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 |
|---|---|---|---|---|---|---|---|
|
Jan 10, 2022
Q4 2021
|
Murphy Capital Management Inc
|
SELL
|
- |
-1K- 1.2% |
$64.1K - $71.8K
|
82.4K
$6.26M
|
|
|
Feb 14, 2022
Q4 2021
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-1.03K- 20.8% |
$65.8K - $73.7K
|
3.92K
$298K
|
|
|
Feb 11, 2022
Q4 2021
|
True Private Wealth Advisors
|
SELL
|
- |
-1.06K- 8.41% |
$68K - $76.2K
|
11.6K
$881K
|
|
|
Feb 14, 2022
Q4 2021
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-1.07K- 3.81% |
$68.4K - $76.7K
|
27K
$2.05M
|
|
|
Jan 18, 2022
Q4 2021
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-1.1K- 12.47% |
$70.3K - $78.7K
|
7.72K
$587K
|
|
|
Jan 21, 2022
Q4 2021
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-1.14K- 8.5% |
$72.6K - $81.3K
|
12.2K
$930K
|
|
|
Mar 11, 2022
Q4 2021
|
City Holding CO
|
SELL
|
- |
-1.14K- 4.71% |
$73.1K - $81.9K
|
23.2K
$1.76M
|
|
|
Feb 07, 2022
Q4 2021
|
Texas Capital Bank Wealth Management Services Inc
|
SELL
|
- |
-1.18K- 2.06% |
$75.3K - $84.3K
|
56K
$4.26M
|
|
|
Jan 21, 2022
Q4 2021
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-1.19K- 11.55% |
$76K - $85.1K
|
9.1K
$692K
|
|
|
Jan 28, 2022
Q4 2021
|
Gw Henssler & Associates LTD
|
SELL
|
- |
-1.2K- 11.28% |
$76.3K - $85.5K
|
9.4K
$714K
|
|
|
Feb 10, 2022
Q4 2021
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-1.21K- 10.86% |
$77.2K - $86.5K
|
9.92K
$754K
|
|
|
Jan 31, 2022
Q4 2021
|
Carderock Capital Management Inc
|
SELL
|
- |
-1.22KClosed |
$78K - $87.4K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Farmers Trust CO
|
SELL
|
- |
-1.24K- 1.54% |
$79.4K - $89K
|
79.5K
$6.04M
|
|
|
Jan 27, 2022
Q4 2021
|
Plimoth Trust CO LLC
|
SELL
|
- |
-1.26K- 29.35% |
$80.2K - $89.8K
|
3.02K
$230K
|
|
|
Feb 14, 2022
Q4 2021
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-1.29K- 19.03% |
$82.1K - $92K
|
5.47K
$416K
|
|
|
Jan 21, 2022
Q4 2021
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-1.29K- 20.69% |
$82.6K - $92.6K
|
4.96K
$377K
|
|
|
Feb 10, 2022
Q4 2021
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-1.3K- 29.75% |
$83K - $93.1K
|
3.07K
$233K
|
|
|
Feb 08, 2022
Q4 2021
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-1.33K- 1.88% |
$85.1K - $95.3K
|
69.4K
$5.27M
|
|
|
Feb 11, 2022
Q4 2021
|
Lehman & Derafelo Financial Resources LLC
|
SELL
|
- |
-1.39KClosed |
$88.8K - $99.5K
|
0
$0
|
|
|
Jan 18, 2022
Q4 2021
|
Kovack Advisors, Inc.
|
SELL
|
- |
-1.4K- 11.89% |
$89.4K - $100K
|
10.4K
$789K
|
|
|
Feb 14, 2022
Q4 2021
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-1.42K- 22.79% |
$90.5K - $101K
|
4.8K
$365K
|
|
|
Feb 08, 2022
Q4 2021
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-1.43K- 2.95% |
$91.5K - $103K
|
47.2K
$3.59M
|
|
|
Feb 09, 2022
Q4 2021
|
Washington Trust CO
|
SELL
|
- |
-1.44K- 42.9% |
$92.1K - $103K
|
1.92K
$146K
|
|
|
Jan 20, 2022
Q4 2021
|
Herold Advisors, Inc.
|
SELL
|
- |
-1.45KClosed |
$92.6K - $104K
|
0
$0
|
|
|
Sep 13, 2022
Q4 2021
|
Sunflower Bank, N.A.
Denver, CO |
SELL
|
- |
-1.45K- 10.21% |
$92.6K - $104K
|
12.8K
$969K
|
|
|
Jan 18, 2022
Q4 2021
|
Clear Street Markets LLC
|
SELL
|
- |
-1.5K- 14.29% |
$95.8K - $107K
|
9K
$684K
|
|
|
Feb 14, 2022
Q4 2021
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-1.51K- 5.62% |
$96.5K - $108K
|
25.4K
$1.93M
|
|
|
Jan 21, 2022
Q4 2021
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-1.54K- 7.73% |
$98.3K - $110K
|
18.4K
$1.4M
|
|
|
Feb 14, 2022
Q4 2021
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-1.58K- 2.56% |
$101K - $113K
|
60.1K
$4.57M
|
|
|
Feb 15, 2022
Q4 2021
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-1.65K- 3.3% |
$105K - $118K
|
48.4K
$3.68M
|
|
|
Jan 31, 2022
Q4 2021
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-1.66K- 14.04% |
$106K - $119K
|
10.2K
$774K
|
|
|
Jan 21, 2022
Q4 2021
|
Community Trust & Investment CO
|
SELL
|
- |
-1.7K- 0.55% |
$108K - $121K
|
304K
$23.1M
|
|
|
Feb 14, 2022
Q4 2021
|
Mount Lucas Management LP
Newtown, PA |
SELL
|
- |
-1.74K- 3.51% |
$111K - $125K
|
47.8K
$3.64M
|
|
|
Feb 14, 2022
Q4 2021
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-1.77K- 0.54% |
$113K - $127K
|
329K
$25M
|
|
|
Feb 10, 2022
Q4 2021
|
Dowling & Yahnke LLC
San Diego, CA |
SELL
|
- |
-1.78K- 2.61% |
$114K - $127K
|
66.3K
$5.04M
|
|
|
Apr 08, 2022
Q4 2021
|
Park Avenue Securities LLC
|
SELL
|
- |
-1.8K- 3.78% |
$115K - $129K
|
45.8K
$3.48M
|
|
|
Feb 11, 2022
Q4 2021
|
Financial Advisors Network, Inc.
|
SELL
|
- |
-1.8K- 23.92% |
$115K - $129K
|
5.73K
$435K
|
|
|
Jan 28, 2022
Q4 2021
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
SELL
|
- |
-1.81K- 3.92% |
$116K - $130K
|
44.5K
$3.38M
|
|
|
Feb 14, 2022
Q4 2021
|
Western Wealth Management, LLC
|
SELL
|
- |
-1.88K- 10.94% |
$120K - $134K
|
15.3K
$1.16M
|
|
|
Feb 09, 2022
Q4 2021
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-2K- 91.53% |
$128K - $143K
|
185
$14.1K
|
|
|
Feb 10, 2022
Q4 2021
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
SELL
|
- |
-2.01K- 3.53% |
$128K - $144K
|
55K
$4.18M
|
|
|
Feb 15, 2022
Q4 2021
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-2.06KClosed |
$131K - $147K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-2.08K- 24.17% |
$133K - $149K
|
6.53K
$496K
|
|
|
Jan 28, 2022
Q4 2021
|
Meritage Portfolio Management
|
SELL
|
- |
-2.11K- 1.68% |
$135K - $151K
|
123K
$9.35M
|
|
|
Feb 02, 2022
Q4 2021
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-2.15K- 2.95% |
$138K - $154K
|
70.9K
$5.39M
|
|
|
Feb 02, 2022
Q4 2021
|
Mv Capital Management, Inc.
|
SELL
|
- |
-2.2K- 4.23% |
$140K - $157K
|
49.7K
$3.78M
|
|
|
Feb 02, 2022
Q4 2021
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-2.21K- 1.89% |
$141K - $158K
|
115K
$8.72M
|
|
|
Feb 15, 2022
Q4 2021
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-2.3K- 7.14% |
$147K - $165K
|
29.9K
$2.27M
|
|
|
Feb 15, 2022
Q4 2021
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-2.37K- 5.62% |
$151K - $170K
|
39.8K
$3.02M
|
|
|
Feb 14, 2022
Q4 2021
|
Founders Financial Securities LLC
|
SELL
|
- |
-2.38K- 22.44% |
$152K - $171K
|
8.24K
$626K
|