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 04, 2022
Q3 2022
|
Bowling Portfolio Management LLC
|
SELL
|
- |
-2.03K- 4.0% |
$133K - $158K
|
48.6K
$3.7M
|
|
|
Oct 27, 2022
Q3 2022
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-2.24K- 5.44% |
$147K - $175K
|
39K
$2.96M
|
|
|
Oct 26, 2022
Q3 2022
|
Providence First Trust CO
|
SELL
|
- |
-2.24K- 3.51% |
$147K - $175K
|
61.8K
$4.69M
|
|
|
Oct 24, 2022
Q3 2022
|
Barry Investment Advisors, LLC
|
SELL
|
- |
-2.28K- 12.53% |
$149K - $178K
|
15.9K
$1.21M
|
|
|
Feb 13, 2023
Q3 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-2.3K- 0.56% |
$150K - $179K
|
410K
$31.2M
|
|
|
Nov 14, 2022
Q3 2022
|
Edgestream Partners, L.P.
Princeton, NJ |
SELL
|
- |
-2.32K- 28.11% |
$152K - $181K
|
5.92K
$450K
|
|
|
Oct 17, 2022
Q3 2022
|
Sage Capital Advisors,Llc
|
SELL
|
- |
-2.35K- 13.73% |
$154K - $183K
|
14.7K
$1.12M
|
|
|
Oct 25, 2022
Q3 2022
|
Fifth Third Bancorp
|
SELL
|
- |
-2.42K- 4.66% |
$159K - $189K
|
49.6K
$3.77M
|
|
|
Nov 14, 2022
Q3 2022
|
Twin Focus Capital Partners, LLC
Boston, MA |
SELL
|
- |
-2.51K- 1.79% |
$164K - $196K
|
137K
$10.4M
|
|
|
Oct 17, 2022
Q3 2022
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-2.58K- 57.76% |
$169K - $202K
|
1.89K
$144K
|
|
|
Nov 14, 2022
Q3 2022
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
SELL
|
- |
-2.62K- 19.89% |
$172K - $205K
|
10.5K
$802K
|
|
|
Nov 04, 2022
Q3 2022
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
SELL
|
- |
-2.65K- 5.08% |
$174K - $207K
|
49.5K
$3.76M
|
|
|
Nov 14, 2022
Q3 2022
|
Compton Financial Group, LLC
|
SELL
|
- |
-2.67K- 3.55% |
$175K - $209K
|
72.5K
$5.51M
|
|
|
Oct 25, 2022
Q3 2022
|
Spreng Capital Management, Inc.
|
SELL
|
- |
-2.7K- 28.96% |
$177K - $211K
|
6.62K
$503K
|
|
|
Oct 12, 2022
Q3 2022
|
Private Wealth Group, LLC
|
SELL
|
- |
-2.72K- 14.98% |
$178K - $213K
|
15.5K
$1.17M
|
|
|
Nov 14, 2022
Q3 2022
|
Gm Advisory Group, Inc.
Melville, NY |
SELL
|
- |
-2.73K- 19.91% |
$179K - $213K
|
11K
$833K
|
|
|
Nov 09, 2022
Q3 2022
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-2.73K- 13.84% |
$179K - $213K
|
17K
$1.29M
|
|
|
Nov 07, 2022
Q3 2022
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-2.77K- 6.16% |
$181K - $216K
|
42.1K
$3.2M
|
|
|
Oct 25, 2022
Q3 2022
|
Friedenthal Financial
|
SELL
|
- |
-2.77K- 2.81% |
$182K - $216K
|
95.8K
$7.28M
|
|
|
Dec 13, 2022
Q3 2022
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
SELL
|
- |
-2.77KClosed |
$182K - $217K
|
0
$0
|
|
|
Nov 08, 2022
Q3 2022
|
Atom Investors LP
Austin, TX |
SELL
|
- |
-2.85K- 13.29% |
$187K - $223K
|
18.6K
$1.41M
|
|
|
Oct 12, 2022
Q3 2022
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-3.03K- 12.8% |
$198K - $237K
|
20.6K
$1.57M
|
|
|
Nov 14, 2022
Q3 2022
|
Inscription Capital, LLC
Houston, TX |
SELL
|
- |
-3.04K- 33.0% |
$199K - $237K
|
6.17K
$469K
|
|
|
Nov 14, 2022
Q3 2022
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-3.09K- 22.35% |
$202K - $241K
|
10.7K
$816K
|
|
|
Oct 07, 2022
Q3 2022
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-3.2K- 96.97% |
$209K - $250K
|
100
$7.6K
|
|
|
Oct 17, 2022
Q3 2022
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-3.2K- 17.53% |
$210K - $250K
|
15.1K
$1.15M
|
|
|
Nov 07, 2022
Q3 2022
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-3.39K- 6.41% |
$222K - $265K
|
49.5K
$3.76M
|
|
|
Nov 14, 2022
Q3 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-3.43K- 16.33% |
$225K - $268K
|
17.6K
$1.34M
|
|
|
Nov 14, 2022
Q3 2022
|
Alphadyne Asset Management LP
New York, NY |
SELL
|
- |
-3.47K- 23.57% |
$227K - $271K
|
11.2K
$854K
|
|
|
Nov 14, 2022
Q3 2022
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-3.75K- 44.32% |
$245K - $293K
|
4.71K
$358K
|
|
|
Nov 14, 2022
Q3 2022
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-3.82K- 28.82% |
$250K - $298K
|
9.44K
$717K
|
|
|
Oct 12, 2023
Q3 2022
|
Narus Financial Partners, LLC
Salt Lake City, UT |
SELL
|
- |
-3.86K- 19.15% |
$253K - $301K
|
16.3K
$1.24M
|
|
|
Nov 14, 2022
Q3 2022
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-4.02K- 44.69% |
$263K - $314K
|
4.98K
$378K
|
|
|
Jul 24, 2024
Q3 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-4.08K- 6.93% |
$268K - $319K
|
54.9K
$4.17M
|
|
|
Apr 19, 2024
Q3 2022
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-4.17K- 10.8% |
$273K - $325K
|
34.4K
$2.62M
|
|
|
Nov 07, 2022
Q3 2022
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-4.32K- 29.63% |
$283K - $338K
|
10.3K
$780K
|
|
|
Oct 09, 2024
Q3 2022
|
Cladis Investment Advisory, LLC
Billings, MT |
SELL
|
- |
-4.44K- 41.21% |
$291K - $347K
|
6.34K
$482K
|
|
|
Nov 07, 2022
Q3 2022
|
Parsec Financial Management, Inc.
|
SELL
|
- |
-4.48K- 9.18% |
$294K - $350K
|
44.3K
$3.37M
|
|
|
Nov 08, 2022
Q3 2022
|
Brr Op Co, LLC
|
SELL
|
- |
-4.63K- 30.21% |
$303K - $362K
|
10.7K
$813K
|
|
|
Nov 08, 2022
Q3 2022
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-5.05K- 4.98% |
$331K - $394K
|
96.3K
$7.32M
|
|
|
Oct 25, 2022
Q3 2022
|
Janney Capital Management LLC
|
SELL
|
- |
-5.08K- 1.39% |
$332K - $396K
|
361K
$27.4M
|
|
|
Nov 30, 2022
Q3 2022
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-5.33K- 70.17% |
$349K - $416K
|
2.26K
$172K
|
|
|
Nov 14, 2022
Q3 2022
|
Titleist Asset Management, Ltd.
San Antonio, TX |
SELL
|
- |
-5.34K- 36.3% |
$350K - $417K
|
9.38K
$713K
|
|
|
Nov 14, 2022
Q3 2022
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-5.39K- 21.76% |
$353K - $421K
|
19.4K
$1.47M
|
|
|
Oct 05, 2022
Q3 2022
|
Farmers Trust CO
|
SELL
|
- |
-5.39K- 32.13% |
$353K - $421K
|
11.4K
$866K
|
|
|
Nov 02, 2022
Q3 2022
|
Mc Alister, Sweet & Associates, Inc.
|
SELL
|
- |
-5.52K- 12.48% |
$361K - $431K
|
38.7K
$2.94M
|
|
|
Nov 14, 2022
Q3 2022
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-5.53K- 10.91% |
$362K - $432K
|
45.2K
$3.43M
|
|
|
Nov 10, 2022
Q3 2022
|
Stamos Capital Partners, L.P.
Menlo Park, CA |
SELL
|
- |
-5.55K- 20.56% |
$364K - $434K
|
21.5K
$1.63M
|
|
|
Nov 14, 2022
Q3 2022
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-5.6K- 6.76% |
$367K - $437K
|
77.2K
$5.86M
|
|
|
Nov 10, 2022
Q3 2022
|
Greenwood Capital Associates LLC
Greenwood, SC |
SELL
|
- |
-5.6K- 60.45% |
$367K - $438K
|
3.67K
$279K
|