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
Nov 08, 2022 Q3 2022
Zullo Investment Group, Inc.

Scranton, PA
BUY
 -
1.36K
+ 5.86%
$89.1K - $106K
24.6K $1.87M
Nov 09, 2022 Q3 2022
Associated Banc Corp

Green Bay, WI
BUY
 -
1.36K
+ 3.66%
$89.1K - $106K
38.5K $2.93M
Nov 09, 2022 Q3 2022
Mc Gowan Group Asset Management, Inc.

Dallas, TX
BUY
 -
1.34K
+ 28.55%
$87.6K - $104K
6.02K $458K
Nov 09, 2022 Q3 2022
Mma Asset Management LLC

New York, NY
BUY
 -
1.31K
+ 16.05%
$86.1K - $103K
9.5K $722K
Oct 12, 2022 Q3 2022
Contravisory Investment Management, Inc.

BUY
 -
1.31K
+ 21.68%
$86K - $103K
7.37K $560K
Dec 26, 2024 Q3 2022
Cypress Capital, LLC

BUY
 -
1.29K
+ 38.65%
$84.7K - $101K
4.64K $353K
Nov 02, 2022 Q3 2022
Patriot Investment Management Inc.

BUY
 -
1.29K
+ 33.26%
$84.2K - $100K
5.15K $391K
Oct 25, 2022 Q3 2022
Precision Wealth Strategies, LLC

BUY
 -
1.28K
+ 3.86%
$84K - $100K
34.5K $2.63M
Sep 06, 2024 Q3 2022
World Equity Group, Inc.

Schaumburg, IL
BUY
 -
1.28K
+ 36.94%
$83.7K - $99.8K
4.73K $360K
Nov 15, 2022 Q3 2022
German American Bancorp, Inc.

Jasper, IN
BUY
 -
1.27K
+ 1.8%
$83.4K - $99.4K
72K $5.48M
Oct 17, 2022 Q3 2022
Private Trust CO Na

BUY
 -
1.23K
+ 10.44%
$80.4K - $95.9K
13K $986K
Nov 08, 2022 Q3 2022
Congress Wealth Management LLC

Boston, MA
BUY
 -
1.2K
+ 40.23%
$78.5K - $93.7K
4.18K $318K
Nov 07, 2022 Q3 2022
Bok Financial Private Wealth, Inc.

Denver, CO
BUY
 -
1.19K
New
$78.1K - $93.1K
1.19K $90.6K
Nov 02, 2022 Q3 2022
Aries Wealth Management

BUY
 -
1.18K
+ 31.94%
$77.3K - $92.2K
4.87K $371K
Nov 07, 2022 Q3 2022
Cullen/Frost Bankers, Inc.

BUY
 -
1.18K
+ 1.38%
$77.2K - $92.1K
86.4K $6.57M
Nov 14, 2022 Q3 2022
Callan Capital, LLC

La Jolla, CA
BUY
 -
1.17K
+ 6.03%
$76.5K - $91.2K
20.5K $1.56M
Nov 15, 2022 Q3 2022
Laurel Wealth Advisors LLC

Charlotte, NC
BUY
 -
1.1K
+ 6.22%
$72K - $85.9K
18.8K $1.43M
Oct 17, 2022 Q3 2022
Kessler Investment Group, LLC

BUY
 -
1.08K
+ 10.59%
$71K - $84.7K
11.3K $861K
Oct 17, 2022 Q3 2022
Farmers & Merchants Trust CO Of Chambersburg Pa

BUY
 -
1.06K
+ 3.72%
$69.2K - $82.6K
29.5K $2.24M
Nov 14, 2022 Q3 2022
Mid West One Financial Group, Inc.

Iowa City, IA
BUY
 -
1.03K
+ 4.95%
$67.6K - $80.6K
21.9K $1.66M
Nov 15, 2022 Q3 2022
Mercer Global Advisors Inc

Denver, CO
BUY
 -
1.02K
+ 4.48%
$66.7K - $79.5K
23.8K $1.81M
Nov 14, 2022 Q3 2022
Wealthcare Advisory Partners LLC

West Chester, PA
BUY
 -
1.02K
+ 16.17%
$66.7K - $79.5K
7.31K $556K
Nov 03, 2022 Q3 2022
Stock Yards Bank & Trust CO

Louisville, KY
BUY
 -
1K
+ 13.36%
$65.5K - $78.1K
8.49K $645K
Dec 11, 2023 Q3 2022
Burns Matteson Capital Management, LLC

Corning, NY
BUY
 -
997
+ 33.67%
$65.3K - $77.9K
3.96K $301K
Oct 27, 2022 Q3 2022
Prospera Financial Services Inc

BUY
 -
986
+ 23.21%
$64.6K - $77K
5.24K $398K
Dec 01, 2022 Q3 2022
Mufg Americas Holdings Corp

BUY
 -
957
+ 24.8%
$62.7K - $74.8K
4.82K $366K
Oct 31, 2022 Q3 2022
Mufg Americas Holdings Corp

BUY
 -
957
+ 24.8%
$62.7K - $74.8K
4.82K $366K
Oct 26, 2022 Q3 2022
Wipfli Financial Advisors Llc,

BUY
 -
941
New
$61.6K - $73.5K
941 $71.5K
Nov 14, 2022 Q3 2022
Ascent Group, LLC

BUY
 -
911
+ 8.97%
$59.7K - $71.2K
11.1K $841K
Oct 18, 2022 Q3 2022
Karp Capital Management Corp

BUY
 -
908
+ 0.88%
$59.5K - $70.9K
104K $7.91M
Nov 14, 2022 Q3 2022
Penserra Capital Management LLC

Orinda, CA
BUY
 -
898
+ 48.59%
$58.8K - $70.2K
2.75K $209K
Nov 09, 2022 Q3 2022
Esg Planning

Santa Clara, CA
BUY
 -
893
+ 5.34%
$58.5K - $69.8K
17.6K $1.34M
Oct 21, 2022 Q3 2022
Ronald Blue Trust, Inc.

Brentwood, TN
BUY
 -
887
+ 72.47%
$58.1K - $69.3K
2.11K $160K
Nov 14, 2022 Q3 2022
Howe & Rusling Inc

Rochester, NY
BUY
 -
884
+ 160.44%
$57.9K - $69.1K
1.44K $109K
Oct 11, 2022 Q3 2022
Trust CO

BUY
 -
876
+ 3.34%
$57.4K - $68.4K
27.1K $2.06M
Oct 13, 2022 Q3 2022
Carnegie Capital Asset Management, LLC

BUY
 -
874
+ 4.55%
$57.3K - $68.3K
20.1K $1.53M
Oct 26, 2022 Q3 2022
B&D White Capital Company, LLC

BUY
 -
868
+ 2.38%
$56.9K - $67.8K
37.4K $2.84M
Oct 24, 2022 Q3 2022
Usa Financial Portformulas Corp

Ada, MI
BUY
 -
861
+ 4.54%
$56.4K - $67.3K
19.8K $1.51M
Nov 14, 2022 Q3 2022
Vivaldi Capital Management LP

Chicago, IL
BUY
 -
858
+ 29.81%
$56.2K - $67K
3.74K $284K
Nov 14, 2022 Q3 2022
Second Half Financial Partners, LLC

Sebring, FL
BUY
 -
858
+ 8.34%
$56.2K - $67K
11.1K $847K
Nov 14, 2022 Q3 2022
Heritage Wealth Management, LLC

Phoenix, AZ
BUY
 -
833
+ 300.72%
$54.6K - $65.1K
1.11K $84.4K
Nov 07, 2022 Q3 2022
Bfsg, LLC

BUY
 -
825
+ 19.2%
$54K - $64.4K
5.12K $389K
Oct 28, 2022 Q3 2022
Chesapeake Wealth Management

BUY
 -
814
+ 8.93%
$53.3K - $63.6K
9.93K $755K
Nov 07, 2022 Q3 2022
Interchange Capital Partners, LLC

BUY
 -
778
+ 15.5%
$51K - $60.8K
5.8K $441K
Oct 13, 2022 Q3 2022
Adirondack Trust CO

BUY
 -
775
+ 26.45%
$50.8K - $60.5K
3.71K $282K
Nov 14, 2022 Q3 2022
Horizon Investments, LLC

Charlotte, NC
BUY
 -
768
+ 12.08%
$50.3K - $60K
7.13K $542K
Nov 09, 2022 Q3 2022
Mcf Advisors LLC

Covington, KY
BUY
 -
750
+ 100.0%
$49.1K - $58.6K
1.5K $114K
Nov 09, 2022 Q3 2022
Bedell Frazier Investment Counseling, LLC

BUY
 -
734
+ 0.5%
$48.1K - $57.3K
147K $11.2M
Nov 14, 2022 Q3 2022
Private Capital Management, LLC

Naples, FL
BUY
 -
723
+ 7.61%
$47.4K - $56.5K
10.2K $777K

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