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 |
|---|---|---|---|---|---|---|---|
|
Oct 07, 2022
Q3 2022
|
Perkins Coie Trust CO
|
BUY
|
- |
2.46K+ 4.17% |
$161K - $192K
|
61.4K
$4.67M
|
|
|
Nov 04, 2022
Q3 2022
|
Vontobel Holding Ltd.
|
BUY
|
- |
2.45K+ 54.58% |
$161K - $192K
|
6.95K
$528K
|
|
|
Dec 05, 2022
Q3 2022
|
Centaurus Financial, Inc.
|
BUY
|
- |
2.45K+ 4.77% |
$161K - $192K
|
53.9K
$4.1M
|
|
|
Oct 17, 2022
Q3 2022
|
Procyon Advisors, LLC
|
BUY
|
- |
2.41K+ 33.43% |
$158K - $188K
|
9.62K
$732K
|
|
|
Oct 25, 2022
Q3 2022
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
2.36K+ 1.78% |
$155K - $184K
|
135K
$10.3M
|
|
|
Nov 03, 2022
Q3 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
2.36K+ 137.38% |
$154K - $184K
|
4.07K
$310K
|
|
|
Oct 27, 2022
Q3 2022
|
Miller Howard Investments Inc
|
BUY
|
- |
2.35K+ 13.61% |
$154K - $184K
|
19.6K
$1.49M
|
|
|
Nov 08, 2022
Q3 2022
|
Old National Bancorp
|
BUY
|
- |
2.3K+ 1.91% |
$151K - $180K
|
122K
$9.31M
|
|
|
Nov 03, 2022
Q3 2022
|
Larson Financial Group LLC
|
BUY
|
- |
2.3K+ 223.32% |
$151K - $180K
|
3.33K
$253K
|
|
|
Nov 09, 2022
Q3 2022
|
Brighton Jones LLC
|
BUY
|
- |
2.28K+ 60.63% |
$149K - $178K
|
6.03K
$458K
|
|
|
Nov 14, 2022
Q3 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
2.26K+ 9.17% |
$148K - $176K
|
26.9K
$2.04M
|
|
|
Oct 11, 2022
Q3 2022
|
Marcum Wealth, LLC
|
BUY
|
- |
2.25K+ 44.41% |
$147K - $175K
|
7.3K
$555K
|
|
|
Nov 09, 2022
Q3 2022
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
2.22KNew |
$146K - $174K
|
2.22K
$169K
|
|
|
Oct 31, 2022
Q3 2022
|
Raymond James Trust N.A.
|
BUY
|
- |
2.18K+ 6.67% |
$143K - $171K
|
34.9K
$2.66M
|
|
|
Nov 09, 2022
Q3 2022
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
2.18K+ 2.37% |
$143K - $170K
|
94.1K
$7.15M
|
|
|
Oct 28, 2022
Q3 2022
|
Comerica Bank
|
BUY
|
- |
2.17K+ 24.78% |
$142K - $169K
|
10.9K
$830K
|
|
|
Nov 14, 2022
Q3 2022
|
Clearbridge Investments, LLC
New York, NY |
BUY
|
- |
2.17K+ 8.26% |
$142K - $169K
|
28.4K
$2.16M
|
|
|
Nov 10, 2022
Q3 2022
|
Bramshill Investments, LLC
Naples, FL |
BUY
|
- |
2.15KNew |
$141K - $168K
|
2.15K
$164K
|
|
|
Nov 14, 2022
Q3 2022
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
2.07K+ 30.75% |
$136K - $162K
|
8.8K
$669K
|
|
|
Oct 17, 2022
Q3 2022
|
Perfromance Wealth Partners, LLC
|
BUY
|
- |
2.07K+ 4.9% |
$136K - $162K
|
44.3K
$3.37M
|
|
|
Oct 18, 2022
Q3 2022
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
2.06K+ 1647.2% |
$135K - $161K
|
2.18K
$166K
|
|
|
Nov 15, 2022
Q3 2022
|
Penobscot Wealth Management
|
BUY
|
- |
1.99K+ 18.78% |
$131K - $156K
|
12.6K
$959K
|
|
|
Nov 08, 2022
Q3 2022
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
BUY
|
- |
1.95K+ 4.28% |
$128K - $152K
|
47.5K
$3.61M
|
|
|
Nov 14, 2022
Q3 2022
|
Resolute Financial, LLC
|
BUY
|
- |
1.93K+ 11.57% |
$127K - $151K
|
18.6K
$1.42M
|
|
|
Oct 21, 2022
Q3 2022
|
Ingalls & Snyder LLC
New York, NY |
BUY
|
- |
1.87K+ 53.63% |
$122K - $146K
|
5.35K
$407K
|
|
|
Nov 09, 2022
Q3 2022
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
1.86K+ 9.52% |
$122K - $145K
|
21.4K
$1.63M
|
|
|
Nov 14, 2022
Q3 2022
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
1.78K+ 28.4% |
$117K - $139K
|
8.04K
$612K
|
|
|
Oct 11, 2022
Q3 2022
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
1.73K+ 38.98% |
$113K - $135K
|
6.17K
$469K
|
|
|
Nov 04, 2022
Q3 2022
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
1.73K+ 7.04% |
$113K - $135K
|
26.2K
$1.99M
|
|
|
Nov 01, 2022
Q3 2022
|
Solstein Capital, LLC
Menlo Park, CA |
BUY
|
- |
1.7K+ 7.54% |
$111K - $133K
|
24.3K
$1.85M
|
|
|
Nov 04, 2022
Q3 2022
|
Florin Court Capital LLP
|
BUY
|
- |
1.7K+ 0.86% |
$111K - $133K
|
199K
$15.1M
|
|
|
Oct 11, 2022
Q3 2022
|
E&G Advisors, LP
|
BUY
|
- |
1.7K+ 25.18% |
$111K - $133K
|
8.45K
$643K
|
|
|
Oct 27, 2022
Q3 2022
|
Appleton Partners Inc
|
BUY
|
- |
1.7K+ 3.89% |
$111K - $133K
|
45.4K
$3.45M
|
|
|
Oct 31, 2022
Q3 2022
|
Lee Danner & Bass Inc
|
BUY
|
- |
1.68K+ 9.08% |
$110K - $131K
|
20.1K
$1.53M
|
|
|
Nov 10, 2022
Q3 2022
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
1.65K+ 59.09% |
$108K - $129K
|
4.45K
$338K
|
|
|
Nov 09, 2022
Q3 2022
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
1.65K+ 11.45% |
$108K - $129K
|
16K
$1.22M
|
|
|
Oct 13, 2022
Q3 2022
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
1.62K+ 20.18% |
$106K - $127K
|
9.65K
$733K
|
|
|
Nov 07, 2022
Q3 2022
|
Private Portfolio Partners LLC
|
BUY
|
- |
1.6K+ 14.22% |
$105K - $125K
|
12.9K
$977K
|
|
|
Mar 14, 2023
Q3 2022
|
Private Portfolio Partners LLC
|
BUY
|
- |
1.6K+ 14.22% |
$105K - $125K
|
12.9K
$977K
|
|
|
Nov 08, 2022
Q3 2022
|
9258 Wealth Management, LLC
|
BUY
|
- |
1.6K+ 33.54% |
$105K - $125K
|
6.37K
$484K
|
|
|
Nov 15, 2022
Q3 2022
|
Maple Capital Management, Inc.
|
BUY
|
- |
1.58K+ 40.9% |
$104K - $124K
|
5.45K
$414K
|
|
|
Oct 05, 2022
Q3 2022
|
Stillwater Investment Management, LLC
|
BUY
|
- |
1.58K+ 4.53% |
$103K - $123K
|
36.4K
$2.77M
|
|
|
Oct 26, 2022
Q3 2022
|
Martin & CO Inc
Knoxville, TN |
BUY
|
- |
1.58K+ 1.87% |
$103K - $123K
|
86K
$6.54M
|
|
|
Oct 13, 2022
Q3 2022
|
Good Life Advisors, LLC
|
BUY
|
- |
1.53K+ 11.73% |
$100K - $119K
|
14.6K
$1.11M
|
|
|
Nov 10, 2022
Q3 2022
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
1.51K+ 59.65% |
$99.2K - $118K
|
4.05K
$308K
|
|
|
Oct 13, 2022
Q3 2022
|
Patton Albertson Miller Group, LLC
|
BUY
|
- |
1.49K+ 14.3% |
$97.7K - $117K
|
11.9K
$907K
|
|
|
Nov 14, 2022
Q3 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.44K+ 12.83% |
$94.1K - $112K
|
12.6K
$961K
|
|
|
Nov 14, 2022
Q3 2022
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
1.43K+ 7.07% |
$93.7K - $112K
|
21.7K
$1.65M
|
|
|
Nov 14, 2022
Q3 2022
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
1.42K+ 6.04% |
$93K - $111K
|
24.9K
$1.89M
|
|
|
Nov 10, 2022
Q3 2022
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
1.37K+ 8.03% |
$89.5K - $107K
|
18.4K
$1.4M
|