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 17, 2022
Q3 2022
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
4.06K+ 7.66% |
$266K - $317K
|
57.1K
$4.34M
|
|
|
Oct 17, 2022
Q3 2022
|
S.C. Financial Services, Inc.
|
BUY
|
- |
4.05KNew |
$265K - $316K
|
4.05K
$308K
|
|
|
Nov 07, 2022
Q3 2022
|
Weybosset Research & Management LLC
|
BUY
|
- |
4KNew |
$262K - $312K
|
4K
$304K
|
|
|
Oct 17, 2022
Q3 2022
|
South Shore Capital Advisors
|
BUY
|
- |
4K+ 104.06% |
$262K - $312K
|
7.84K
$596K
|
|
|
Nov 08, 2022
Q3 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
3.95K+ 16.47% |
$259K - $309K
|
28K
$2.13M
|
|
|
Oct 21, 2022
Q3 2022
|
True Wealth Advisors, LLC
|
BUY
|
- |
3.92KNew |
$257K - $306K
|
3.92K
$298K
|
|
|
Oct 31, 2022
Q3 2022
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
3.88K+ 24.81% |
$254K - $303K
|
19.5K
$1.49M
|
|
|
Nov 14, 2022
Q3 2022
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
BUY
|
- |
3.86KNew |
$253K - $301K
|
3.86K
$293K
|
|
|
Oct 28, 2022
Q3 2022
|
Lee Johnson Capital Management, LLC
|
BUY
|
- |
3.73KNew |
$244K - $291K
|
3.73K
$284K
|
|
|
Oct 28, 2022
Q3 2022
|
Country Club Bank
|
BUY
|
- |
3.73KNew |
$244K - $291K
|
3.73K
$283K
|
|
|
Oct 18, 2022
Q3 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
3.72KNew |
$244K - $290K
|
3.72K
$283K
|
|
|
Nov 16, 2022
Q3 2022
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
3.71KNew |
$243K - $290K
|
3.71K
$282K
|
|
|
Oct 20, 2022
Q3 2022
|
Central Bank & Trust CO
|
BUY
|
- |
3.7K+ 21.81% |
$242K - $289K
|
20.7K
$1.57M
|
|
|
Oct 31, 2022
Q3 2022
|
Stonebridge Financial Planning Group, LLC
|
BUY
|
- |
3.64K+ 87.16% |
$238K - $284K
|
7.81K
$594K
|
|
|
Oct 06, 2022
Q3 2022
|
Krilogy Financial LLC
|
BUY
|
- |
3.62K+ 34.78% |
$237K - $283K
|
14K
$1.07M
|
|
|
Oct 27, 2022
Q3 2022
|
Founders Financial Securities LLC
|
BUY
|
- |
3.6K+ 14.43% |
$236K - $281K
|
28.5K
$2.17M
|
|
|
Nov 14, 2022
Q3 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
3.58K+ 8.17% |
$234K - $280K
|
47.4K
$3.6M
|
|
|
Nov 09, 2022
Q3 2022
|
Thrive Capital Management, LLC
Fort Washington, PA |
BUY
|
- |
3.53K+ 34.9% |
$231K - $276K
|
13.6K
$1.04M
|
|
|
Nov 10, 2022
Q3 2022
|
Qcm Cayman, Ltd.
|
BUY
|
- |
3.5KNew |
$229K - $273K
|
3.5K
$266K
|
|
|
Nov 04, 2022
Q3 2022
|
Cx Institutional
|
BUY
|
- |
3.47K+ 5.11% |
$227K - $271K
|
71.4K
$5.43M
|
|
|
Oct 21, 2022
Q3 2022
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
3.45K+ 10.06% |
$226K - $269K
|
37.7K
$2.87M
|
|
|
Oct 25, 2022
Q3 2022
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
3.43KNew |
$225K - $268K
|
3.43K
$261K
|
|
|
Oct 31, 2022
Q3 2022
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
3.36K+ 29.56% |
$220K - $262K
|
14.7K
$1.12M
|
|
|
Nov 14, 2022
Q3 2022
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
3.33KNew |
$218K - $260K
|
3.33K
$253K
|
|
|
Oct 25, 2022
Q3 2022
|
Greystone Financial Group, LLC
|
BUY
|
- |
3.26K+ 60.48% |
$214K - $255K
|
8.65K
$658K
|
|
|
Nov 03, 2022
Q3 2022
|
Salomon & Ludwin, LLC
|
BUY
|
- |
3.24KNew |
$213K - $253K
|
3.24K
$247K
|
|
|
Nov 08, 2022
Q3 2022
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
3.19KNew |
$209K - $249K
|
3.19K
$243K
|
|
|
Nov 08, 2022
Q3 2022
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
BUY
|
- |
3.18K+ 5.75% |
$208K - $248K
|
58.5K
$4.45M
|
|
|
Nov 10, 2022
Q3 2022
|
Townsquare Capital LLC
|
BUY
|
- |
3.18KNew |
$208K - $248K
|
3.18K
$242K
|
|
|
Dec 13, 2022
Q3 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
3.16K+ 35.45% |
$207K - $247K
|
12.1K
$918K
|
|
|
Oct 20, 2022
Q3 2022
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
3.15KNew |
$206K - $246K
|
3.15K
$239K
|
|
|
Nov 09, 2022
Q3 2022
|
Gyroscope Capital Management Group, LLC
|
BUY
|
- |
3.11K+ 33.82% |
$204K - $243K
|
12.3K
$935K
|
|
|
Nov 07, 2022
Q3 2022
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
3.1K+ 33.9% |
$203K - $242K
|
12.2K
$930K
|
|
|
Nov 14, 2022
Q3 2022
|
Regentatlantic Capital LLC
Morristown, NJ |
BUY
|
- |
3.05KNew |
$200K - $239K
|
3.05K
$232K
|
|
|
Nov 14, 2022
Q3 2022
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
3.05K+ 25.31% |
$200K - $239K
|
15.1K
$1.15M
|
|
|
Nov 14, 2022
Q3 2022
|
Loomis Sayles & CO L P
|
BUY
|
- |
3KNew |
$197K - $235K
|
3K
$228K
|
|
|
Nov 10, 2022
Q3 2022
|
Treynor Bancshares, Inc.
|
BUY
|
- |
2.99K+ 40.24% |
$196K - $233K
|
10.4K
$792K
|
|
|
Nov 14, 2022
Q3 2022
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
2.94K+ 2.53% |
$193K - $230K
|
119K
$9.06M
|
|
|
Nov 14, 2022
Q3 2022
|
Meridian Wealth Management, LLC
|
BUY
|
- |
2.89K+ 34.13% |
$189K - $226K
|
11.4K
$864K
|
|
|
Oct 13, 2022
Q3 2022
|
Brave Asset Management Inc
|
BUY
|
- |
2.89K+ 6.2% |
$189K - $225K
|
49.4K
$3.76M
|
|
|
Oct 20, 2022
Q3 2022
|
Country Trust Bank
|
BUY
|
- |
2.86K+ 0.89% |
$187K - $224K
|
326K
$24.8M
|
|
|
Oct 31, 2022
Q3 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
2.85K+ 5.06% |
$187K - $223K
|
59.2K
$4.5M
|
|
|
Nov 03, 2022
Q3 2022
|
Regions Financial Corp
|
BUY
|
- |
2.72K+ 22.41% |
$178K - $212K
|
14.9K
$1.13M
|
|
|
Nov 04, 2022
Q3 2022
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
2.71K+ 93.75% |
$178K - $212K
|
5.61K
$426K
|
|
|
Nov 01, 2022
Q3 2022
|
Triumph Capital Management
|
BUY
|
- |
2.71K+ 70.88% |
$178K - $212K
|
6.54K
$497K
|
|
|
Nov 03, 2022
Q3 2022
|
Advisor Os, LLC
|
BUY
|
- |
2.71K+ 9.49% |
$177K - $212K
|
31.3K
$2.38M
|
|
|
Oct 13, 2022
Q3 2022
|
Activest Wealth Management
|
BUY
|
- |
2.68K+ 136.44% |
$175K - $209K
|
4.64K
$353K
|
|
|
Oct 11, 2022
Q3 2022
|
Boenning & Scattergood, Inc.
|
BUY
|
- |
2.63K+ 49.97% |
$172K - $205K
|
7.88K
$599K
|
|
|
Oct 13, 2022
Q3 2022
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
2.62K+ 12.0% |
$172K - $205K
|
24.5K
$1.86M
|
|
|
Oct 11, 2022
Q3 2022
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
2.51K+ 10.1% |
$164K - $196K
|
27.3K
$2.08M
|