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 08, 2022
Q3 2022
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-29.7K- 45.89% |
$1.94M - $2.32M
|
35K
$2.66M
|
|
|
Oct 13, 2022
Q3 2022
|
National Bank Of Canada
|
SELL
|
- |
-29.8K- 84.75% |
$1.95M - $2.33M
|
5.37K
$408K
|
|
|
Jun 14, 2024
Q3 2022
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-33K- 21.4% |
$2.16M - $2.58M
|
121K
$9.22M
|
|
|
Oct 26, 2022
Q3 2022
|
Peak Financial Advisors LLC
|
SELL
|
- |
-34.3K- 62.03% |
$2.24M - $2.68M
|
21K
$1.59M
|
|
|
Nov 14, 2022
Q3 2022
|
Brown Advisory Inc
|
SELL
|
- |
-35.7KClosed |
$2.34M - $2.79M
|
0
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Advisory Services Network, LLC
|
SELL
|
- |
-37.7K- 48.03% |
$2.47M - $2.94M
|
40.8K
$3.1M
|
|
|
Nov 07, 2022
Q3 2022
|
Hanlon Investment Management, Inc.
|
SELL
|
- |
-39.7K- 92.83% |
$2.6M - $3.1M
|
3.07K
$233K
|
|
|
Nov 10, 2022
Q3 2022
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-40.4K- 19.32% |
$2.65M - $3.16M
|
169K
$12.8M
|
|
|
Oct 07, 2022
Q3 2022
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
SELL
|
- |
-43.1K- 6.88% |
$2.82M - $3.37M
|
584K
$44.4M
|
|
|
Oct 24, 2022
Q3 2022
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-45.3K- 84.09% |
$2.97M - $3.54M
|
8.56K
$651K
|
|
|
Oct 05, 2022
Q3 2022
|
Hbw Advisory Services LLC
|
SELL
|
- |
-47.6K- 83.94% |
$3.12M - $3.72M
|
9.11K
$692K
|
|
|
Sep 25, 2024
Q3 2022
|
Paragon Capital Management Inc
Provo, UT |
SELL
|
- |
-49.4KClosed |
$3.23M - $3.86M
|
0
$0
|
|
|
Nov 03, 2022
Q3 2022
|
Texas Capital Bank Wealth Management Services Inc
|
SELL
|
- |
-52.9K- 62.54% |
$3.47M - $4.13M
|
31.7K
$2.41M
|
|
|
Nov 14, 2022
Q3 2022
|
Fullerton Fund Management CO Ltd.
Singapore, U0 |
SELL
|
- |
-59.6K- 53.91% |
$3.9M - $4.65M
|
50.9K
$3.87M
|
|
|
Nov 14, 2022
Q3 2022
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
SELL
|
- |
-69.5K- 88.27% |
$4.55M - $5.43M
|
9.24K
$702K
|
|
|
Nov 14, 2022
Q3 2022
|
Bellwether Advisors, LLC
|
SELL
|
- |
-71.6K- 16.92% |
$4.69M - $5.59M
|
351K
$26.7M
|
|
|
Nov 03, 2022
Q3 2022
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-97.4K- 51.1% |
$6.38M - $7.61M
|
93.2K
$7.09M
|
|
|
Aug 11, 2023
Q3 2022
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-97.4K- 51.1% |
$6.38M - $7.61M
|
93.2K
$7.09M
|
|
|
Oct 18, 2022
Q3 2022
|
Karp Capital Management Corp
|
SELL
|
- |
-104KClosed |
$6.81M - $8.12M
|
0
$0
|
|
|
Oct 27, 2022
Q3 2022
|
Strs Ohio
|
SELL
|
- |
-105K- 51.22% |
$6.88M - $8.2M
|
100K
$7.6M
|
|
|
Nov 04, 2022
Q3 2022
|
Estate Counselors, LLC
|
SELL
|
- |
-114K- 66.28% |
$7.48M - $8.92M
|
58.1K
$4.42M
|
|
|
Oct 21, 2022
Q3 2022
|
Sumitomo Mitsui Trust Holdings, Inc.
|
SELL
|
- |
-116K- 89.68% |
$7.58M - $9.04M
|
13.3K
$1.01M
|
|
|
Nov 03, 2022
Q3 2022
|
Factory Mutual Insurance CO
Waltham, MA |
SELL
|
- |
-123K- 5.2% |
$8.07M - $9.62M
|
2.25M
$171M
|
|
|
Nov 07, 2022
Q3 2022
|
Td Asset Management Inc
|
SELL
|
- |
-125K- 12.83% |
$8.2M - $9.78M
|
851K
$64.7M
|
|
|
Nov 07, 2022
Q3 2022
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-148K- 59.38% |
$9.67M - $11.5M
|
101K
$7.68M
|
|
|
Nov 01, 2022
Q3 2022
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-182K- 43.35% |
$11.9M - $14.2M
|
237K
$18M
|
|
|
Nov 14, 2022
Q3 2022
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-183K- 23.63% |
$12M - $14.3M
|
591K
$45M
|
|
|
Oct 26, 2022
Q3 2022
|
Advisor Resource Council
|
SELL
|
- |
-185K- 91.49% |
$12.1M - $14.5M
|
17.2K
$1.31M
|
|
|
Nov 14, 2022
Q3 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-192K- 76.28% |
$12.6M - $15M
|
59.7K
$4.54M
|
|
|
Nov 14, 2022
Q3 2022
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-229K- 9.32% |
$15M - $17.9M
|
2.23M
$169M
|
|
|
Nov 10, 2022
Q3 2022
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-252K- 32.85% |
$16.5M - $19.7M
|
515K
$39.1M
|
|
|
Nov 10, 2022
Q3 2022
|
Ubs Group Ag
|
SELL
|
- |
-280K- 8.54% |
$18.4M - $21.9M
|
3M
$228M
|
|
|
Oct 12, 2022
Q3 2022
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-291K- 96.62% |
$19M - $22.7M
|
10.2K
$773K
|
|
|
Nov 14, 2022
Q3 2022
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-550K- 13.25% |
$36M - $42.9M
|
3.6M
$274M
|
|
|
Nov 14, 2022
Q3 2022
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
SELL
|
- |
-745K- 22.28% |
$48.8M - $58.2M
|
2.6M
$197M
|
|
|
Nov 14, 2022
Q3 2022
|
D. E. Shaw & Co., Inc.
New York, NY |
SELL
|
- |
-768K- 57.39% |
$50.3M - $60M
|
570K
$43.4M
|
|
|
Nov 10, 2022
Q3 2022
|
Bank Of Nova Scotia
|
SELL
|
- |
-974K- 99.36% |
$63.8M - $76.1M
|
6.32K
$480K
|
|
|
Nov 14, 2022
Q3 2022
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-1.28M- 90.78% |
$83.9M - $100M
|
130K
$9.9M
|
|
|
May 14, 2024
Q3 2022
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-2.65M- 29.9% |
$173M - $207M
|
6.21M
$472M
|
|
|
Nov 10, 2022
Q3 2022
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-2.65M- 29.9% |
$173M - $207M
|
6.21M
$472M
|
|
|
Nov 09, 2022
Q3 2022
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-3.79M- 99.86% |
$248M - $296M
|
5.15K
$392K
|
|
|
Nov 14, 2022
Q3 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-7.04M- 36.87% |
$461M - $550M
|
12.1M
$916M
|