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 14, 2022
Q4 2021
|
Tradition Wealth Management, LLC
|
BUY
|
- |
305+ 37.89% |
$19.5K - $21.8K
|
1.11K
$84.4K
|
|
|
Jan 18, 2022
Q4 2021
|
Wolff Wiese Magana LLC
|
BUY
|
- |
300New |
$19.2K - $21.5K
|
300
$22.8K
|
|
|
Feb 17, 2022
Q4 2021
|
Richwood Investment Advisors, LLC
|
BUY
|
- |
300New |
$19.2K - $21.5K
|
300
$22.8K
|
|
|
Jan 26, 2022
Q4 2021
|
John G Ullman & Associates Inc
|
BUY
|
- |
300+ 3.95% |
$19.2K - $21.5K
|
7.9K
$601K
|
|
|
Jan 25, 2022
Q4 2021
|
Old Second National Bank Of Aurora
|
BUY
|
- |
296+ 7.3% |
$18.9K - $21.2K
|
4.35K
$331K
|
|
|
Jan 26, 2022
Q4 2021
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
287+ 0.13% |
$18.3K - $20.5K
|
217K
$16.5M
|
|
|
Feb 14, 2022
Q4 2021
|
Zuckerman Investment Group, LLC
Chicago, IL |
BUY
|
- |
285+ 2.05% |
$18.2K - $20.4K
|
14.2K
$1.08M
|
|
|
Jan 27, 2022
Q4 2021
|
Tap Consulting, LLC
|
BUY
|
- |
284New |
$18.1K - $20.3K
|
284
$21.6K
|
|
|
Feb 10, 2022
Q4 2021
|
Meristem Family Wealth, LLC
Minnetonka, MN |
BUY
|
- |
280+ 1.99% |
$17.9K - $20K
|
14.3K
$1.09M
|
|
|
Jan 20, 2022
Q4 2021
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
279+ 6.56% |
$17.8K - $20K
|
4.53K
$345K
|
|
|
Jan 13, 2022
Q4 2021
|
Calton & Associates, Inc.
|
BUY
|
- |
275+ 7.52% |
$17.6K - $19.7K
|
3.93K
$299K
|
|
|
Jan 03, 2022
Q4 2021
|
First Financial Bank Trust Division
Hamilton, OH |
BUY
|
- |
271+ 0.2% |
$17.3K - $19.4K
|
139K
$10.5M
|
|
|
Feb 11, 2022
Q4 2021
|
White Pine Capital LLC
Golden Valley, MN |
BUY
|
- |
270+ 3.31% |
$17.2K - $19.3K
|
8.42K
$640K
|
|
|
Feb 08, 2022
Q4 2021
|
Norwood Financial Corp
|
BUY
|
- |
260New |
$16.6K - $18.6K
|
260
$19.8K
|
|
|
Feb 04, 2022
Q4 2021
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
260+ 0.87% |
$16.6K - $18.6K
|
30.1K
$2.29M
|
|
|
Jan 24, 2022
Q4 2021
|
Advanced Asset Management Advisors Inc
Dublin, OH |
BUY
|
- |
258+ 6.64% |
$16.5K - $18.5K
|
4.14K
$315K
|
|
|
Feb 14, 2022
Q4 2021
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
258+ 1.97% |
$16.5K - $18.5K
|
13.3K
$1.01M
|
|
|
Feb 03, 2022
Q4 2021
|
Chesapeake Wealth Management
|
BUY
|
- |
257+ 3.29% |
$16.4K - $18.4K
|
8.08K
$614K
|
|
|
Feb 02, 2022
Q4 2021
|
Biltmore Wealth Management, LLC
|
BUY
|
- |
254+ 0.19% |
$16.2K - $18.2K
|
134K
$10.2M
|
|
|
Feb 11, 2022
Q4 2021
|
Ars Investment Partners, LLC
|
BUY
|
- |
248+ 1.04% |
$15.8K - $17.8K
|
24K
$1.83M
|
|
|
Jan 19, 2022
Q4 2021
|
Evanson Asset Management, LLC
|
BUY
|
- |
244+ 2.82% |
$15.6K - $17.5K
|
8.9K
$677K
|
|
|
Feb 14, 2022
Q4 2021
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
242+ 4.81% |
$15.5K - $17.3K
|
5.28K
$401K
|
|
|
Feb 03, 2022
Q4 2021
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
240+ 4.0% |
$15.3K - $17.2K
|
6.24K
$475K
|
|
|
Feb 16, 2022
Q4 2021
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
237+ 0.65% |
$15.1K - $17K
|
36.5K
$2.78M
|
|
|
Feb 14, 2022
Q4 2021
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
237+ 1.55% |
$15.1K - $17K
|
15.5K
$1.18M
|
|
|
Feb 10, 2022
Q4 2021
|
Citizens Financial Group Inc
|
BUY
|
- |
233+ 1.39% |
$14.9K - $16.7K
|
17K
$1.29M
|
|
|
May 15, 2024
Q4 2021
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
229New |
$14.6K - $16.4K
|
229
$17.4K
|
|
|
Feb 01, 2022
Q4 2021
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
225+ 1.33% |
$14.4K - $16.1K
|
17.2K
$1.31M
|
|
|
Feb 15, 2022
Q4 2021
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
211+ 3.52% |
$13.5K - $15.1K
|
6.21K
$472K
|
|
|
Jan 18, 2022
Q4 2021
|
360 Financial, Inc.
|
BUY
|
- |
202+ 3.46% |
$12.9K - $14.5K
|
6.04K
$459K
|
|
|
Feb 14, 2022
Q4 2021
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
200+ 645.16% |
$12.8K - $14.3K
|
231
$17.6K
|
|
|
Feb 11, 2022
Q4 2021
|
Biltmore Family Office, LLC
|
BUY
|
- |
200+ 33.33% |
$12.8K - $14.3K
|
800
$60.8K
|
|
|
Jan 28, 2022
Q4 2021
|
Widmann Financial Services, Inc.
|
BUY
|
- |
200New |
$12.8K - $14.3K
|
200
$15.2K
|
|
|
Feb 16, 2022
Q4 2021
|
First Community Trust Na
|
BUY
|
- |
200New |
$12.8K - $14.3K
|
200
$15.2K
|
|
|
May 17, 2022
Q4 2021
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
200New |
$12.8K - $14.3K
|
200
$15.2K
|
|
|
Feb 11, 2022
Q4 2021
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
195New |
$12.5K - $14K
|
195
$14.8K
|
|
|
Jan 20, 2022
Q4 2021
|
First United Bank & Trust
|
BUY
|
- |
190+ 3.37% |
$12.1K - $13.6K
|
5.83K
$443K
|
|
|
Jan 18, 2022
Q4 2021
|
Ayalon Insurance Comp Ltd.
|
BUY
|
- |
185+ 2.74% |
$11.8K - $13.2K
|
6.95K
$528K
|
|
|
Feb 11, 2022
Q4 2021
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
177+ 453.85% |
$11.3K - $12.7K
|
216
$16.4K
|
|
|
Feb 11, 2022
Q4 2021
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
170+ 3.18% |
$10.9K - $12.2K
|
5.52K
$420K
|
|
|
Jan 26, 2022
Q4 2021
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
168+ 1.68% |
$10.7K - $12K
|
10.2K
$773K
|
|
|
Feb 07, 2022
Q4 2021
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
168New |
$10.7K - $12K
|
168
$12.8K
|
|
|
Feb 07, 2022
Q4 2021
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
166+ 3.37% |
$10.6K - $11.9K
|
5.1K
$388K
|
|
|
Jan 20, 2022
Q4 2021
|
Patten Group, Inc.
|
BUY
|
- |
143+ 2.54% |
$9.13K - $10.2K
|
5.76K
$438K
|
|
|
May 13, 2022
Q4 2021
|
Mechanics Financial Corp
|
BUY
|
- |
141New |
$9.01K - $10.1K
|
141
$10.7K
|
|
|
Feb 10, 2022
Q4 2021
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
BUY
|
- |
137+ 5.38% |
$8.75K - $9.81K
|
2.68K
$204K
|
|
|
Feb 02, 2022
Q4 2021
|
Wp Advisors, LLC
|
BUY
|
- |
132+ 0.51% |
$8.43K - $9.45K
|
26.1K
$1.98M
|
|
|
Feb 14, 2022
Q4 2021
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
125New |
$7.99K - $8.95K
|
125
$9.5K
|
|
|
Feb 04, 2022
Q4 2021
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
125+ 0.75% |
$7.99K - $8.95K
|
16.9K
$1.28M
|
|
|
Jan 26, 2022
Q4 2021
|
Mechanics Bank Trust Department
|
BUY
|
- |
124+ 0.36% |
$7.92K - $8.88K
|
34.7K
$2.64M
|