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 14, 2022
Q3 2022
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
34.2KNew |
$2.24M - $2.67M
|
34.2K
$2.6M
|
|
|
Nov 04, 2022
Q3 2022
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
33.3K+ 35.96% |
$2.18M - $2.6M
|
126K
$9.58M
|
|
|
Nov 14, 2022
Q3 2022
|
J. Goldman & CO LP
New York, NY |
BUY
|
- |
33.2K+ 54.92% |
$2.17M - $2.59M
|
93.6K
$7.12M
|
|
|
Oct 18, 2022
Q3 2022
|
Bull Oak Capital, LLC
San Diego, CA |
BUY
|
- |
32.6KNew |
$2.14M - $2.55M
|
32.6K
$2.48M
|
|
|
Nov 07, 2022
Q3 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
31.5K+ 93.55% |
$2.07M - $2.46M
|
65.3K
$4.96M
|
|
|
Oct 31, 2022
Q3 2022
|
Summit Place Financial Advisors, LLC
|
BUY
|
- |
30KNew |
$1.96M - $2.34M
|
30K
$2.28M
|
|
|
Oct 25, 2022
Q3 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
29.9K+ 12.88% |
$1.96M - $2.34M
|
262K
$19.9M
|
|
|
Oct 17, 2022
Q3 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
29.8K+ 4.14% |
$1.95M - $2.32M
|
748K
$56.9M
|
|
|
Oct 19, 2022
Q3 2022
|
Fny Investment Advisers, LLC
|
BUY
|
- |
29KNew |
$1.9M - $2.27M
|
29K
$2.2M
|
|
|
Oct 18, 2022
Q3 2022
|
Hnp Capital LLC
|
BUY
|
- |
28.5K+ 32.24% |
$1.87M - $2.23M
|
117K
$8.9M
|
|
|
Nov 10, 2022
Q3 2022
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
28.4K+ 41.42% |
$1.86M - $2.22M
|
97K
$7.37M
|
|
|
Nov 14, 2022
Q3 2022
|
Cibc World Markets Corp
New York, NY |
BUY
|
- |
27.9KNew |
$1.83M - $2.18M
|
27.9K
$2.12M
|
|
|
Nov 14, 2022
Q3 2022
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
27.9K+ 77.83% |
$1.83M - $2.18M
|
63.7K
$4.85M
|
|
|
Nov 14, 2022
Q3 2022
|
Richard Bernstein Advisors LLC
|
BUY
|
- |
27.9K+ 2.98% |
$1.83M - $2.18M
|
963K
$73.2M
|
|
|
Nov 14, 2022
Q3 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
27.7K+ 130.55% |
$1.81M - $2.16M
|
48.9K
$3.72M
|
|
|
Nov 14, 2022
Q3 2022
|
Stapp Wealth Management, Pllc
Olympia, WA |
BUY
|
- |
27.6KNew |
$1.81M - $2.16M
|
27.6K
$2.1M
|
|
|
Nov 09, 2022
Q3 2022
|
Trinity Point Wealth, LLC
|
BUY
|
- |
27.4KNew |
$1.8M - $2.14M
|
27.4K
$2.09M
|
|
|
Nov 10, 2022
Q3 2022
|
Fortune 45 LLC
|
BUY
|
- |
27.3K+ 652.38% |
$1.79M - $2.13M
|
31.5K
$2.39M
|
|
|
Nov 15, 2022
Q3 2022
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
27.2KNew |
$1.78M - $2.12M
|
27.2K
$2.07M
|
|
|
Oct 31, 2022
Q3 2022
|
Sg Americas Securities, LLC
|
BUY
|
- |
26.9K+ 23.2% |
$1.76M - $2.1M
|
143K
$10.9M
|
|
|
Nov 09, 2022
Q3 2022
|
Moreno Evelyn V
Boston, MA |
BUY
|
- |
26.4KNew |
$1.73M - $2.06M
|
26.4K
$2.01M
|
|
|
Nov 14, 2022
Q3 2022
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
25.7KNew |
$1.69M - $2.01M
|
25.7K
$1.96M
|
|
|
Nov 14, 2022
Q3 2022
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
24.7K+ 145.84% |
$1.62M - $1.93M
|
41.6K
$3.16M
|
|
|
Oct 17, 2022
Q3 2022
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
24.5K+ 102.3% |
$1.61M - $1.91M
|
48.5K
$3.68M
|
|
|
Nov 14, 2022
Q3 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
23.5K+ 28.87% |
$1.54M - $1.84M
|
105K
$7.98M
|
|
|
Oct 26, 2022
Q3 2022
|
S. R. Schill & Associates
Mercer Island, WA |
BUY
|
- |
23.5K+ 420.84% |
$1.54M - $1.83M
|
29K
$2.21M
|
|
|
Nov 14, 2022
Q3 2022
|
Mgo Private Wealth, LLC
Irvine, CA |
BUY
|
- |
22.8KNew |
$1.49M - $1.78M
|
22.8K
$1.73M
|
|
|
Nov 14, 2022
Q3 2022
|
Arrow Investment Advisors, LLC
Laurel, MD |
BUY
|
- |
22.8K+ 28.16% |
$1.49M - $1.78M
|
104K
$7.88M
|
|
|
Nov 08, 2022
Q3 2022
|
Vectors Research Management, LLC
New York, NY |
BUY
|
- |
22.3K+ 23.48% |
$1.46M - $1.74M
|
117K
$8.93M
|
|
|
Nov 14, 2022
Q3 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
22.1K+ 1.44% |
$1.45M - $1.73M
|
1.56M
$119M
|
|
|
Nov 14, 2022
Q3 2022
|
Legal & General Group PLC
London, X0 |
BUY
|
- |
22K+ 522.33% |
$1.44M - $1.72M
|
26.2K
$1.99M
|
|
|
Nov 14, 2022
Q3 2022
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
22KNew |
$1.44M - $1.72M
|
22K
$1.67M
|
|
|
Nov 04, 2022
Q3 2022
|
Asset Management One Co., Ltd.
|
BUY
|
- |
21.8K+ 144.37% |
$1.43M - $1.7M
|
36.9K
$2.81M
|
|
|
Nov 14, 2022
Q3 2022
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
21.8K+ 43.76% |
$1.43M - $1.7M
|
71.5K
$5.44M
|
|
|
Nov 10, 2022
Q3 2022
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
21.4K+ 28.68% |
$1.4M - $1.67M
|
95.9K
$7.29M
|
|
|
Nov 03, 2022
Q3 2022
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
21.3K+ 22.42% |
$1.4M - $1.67M
|
116K
$8.86M
|
|
|
Nov 09, 2022
Q3 2022
|
Blair William & CO
Chicago, IL |
BUY
|
- |
21K+ 36.32% |
$1.38M - $1.64M
|
78.9K
$6M
|
|
|
Aug 25, 2023
Q3 2022
|
Financial & Tax Architects, LLC
St Louis, MO |
BUY
|
- |
20.7KNew |
$1.35M - $1.61M
|
20.7K
$1.57M
|
|
|
Nov 01, 2022
Q3 2022
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
20.6KNew |
$1.35M - $1.61M
|
20.6K
$1.57M
|
|
|
Nov 07, 2022
Q3 2022
|
Hollow Brook Wealth Management LLC
|
BUY
|
- |
20.6KNew |
$1.35M - $1.61M
|
20.6K
$1.56M
|
|
|
Nov 14, 2022
Q3 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
20.4K+ 50.75% |
$1.34M - $1.6M
|
60.7K
$4.62M
|
|
|
Oct 21, 2022
Q3 2022
|
Investment Partners, Ltd.
|
BUY
|
- |
20.3K+ 51.09% |
$1.33M - $1.59M
|
60.1K
$4.57M
|
|
|
Nov 15, 2022
Q3 2022
|
Mai Capital Management
|
BUY
|
- |
19.2K+ 13.74% |
$1.26M - $1.5M
|
159K
$12.1M
|
|
|
Nov 01, 2022
Q3 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
18.8K+ 27.42% |
$1.23M - $1.47M
|
87.6K
$6.66M
|
|
|
Nov 01, 2022
Q3 2022
|
Spx Equities Gestao De Recursos Ltda
Rio De Janeiro, D5 |
BUY
|
- |
18.5K+ 29.12% |
$1.21M - $1.45M
|
82K
$6.24M
|
|
|
Feb 17, 2023
Q3 2022
|
Old National Bancorp
|
BUY
|
- |
17.7K+ 16.94% |
$1.16M - $1.39M
|
122K
$9.31M
|
|
|
Oct 04, 2022
Q3 2022
|
First Financial Bank Trust Division
Hamilton, OH |
BUY
|
- |
17.6K+ 8.31% |
$1.15M - $1.37M
|
229K
$17.4M
|
|
|
Nov 01, 2022
Q3 2022
|
Park Avenue Securities LLC
|
BUY
|
- |
17.5K+ 55.13% |
$1.15M - $1.37M
|
49.3K
$3.75M
|
|
|
Oct 20, 2022
Q3 2022
|
Tsfg, LLC
|
BUY
|
- |
17.2K+ 812.48% |
$1.13M - $1.35M
|
19.4K
$1.47M
|
|
|
Nov 10, 2022
Q3 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
17K+ 19.26% |
$1.11M - $1.33M
|
105K
$8M
|