Purchases and Sales Made in Q4 2022 in Utilities Sector Spdr (XLU)

XLU Quotes by TradingView

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 10, 2023 Q4 2022
Samalin Investment Counsel, LLC

Chappaqua, NY
BUY
 -
101
+ 0.71%
$6.21K - $7.34K
14.3K $1.09M
Jan 10, 2023 Q4 2022
Madden Securities Corp

BUY
 -
100
New
$6.15K - $7.27K
100 $7.6K
Jan 13, 2023 Q4 2022
E&G Advisors, LP

BUY
 -
100
+ 1.18%
$6.15K - $7.27K
8.55K $650K
Feb 08, 2023 Q4 2022
John G Ullman & Associates Inc

BUY
 -
100
+ 1.59%
$6.15K - $7.27K
6.4K $486K
Feb 14, 2023 Q4 2022
Cmg Global Holdings, LLC

BUY
 -
100
+ 1.18%
$6.15K - $7.27K
8.6K $653K
Feb 14, 2023 Q4 2022
Ancora Advisors, LLC

Cleveland, OH
BUY
 -
98
+ 19.76%
$6.03K - $7.12K
594 $45.1K
Feb 15, 2023 Q4 2022
Founders Financial Alliance, LLC

Raleigh, NC
BUY
 -
98
+ 7.7%
$6.03K - $7.12K
1.37K $104K
Jan 17, 2023 Q4 2022
First Premier Bank

BUY
 -
91
+ 28.17%
$5.6K - $6.61K
414 $31.5K
Jan 13, 2023 Q4 2022
Ferguson Wellman Capital Management, Inc

BUY
 -
90
+ 0.48%
$5.54K - $6.54K
19K $1.44M
Jan 26, 2023 Q4 2022
Integrity Financial Corp

BUY
 -
89
+ 9.16%
$5.48K - $6.47K
1.06K $80.6K
Jan 20, 2023 Q4 2022
Wp Advisors, LLC

BUY
 -
86
+ 0.28%
$5.29K - $6.25K
30.8K $2.34M
Feb 14, 2023 Q4 2022
Chilton Capital Management LLC

Houston, TX
BUY
 -
84
+ 2.39%
$5.17K - $6.1K
3.6K $273K
Feb 09, 2023 Q4 2022
New Hampshire Trust

Concord, NH
BUY
 -
83
New
$5.11K - $6.03K
83 $6.31K
Feb 13, 2023 Q4 2022
Mc Gowan Group Asset Management, Inc.

Dallas, TX
BUY
 -
82
+ 1.36%
$5.04K - $5.96K
6.1K $464K
Feb 14, 2023 Q4 2022
Ambassador Advisors, LLC

Lancaster, PA
BUY
 -
82
+ 39.42%
$5.04K - $5.96K
290 $22K
Feb 14, 2023 Q4 2022
Tyler Stone Wealth Management

Beachwood, OH
BUY
 -
78
+ 0.74%
$4.8K - $5.67K
10.6K $808K
Jan 18, 2023 Q4 2022
Activest Wealth Management

BUY
 -
75
+ 1.62%
$4.61K - $5.45K
4.71K $358K
Feb 07, 2023 Q4 2022
Lincoln National Corp

BUY
 -
71
+ 0.41%
$4.37K - $5.16K
17.6K $1.34M
Jan 10, 2023 Q4 2022
Wilson & Boucher Capital Management, LLC

BUY
 -
70
+ 0.24%
$4.31K - $5.09K
29.7K $2.25M
Feb 13, 2023 Q4 2022
Neuberger Berman Group LLC

New York, NY
BUY
 -
69
+ 0.62%
$4.24K - $5.01K
11.3K $857K
Jan 20, 2023 Q4 2022
Brendel Financial Advisors LLC

BUY
 -
68
+ 0.33%
$4.18K - $4.94K
20.6K $1.56M
Feb 14, 2023 Q4 2022
Advanced Asset Management Advisors Inc

Dublin, OH
BUY
 -
68
+ 1.77%
$4.18K - $4.94K
3.9K $297K
Jan 26, 2023 Q4 2022
Jackson, Grant Investment Advisers, Inc.

BUY
 -
64
+ 0.54%
$3.94K - $4.65K
12K $914K
Jan 30, 2023 Q4 2022
James Investment Research Inc

BUY
 -
64
+ 22.94%
$3.94K - $4.65K
343 $26.1K
Jan 13, 2023 Q4 2022
Hexagon Capital Partners LLC

BUY
 -
60
+ 43.8%
$3.69K - $4.36K
197 $15K
Jan 27, 2023 Q4 2022
Sowa Financial Group, Inc.

Lincoln, RI
BUY
 -
59
+ 0.26%
$3.63K - $4.29K
22.8K $1.73M
Feb 13, 2023 Q4 2022
L & S Advisors Inc

Los Angeles, CA
BUY
 -
51
+ 0.7%
$3.14K - $3.71K
7.31K $555K
Feb 14, 2023 Q4 2022
Balboa Wealth Partners

Newport Beach, CA
BUY
 -
49
+ 0.59%
$3.01K - $3.56K
8.43K $640K
Feb 08, 2023 Q4 2022
Belmont Capital, LLC

BUY
 -
48
+ 35.56%
$2.95K - $3.49K
183 $13.9K
Feb 14, 2023 Q4 2022
Redwood Financial Network Corp

BUY
 -
48
+ 1.43%
$2.95K - $3.49K
3.4K $258K
Jan 19, 2023 Q4 2022
Iron Horse Wealth Management, LLC

BUY
 -
45
New
$2.77K - $3.27K
45 $3.42K
Feb 08, 2023 Q4 2022
Gerber Kawasaki Wealth & Investment Management

BUY
 -
44
+ 0.5%
$2.71K - $3.2K
8.85K $672K
Feb 01, 2023 Q4 2022
Wealth Enhancement Advisory Services, LLC

BUY
 -
40
+ 1.27%
$2.46K - $2.91K
3.2K $243K
Jan 25, 2023 Q4 2022
Ars Investment Partners, LLC

BUY
 -
37
+ 0.89%
$2.28K - $2.69K
4.2K $319K
Jan 19, 2023 Q4 2022
Lion Street Advisors, LLC

BUY
 -
36
+ 0.59%
$2.21K - $2.62K
6.11K $464K
Feb 14, 2023 Q4 2022
Alpha Core Capital LLC

La Jolla, CA
BUY
 -
35
New
$2.15K - $2.54K
35 $2.66K
Jan 10, 2023 Q4 2022
Jdm Financial Group LLC

Encino, CA
BUY
 -
33
New
$2.03K - $2.4K
33 $2.51K
Jan 09, 2023 Q4 2022
Grandview Asset Management LLC

BUY
 -
32
+ 0.63%
$1.97K - $2.33K
5.14K $391K
Feb 13, 2023 Q4 2022
Palumbo Wealth Management LLC

Great Neck, NY
BUY
 -
32
+ 0.58%
$1.97K - $2.33K
5.58K $424K
Feb 13, 2023 Q4 2022
Rothschild Capital Partners, LLC

New York, NY
BUY
 -
32
+ 0.04%
$1.97K - $2.33K
86.2K $6.56M
Jan 17, 2023 Q4 2022
David J Yvars Group

BUY
 -
27
+ 0.19%
$1.66K - $1.96K
14K $1.06M
Feb 07, 2023 Q4 2022
Mtm Investment Management, LLC

Spartanburg, SC
BUY
 -
27
+ 0.74%
$1.66K - $1.96K
3.68K $280K
Feb 07, 2023 Q4 2022
Prestige Wealth Management Group LLC

BUY
 -
26
New
$1.6K - $1.89K
26 $1.98K
Feb 13, 2023 Q4 2022
Delta Asset Management LLC

Memphis, TN
BUY
 -
25
New
$1.54K - $1.82K
25 $1.9K
Feb 14, 2023 Q4 2022
High Net Worth Advisory Group LLC

Naples, FL
BUY
 -
25
New
$1.54K - $1.82K
25 $1.9K
Feb 14, 2023 Q4 2022
Register Financial Advisors LLC

Atlanta, GA
BUY
 -
25
New
$1.54K - $1.82K
25 $1.9K
Feb 14, 2023 Q4 2022
Powell Investment Advisors, LLC

BUY
 -
24
+ 0.23%
$1.48K - $1.74K
10.2K $778K
Feb 27, 2023 Q4 2022
Kalos Management, Inc.

Alpharetta, GA
BUY
 -
24
New
$1.48K - $1.74K
24 $1.82K
Feb 13, 2023 Q4 2022
Hcr Wealth Advisors

Los Angeles, CA
BUY
 -
20
+ 0.04%
$1.23K - $1.45K
49.5K $3.76M

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