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 10, 2023
Q4 2022
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
19+ 0.14% |
$1.17K - $1.38K
|
13.2K
$1.01M
|
|
|
Jan 23, 2023
Q4 2022
|
Mechanics Bank Trust Department
|
BUY
|
- |
18+ 0.06% |
$1.11K - $1.31K
|
30.8K
$2.34M
|
|
|
Jan 10, 2023
Q4 2022
|
Stableford Capital Ii LLC
Scottsdale, AZ |
BUY
|
- |
17+ 0.13% |
$1.05K - $1.24K
|
13.5K
$1.02M
|
|
|
Aug 06, 2024
Q4 2022
|
Hantz Financial Services, Inc.
|
BUY
|
- |
17New |
$1.05K - $1.24K
|
17
$1.29K
|
|
|
Jan 27, 2023
Q4 2022
|
Successful Portfolios LLC
|
BUY
|
- |
15+ 0.24% |
$923 - $1.09K
|
6.21K
$472K
|
|
|
Feb 13, 2023
Q4 2022
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
14+ 0.14% |
$861 - $1.02K
|
9.79K
$744K
|
|
|
Feb 10, 2023
Q4 2022
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
12+ 0.69% |
$738 - $872
|
1.75K
$133K
|
|
|
Feb 14, 2023
Q4 2022
|
First Manhattan CO
New York, NY |
BUY
|
- |
12+ 4.53% |
$738 - $872
|
277
$21.1K
|
|
|
Jan 20, 2023
Q4 2022
|
Alta Wealth Advisors LLC
|
BUY
|
- |
11+ 0.22% |
$677 - $799
|
4.98K
$378K
|
|
|
Feb 24, 2023
Q4 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
11+ 0.27% |
$677 - $799
|
4.08K
$310K
|
|
|
Jan 18, 2023
Q4 2022
|
Family Asset Management, LLC
Charleston, SC |
BUY
|
- |
9New |
$554 - $654
|
9
$684
|
|
|
Feb 14, 2023
Q4 2022
|
All Terrain Financial Advisors, LLC
Coon Rapids, MN |
BUY
|
- |
9+ 0.18% |
$554 - $654
|
4.9K
$372K
|
|
|
Feb 23, 2023
Q4 2022
|
Chesapeake Wealth Management
|
BUY
|
- |
9+ 0.09% |
$554 - $654
|
9.94K
$755K
|
|
|
Jan 19, 2023
Q4 2022
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
8New |
$492 - $581
|
8
$608
|
|
|
Feb 06, 2023
Q4 2022
|
Glassman Wealth Services
|
BUY
|
- |
8+ 44.44% |
$492 - $581
|
26
$1.98K
|
|
|
Jan 24, 2023
Q4 2022
|
Lcm Capital Management Inc
|
BUY
|
- |
7+ 0.02% |
$431 - $509
|
33.9K
$2.58M
|
|
|
Feb 07, 2023
Q4 2022
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
6+ 0.14% |
$369 - $436
|
4.36K
$332K
|
|
|
Jan 31, 2023
Q4 2022
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
5+ 0.51% |
$308 - $363
|
983
$74.7K
|
|
|
Feb 01, 2023
Q4 2022
|
Townsend Asset Management Corp
|
BUY
|
- |
5+ 0.32% |
$308 - $363
|
1.55K
$118K
|
|
|
Feb 06, 2023
Q4 2022
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
5+ 0.09% |
$308 - $363
|
5.31K
$403K
|
|
|
Jan 17, 2023
Q4 2022
|
Horan Securities, Inc.
|
BUY
|
- |
4+ 0.91% |
$246 - $291
|
444
$33.7K
|
|
|
Jan 27, 2023
Q4 2022
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
4+ 0.13% |
$246 - $291
|
3.12K
$237K
|
|
|
Jan 10, 2023
Q4 2022
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
3+ 1.33% |
$185 - $218
|
229
$17.4K
|
|
|
Jan 18, 2023
Q4 2022
|
Godsey & Gibb Associates
|
BUY
|
- |
3+ 0.83% |
$185 - $218
|
363
$27.6K
|
|
|
Feb 06, 2023
Q4 2022
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
3+ 0.94% |
$185 - $218
|
323
$24.6K
|
|
|
Feb 15, 2023
Q4 2022
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
3+ 0.14% |
$185 - $218
|
2.23K
$169K
|
|
|
Jan 26, 2023
Q4 2022
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
2+ 1.27% |
$123 - $145
|
159
$12.1K
|
|
|
Feb 15, 2023
Q4 2022
|
Ncm Capital Management, LLC
Ramsey, NJ |
BUY
|
- |
1+ 0.03% |
$61.5 - $72.7
|
3.66K
$278K
|
|
|
Jan 06, 2023
Q4 2022
|
Rise Advisors, LLC
|
BUY
|
- |
1+ 0.72% |
$61.5 - $72.7
|
139
$10.6K
|
|
|
Feb 09, 2023
Q4 2022
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
1+ 0.81% |
$61.5 - $72.7
|
125
$9.5K
|
|
|
Feb 13, 2023
Q4 2022
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
1+ 0.57% |
$61.5 - $72.7
|
176
$13.4K
|
|
|
Feb 14, 2023
Q4 2022
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
1+ 0.79% |
$61.5 - $72.7
|
128
$9.73K
|
|
|
Jul 17, 2024
Q4 2022
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
1+ 0.31% |
$61.5 - $72.7
|
319
$24.2K
|
|
|
Feb 03, 2023
Q4 2022
|
Ellevest, Inc.
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 17, 2023
Q4 2022
|
Fsc Wealth Advisors, LLC
|
SELL
|
- |
-1- 50.0% |
$61.5 - $72.7
|
1
$76
|
|
|
Jan 30, 2023
Q4 2022
|
Wealth Trust Axiom LLC
|
SELL
|
- |
-1- 0.01% |
$61.5 - $72.7
|
6.89K
$523K
|
|
|
Feb 10, 2023
Q4 2022
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-2- 0.11% |
$123 - $145
|
1.89K
$143K
|
|
|
Jan 26, 2023
Q4 2022
|
Hanseatic Management Services Inc
|
SELL
|
- |
-3- 2.63% |
$185 - $218
|
111
$8.44K
|
|
|
Feb 13, 2023
Q4 2022
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-4- 1.9% |
$246 - $291
|
206
$15.7K
|
|
|
Feb 14, 2023
Q4 2022
|
Fwl Investment Management, LLC
|
SELL
|
- |
-4- 2.47% |
$246 - $291
|
158
$12K
|
|
|
Feb 14, 2023
Q4 2022
|
Cladis Investment Advisory, LLC
Billings, MT |
SELL
|
- |
-5- 0.09% |
$308 - $363
|
5.34K
$406K
|
|
|
Oct 09, 2024
Q4 2022
|
Cladis Investment Advisory, LLC
Billings, MT |
SELL
|
- |
-5- 0.08% |
$308 - $363
|
6.34K
$482K
|
|
|
Jan 24, 2023
Q4 2022
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-6- 85.71% |
$369 - $436
|
1
$76
|
|
|
Jan 30, 2023
Q4 2022
|
Byrne Asset Management LLC
|
SELL
|
- |
-10- 2.56% |
$615 - $727
|
380
$28.9K
|
|
|
Feb 01, 2023
Q4 2022
|
Schneider Downs Wealth Management Advisors, LP
|
SELL
|
- |
-10- 0.24% |
$615 - $727
|
4.1K
$312K
|
|
|
Jan 23, 2023
Q4 2022
|
Shulman De Meo Asset Management LLC
|
SELL
|
- |
-13- 0.07% |
$800 - $945
|
17.7K
$1.35M
|
|
|
Feb 06, 2023
Q4 2022
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-14- 12.17% |
$861 - $1.02K
|
101
$7.68K
|
|
|
Jan 19, 2023
Q4 2022
|
Psi Advisors, LLC
|
SELL
|
- |
-16- 0.96% |
$984 - $1.16K
|
1.65K
$125K
|
|
|
Feb 06, 2023
Q4 2022
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-20- 0.63% |
$1.23K - $1.45K
|
3.13K
$238K
|
|
|
Feb 13, 2023
Q4 2022
|
Ssi Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-20- 0.08% |
$1.23K - $1.45K
|
26.1K
$1.98M
|