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 10, 2022
Q3 2022
|
Cohen Lawrence B
Boston, MA |
BUY
|
- |
16.6KNew |
$1.09M - $1.3M
|
16.6K
$1.26M
|
|
Nov 14, 2022
Q3 2022
|
Kovack Advisors, Inc.
|
BUY
|
- |
16.5K+ 181.84% |
$1.08M - $1.29M
|
25.6K
$1.95M
|
|
Nov 02, 2022
Q3 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
16.5K+ 7.82% |
$1.08M - $1.29M
|
227K
$17.3M
|
|
Nov 08, 2022
Q3 2022
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
16.3K+ 14.74% |
$1.07M - $1.27M
|
127K
$9.66M
|
|
Oct 25, 2022
Q3 2022
|
Fifth Third Securities, Inc.
|
BUY
|
- |
16K+ 25.06% |
$1.05M - $1.25M
|
80K
$6.08M
|
|
Oct 21, 2022
Q3 2022
|
Columbus Macro, LLC
|
BUY
|
- |
16KNew |
$1.05M - $1.25M
|
16K
$1.22M
|
|
Oct 13, 2022
Q3 2022
|
Pfg Advisors
|
BUY
|
- |
15.9K+ 32.06% |
$1.04M - $1.24M
|
65.4K
$4.97M
|
|
Nov 02, 2022
Q3 2022
|
Valmark Advisers, Inc.
|
BUY
|
- |
15.7K+ 149.04% |
$1.03M - $1.23M
|
26.3K
$2M
|
|
Nov 01, 2022
Q3 2022
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
15.7K+ 27.28% |
$1.03M - $1.22M
|
73K
$5.55M
|
|
Nov 14, 2022
Q3 2022
|
Symmetry Investments LP
|
BUY
|
- |
15K+ 299.92% |
$982K - $1.17M
|
20K
$1.52M
|
|
Nov 14, 2022
Q3 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
15K+ 24.57% |
$982K - $1.17M
|
76K
$5.78M
|
|
Oct 19, 2022
Q3 2022
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
14.7K+ 22.82% |
$962K - $1.15M
|
79.1K
$6.01M
|
|
Nov 14, 2022
Q3 2022
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
14.5K+ 35.33% |
$952K - $1.14M
|
55.7K
$4.23M
|
|
Nov 10, 2022
Q3 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
14.5K+ 7.64% |
$952K - $1.14M
|
205K
$15.6M
|
|
Oct 19, 2022
Q3 2022
|
Wealth Enhancement & Preservation Of Ga, LLC
Alpharetta, GA |
BUY
|
- |
14.3K+ 329.5% |
$937K - $1.12M
|
18.7K
$1.42M
|
|
Oct 24, 2022
Q3 2022
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
13.7K+ 58.42% |
$897K - $1.07M
|
37.1K
$2.82M
|
|
Nov 07, 2022
Q3 2022
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
BUY
|
- |
13.6K+ 98.06% |
$892K - $1.06M
|
27.5K
$2.09M
|
|
Oct 27, 2022
Q3 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
13.5K+ 8.41% |
$886K - $1.06M
|
174K
$13.3M
|
|
Nov 02, 2022
Q3 2022
|
Fukoku Mutual Life Insurance CO
|
BUY
|
- |
13K+ 4.87% |
$852K - $1.02M
|
280K
$21.3M
|
|
Nov 14, 2022
Q3 2022
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
12.9K+ 4.25% |
$848K - $1.01M
|
317K
$24.1M
|
|
Oct 11, 2022
Q3 2022
|
Churchill Management Corp
|
BUY
|
- |
12.6K+ 1.79% |
$828K - $987K
|
720K
$54.8M
|
|
Nov 14, 2022
Q3 2022
|
Apexium Financial, LP
|
BUY
|
- |
12.6KNew |
$827K - $987K
|
12.6K
$960K
|
|
Nov 14, 2022
Q3 2022
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
12.4K+ 53.54% |
$814K - $971K
|
35.6K
$2.71M
|
|
Nov 14, 2022
Q3 2022
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
BUY
|
- |
12.3K+ 54.99% |
$806K - $961K
|
34.7K
$2.64M
|
|
Nov 14, 2022
Q3 2022
|
Wealthsource Partners, LLC
|
BUY
|
- |
12.3K+ 147.53% |
$806K - $961K
|
20.6K
$1.57M
|
|
Nov 14, 2022
Q3 2022
|
Banco Btg Pactual S.A.
Rio De Janeiro, D5 |
BUY
|
- |
12.3KNew |
$803K - $958K
|
12.3K
$932K
|
|
Nov 14, 2022
Q3 2022
|
Solidarilty Wealth, LLC
Lehi, UT |
BUY
|
- |
12KNew |
$786K - $938K
|
12K
$913K
|
|
Nov 14, 2022
Q3 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
12K+ 26.78% |
$785K - $936K
|
56.7K
$4.31M
|
|
Nov 10, 2022
Q3 2022
|
Wolverine Asset Management LLC
|
BUY
|
- |
11.9K+ 3966.67% |
$780K - $930K
|
12.2K
$928K
|
|
Nov 14, 2022
Q3 2022
|
Zurich Insurance Group LTD
Zurich, V8 |
BUY
|
- |
11.7K+ 91.27% |
$766K - $914K
|
24.5K
$1.86M
|
|
Nov 14, 2022
Q3 2022
|
Trust Asset Management LLC
Houston, TX |
BUY
|
- |
11.4K+ 7.7% |
$744K - $887K
|
159K
$12.1M
|
|
Nov 09, 2022
Q3 2022
|
Connolly Sarah T.
Boston, MA |
BUY
|
- |
11.2KNew |
$733K - $874K
|
11.2K
$851K
|
|
Nov 14, 2022
Q3 2022
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
11.1K+ 9.8% |
$726K - $866K
|
124K
$9.44M
|
|
Nov 14, 2022
Q3 2022
|
Clark Financial Services Group Inc
Chesterfield, MO |
BUY
|
- |
11.1KNew |
$724K - $863K
|
11.1K
$840K
|
|
Nov 09, 2022
Q3 2022
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
11K+ 13.91% |
$723K - $863K
|
90.4K
$6.88M
|
|
Nov 14, 2022
Q3 2022
|
Clal Insurance Enterprises Holdings LTD
Tel Aviv, L3 |
BUY
|
- |
11KNew |
$721K - $859K
|
11K
$836K
|
|
Nov 03, 2022
Q3 2022
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
10.9K+ 21.96% |
$716K - $854K
|
60.7K
$4.61M
|
|
Nov 14, 2022
Q3 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
10.9K+ 6.78% |
$715K - $853K
|
172K
$13.1M
|
|
Nov 10, 2022
Q3 2022
|
Cullen Capital Management, LLC
New York, NY |
BUY
|
- |
10.8KNew |
$709K - $845K
|
10.8K
$823K
|
|
Oct 27, 2022
Q3 2022
|
Us Bancorp \De\
|
BUY
|
- |
10.5K+ 2.22% |
$686K - $819K
|
483K
$36.7M
|
|
Nov 03, 2022
Q3 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
10.5K+ 24.62% |
$685K - $817K
|
52.9K
$4.02M
|
|
Nov 10, 2022
Q3 2022
|
Mount Lucas Management LP
Newtown, PA |
BUY
|
- |
10.3K+ 144.17% |
$677K - $807K
|
17.5K
$1.33M
|
|
Nov 10, 2022
Q3 2022
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
10.2KNew |
$671K - $800K
|
10.2K
$779K
|
|
Nov 13, 2023
Q3 2022
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
9.72K+ 42.74% |
$636K - $759K
|
32.4K
$2.47M
|
|
Oct 17, 2022
Q3 2022
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
9.62KNew |
$630K - $752K
|
9.62K
$732K
|
|
Oct 27, 2022
Q3 2022
|
Measured Wealth Private Client Group, LLC
|
BUY
|
- |
9.51K+ 17.34% |
$623K - $743K
|
64.3K
$4.89M
|
|
Oct 17, 2022
Q3 2022
|
American Financial Advisors, LLC
|
BUY
|
- |
9.45K+ 225.38% |
$619K - $738K
|
13.6K
$1.04M
|
|
Oct 06, 2022
Q3 2022
|
Legacy Private Trust Co.
|
BUY
|
- |
9.35KNew |
$613K - $731K
|
9.35K
$711K
|
|
Nov 09, 2022
Q3 2022
|
Jacobi Capital Management LLC
|
BUY
|
- |
9.32K+ 171.46% |
$610K - $728K
|
14.8K
$1.12M
|
|
Nov 14, 2022
Q3 2022
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
BUY
|
- |
9.14KNew |
$599K - $714K
|
9.14K
$695K
|