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 19, 2023
Q4 2022
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
300New |
$18.5K - $21.8K
|
300
$22.8K
|
|
|
Jan 26, 2023
Q4 2022
|
Piscataqua Savings Bank
|
BUY
|
- |
300New |
$18.5K - $21.8K
|
300
$22.8K
|
|
|
Jan 27, 2023
Q4 2022
|
Baldwin Brothers LLC
|
BUY
|
- |
300New |
$18.5K - $21.8K
|
300
$22.8K
|
|
|
Feb 03, 2023
Q4 2022
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
300New |
$18.5K - $21.8K
|
300
$22.8K
|
|
|
Feb 14, 2023
Q4 2022
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
BUY
|
- |
300+ 2.04% |
$18.5K - $21.8K
|
15K
$1.14M
|
|
|
Feb 06, 2023
Q4 2022
|
Bogart Wealth, LLC
|
BUY
|
- |
283New |
$17.4K - $20.6K
|
283
$21.5K
|
|
|
Jan 12, 2023
Q4 2022
|
Stillwater Capital Advisors, LLC
|
BUY
|
- |
278+ 1.82% |
$17.1K - $20.2K
|
15.6K
$1.18M
|
|
|
Feb 08, 2023
Q4 2022
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
268+ 2.0% |
$16.5K - $19.5K
|
13.7K
$1.04M
|
|
|
Feb 15, 2023
Q4 2022
|
German American Bancorp, Inc.
Jasper, IN |
BUY
|
- |
262+ 0.36% |
$16.1K - $19K
|
72.3K
$5.5M
|
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
250New |
$15.4K - $18.2K
|
250
$19K
|
|
|
Jan 09, 2023
Q4 2022
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
249New |
$15.3K - $18.1K
|
249
$18.9K
|
|
|
Feb 01, 2023
Q4 2022
|
Capital Directions Investment Advisors, LLC
|
BUY
|
- |
240New |
$14.8K - $17.4K
|
240
$18.2K
|
|
|
Feb 13, 2023
Q4 2022
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
239+ 0.38% |
$14.7K - $17.4K
|
63.3K
$4.81M
|
|
|
Feb 10, 2023
Q4 2022
|
St. Johns Investment Management Company, LLC
|
BUY
|
- |
234+ 7.24% |
$14.4K - $17K
|
3.47K
$264K
|
|
|
Feb 03, 2023
Q4 2022
|
Parallel Advisors, LLC
|
BUY
|
- |
216+ 1.16% |
$13.3K - $15.7K
|
18.8K
$1.43M
|
|
|
Jan 31, 2023
Q4 2022
|
Pinnacle Associates LTD
|
BUY
|
- |
215+ 5.93% |
$13.2K - $15.6K
|
3.84K
$292K
|
|
|
Feb 09, 2023
Q4 2022
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
215+ 3.46% |
$13.2K - $15.6K
|
6.43K
$489K
|
|
|
Feb 14, 2023
Q4 2022
|
Asset Advisors Investment Management, LLC
|
BUY
|
- |
214+ 0.34% |
$13.2K - $15.6K
|
63.5K
$4.82M
|
|
|
Feb 09, 2023
Q4 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
207New |
$12.7K - $15K
|
207
$15.7K
|
|
|
Feb 16, 2023
Q4 2022
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
205New |
$12.6K - $14.9K
|
205
$15.6K
|
|
|
Feb 08, 2023
Q4 2022
|
Ntv Asset Management LLC
|
BUY
|
- |
200+ 3.96% |
$12.3K - $14.5K
|
5.25K
$399K
|
|
|
Jan 13, 2023
Q4 2022
|
Focused Wealth Management, Inc
|
BUY
|
- |
194+ 20.12% |
$11.9K - $14.1K
|
1.16K
$88K
|
|
|
Feb 09, 2023
Q4 2022
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
193+ 3.73% |
$11.9K - $14K
|
5.37K
$408K
|
|
|
Feb 15, 2023
Q4 2022
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
182+ 4.91% |
$11.2K - $13.2K
|
3.89K
$296K
|
|
|
Feb 06, 2023
Q4 2022
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
181New |
$11.1K - $13.2K
|
181
$13.8K
|
|
|
Feb 14, 2023
Q4 2022
|
Apexium Financial, LP
|
BUY
|
- |
178+ 1.41% |
$11K - $12.9K
|
12.8K
$974K
|
|
|
Feb 02, 2023
Q4 2022
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
BUY
|
- |
175+ 1.54% |
$10.8K - $12.7K
|
11.6K
$879K
|
|
|
Jan 12, 2023
Q4 2022
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
173+ 0.43% |
$10.6K - $12.6K
|
40.1K
$3.05M
|
|
|
Feb 14, 2023
Q4 2022
|
True Private Wealth Advisors
|
BUY
|
- |
166+ 1.47% |
$10.2K - $12.1K
|
11.4K
$869K
|
|
|
Feb 01, 2023
Q4 2022
|
Endurance Wealth Management, Inc.
|
BUY
|
- |
163+ 2.14% |
$10K - $11.8K
|
7.76K
$590K
|
|
|
Feb 07, 2023
Q4 2022
|
Dakota Wealth Management
|
BUY
|
- |
160+ 0.26% |
$9.84K - $11.6K
|
61.9K
$4.7M
|
|
|
Jan 20, 2023
Q4 2022
|
V Wealth Advisors LLC
|
BUY
|
- |
159+ 2.96% |
$9.78K - $11.6K
|
5.53K
$420K
|
|
|
Jan 17, 2023
Q4 2022
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
151+ 4.24% |
$9.29K - $11K
|
3.71K
$282K
|
|
|
Jan 24, 2023
Q4 2022
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
151+ 2.95% |
$9.29K - $11K
|
5.28K
$401K
|
|
|
Jan 27, 2023
Q4 2022
|
West Branch Capital LLC
|
BUY
|
- |
150+ 133.93% |
$9.23K - $10.9K
|
262
$19.9K
|
|
|
Feb 09, 2023
Q4 2022
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
146+ 3.43% |
$8.98K - $10.6K
|
4.4K
$334K
|
|
|
Feb 13, 2023
Q4 2022
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
142New |
$8.74K - $10.3K
|
142
$10.8K
|
|
|
Jan 19, 2023
Q4 2022
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
137+ 42.55% |
$8.43K - $9.96K
|
459
$34.9K
|
|
|
Jan 27, 2023
Q4 2022
|
Concord Wealth Partners
|
BUY
|
- |
133New |
$8.18K - $9.67K
|
133
$10.1K
|
|
|
Feb 10, 2023
Q4 2022
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
133New |
$8.18K - $9.67K
|
133
$10.1K
|
|
|
Feb 14, 2023
Q4 2022
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
BUY
|
- |
127New |
$7.81K - $9.23K
|
127
$9.65K
|
|
|
Feb 10, 2023
Q4 2022
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
126+ 2.93% |
$7.75K - $9.16K
|
4.43K
$337K
|
|
|
Jan 13, 2023
Q4 2022
|
Piershale Financial Group, Inc.
|
BUY
|
- |
125New |
$7.69K - $9.08K
|
125
$9.5K
|
|
|
Feb 14, 2023
Q4 2022
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
124+ 3.62% |
$7.63K - $9.01K
|
3.55K
$270K
|
|
|
Jan 19, 2023
Q4 2022
|
Ellsworth Advisors, LLC
|
BUY
|
- |
123+ 2.93% |
$7.57K - $8.94K
|
4.32K
$329K
|
|
|
Feb 06, 2023
Q4 2022
|
Lee Johnson Capital Management, LLC
|
BUY
|
- |
112+ 3.0% |
$6.89K - $8.14K
|
3.84K
$292K
|
|
|
Feb 14, 2023
Q4 2022
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
111+ 15.21% |
$6.83K - $8.07K
|
841
$63.9K
|
|
|
Jan 11, 2023
Q4 2022
|
Acropolis Investment Management, LLC
|
BUY
|
- |
106+ 5.16% |
$6.52K - $7.7K
|
2.16K
$164K
|
|
|
Jan 25, 2023
Q4 2022
|
Grimes & Company, Inc.
|
BUY
|
- |
106+ 1.81% |
$6.52K - $7.7K
|
5.97K
$454K
|
|
|
Feb 02, 2023
Q4 2022
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
101+ 2.38% |
$6.21K - $7.34K
|
4.35K
$331K
|