Purchases and Sales Made in Q4 2021 in Utilities Sector Spdr (XLU)
This table provides information about the institutional ownership of Utilities Sector Spdr (XLU) during Q4 2021. 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 |
---|---|---|---|---|---|---|---|
Feb 11, 2022
Q4 2021
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
115New |
$7.35K - $8.23K
|
115
$8.74K
|
|
Jan 07, 2022
Q4 2021
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
112+ 1.39% |
$7.15K - $8.02K
|
8.17K
$621K
|
|
Jan 24, 2022
Q4 2021
|
West Branch Capital LLC
|
BUY
|
- |
112New |
$7.15K - $8.02K
|
112
$8.51K
|
|
Feb 16, 2022
Q4 2021
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
111New |
$7.09K - $7.95K
|
111
$8.44K
|
|
Jan 31, 2022
Q4 2021
|
Kanawha Capital Management LLC
|
BUY
|
- |
108+ 3.31% |
$6.9K - $7.73K
|
3.38K
$257K
|
|
Feb 10, 2022
Q4 2021
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
105New |
$6.71K - $7.52K
|
105
$7.98K
|
|
Jun 02, 2022
Q4 2021
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
100+ 3.57% |
$6.39K - $7.16K
|
2.9K
$220K
|
|
Mar 11, 2022
Q4 2021
|
City State Bank
Norwalk, IA |
BUY
|
- |
100New |
$6.39K - $7.16K
|
100
$7.6K
|
|
Feb 24, 2022
Q4 2021
|
Rise Advisors, LLC
|
BUY
|
- |
97New |
$6.2K - $6.94K
|
97
$7.37K
|
|
Feb 11, 2022
Q4 2021
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
91+ 0.98% |
$5.81K - $6.51K
|
9.34K
$710K
|
|
Feb 14, 2022
Q4 2021
|
S. R. Schill & Associates
Mercer Island, WA |
BUY
|
- |
90+ 1.73% |
$5.75K - $6.44K
|
5.29K
$402K
|
|
Feb 01, 2022
Q4 2021
|
Spreng Capital Management, Inc.
|
BUY
|
- |
87+ 0.88% |
$5.56K - $6.23K
|
9.94K
$756K
|
|
Feb 14, 2022
Q4 2021
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
80New |
$5.11K - $5.73K
|
80
$6.08K
|
|
Feb 11, 2022
Q4 2021
|
Rice Partnership, LLC
|
BUY
|
- |
78New |
$4.98K - $5.58K
|
78
$5.93K
|
|
Feb 09, 2022
Q4 2021
|
First Horizon Advisors, Inc.
|
BUY
|
- |
68+ 0.31% |
$4.34K - $4.87K
|
21.9K
$1.66M
|
|
Jan 24, 2022
Q4 2021
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
68+ 0.58% |
$4.34K - $4.87K
|
11.8K
$895K
|
|
Feb 10, 2022
Q4 2021
|
Covestor LTD
Boston, MA |
BUY
|
- |
68New |
$4.34K - $4.87K
|
68
$5.17K
|
|
Feb 11, 2022
Q4 2021
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
58New |
$3.71K - $4.15K
|
58
$4.41K
|
|
Feb 14, 2022
Q4 2021
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
52+ 0.56% |
$3.32K - $3.72K
|
9.4K
$714K
|
|
Feb 16, 2022
Q4 2021
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
51+ 0.27% |
$3.26K - $3.65K
|
18.6K
$1.42M
|
|
Feb 11, 2022
Q4 2021
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
49+ 0.59% |
$3.13K - $3.51K
|
8.4K
$638K
|
|
Feb 04, 2022
Q4 2021
|
Matisse Capital
|
BUY
|
- |
48+ 0.72% |
$3.07K - $3.44K
|
6.69K
$508K
|
|
Jan 10, 2022
Q4 2021
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
47+ 0.99% |
$3K - $3.36K
|
4.78K
$363K
|
|
Jan 27, 2022
Q4 2021
|
Community Bank, N.A.
|
BUY
|
- |
41+ 0.87% |
$2.62K - $2.93K
|
4.78K
$363K
|
|
Feb 14, 2022
Q4 2021
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
40+ 0.37% |
$2.56K - $2.86K
|
10.7K
$815K
|
|
Jan 18, 2022
Q4 2021
|
Cmh Wealth Management LLC
|
BUY
|
- |
40+ 0.12% |
$2.56K - $2.86K
|
33K
$2.51M
|
|
Feb 08, 2022
Q4 2021
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
38+ 2.28% |
$2.43K - $2.72K
|
1.71K
$130K
|
|
Feb 10, 2022
Q4 2021
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
37+ 0.34% |
$2.36K - $2.65K
|
11.1K
$840K
|
|
Feb 09, 2022
Q4 2021
|
Curi Wealth Management, LLC
|
BUY
|
- |
35New |
$2.24K - $2.51K
|
35
$2.66K
|
|
Feb 07, 2022
Q4 2021
|
Beck Bode, LLC
|
BUY
|
- |
33+ 0.81% |
$2.11K - $2.36K
|
4.1K
$311K
|
|
Feb 15, 2022
Q4 2021
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
30+ 5.13% |
$1.92K - $2.15K
|
615
$46.7K
|
|
Jan 25, 2022
Q4 2021
|
Gofen & Glossberg LLC
|
BUY
|
- |
29+ 0.89% |
$1.85K - $2.08K
|
3.29K
$250K
|
|
Feb 11, 2022
Q4 2021
|
Ingalls & Snyder LLC
New York, NY |
BUY
|
- |
25+ 0.72% |
$1.6K - $1.79K
|
3.51K
$267K
|
|
Feb 14, 2022
Q4 2021
|
Merit Financial Group, LLC
|
BUY
|
- |
25+ 0.69% |
$1.6K - $1.79K
|
3.64K
$277K
|
|
Feb 08, 2022
Q4 2021
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
25+ 0.7% |
$1.6K - $1.79K
|
3.59K
$272K
|
|
Jan 12, 2022
Q4 2021
|
Ifp Advisors, Inc
|
BUY
|
- |
23+ 0.02% |
$1.47K - $1.65K
|
118K
$8.99M
|
|
Jan 26, 2022
Q4 2021
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
23New |
$1.47K - $1.65K
|
23
$1.75K
|
|
Jan 19, 2022
Q4 2021
|
Strategic Capital Advisers, Inc.
|
BUY
|
- |
21+ 0.05% |
$1.34K - $1.5K
|
39.2K
$2.98M
|
|
Feb 11, 2022
Q4 2021
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
20+ 16.0% |
$1.28K - $1.43K
|
145
$11K
|
|
Feb 14, 2022
Q4 2021
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
18New |
$1.15K - $1.29K
|
18
$1.37K
|
|
Feb 11, 2022
Q4 2021
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
16+ 0.67% |
$1.02K - $1.15K
|
2.4K
$182K
|
|
Jan 25, 2022
Q4 2021
|
Macroview Investment Management LLC
|
BUY
|
- |
14+ 8.54% |
$894 - $1K
|
178
$13.5K
|
|
Jan 19, 2022
Q4 2021
|
Hudock, Inc.
|
BUY
|
- |
14+ 0.75% |
$894 - $1K
|
1.88K
$143K
|
|
Feb 10, 2022
Q4 2021
|
Cribstone Capital Management, LLC
Augusta, ME |
BUY
|
- |
10+ 0.03% |
$639 - $716
|
30.8K
$2.34M
|
|
Feb 08, 2022
Q4 2021
|
Paradigm, Strategies In Wealth Management, LLC
|
BUY
|
- |
10+ 0.13% |
$639 - $716
|
7.59K
$577K
|
|
Feb 14, 2022
Q4 2021
|
All Terrain Financial Advisors, LLC
Coon Rapids, MN |
BUY
|
- |
9+ 0.17% |
$575 - $644
|
5.18K
$394K
|
|
Feb 14, 2022
Q4 2021
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
9+ 0.22% |
$575 - $644
|
4.12K
$313K
|
|
Feb 09, 2022
Q4 2021
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
9+ 0.28% |
$575 - $644
|
3.22K
$245K
|
|
Feb 10, 2022
Q4 2021
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
8+ 0.67% |
$511 - $573
|
1.21K
$92K
|
|
Jan 31, 2022
Q4 2021
|
Focused Wealth Management, Inc
|
BUY
|
- |
4+ 0.46% |
$256 - $286
|
865
$65.7K
|