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
Curtis Advisory Group, LLC

Santa Barbara, CA
BUY
 -
722
+ 8.44%
$47.3K - $56.4K
9.28K $706K
Nov 14, 2022 Q3 2022
Lokken Investment Group LLC

BUY
 -
703
+ 3.64%
$46.1K - $54.9K
20K $1.52M
Oct 21, 2022 Q3 2022
Jfs Wealth Advisors, LLC

BUY
 -
701
+ 8.94%
$45.9K - $54.8K
8.55K $650K
Nov 15, 2022 Q3 2022
Oxler Private Wealth LLC

New York, NY
BUY
 -
700
New
$45.9K - $54.7K
700 $53.2K
Oct 11, 2022 Q3 2022
Fulcrum Equity Management

BUY
 -
700
+ 17.36%
$45.9K - $54.7K
4.73K $360K
Nov 07, 2022 Q3 2022
Buckingham Strategic Wealth, LLC

Clayton, MO
BUY
 -
685
+ 13.41%
$44.9K - $53.5K
5.8K $441K
Nov 04, 2022 Q3 2022
Zuckerman Investment Group, LLC

Chicago, IL
BUY
 -
673
+ 4.4%
$44.1K - $52.6K
16K $1.21M
Nov 10, 2022 Q3 2022
Cerity Partners LLC

New York, NY
BUY
 -
661
+ 9.07%
$43.3K - $51.6K
7.95K $604K
Nov 10, 2022 Q3 2022
F Dx Advisors, Inc.

BUY
 -
656
+ 8.58%
$43K - $51.2K
8.3K $631K
Nov 14, 2022 Q3 2022
Johnson Investment Counsel Inc

Cincinnati, OH
BUY
 -
653
+ 6.99%
$42.8K - $51K
9.99K $760K
Oct 13, 2022 Q3 2022
Bnc Wealth Management, LLC

BUY
 -
630
+ 13.61%
$41.3K - $49.2K
5.26K $400K
Oct 20, 2022 Q3 2022
Dynamic Advisor Solutions LLC

BUY
 -
611
+ 0.61%
$40K - $47.7K
101K $7.66M
Nov 09, 2022 Q3 2022
Westside Investment Management, Inc.

BUY
 -
600
+ 8.96%
$39.3K - $46.9K
7.3K $555K
Nov 10, 2022 Q3 2022
Credit Agricole S A

BUY
 -
587
+ 13.81%
$38.5K - $45.9K
4.84K $368K
Oct 31, 2022 Q3 2022
Calton & Associates, Inc.

BUY
 -
581
+ 10.1%
$38.1K - $45.4K
6.33K $481K
Oct 17, 2022 Q3 2022
Ferguson Wellman Capital Management, Inc

BUY
 -
580
+ 3.17%
$38K - $45.3K
18.9K $1.44M
Oct 19, 2022 Q3 2022
Hb Wealth Management, LLC

BUY
 -
578
+ 15.51%
$37.9K - $45.2K
4.3K $327K
Nov 01, 2022 Q3 2022
Strategic Asset Management, LLC

BUY
 -
568
+ 8.98%
$37.2K - $44.4K
6.9K $524K
Oct 26, 2022 Q3 2022
Nelson, Van Denburg & Campbell Wealth Management Group, LLC

Omaha, NE
BUY
 -
567
New
$37.1K - $44.3K
567 $43.1K
Nov 07, 2022 Q3 2022
Essex LLC

BUY
 -
565
+ 8.51%
$37K - $44.1K
7.2K $548K
Oct 26, 2022 Q3 2022
Kwmg, LLC

BUY
 -
553
+ 0.63%
$36.2K - $43.2K
88.2K $6.71M
Nov 14, 2022 Q3 2022
Colonial River Wealth Management, LLC

Midlothian, VA
BUY
 -
551
+ 2.61%
$36.1K - $43K
21.6K $1.64M
Nov 03, 2022 Q3 2022
Ieq Capital, LLC

BUY
 -
521
+ 16.86%
$34.1K - $40.7K
3.61K $275K
Oct 12, 2022 Q3 2022
Evanson Asset Management, LLC

BUY
 -
520
+ 5.74%
$34.1K - $40.6K
9.58K $728K
Oct 14, 2022 Q3 2022
Flagship Private Wealth, LLC

BUY
 -
507
+ 9.6%
$33.2K - $39.6K
5.79K $440K
Nov 08, 2022 Q3 2022
Sound View Wealth Advisors Group, LLC

BUY
 -
506
+ 3.93%
$33.1K - $39.5K
13.4K $1.02M
Nov 04, 2022 Q3 2022
V Wealth Advisors LLC

BUY
 -
501
+ 10.29%
$32.8K - $39.1K
5.37K $408K
Oct 14, 2022 Q3 2022
Washington Trust CO

BUY
 -
500
+ 22.05%
$32.8K - $39.1K
2.77K $210K
Oct 24, 2022 Q3 2022
Mc Adam, LLC

BUY
 -
497
+ 3.33%
$32.6K - $38.8K
15.4K $1.17M
Oct 27, 2022 Q3 2022
Coastal Investment Advisors, Inc.

Wilmington, DE
BUY
 -
495
+ 6.41%
$32.4K - $38.7K
8.22K $625K
Nov 14, 2022 Q3 2022
L & S Advisors Inc

Los Angeles, CA
BUY
 -
466
+ 6.86%
$30.5K - $36.4K
7.26K $552K
Nov 14, 2022 Q3 2022
Td Ameritrade Investment Management, LLC

Omaha, NE
BUY
 -
465
+ 72.43%
$30.5K - $36.3K
1.11K $84.2K
Nov 09, 2022 Q3 2022
Paradigm, Strategies In Wealth Management, LLC

BUY
 -
459
+ 5.68%
$30.1K - $35.9K
8.55K $650K
Oct 12, 2022 Q3 2022
Key Client Fiduciary Advisors, LLC

BUY
 -
452
+ 0.8%
$29.6K - $35.3K
56.8K $4.32M
Oct 19, 2022 Q3 2022
Cfo4 Life Group, LLC

BUY
 -
442
+ 4.97%
$29K - $34.5K
9.34K $710K
Nov 14, 2022 Q3 2022
Axim Planning & Wealth

Dayton, OH
BUY
 -
427
+ 2033.33%
$28K - $33.4K
448 $34.1K
Nov 14, 2022 Q3 2022
Nations Financial Group Inc,

Cedar Rapids, IA
BUY
 -
417
+ 10.59%
$27.3K - $32.6K
4.36K $331K
Oct 18, 2022 Q3 2022
Harrison & CO Wealth Management, LLC

BUY
 -
404
+ 3.02%
$26.5K - $31.6K
13.8K $1.05M
Oct 17, 2022 Q3 2022
Canton Hathaway, LLC

BUY
 -
392
+ 1.21%
$25.7K - $30.6K
32.9K $2.5M
Nov 10, 2022 Q3 2022
Scotia Capital Inc.

BUY
 -
383
+ 4.27%
$25.1K - $29.9K
9.36K $712K
Oct 21, 2022 Q3 2022
Wilson & Boucher Capital Management, LLC

BUY
 -
378
+ 1.29%
$24.8K - $29.5K
29.6K $2.25M
Nov 09, 2022 Q3 2022
Orion Portfolio Solutions, LLC

BUY
 -
377
+ 0.25%
$24.7K - $29.5K
153K $11.6M
Nov 09, 2022 Q3 2022
Capital Advisors, Ltd. LLC

BUY
 -
366
+ 1.84%
$24K - $28.6K
20.2K $1.54M
Oct 24, 2022 Q3 2022
Godsey & Gibb Associates

BUY
 -
360
New
$23.6K - $28.1K
360 $27.4K
Oct 07, 2022 Q3 2022
Worth Asset Management, LLC

BUY
 -
359
+ 14.5%
$23.5K - $28K
2.84K $216K
Nov 02, 2022 Q3 2022
Sandy Spring Bank

BUY
 -
354
+ 0.5%
$23.2K - $27.7K
70.9K $5.39M
Nov 04, 2022 Q3 2022
Chevy Chase Trust Holdings, Inc.

Bethesda, MD
BUY
 -
351
+ 1.32%
$23K - $27.4K
26.9K $2.04M
Nov 03, 2022 Q3 2022
Lincoln National Corp

BUY
 -
348
+ 2.03%
$22.8K - $27.2K
17.5K $1.33M
Nov 07, 2022 Q3 2022
D.A. Davidson & Co.

BUY
 -
342
+ 9.83%
$22.4K - $26.7K
3.82K $290K

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