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 12, 2022 Q3 2022
Teamwork Financial Advisors, LLC

BUY
 -
9.1K
New
$596K - $711K
9.1K $691K
Nov 09, 2022 Q3 2022
Nixon Peabody Trust CO

Boston, MA
BUY
 -
9.03K
New
$592K - $706K
9.03K $687K
Aug 07, 2024 Q3 2022
Abound Wealth Management

Franklin, TN
BUY
 -
8.92K
+ 3.63%
$584K - $697K
255K $19.4M
Nov 09, 2022 Q3 2022
Beacon Pointe Advisors, LLC

Newport Beach, CA
BUY
 -
8.79K
+ 13.03%
$576K - $687K
76.3K $5.8M
Jan 04, 2023 Q3 2022
Balboa Wealth Partners

Newport Beach, CA
BUY
 -
8.38K
New
$549K - $654K
8.38K $637K
Nov 14, 2022 Q3 2022
Pictet Asset Management Sa

Geneva 73, V8
BUY
 -
8.26K
+ 24.03%
$541K - $645K
42.6K $3.24M
Oct 31, 2022 Q3 2022
Mba Advisors LLC

Hermitage, PA
BUY
 -
8.08K
+ 27.58%
$529K - $631K
37.4K $2.84M
Nov 14, 2022 Q3 2022
Logan Stone Capital, LLC

Chicago, IL
BUY
 -
8.01K
+ 131.25%
$524K - $625K
14.1K $1.07M
Nov 03, 2022 Q3 2022
Amg National Trust Bank

BUY
 -
7.76K
+ 30.26%
$508K - $606K
33.4K $2.54M
Nov 14, 2022 Q3 2022
Beaumont Financial Partners, LLC

BUY
 -
7.72K
+ 167.87%
$506K - $603K
12.3K $936K
Nov 02, 2022 Q3 2022
Stephens Inc

BUY
 -
7.5K
+ 117.37%
$491K - $586K
13.9K $1.06M
Nov 14, 2022 Q3 2022
Interactive Financial Advisors

Chicago, IL
BUY
 -
7.41K
+ 28.07%
$486K - $579K
33.8K $2.57M
Oct 24, 2022 Q3 2022
United Asset Strategies, Inc.

Garden City, NY
BUY
 -
7.39K
+ 36.24%
$484K - $577K
27.8K $2.11M
Nov 14, 2022 Q3 2022
Blueshift Asset Management, LLC

Red Bank, NJ
BUY
 -
7.34K
+ 79.32%
$481K - $573K
16.6K $1.26M
Nov 14, 2022 Q3 2022
Diametric Capital, LP

Boston, MA
BUY
 -
7.22K
New
$473K - $564K
7.22K $549K
Nov 08, 2022 Q3 2022
Planning Directions Inc

BUY
 -
7.15K
+ 199.83%
$468K - $559K
10.7K $816K
Nov 10, 2022 Q3 2022
Strategic Wealth Advisors Group, LLC

Sacramento, CA
BUY
 -
7.03K
+ 6.37%
$461K - $549K
118K $8.93M
Oct 25, 2022 Q3 2022
First Merchants Corp

BUY
 -
6.93K
+ 17.54%
$454K - $542K
46.5K $3.53M
Oct 31, 2022 Q3 2022
Narwhal Capital Management

BUY
 -
6.91K
+ 81.38%
$453K - $540K
15.4K $1.17M
Nov 14, 2022 Q3 2022
Certified Advisory Corp

Altamonte Springs, FL
BUY
 -
6.78K
+ 49.4%
$444K - $530K
20.5K $1.56M
Oct 28, 2022 Q3 2022
Aspiriant, LLC

BUY
 -
6.78K
+ 221.62%
$444K - $529K
9.83K $748K
Oct 27, 2022 Q3 2022
Keybank National Association

BUY
 -
6.54K
+ 9.53%
$429K - $511K
75.2K $5.72M
Nov 14, 2022 Q3 2022
Mather Group, Llc.

Chicago, IL
BUY
 -
6.53K
New
$428K - $510K
6.53K $497K
Oct 04, 2022 Q3 2022
Csenge Advisory Group

BUY
 -
6.48K
+ 5.85%
$425K - $506K
117K $8.92M
Oct 25, 2022 Q3 2022
Diversified, LLC

BUY
 -
6.29K
+ 47.71%
$412K - $492K
19.5K $1.48M
Oct 31, 2022 Q3 2022
Investment House LLC

Las Vegas, NV
BUY
 -
6.18K
New
$405K - $482K
6.18K $469K
Nov 08, 2022 Q3 2022
Wintrust Investments LLC

Chicago, IL
BUY
 -
6.11K
New
$400K - $477K
6.11K $465K
Nov 14, 2022 Q3 2022
Nwam LLC

Mercer Island, WA
BUY
 -
5.97K
+ 38.62%
$391K - $466K
21.4K $1.63M
Oct 14, 2022 Q3 2022
Toth Financial Advisory Corp

BUY
 -
5.97K
+ 14.65%
$391K - $466K
46.7K $3.55M
Nov 02, 2022 Q3 2022
Sageworth Trust CO

BUY
 -
5.86K
New
$384K - $458K
5.86K $446K
Oct 07, 2024 Q3 2022
Fairfield Financial Advisors, LTD

Wellesley, MA
BUY
 -
5.65K
+ 772.64%
$370K - $441K
6.38K $485K
Oct 24, 2022 Q3 2022
Dfpg Investments, LLC

BUY
 -
5.39K
New
$353K - $421K
5.39K $410K
Nov 16, 2022 Q3 2022
Captrust Financial Advisors

Raleigh, NC
BUY
 -
5.22K
+ 8.67%
$342K - $408K
65.4K $4.97M
Nov 08, 2022 Q3 2022
Denver Wealth Management, Inc.

Greenwood Village, CO
BUY
 -
5.18K
+ 5.23%
$339K - $405K
104K $7.93M
Nov 09, 2022 Q3 2022
One Charles Private Wealth Services, LLC

BUY
 -
5.04K
+ 44.75%
$330K - $394K
16.3K $1.24M
Nov 08, 2022 Q3 2022
Atlas Capital Advisors LLC

San Francisco, CA
BUY
 -
4.89K
+ 41.76%
$321K - $382K
16.6K $1.26M
Nov 14, 2022 Q3 2022
Ameritas Advisory Services, LLC

Lincoln, NE
BUY
 -
4.85K
+ 6.65%
$318K - $379K
77.8K $5.92M
Oct 26, 2022 Q3 2022
Capital Investment Advisory Services, LLC

BUY
 -
4.83K
+ 2.53%
$317K - $378K
196K $14.9M
Nov 10, 2022 Q3 2022
Exodus Point Capital Management, LP

New York, NY
BUY
 -
4.71K
+ 59.63%
$309K - $368K
12.6K $959K
Nov 14, 2022 Q3 2022
Oppenheimer Asset Management Inc.

New York, NY
BUY
 -
4.69K
+ 16.69%
$307K - $366K
32.8K $2.49M
Mar 23, 2023 Q3 2022
Prostatis Group LLC

Hanover, MD
BUY
 -
4.66K
+ 26.72%
$305K - $364K
22.1K $1.68M
Nov 04, 2022 Q3 2022
Western Wealth Management, LLC

BUY
 -
4.61K
+ 3.93%
$302K - $360K
122K $9.25M
Oct 24, 2022 Q3 2022
Wp Advisors, LLC

BUY
 -
4.58K
+ 17.52%
$300K - $358K
30.7K $2.34M
Oct 05, 2022 Q3 2022
Keel Point, LLC

Huntsville, AL
BUY
 -
4.39K
+ 26.22%
$287K - $343K
21.1K $1.61M
Oct 18, 2022 Q3 2022
Wmg Financial Advisors, LLC

BUY
 -
4.3K
New
$282K - $336K
4.3K $327K
Oct 18, 2022 Q3 2022
Allworth Financial LP

BUY
 -
4.27K
+ 19.45%
$279K - $333K
26.2K $1.99M
Nov 10, 2022 Q3 2022
Ica Group Wealth Management, LLC

Denver, CO
BUY
 -
4.2K
+ 103.55%
$275K - $328K
8.25K $627K
Oct 20, 2022 Q3 2022
Primoris Wealth Advisors, LLC

BUY
 -
4.15K
+ 16.92%
$272K - $324K
28.7K $2.18M
Oct 12, 2022 Q3 2022
Taylor & Morgan Wealth Management, LLC

BUY
 -
4.12K
+ 78.08%
$270K - $321K
9.39K $714K

Track Institutional and Insider Activities on XLU

Follow UTILITIES SECTOR SPDR and customize your updates to receive the information that matters most to you.

Institutional Portfolio Updates

Receive a notification when an Institution or Guru buys or sells XLU shares.

Notify only if

Insider Trading

Get notified when an Utilities Sector Spdr insider buys or sells XLU shares.

Notify only if

News

Receive news related to UTILITIES SECTOR SPDR

Choose your preferred platform and Sign Up 👇 Telegram Email
Track Activities on XLU