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 |
|---|---|---|---|---|---|---|---|
|
Jan 12, 2023
Q4 2022
|
Titleist Asset Management, Ltd.
San Antonio, TX |
BUY
|
- |
603+ 6.43% |
$37.1K - $43.8K
|
9.98K
$759K
|
|
|
Feb 14, 2023
Q4 2022
|
Point72 Middle East Fze
Stamford, CT |
BUY
|
- |
580New |
$35.7K - $42.1K
|
580
$44.1K
|
|
|
Jan 11, 2023
Q4 2022
|
M&R Capital Management Inc
|
BUY
|
- |
562New |
$34.6K - $40.8K
|
562
$42.7K
|
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
541+ 11.44% |
$33.3K - $39.3K
|
5.27K
$401K
|
|
|
Feb 09, 2023
Q4 2022
|
Allie Family Office LLC
|
BUY
|
- |
540+ 8.7% |
$33.2K - $39.2K
|
6.74K
$513K
|
|
|
Feb 22, 2023
Q4 2022
|
Kovack Advisors, Inc.
|
BUY
|
- |
535+ 2.09% |
$32.9K - $38.9K
|
26.2K
$1.99M
|
|
|
Feb 14, 2023
Q4 2022
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
526New |
$32.4K - $38.2K
|
526
$40K
|
|
|
Feb 10, 2023
Q4 2022
|
Pittenger & Anderson Inc
|
BUY
|
- |
525+ 10.68% |
$32.3K - $38.2K
|
5.44K
$413K
|
|
|
Feb 01, 2023
Q4 2022
|
Arrow Financial Corp
|
BUY
|
- |
521+ 3.94% |
$32.1K - $37.9K
|
13.7K
$1.04M
|
|
|
Feb 14, 2023
Q4 2022
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
516New |
$31.7K - $37.5K
|
516
$39.2K
|
|
|
Feb 14, 2023
Q4 2022
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
509+ 3.02% |
$31.3K - $37K
|
17.3K
$1.32M
|
|
|
Feb 13, 2023
Q4 2022
|
Covestor LTD
Boston, MA |
BUY
|
- |
508+ 84.67% |
$31.3K - $36.9K
|
1.11K
$84.2K
|
|
|
Jan 26, 2023
Q4 2022
|
Gfs Advisors, LLC
|
BUY
|
- |
500+ 12.23% |
$30.8K - $36.3K
|
4.59K
$349K
|
|
|
Feb 09, 2023
Q4 2022
|
Trust CO Of Vermont
|
BUY
|
- |
500New |
$30.8K - $36.3K
|
500
$38K
|
|
|
Jan 31, 2023
Q4 2022
|
Hudson Valley Investment Advisors Inc
|
BUY
|
- |
481+ 2.09% |
$29.6K - $35K
|
23.5K
$1.79M
|
|
|
Jan 19, 2023
Q4 2022
|
Appleton Partners Inc
|
BUY
|
- |
480+ 1.06% |
$29.5K - $34.9K
|
45.8K
$3.48M
|
|
|
Jan 09, 2023
Q4 2022
|
Independence Bank Of Kentucky
|
BUY
|
- |
477+ 1255.26% |
$29.3K - $34.7K
|
515
$39.1K
|
|
|
Feb 14, 2023
Q4 2022
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
470New |
$28.9K - $34.2K
|
470
$35.7K
|
|
|
Jan 27, 2023
Q4 2022
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
468+ 7.85% |
$28.8K - $34K
|
6.43K
$489K
|
|
|
Feb 14, 2023
Q4 2022
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
462+ 12.05% |
$28.4K - $33.6K
|
4.3K
$327K
|
|
|
Jan 30, 2023
Q4 2022
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
BUY
|
- |
454+ 4.97% |
$27.9K - $33K
|
9.59K
$729K
|
|
|
Feb 08, 2023
Q4 2022
|
L.M. Kohn & Company
|
BUY
|
- |
451+ 3.8% |
$27.7K - $32.8K
|
12.3K
$937K
|
|
|
Jan 12, 2023
Q4 2022
|
Solitude Financial Services
|
BUY
|
- |
440+ 2.41% |
$27.1K - $32K
|
18.7K
$1.42M
|
|
|
Jan 12, 2024
Q4 2022
|
Comprehensive Wealth Management, LLC
Lynnwood, WA |
BUY
|
- |
439+ 4.83% |
$27K - $31.9K
|
9.53K
$724K
|
|
|
Jan 25, 2023
Q4 2022
|
S. R. Schill & Associates
Mercer Island, WA |
BUY
|
- |
436+ 1.5% |
$26.8K - $31.7K
|
29.5K
$2.24M
|
|
|
Jan 17, 2023
Q4 2022
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
429New |
$26.4K - $31.2K
|
429
$32.6K
|
|
|
Feb 01, 2023
Q4 2022
|
Kanawha Capital Management LLC
|
BUY
|
- |
422+ 12.2% |
$26K - $30.7K
|
3.88K
$295K
|
|
|
Jan 10, 2023
Q4 2022
|
Kwmg, LLC
|
BUY
|
- |
413+ 0.47% |
$25.4K - $30K
|
88.6K
$6.74M
|
|
|
Feb 09, 2023
Q4 2022
|
Citizens Financial Group Inc
|
BUY
|
- |
413+ 2.41% |
$25.4K - $30K
|
17.5K
$1.33M
|
|
|
Jan 10, 2023
Q4 2022
|
Avitas Wealth Management LLC
|
BUY
|
- |
407+ 6.4% |
$25K - $29.6K
|
6.76K
$514K
|
|
|
Feb 02, 2023
Q4 2022
|
Emfo, LLC
|
BUY
|
- |
400+ 30.77% |
$24.6K - $29.1K
|
1.7K
$129K
|
|
|
Feb 08, 2023
Q4 2022
|
Abbrea Capital, LLC
|
BUY
|
- |
400+ 2.95% |
$24.6K - $29.1K
|
13.9K
$1.06M
|
|
|
Feb 14, 2023
Q4 2022
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
400+ 0.29% |
$24.6K - $29.1K
|
138K
$10.5M
|
|
|
Feb 07, 2023
Q4 2022
|
Crewe Advisors LLC
|
BUY
|
- |
376New |
$23.1K - $27.3K
|
376
$28.6K
|
|
|
Feb 14, 2023
Q4 2022
|
Private Capital Management, LLC
Naples, FL |
BUY
|
- |
374+ 3.66% |
$23K - $27.2K
|
10.6K
$805K
|
|
|
Feb 08, 2023
Q4 2022
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
372+ 3.92% |
$22.9K - $27K
|
9.87K
$750K
|
|
|
Feb 09, 2023
Q4 2022
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
363+ 1.45% |
$22.3K - $26.4K
|
25.4K
$1.93M
|
|
|
Feb 10, 2023
Q4 2022
|
Fortune 45 LLC
|
BUY
|
- |
363+ 1.15% |
$22.3K - $26.4K
|
31.9K
$2.42M
|
|
|
Jan 11, 2023
Q4 2022
|
D. Scott Neal, Inc.
|
BUY
|
- |
358+ 0.45% |
$22K - $26K
|
79.8K
$6.06M
|
|
|
Jun 13, 2023
Q4 2022
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
357+ 1.49% |
$22K - $25.9K
|
24.3K
$1.85M
|
|
|
Jan 20, 2023
Q4 2022
|
First Command Financial Services, Inc.
|
BUY
|
- |
347New |
$21.3K - $25.2K
|
347
$26.4K
|
|
|
Jan 23, 2023
Q4 2022
|
First Command Bank
|
BUY
|
- |
347New |
$21.3K - $25.2K
|
347
$26.4K
|
|
|
Jan 06, 2023
Q4 2022
|
Boltwood Capital Management
|
BUY
|
- |
343+ 2.67% |
$21.1K - $24.9K
|
13.2K
$1M
|
|
|
Feb 07, 2023
Q4 2022
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
329+ 1.63% |
$20.2K - $23.9K
|
20.6K
$1.56M
|
|
|
Jan 30, 2023
Q4 2022
|
Essex LLC
|
BUY
|
- |
325+ 4.51% |
$20K - $23.6K
|
7.53K
$572K
|
|
|
Feb 10, 2023
Q4 2022
|
Patten Group, Inc.
|
BUY
|
- |
314+ 5.69% |
$19.3K - $22.8K
|
5.83K
$443K
|
|
|
Feb 14, 2023
Q4 2022
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
312+ 2.91% |
$19.2K - $22.7K
|
11K
$840K
|
|
|
Feb 17, 2023
Q4 2022
|
Compass Wealth Management LLC
Guilford, CT |
BUY
|
- |
310New |
$19.1K - $22.5K
|
310
$23.6K
|
|
|
Feb 14, 2023
Q4 2022
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
306+ 2.47% |
$18.8K - $22.2K
|
12.7K
$964K
|
|
|
Feb 09, 2023
Q4 2022
|
Sawgrass Asset Management LLC
|
BUY
|
- |
303+ 7.9% |
$18.6K - $22K
|
4.14K
$315K
|