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 |
---|---|---|---|---|---|---|---|
Mar 17, 2023
Q3 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
91.6KNew |
$6M - $7.16M
|
91.6K
$6.97M
|
|
Oct 25, 2022
Q3 2022
|
Meritage Portfolio Management
|
BUY
|
- |
87.4K+ 67.71% |
$5.73M - $6.83M
|
216K
$16.5M
|
|
Oct 25, 2022
Q3 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
87.3K+ 16.35% |
$5.72M - $6.82M
|
621K
$47.2M
|
|
Oct 12, 2022
Q3 2022
|
Milestone Advisory Partners
|
BUY
|
- |
85.2KNew |
$5.58M - $6.66M
|
85.2K
$6.48M
|
|
Nov 14, 2022
Q3 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
84.1K+ 192.04% |
$5.51M - $6.57M
|
128K
$9.72M
|
|
Nov 10, 2022
Q3 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
82.5K+ 21.24% |
$5.4M - $6.44M
|
471K
$35.8M
|
|
Oct 24, 2022
Q3 2022
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
78.3KNew |
$5.13M - $6.12M
|
78.3K
$5.96M
|
|
Nov 03, 2022
Q3 2022
|
Spectrum Management Group, LLC
|
BUY
|
- |
76.1KNew |
$4.98M - $5.94M
|
76.1K
$5.78M
|
|
Nov 10, 2022
Q3 2022
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
74.6K+ 258.59% |
$4.89M - $5.83M
|
103K
$7.86M
|
|
Nov 14, 2022
Q3 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
72.3K+ 12.78% |
$4.74M - $5.65M
|
638K
$48.5M
|
|
Oct 14, 2022
Q3 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
69.3K+ 34.69% |
$4.54M - $5.41M
|
269K
$20.4M
|
|
Nov 10, 2022
Q3 2022
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
68.9K+ 45.25% |
$4.51M - $5.38M
|
221K
$16.8M
|
|
Oct 13, 2022
Q3 2022
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
68.9KNew |
$4.51M - $5.38M
|
68.9K
$5.24M
|
|
Nov 14, 2022
Q3 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
67.7K+ 6.9% |
$4.44M - $5.29M
|
1.05M
$79.8M
|
|
Oct 18, 2022
Q3 2022
|
Innova Wealth Partners
|
BUY
|
- |
64.8KNew |
$4.25M - $5.06M
|
64.8K
$4.93M
|
|
Oct 25, 2022
Q3 2022
|
Ferguson Shapiro LLC
|
BUY
|
- |
64.3KNew |
$4.22M - $5.03M
|
64.3K
$4.89M
|
|
Nov 10, 2022
Q3 2022
|
Dakota Wealth Management
|
BUY
|
- |
61.7KNew |
$4.04M - $4.82M
|
61.7K
$4.69M
|
|
Nov 10, 2022
Q3 2022
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
61.5K+ 1630.12% |
$4.03M - $4.8M
|
65.3K
$4.96M
|
|
Nov 14, 2022
Q3 2022
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
60.5K+ 1071.49% |
$3.96M - $4.72M
|
66.1K
$5.03M
|
|
Nov 01, 2022
Q3 2022
|
Asset Advisors Investment Management, LLC
|
BUY
|
- |
60.4K+ 2081.34% |
$3.95M - $4.72M
|
63.3K
$4.81M
|
|
Oct 24, 2022
Q3 2022
|
Lincoln Capital Corp
|
BUY
|
- |
56.6KNew |
$3.71M - $4.42M
|
56.6K
$4.3M
|
|
Nov 14, 2022
Q3 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
56.1K+ 60.93% |
$3.68M - $4.38M
|
148K
$11.3M
|
|
Nov 14, 2022
Q3 2022
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
54.5K+ 18.36% |
$3.57M - $4.26M
|
352K
$26.7M
|
|
Oct 21, 2022
Q3 2022
|
Transform Wealth, LLC
|
BUY
|
- |
52.3K+ 1474.08% |
$3.43M - $4.09M
|
55.9K
$4.25M
|
|
Nov 14, 2022
Q3 2022
|
Ergoteles LLC
New York, NY |
BUY
|
- |
51.5K+ 219.37% |
$3.38M - $4.02M
|
75K
$5.7M
|
|
Oct 11, 2022
Q3 2022
|
Davenport & CO LLC
|
BUY
|
- |
51.4K+ 84.04% |
$3.36M - $4.01M
|
112K
$8.55M
|
|
Oct 27, 2022
Q3 2022
|
D. Scott Neal, Inc.
|
BUY
|
- |
48.4K+ 155.85% |
$3.17M - $3.78M
|
79.4K
$6.04M
|
|
Nov 14, 2022
Q3 2022
|
Alpine Global Management, LLC
New York, NY |
BUY
|
- |
47.7KNew |
$3.13M - $3.73M
|
47.7K
$3.63M
|
|
Oct 13, 2022
Q3 2022
|
Brookstone Capital Management
|
BUY
|
- |
47.5K+ 80.61% |
$3.11M - $3.71M
|
106K
$8.09M
|
|
Nov 03, 2022
Q3 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
45.5K+ 33.94% |
$2.98M - $3.56M
|
180K
$13.7M
|
|
Nov 14, 2022
Q3 2022
|
Harrell Investment Partners, LLC
Austin, TX |
BUY
|
- |
45.1KNew |
$2.96M - $3.53M
|
45.1K
$3.43M
|
|
Nov 02, 2022
Q3 2022
|
Cannon Global Investment Management, LLC
|
BUY
|
- |
45.1KNew |
$2.95M - $3.52M
|
45.1K
$3.43M
|
|
Oct 31, 2022
Q3 2022
|
Merit Financial Group, LLC
|
BUY
|
- |
44.9K+ 421.42% |
$2.94M - $3.5M
|
55.5K
$4.22M
|
|
Nov 14, 2022
Q3 2022
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
44.3KNew |
$2.9M - $3.46M
|
44.3K
$3.37M
|
|
Oct 12, 2022
Q3 2022
|
Client First Capital LLC
|
BUY
|
- |
43.2K+ 37.52% |
$2.83M - $3.38M
|
158K
$12.1M
|
|
Nov 08, 2022
Q3 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
42.7K+ 15.7% |
$2.8M - $3.34M
|
315K
$23.9M
|
|
Nov 07, 2022
Q3 2022
|
Neirg Wealth Management, LLC
|
BUY
|
- |
41.2K+ 26.26% |
$2.7M - $3.22M
|
198K
$15.1M
|
|
Nov 10, 2022
Q3 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
40.7K+ 18.79% |
$2.67M - $3.18M
|
257K
$19.6M
|
|
Feb 14, 2023
Q3 2022
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
40.2KNew |
$2.63M - $3.14M
|
40.2K
$3.06M
|
|
Nov 14, 2022
Q3 2022
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
39.6K+ 51.29% |
$2.6M - $3.09M
|
117K
$8.88M
|
|
Oct 17, 2022
Q3 2022
|
3 Edge Asset Management, LP
|
BUY
|
- |
39KNew |
$2.55M - $3.05M
|
39K
$2.96M
|
|
Nov 10, 2022
Q3 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
38.8K+ 10.76% |
$2.54M - $3.03M
|
399K
$30.3M
|
|
Nov 14, 2022
Q3 2022
|
Man Group PLC
London, X0 |
BUY
|
- |
37.1KNew |
$2.43M - $2.9M
|
37.1K
$2.82M
|
|
Nov 14, 2022
Q3 2022
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
37.1KNew |
$2.43M - $2.9M
|
37.1K
$2.82M
|
|
Nov 10, 2022
Q3 2022
|
Fil LTD
Hamilton, D0 |
BUY
|
- |
37K+ 43.52% |
$2.42M - $2.89M
|
122K
$9.28M
|
|
Nov 14, 2022
Q3 2022
|
Cim Investment Management Inc
Pittsburgh, PA |
BUY
|
- |
36.7KNew |
$2.4M - $2.86M
|
36.7K
$2.79M
|
|
Nov 22, 2022
Q3 2022
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
36.3K+ 70.49% |
$2.38M - $2.83M
|
87.8K
$6.67M
|
|
Oct 21, 2022
Q3 2022
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
35.3K+ 282.46% |
$2.31M - $2.76M
|
47.8K
$3.63M
|
|
Nov 14, 2022
Q3 2022
|
Alerus Financial Na
Grand Forks, ND |
BUY
|
- |
35.2K+ 21.23% |
$2.31M - $2.75M
|
201K
$15.3M
|
|
Oct 31, 2022
Q3 2022
|
Graypoint LLC
|
BUY
|
- |
34.3K+ 33.97% |
$2.25M - $2.68M
|
135K
$10.3M
|