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 |
---|---|---|---|---|---|---|---|
Oct 24, 2022
Q3 2022
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-1.03K- 11.09% |
$67.2K - $80.2K
|
8.23K
$625K
|
|
Oct 31, 2022
Q3 2022
|
Trust CO Of Virginia
|
SELL
|
- |
-1.03K- 3.84% |
$67.3K - $80.2K
|
25.7K
$1.96M
|
|
Nov 14, 2022
Q3 2022
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-1.03K- 3.53% |
$67.5K - $80.5K
|
28.2K
$2.14M
|
|
Oct 04, 2022
Q3 2022
|
Boltwood Capital Management
|
SELL
|
- |
-1.04K- 7.47% |
$67.9K - $81K
|
12.9K
$977K
|
|
Oct 21, 2022
Q3 2022
|
Asset Management Corp
|
SELL
|
- |
-1.05K- 12.84% |
$68.8K - $82K
|
7.13K
$542K
|
|
Nov 01, 2022
Q3 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-1.06K- 1.04% |
$69.1K - $82.4K
|
100K
$7.61M
|
|
Oct 17, 2022
Q3 2022
|
Kercheville Advisors, LLC
|
SELL
|
- |
-1.1K- 6.67% |
$72.1K - $85.9K
|
15.4K
$1.17M
|
|
Nov 02, 2022
Q3 2022
|
Clear Street Markets LLC
|
SELL
|
- |
-1.1K- 55.0% |
$72.1K - $85.9K
|
900
$68.4K
|
|
Nov 15, 2022
Q3 2022
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-1.11K- 3.97% |
$73K - $87K
|
26.9K
$2.05M
|
|
Nov 14, 2022
Q3 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-1.14K- 7.42% |
$74.9K - $89.3K
|
14.3K
$1.08M
|
|
Nov 14, 2022
Q3 2022
|
Biltmore Wealth Management, LLC
|
SELL
|
- |
-1.18K- 0.92% |
$77K - $91.8K
|
126K
$9.6M
|
|
Oct 14, 2022
Q3 2022
|
Stillwater Capital Advisors, LLC
|
SELL
|
- |
-1.2K- 7.27% |
$78.6K - $93.7K
|
15.3K
$1.16M
|
|
Oct 19, 2022
Q3 2022
|
Ayalon Insurance Comp Ltd.
|
SELL
|
- |
-1.24K- 3.0% |
$81.2K - $96.8K
|
40K
$3.04M
|
|
Oct 12, 2022
Q3 2022
|
Tap Consulting, LLC
|
SELL
|
- |
-1.25K- 2.64% |
$81.8K - $97.5K
|
46.1K
$3.5M
|
|
Oct 06, 2022
Q3 2022
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-1.25K- 14.85% |
$81.9K - $97.7K
|
7.17K
$545K
|
|
Oct 27, 2022
Q3 2022
|
Strategic Investment Advisors
Farmington Hills, MI |
SELL
|
- |
-1.26K- 13.3% |
$82.4K - $98.3K
|
8.2K
$624K
|
|
Oct 28, 2022
Q3 2022
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-1.26K- 5.79% |
$82.5K - $98.4K
|
20.5K
$1.56M
|
|
Nov 03, 2022
Q3 2022
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-1.27K- 86.53% |
$83.3K - $99.4K
|
198
$15K
|
|
Nov 07, 2022
Q3 2022
|
Spire Wealth Management
|
SELL
|
- |
-1.27K- 1.92% |
$83.4K - $99.4K
|
65K
$4.94M
|
|
Nov 03, 2022
Q3 2022
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-1.29K- 7.31% |
$84.6K - $101K
|
16.4K
$1.25M
|
|
Nov 08, 2022
Q3 2022
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-1.3K- 4.94% |
$85.2K - $102K
|
25K
$1.9M
|
|
Oct 18, 2022
Q3 2022
|
Sabal Trust CO
|
SELL
|
- |
-1.33K- 3.54% |
$86.8K - $104K
|
36.1K
$2.74M
|
|
Oct 19, 2022
Q3 2022
|
Patten & Patten Inc
|
SELL
|
- |
-1.35K- 4.95% |
$88.4K - $105K
|
25.9K
$1.97M
|
|
Oct 21, 2022
Q3 2022
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-1.36K- 3.29% |
$88.9K - $106K
|
39.9K
$3.03M
|
|
Oct 31, 2022
Q3 2022
|
Pinnacle Associates LTD
|
SELL
|
- |
-1.36K- 27.27% |
$89K - $106K
|
3.62K
$275K
|
|
Nov 14, 2022
Q3 2022
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-1.37K- 0.21% |
$89.9K - $107K
|
642K
$48.8M
|
|
Oct 13, 2022
Q3 2022
|
Johnson Midwest Financial, LLC
|
SELL
|
- |
-1.38K- 50.25% |
$90.7K - $108K
|
1.37K
$104K
|
|
Nov 14, 2022
Q3 2022
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
SELL
|
- |
-1.41K- 7.73% |
$92.4K - $110K
|
16.8K
$1.28M
|
|
Oct 20, 2022
Q3 2022
|
Mkt Advisors LLC
Escondido, CA |
SELL
|
- |
-1.41K- 25.34% |
$92.4K - $110K
|
4.16K
$316K
|
|
Oct 25, 2022
Q3 2022
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-1.46K- 25.36% |
$95.5K - $114K
|
4.29K
$326K
|
|
Oct 12, 2022
Q3 2022
|
City Holding CO
|
SELL
|
- |
-1.49K- 6.28% |
$97.6K - $116K
|
22.2K
$1.69M
|
|
Oct 24, 2022
Q3 2022
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-1.51K- 22.08% |
$98.6K - $118K
|
5.31K
$404K
|
|
Nov 03, 2022
Q3 2022
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-1.51K- 4.33% |
$99.1K - $118K
|
33.4K
$2.54M
|
|
Nov 21, 2022
Q3 2022
|
Bray Capital Advisors
|
SELL
|
- |
-1.54K- 3.17% |
$101K - $120K
|
47.1K
$3.58M
|
|
Aug 16, 2024
Q3 2022
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-1.57K- 13.3% |
$103K - $122K
|
10.2K
$775K
|
|
Oct 12, 2022
Q3 2022
|
Advisory Alpha, LLC
|
SELL
|
- |
-1.57K- 2.61% |
$103K - $123K
|
58.6K
$4.46M
|
|
Oct 31, 2022
Q3 2022
|
Concorde Asset Management, LLC
|
SELL
|
- |
-1.59K- 21.08% |
$104K - $124K
|
5.95K
$452K
|
|
Nov 07, 2022
Q3 2022
|
Moneda S.A. Administradora General De Fondos
|
SELL
|
- |
-1.6K- 32.99% |
$105K - $125K
|
3.26K
$247K
|
|
Nov 14, 2022
Q3 2022
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-1.61K- 10.29% |
$106K - $126K
|
14.1K
$1.07M
|
|
Nov 09, 2022
Q3 2022
|
Hamel Associates, Inc.
|
SELL
|
- |
-1.63K- 1.77% |
$106K - $127K
|
90K
$6.84M
|
|
Nov 03, 2022
Q3 2022
|
Eudaimonia Advisors LLC
Winchester, TN |
SELL
|
- |
-1.63K- 28.28% |
$107K - $127K
|
4.13K
$314K
|
|
Oct 17, 2022
Q3 2022
|
J2 Capital Management Inc
|
SELL
|
- |
-1.67K- 21.73% |
$109K - $130K
|
6K
$456K
|
|
Oct 28, 2022
Q3 2022
|
Ifg Advisory, LLC
|
SELL
|
- |
-1.67K- 2.2% |
$110K - $131K
|
74.6K
$5.67M
|
|
Oct 18, 2022
Q3 2022
|
Wedbush Securities Inc
|
SELL
|
- |
-1.73K- 3.29% |
$113K - $135K
|
50.8K
$3.86M
|
|
Oct 19, 2022
Q3 2022
|
Empirical Asset Management, LLC
|
SELL
|
- |
-1.78K- 6.6% |
$117K - $139K
|
25.2K
$1.92M
|
|
Oct 11, 2022
Q3 2022
|
Butensky & Cohen Financial Security, Inc
|
SELL
|
- |
-1.83K- 6.33% |
$120K - $143K
|
27.1K
$2.06M
|
|
Oct 14, 2022
Q3 2022
|
Montecito Bank & Trust
|
SELL
|
- |
-1.88K- 5.29% |
$123K - $147K
|
33.7K
$2.56M
|
|
Nov 09, 2022
Q3 2022
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
SELL
|
- |
-1.9K- 73.82% |
$124K - $148K
|
674
$51.2K
|
|
Nov 08, 2022
Q3 2022
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-1.91K- 2.36% |
$125K - $149K
|
79K
$6.01M
|
|
Nov 14, 2022
Q3 2022
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-1.92K- 0.67% |
$126K - $150K
|
286K
$21.8M
|