Purchases and Sales Made in Q4 2022 in Utilities Sector Spdr (XLU)
This table provides information about the institutional ownership of Utilities Sector Spdr (XLU) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 15, 2023
Q4 2022
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
5.39M+ 82852.22% |
$331M - $392M
|
5.39M
$416M
|
|
|
Feb 09, 2023
Q4 2022
|
Bank Of Nova Scotia
|
BUY
|
- |
3.2M+ 50649.49% |
$197M - $232M
|
3.2M
$247M
|
|
|
Feb 24, 2023
Q4 2022
|
Natixis
Paris, I0 |
BUY
|
- |
1.99MNew |
$122M - $145M
|
1.99M
$153M
|
|
|
Feb 14, 2023
Q4 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.77M+ 14.65% |
$109M - $128M
|
13.8M
$1.07B
|
|
|
Feb 13, 2023
Q4 2022
|
Claraphi Advisory Network, LLC
|
BUY
|
- |
1.08M+ 6639.42% |
$66.7M - $78.8M
|
1.1M
$84.8M
|
|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
979K+ 28.8% |
$60.2M - $71.1M
|
4.38M
$337M
|
|
|
Jan 24, 2023
Q4 2022
|
National Bank Of Canada
|
BUY
|
- |
874K+ 16280.0% |
$53.8M - $63.5M
|
880K
$67.8M
|
|
|
Feb 01, 2023
Q4 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
780K+ 36.66% |
$48M - $56.7M
|
2.91M
$224M
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
676K+ 29.01% |
$41.6M - $49.1M
|
3.01M
$232M
|
|
|
Feb 14, 2023
Q4 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
667K+ 29.95% |
$41M - $48.5M
|
2.89M
$223M
|
|
|
Jan 18, 2023
Q4 2022
|
Saudi Central Bank
Riyadh, T0 |
BUY
|
- |
611K+ 39.41% |
$37.6M - $44.4M
|
2.16M
$167M
|
|
|
Feb 13, 2023
Q4 2022
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
BUY
|
- |
611K+ 23.52% |
$37.6M - $44.4M
|
3.21M
$247M
|
|
|
Feb 17, 2023
Q4 2022
|
Truist Financial Corp
|
BUY
|
- |
607K+ 27.68% |
$37.3M - $44.1M
|
2.8M
$216M
|
|
|
Jan 31, 2023
Q4 2022
|
West End Advisors, LLC
|
BUY
|
- |
601K+ 41.62% |
$37M - $43.7M
|
2.04M
$158M
|
|
|
Feb 13, 2023
Q4 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
572K+ 9.22% |
$35.2M - $41.6M
|
6.78M
$522M
|
|
|
May 14, 2024
Q4 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
572K+ 9.22% |
$35.2M - $41.6M
|
6.78M
$522M
|
|
|
Jan 17, 2023
Q4 2022
|
Maryland State Retirement & Pension System
|
BUY
|
- |
568KNew |
$35M - $41.3M
|
568K
$43.8M
|
|
|
Feb 10, 2023
Q4 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
469K+ 3.19% |
$28.9M - $34.1M
|
15.2M
$1.17B
|
|
|
Jan 20, 2023
Q4 2022
|
Hartford Investment Management CO
|
BUY
|
- |
338KNew |
$20.8M - $24.6M
|
338K
$26M
|
|
|
Feb 02, 2023
Q4 2022
|
Simplex Trading, LLC
|
BUY
|
- |
253KNew |
$15.5M - $18.4M
|
253K
$19.5M
|
|
|
Feb 14, 2023
Q4 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
239K+ 77.39% |
$14.7M - $17.4M
|
548K
$42.3M
|
|
|
Feb 09, 2023
Q4 2022
|
Trilogy Capital Inc.
|
BUY
|
- |
227KNew |
$14M - $16.5M
|
227K
$17.5M
|
|
|
Feb 13, 2023
Q4 2022
|
Wellington Management Group LLP
Boston, MA |
BUY
|
- |
225KNew |
$13.8M - $16.4M
|
225K
$17.4M
|
|
|
Feb 14, 2023
Q4 2022
|
Electron Capital Partners, LLC
New York, NY |
BUY
|
- |
225KNew |
$13.8M - $16.3M
|
225K
$17.3M
|
|
|
Feb 13, 2023
Q4 2022
|
Oribel Capital Management, LP
New York, NY |
BUY
|
- |
208KNew |
$12.8M - $15.1M
|
208K
$16M
|
|
|
Jan 09, 2023
Q4 2022
|
Brookstone Capital Management
|
BUY
|
- |
205K+ 192.77% |
$12.6M - $14.9M
|
312K
$24M
|
|
|
Feb 13, 2023
Q4 2022
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
BUY
|
- |
200KNew |
$12.3M - $14.5M
|
200K
$15.4M
|
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
199K+ 63.06% |
$12.2M - $14.4M
|
514K
$39.6M
|
|
|
Feb 14, 2023
Q4 2022
|
Broadmark Asset Management LLC
|
BUY
|
- |
197KNew |
$12.1M - $14.3M
|
197K
$15.2M
|
|
|
Feb 14, 2023
Q4 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
180K+ 87.81% |
$11.1M - $13.1M
|
385K
$29.7M
|
|
|
Jan 17, 2023
Q4 2022
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
162KNew |
$9.96M - $11.8M
|
162K
$12.5M
|
|
|
Feb 09, 2023
Q4 2022
|
Bw Gestao De Investimentos Ltda.
|
BUY
|
- |
160KNew |
$9.84M - $11.6M
|
160K
$12.3M
|
|
|
Feb 15, 2023
Q4 2022
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
157KNew |
$9.67M - $11.4M
|
157K
$12.1M
|
|
|
Feb 14, 2023
Q4 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
157K+ 1299.37% |
$9.65M - $11.4M
|
169K
$13M
|
|
|
Feb 10, 2023
Q4 2022
|
Prudent Investors Network, Inc.
Lake Forest, CA |
BUY
|
- |
148KNew |
$9.1M - $10.7M
|
148K
$11.4M
|
|
|
Feb 14, 2023
Q4 2022
|
Hilltop Partners LLC
Mishawaka, IN |
BUY
|
- |
140KNew |
$8.62M - $10.2M
|
140K
$10.8M
|
|
|
Feb 09, 2023
Q4 2022
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
139K+ 1601.05% |
$8.57M - $10.1M
|
148K
$11.4M
|
|
|
Feb 14, 2023
Q4 2022
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
139KNew |
$8.54M - $10.1M
|
139K
$10.7M
|
|
|
Feb 14, 2023
Q4 2022
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
136KNew |
$8.39M - $9.91M
|
136K
$10.5M
|
|
|
Feb 02, 2023
Q4 2022
|
Sg Americas Securities, LLC
|
BUY
|
- |
131K+ 91.93% |
$8.08M - $9.54M
|
274K
$21.1M
|
|
|
Feb 08, 2023
Q4 2022
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
128K+ 101.08% |
$7.9M - $9.33M
|
255K
$19.7M
|
|
|
Feb 02, 2023
Q4 2022
|
Dfpg Investments, LLC
|
BUY
|
- |
128K+ 2370.23% |
$7.86M - $9.29M
|
133K
$10.3M
|
|
|
Feb 13, 2023
Q4 2022
|
Exodus Point Capital Management, LP
New York, NY |
BUY
|
- |
128K+ 1012.76% |
$7.86M - $9.28M
|
140K
$10.8M
|
|
|
Feb 14, 2023
Q4 2022
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
126K+ 29.49% |
$7.78M - $9.19M
|
555K
$42.8M
|
|
|
Feb 09, 2023
Q4 2022
|
Victory Capital Management Inc
|
BUY
|
- |
123K+ 31.15% |
$7.58M - $8.96M
|
519K
$40M
|
|
|
Jan 31, 2023
Q4 2022
|
Pacific Sage Partners, LLC
Shoreline, WA |
BUY
|
- |
117KNew |
$7.18M - $8.48M
|
117K
$9M
|
|
|
Feb 08, 2023
Q4 2022
|
Spx Equities Gestao De Recursos Ltda
Rio De Janeiro, D5 |
BUY
|
- |
113K+ 137.89% |
$6.96M - $8.22M
|
195K
$15M
|
|
|
Feb 02, 2023
Q4 2022
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
106KNew |
$6.51M - $7.69M
|
106K
$8.16M
|
|
|
Feb 07, 2023
Q4 2022
|
Franklin Street Advisors Inc
|
BUY
|
- |
105KNew |
$6.45M - $7.62M
|
105K
$8.08M
|
|
|
Feb 14, 2023
Q4 2022
|
Schonfeld Strategic Advisors LLC
New York, NY |
BUY
|
- |
101K+ 0.0% |
$6.21M - $7.34M
|
101K
$7.78M
|