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 10, 2022
Q4 2021
|
Davenport & CO LLC
|
BUY
|
- |
579+ 1.35% |
$37K - $41.4K
|
43.4K
$3.3M
|
|
|
Feb 04, 2022
Q4 2021
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
564+ 14.1% |
$36K - $40.4K
|
4.56K
$347K
|
|
|
Feb 08, 2022
Q4 2021
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
563+ 2.89% |
$36K - $40.3K
|
20K
$1.52M
|
|
|
Jan 27, 2022
Q4 2021
|
Millburn Ridgefield Corp
|
BUY
|
- |
555+ 4.87% |
$35.5K - $39.7K
|
12K
$909K
|
|
|
Jan 11, 2022
Q4 2021
|
Stolper CO
|
BUY
|
- |
546+ 5.91% |
$34.9K - $39.1K
|
9.78K
$744K
|
|
|
Jan 21, 2022
Q4 2021
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
539+ 3.35% |
$34.4K - $38.6K
|
16.6K
$1.27M
|
|
|
Feb 14, 2022
Q4 2021
|
Bivin & Associates, Inc.
Ponca City, OK |
BUY
|
- |
519New |
$33.2K - $37.2K
|
519
$39.5K
|
|
|
Jan 28, 2022
Q4 2021
|
Wbi Investments, Inc.
|
BUY
|
- |
508+ 4.4% |
$32.5K - $36.4K
|
12.1K
$916K
|
|
|
Feb 10, 2022
Q4 2021
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
507+ 5.08% |
$32.4K - $36.3K
|
10.5K
$797K
|
|
|
Feb 11, 2022
Q4 2021
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
BUY
|
- |
490+ 1289.47% |
$31.3K - $35.1K
|
528
$40.1K
|
|
|
Feb 10, 2022
Q4 2021
|
3 D/L Capital Management, LLC
|
BUY
|
- |
479+ 6.08% |
$30.6K - $34.3K
|
8.36K
$636K
|
|
|
Mar 11, 2022
Q4 2021
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
477+ 6.07% |
$30.5K - $34.1K
|
8.34K
$634K
|
|
|
Feb 09, 2022
Q4 2021
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
476+ 9.88% |
$30.4K - $34.1K
|
5.3K
$403K
|
|
|
Feb 07, 2022
Q4 2021
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
473+ 30.85% |
$30.2K - $33.9K
|
2.01K
$153K
|
|
|
Feb 25, 2022
Q4 2021
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
471+ 6.62% |
$30.1K - $33.7K
|
7.59K
$577K
|
|
|
Feb 15, 2022
Q4 2021
|
Godsey & Gibb Associates
|
BUY
|
- |
461New |
$29.4K - $33K
|
461
$35K
|
|
|
Feb 11, 2022
Q4 2021
|
South State Corp
|
BUY
|
- |
460+ 35.58% |
$29.4K - $32.9K
|
1.75K
$133K
|
|
|
Feb 14, 2022
Q4 2021
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
460New |
$29.4K - $32.9K
|
460
$35K
|
|
|
Jan 19, 2022
Q4 2021
|
Peoples Financial Services Corp.
|
BUY
|
- |
450+ 7.56% |
$28.7K - $32.2K
|
6.4K
$487K
|
|
|
Feb 14, 2022
Q4 2021
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
448+ 11.57% |
$28.6K - $32.1K
|
4.32K
$329K
|
|
|
Feb 14, 2022
Q4 2021
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
444+ 10.23% |
$28.4K - $31.8K
|
4.79K
$364K
|
|
|
Feb 10, 2022
Q4 2021
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
444+ 5.57% |
$28.4K - $31.8K
|
8.42K
$640K
|
|
|
Feb 14, 2022
Q4 2021
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
441+ 4.11% |
$28.2K - $31.6K
|
11.2K
$849K
|
|
|
Feb 17, 2022
Q4 2021
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
431+ 7.06% |
$27.5K - $30.9K
|
6.54K
$497K
|
|
|
Feb 04, 2022
Q4 2021
|
Ntv Asset Management LLC
|
BUY
|
- |
425+ 9.19% |
$27.1K - $30.4K
|
5.05K
$384K
|
|
|
Jan 31, 2022
Q4 2021
|
Horizon Financial Services, LLC
|
BUY
|
- |
424+ 30.26% |
$27.1K - $30.3K
|
1.83K
$139K
|
|
|
Jan 31, 2022
Q4 2021
|
Regions Financial Corp
|
BUY
|
- |
404+ 3.58% |
$25.8K - $28.9K
|
11.7K
$888K
|
|
|
Jan 19, 2022
Q4 2021
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
402+ 8.68% |
$25.7K - $28.8K
|
5.03K
$383K
|
|
|
Mar 07, 2022
Q4 2021
|
Stephens Inc
|
BUY
|
- |
400+ 6.73% |
$25.6K - $28.6K
|
6.34K
$482K
|
|
|
Feb 11, 2022
Q4 2021
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
397+ 6.42% |
$25.4K - $28.4K
|
6.58K
$500K
|
|
|
Feb 22, 2022
Q4 2021
|
Byrne Asset Management LLC
|
BUY
|
- |
379New |
$24.2K - $27.1K
|
379
$28.8K
|
|
|
Feb 14, 2022
Q4 2021
|
Monetary Management Group Inc
St Louis, MO |
BUY
|
- |
375+ 5.82% |
$24K - $26.8K
|
6.82K
$519K
|
|
|
Feb 16, 2022
Q4 2021
|
Palumbo Wealth Management LLC
Great Neck, NY |
BUY
|
- |
367+ 4.33% |
$23.4K - $26.3K
|
8.85K
$673K
|
|
|
Feb 07, 2022
Q4 2021
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
364+ 5.21% |
$23.3K - $26.1K
|
7.36K
$559K
|
|
|
Feb 04, 2022
Q4 2021
|
Gyroscope Capital Management Group, LLC
|
BUY
|
- |
353+ 4.41% |
$22.5K - $25.3K
|
8.35K
$635K
|
|
|
Feb 02, 2022
Q4 2021
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
353+ 4.44% |
$22.5K - $25.3K
|
8.3K
$631K
|
|
|
Jan 11, 2022
Q4 2021
|
First American Trust, Fsb
|
BUY
|
- |
350+ 6.07% |
$22.4K - $25.1K
|
6.12K
$465K
|
|
|
Jan 07, 2022
Q4 2021
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
346New |
$22.1K - $24.8K
|
346
$26.3K
|
|
|
Feb 02, 2022
Q4 2021
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
335+ 30.04% |
$21.4K - $24K
|
1.45K
$110K
|
|
|
Feb 11, 2022
Q4 2021
|
Krs Capital Management, LLC
|
BUY
|
- |
333New |
$21.3K - $23.8K
|
333
$25.3K
|
|
|
Feb 14, 2022
Q4 2021
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
331+ 1.9% |
$21.1K - $23.7K
|
17.7K
$1.35M
|
|
|
Feb 11, 2022
Q4 2021
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
330+ 4.21% |
$21.1K - $23.6K
|
8.17K
$621K
|
|
|
Jan 31, 2022
Q4 2021
|
Addison Advisors LLC
|
BUY
|
- |
329New |
$21K - $23.5K
|
329
$25K
|
|
|
Feb 15, 2022
Q4 2021
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
326+ 1.62% |
$20.8K - $23.3K
|
20.4K
$1.55M
|
|
|
Jan 10, 2022
Q4 2021
|
Private Trust CO Na
|
BUY
|
- |
324+ 4.72% |
$20.7K - $23.2K
|
7.19K
$546K
|
|
|
Feb 01, 2022
Q4 2021
|
Providence First Trust CO
|
BUY
|
- |
323+ 0.52% |
$20.6K - $23.1K
|
61.9K
$4.71M
|
|
|
Feb 08, 2022
Q4 2021
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
320+ 8.57% |
$20.4K - $22.9K
|
4.06K
$308K
|
|
|
Feb 14, 2022
Q4 2021
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
320+ 64.52% |
$20.4K - $22.9K
|
816
$62K
|
|
|
Apr 04, 2022
Q4 2021
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
314New |
$20.1K - $22.5K
|
314
$23.9K
|
|
|
Feb 10, 2022
Q4 2021
|
Catalyst Capital Advisors LLC
Huntington, NY |
BUY
|
- |
307+ 3.47% |
$19.6K - $22K
|
9.15K
$696K
|