Purchases and Sales Made in Q3 2022 in Utilities Sector Spdr (XLU)

XLU Quotes by TradingView

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 28, 2022 Q3 2022
Benjamin F. Edwards & Company, Inc.

St. Louis, MO
SELL
 -
-5.66K
- 15.9%
$370K - $442K
29.9K $2.27M
Nov 08, 2022 Q3 2022
Crescent Grove Advisors, LLC

SELL
 -
-5.76K
- 52.21%
$377K - $450K
5.27K $401K
Nov 14, 2022 Q3 2022
Cumberland Partners LTD

Toronto, A6
SELL
 -
-5.82K
- 42.0%
$381K - $455K
8.04K $611K
Nov 09, 2022 Q3 2022
Kovitz Investment Group Partners, LLC

SELL
 -
-5.87K
- 7.39%
$385K - $459K
73.5K $5.59M
Nov 14, 2022 Q3 2022
Claraphi Advisory Network, LLC

SELL
 -
-6.02K
- 26.92%
$394K - $470K
16.3K $1.24M
Oct 20, 2022 Q3 2022
Stonnington Group, LLC

SELL
 -
-6.08K
- 43.67%
$398K - $475K
7.84K $596K
Nov 15, 2022 Q3 2022
Verity Asset Management, Inc.

Durham, NC
SELL
 -
-6.26K
Closed
$410K - $489K
0 $0
Oct 18, 2022 Q3 2022
Koshinski Asset Management, Inc.

SELL
 -
-6.73K
- 17.51%
$441K - $526K
31.7K $2.41M
Nov 14, 2022 Q3 2022
Veritable, L.P.

Newtown Square, PA
SELL
 -
-6.81K
- 2.15%
$446K - $532K
310K $23.6M
Oct 27, 2022 Q3 2022
Redhawk Wealth Advisors, Inc.

Minneapolis, MN
SELL
 -
-7.53K
- 9.16%
$494K - $589K
74.7K $5.68M
Nov 03, 2022 Q3 2022
Texas Capital Bancshares Inc

SELL
 -
-8.09K
- 57.36%
$530K - $632K
6.01K $457K
Nov 14, 2022 Q3 2022
Laurel Wealth Advisors, Inc.

Solana Beach, CA
SELL
 -
-8.29K
- 11.71%
$543K - $648K
62.5K $4.75M
Oct 17, 2022 Q3 2022
Community Trust & Investment CO

SELL
 -
-9.13K
- 3.07%
$598K - $713K
288K $21.9M
Nov 08, 2022 Q3 2022
Catalyst Capital Advisors LLC

Huntington, NY
SELL
 -
-9.84K
- 32.74%
$644K - $768K
20.2K $1.54M
Oct 27, 2022 Q3 2022
Cwm, LLC

SELL
 -
-10.4K
- 32.57%
$679K - $809K
21.5K $1.63M
Nov 10, 2022 Q3 2022
Hilton Capital Management, LLC

SELL
 -
-10.6K
- 1.72%
$695K - $829K
605K $46M
Oct 31, 2022 Q3 2022
Antonetti Capital Management LLC

SELL
 -
-10.9K
- 99.23%
$714K - $851K
85 $6.46K
Nov 10, 2022 Q3 2022
Roundview Capital LLC

Princeton, NJ
SELL
 -
-11.2K
- 15.09%
$734K - $875K
63K $4.79M
Nov 09, 2022 Q3 2022
Full Sail Capital, LLC

Oklahoma City, OK
SELL
 -
-11.3K
- 19.09%
$742K - $885K
48K $3.65M
Nov 14, 2022 Q3 2022
Meristem Family Wealth, LLC

Minnetonka, MN
SELL
 -
-11.6K
Closed
$760K - $906K
0 $0
Nov 01, 2022 Q3 2022
U.S. Capital Wealth Advisors, LLC

Austin, TX
SELL
 -
-11.9K
- 33.44%
$780K - $930K
23.7K $1.8M
Nov 14, 2022 Q3 2022
Northern Oak Wealth Management Inc

Milwaukee, WI
SELL
 -
-11.9K
- 37.18%
$781K - $931K
20.1K $1.53M
Nov 03, 2022 Q3 2022
Millburn Ridgefield Corp

SELL
 -
-12.5K
- 37.79%
$817K - $974K
20.5K $1.56M
Nov 14, 2022 Q3 2022
1832 Asset Management L.P.

Toronto, A6
SELL
 -
-12.5K
- 2.83%
$817K - $974K
429K $32.6M
Nov 07, 2022 Q3 2022
Arete Wealth Advisors, LLC

Chicago, IL
SELL
 -
-13.6K
- 57.55%
$889K - $1.06M
10K $761K
Oct 13, 2022 Q3 2022
Wesbanco Bank Inc

SELL
 -
-13.9K
- 68.84%
$908K - $1.08M
6.27K $477K
Oct 05, 2022 Q3 2022
Centric Wealth Management

SELL
 -
-14.2K
- 40.81%
$932K - $1.11M
20.6K $1.57M
Nov 08, 2022 Q3 2022
Swan Global Investments, LLC

Durango, CO
SELL
 -
-15K
- 3.83%
$980K - $1.17M
376K $28.6M
Oct 21, 2022 Q3 2022
G&S Capital LLC

SELL
 -
-15.3K
- 38.32%
$1M - $1.2M
24.7K $1.88M
Oct 18, 2022 Q3 2022
Wespac Advisors, LLC

SELL
 -
-15.5K
- 38.95%
$1.02M - $1.21M
24.4K $1.85M
Oct 12, 2022 Q3 2022
Cliftonlarsonallen Wealth Advisors, LLC

SELL
 -
-15.6K
- 27.15%
$1.02M - $1.22M
41.9K $3.18M
Nov 10, 2022 Q3 2022
Phoenix Holdings Ltd.

Givatayim, L3
SELL
 -
-16K
- 12.14%
$1.05M - $1.25M
116K $8.78M
Dec 12, 2024 Q3 2022
Heritage Wealth Advisors

SELL
 -
-16.6K
- 43.55%
$1.08M - $1.29M
21.5K $1.63M
Nov 10, 2022 Q3 2022
Tkg Advisors, LLC

SELL
 -
-17.3K
- 40.81%
$1.14M - $1.35M
25.1K $1.91M
Nov 09, 2022 Q3 2022
Hwg Holdings LP

Houston, TX
SELL
 -
-17.6K
- 60.92%
$1.15M - $1.37M
11.3K $858K
Oct 18, 2022 Q3 2022
Tradewinds Capital Management, LLC

SELL
 -
-17.7K
- 4.37%
$1.16M - $1.39M
388K $29.5M
Nov 14, 2022 Q3 2022
Wealthfront Advisers LLC

SELL
 -
-19K
- 63.6%
$1.25M - $1.49M
10.9K $828K
Nov 14, 2022 Q3 2022
Old Mission Capital LLC

SELL
 -
-19.5K
- 12.35%
$1.28M - $1.53M
139K $10.5M
Nov 03, 2022 Q3 2022
Creative Planning

Overland Park, KS
SELL
 -
-20K
- 26.16%
$1.31M - $1.57M
56.6K $4.3M
Nov 14, 2022 Q3 2022
Rothschild Capital Partners, LLC

New York, NY
SELL
 -
-23.2K
- 21.21%
$1.52M - $1.81M
86.2K $6.55M
Oct 26, 2022 Q3 2022
Steel Peak Wealth Management LLC

SELL
 -
-23.3K
- 78.12%
$1.53M - $1.82M
6.54K $497K
Feb 01, 2023 Q3 2022
Keebeck Alpha, LP

Stamford, CT
SELL
 -
-24.1K
- 50.29%
$1.58M - $1.88M
23.8K $1.81M
Nov 07, 2022 Q3 2022
Keebeck Alpha, LP

Stamford, CT
SELL
 -
-24.1K
- 50.29%
$1.58M - $1.88M
23.8K $1.81M
Nov 15, 2022 Q3 2022
State Street Corp

Boston, MA
SELL
 -
-24.6K
- 1.92%
$1.61M - $1.92M
1.26M $95.7M
Nov 15, 2022 Q3 2022
Altfest L J & CO Inc

SELL
 -
-26.4K
- 85.81%
$1.73M - $2.06M
4.37K $332K
Nov 10, 2022 Q3 2022
Clarity Financial LLC

SELL
 -
-27.9K
- 24.19%
$1.82M - $2.18M
87.3K $6.64M
Nov 10, 2022 Q3 2022
Tower Research Capital LLC (Trc)

New York, NY
SELL
 -
-28.2K
- 99.48%
$1.85M - $2.2M
147 $11.2K
Nov 14, 2022 Q3 2022
Hsbc Holdings PLC

London, X0
SELL
 -
-29.1K
- 88.35%
$1.9M - $2.27M
3.83K $291K
Nov 10, 2022 Q3 2022
Cetera Advisors LLC

Denver, CO
SELL
 -
-29.6K
- 23.35%
$1.94M - $2.31M
97.1K $7.38M

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