|
SELL
|
- |
-200- 6.03% |
$13.1K - $15.6K
|
3.12K
$237K
|
|
|
Oct 18, 2022
Q3 2022
|
Wbh Advisory Inc
|
SELL
|
- |
-211- 0.54% |
$13.8K - $16.5K
|
38.8K
$2.95M
|
|
|
Nov 09, 2022
Q3 2022
|
Hallmark Capital Management Inc
|
SELL
|
- |
-215- 14.13% |
$14.1K - $16.8K
|
1.31K
$99.3K
|
|
|
Oct 31, 2022
Q3 2022
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-215- 4.81% |
$14.1K - $16.8K
|
4.25K
$323K
|
|
|
Oct 31, 2022
Q3 2022
|
Telos Capital Management, Inc.
|
SELL
|
- |
-222- 1.56% |
$14.5K - $17.3K
|
14K
$1.07M
|
|
|
Nov 08, 2022
Q3 2022
|
Citizens National Bank Trust Department
|
SELL
|
- |
-225- 7.63% |
$14.7K - $17.6K
|
2.73K
$207K
|
|
|
Nov 04, 2022
Q3 2022
|
Cypress Capital Group
|
SELL
|
- |
-232- 1.36% |
$15.2K - $18.1K
|
16.9K
$1.28M
|
|
|
Nov 14, 2022
Q3 2022
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-237- 0.52% |
$15.5K - $18.5K
|
45.8K
$3.48M
|
|
|
Nov 02, 2022
Q3 2022
|
Capital Directions Investment Advisors, LLC
|
SELL
|
- |
-240Closed |
$15.7K - $18.7K
|
0
$0
|
|
|
Oct 17, 2022
Q3 2022
|
Bridge Advisory, LLC
|
SELL
|
- |
-250- 5.62% |
$16.4K - $19.5K
|
4.2K
$319K
|
|
|
Nov 14, 2022
Q3 2022
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-256- 3.79% |
$16.8K - $20K
|
6.5K
$494K
|
|
|
Oct 31, 2022
Q3 2022
|
James Investment Research Inc
|
SELL
|
- |
-268- 48.99% |
$17.6K - $20.9K
|
279
$21.2K
|
|
|
Oct 26, 2022
Q3 2022
|
F3 Logic, LLC
|
SELL
|
- |
-274- 3.72% |
$17.9K - $21.4K
|
7.1K
$539K
|
|
|
Nov 14, 2022
Q3 2022
|
Highlander Capital Management, LLC
Short Hills, NJ |
SELL
|
- |
-275- 24.44% |
$18K - $21.5K
|
850
$64.6K
|
|
|
Oct 14, 2022
Q3 2022
|
Danda Trouve Investment Management, Inc.
|
SELL
|
- |
-275- 0.68% |
$18K - $21.5K
|
40.3K
$3.06M
|
|
|
Oct 31, 2022
Q3 2022
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-275- 2.63% |
$18K - $21.5K
|
10.2K
$772K
|
|
|
Nov 14, 2022
Q3 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-287- 3.39% |
$18.8K - $22.4K
|
8.17K
$621K
|
|
|
Nov 14, 2022
Q3 2022
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-289- 0.8% |
$18.9K - $22.6K
|
36K
$2.73M
|
|
|
Nov 08, 2022
Q3 2022
|
Broadleaf Partners, LLC
Hudson, OH |
SELL
|
- |
-289- 1.24% |
$18.9K - $22.6K
|
23K
$1.75M
|
|
|
Oct 18, 2022
Q3 2022
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-300- 6.59% |
$19.7K - $23.4K
|
4.25K
$323K
|
|
|
Oct 29, 2024
Q3 2022
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-306- 16.05% |
$20K - $23.9K
|
1.6K
$122K
|
|
|
Nov 14, 2022
Q3 2022
|
Ballast Advisors LLC
|
SELL
|
- |
-308- 13.33% |
$20.2K - $24.1K
|
2K
$152K
|
|
|
Nov 14, 2022
Q3 2022
|
M&T Bank Corp
|
SELL
|
- |
-319- 1.57% |
$20.9K - $24.9K
|
20.1K
$1.52M
|
|
|
Aug 13, 2024
Q3 2022
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-320- 12.14% |
$21K - $25K
|
2.32K
$176K
|
|
|
Nov 09, 2022
Q3 2022
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-329- 2.45% |
$21.6K - $25.7K
|
13.1K
$994K
|
|
|
Nov 02, 2022
Q3 2022
|
Grant
|
SELL
|
- |
-335- 0.27% |
$21.9K - $26.2K
|
125K
$9.46M
|