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 31, 2023
Q4 2022
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-23- 71.88% |
$1.41K - $1.67K
|
9
$684
|
|
|
Feb 02, 2023
Q4 2022
|
Principle Wealth Partners LLC
|
SELL
|
- |
-23- 0.72% |
$1.41K - $1.67K
|
3.16K
$240K
|
|
|
Feb 09, 2023
Q4 2022
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-23- 0.59% |
$1.41K - $1.67K
|
3.85K
$293K
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-23- 0.67% |
$1.41K - $1.67K
|
3.4K
$258K
|
|
|
Feb 15, 2023
Q4 2022
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-25- 3.32% |
$1.54K - $1.82K
|
728
$55.3K
|
|
|
Feb 02, 2023
Q4 2022
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
SELL
|
- |
-26- 0.06% |
$1.6K - $1.89K
|
46.5K
$3.53M
|
|
|
Feb 14, 2023
Q4 2022
|
Delos Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-26- 3.63% |
$1.6K - $1.89K
|
691
$52.5K
|
|
|
Jan 30, 2023
Q4 2022
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-27- 0.36% |
$1.66K - $1.96K
|
7.39K
$561K
|
|
|
Feb 14, 2023
Q4 2022
|
Shepherd Financial Partners LLC
Winchester, MA |
SELL
|
- |
-27- 0.27% |
$1.66K - $1.96K
|
10.1K
$771K
|
|
|
Feb 13, 2023
Q4 2022
|
Resolute Financial, LLC
|
SELL
|
- |
-28- 0.15% |
$1.72K - $2.03K
|
18.6K
$1.41M
|
|
|
Feb 13, 2023
Q4 2022
|
Second Half Financial Partners, LLC
Sebring, FL |
SELL
|
- |
-31- 0.28% |
$1.91K - $2.25K
|
11.1K
$845K
|
|
|
Feb 02, 2023
Q4 2022
|
Spinnaker Trust
|
SELL
|
- |
-38- 0.73% |
$2.34K - $2.76K
|
5.17K
$393K
|
|
|
Feb 01, 2023
Q4 2022
|
Creative Financial Designs Inc
|
SELL
|
- |
-40- 1.33% |
$2.46K - $2.91K
|
2.97K
$226K
|
|
|
Feb 03, 2023
Q4 2022
|
Larson Financial Group LLC
|
SELL
|
- |
-41- 1.23% |
$2.52K - $2.98K
|
3.29K
$250K
|
|
|
Feb 13, 2023
Q4 2022
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-44- 0.39% |
$2.71K - $3.2K
|
11.3K
$860K
|
|
|
Jan 20, 2023
Q4 2022
|
Paradigm, Strategies In Wealth Management, LLC
|
SELL
|
- |
-50- 0.59% |
$3.08K - $3.63K
|
8.5K
$646K
|
|
|
Feb 13, 2023
Q4 2022
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-50- 0.82% |
$3.08K - $3.63K
|
6.06K
$461K
|
|
|
Feb 22, 2023
Q4 2022
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
SELL
|
- |
-54- 0.24% |
$3.32K - $3.92K
|
22.2K
$1.69M
|
|
|
Feb 10, 2023
Q4 2022
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-64- 18.93% |
$3.94K - $4.65K
|
274
$20.8K
|
|
|
Nov 17, 2023
Q4 2022
|
National Wealth Management Group, LLC
Cincinnati, OH |
SELL
|
- |
-74- 0.98% |
$4.55K - $5.38K
|
7.46K
$567K
|
|
|
Feb 03, 2023
Q4 2022
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
SELL
|
- |
-75- 1.42% |
$4.61K - $5.45K
|
5.2K
$395K
|
|
|
Feb 14, 2023
Q4 2022
|
Pacific Sun Financial Corp
|
SELL
|
- |
-75- 2.05% |
$4.61K - $5.45K
|
3.59K
$273K
|
|
|
Jan 17, 2023
Q4 2022
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-86- 0.57% |
$5.29K - $6.25K
|
15K
$1.14M
|
|
|
Feb 10, 2023
Q4 2022
|
Jackson Hole Capital Partners, LLC
|
SELL
|
- |
-89- 1.17% |
$5.48K - $6.47K
|
7.53K
$573K
|
|
|
Jan 31, 2023
Q4 2022
|
Wambolt & Associates, LLC
|
SELL
|
- |
-92- 2.35% |
$5.66K - $6.69K
|
3.82K
$291K
|
|
|
Feb 13, 2023
Q4 2022
|
Relative Value Partners Group, LLC
Northbrook, IL |
SELL
|
- |
-93- 0.91% |
$5.72K - $6.76K
|
10.2K
$772K
|
|
|
Aug 13, 2024
Q4 2022
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-93- 4.02% |
$5.72K - $6.76K
|
2.22K
$169K
|
|
|
Jan 11, 2023
Q4 2022
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-96- 3.25% |
$5.91K - $6.98K
|
2.86K
$217K
|
|
|
Feb 01, 2023
Q4 2022
|
Hallmark Capital Management Inc
|
SELL
|
- |
-100- 7.65% |
$6.15K - $7.27K
|
1.21K
$91.7K
|
|
|
Feb 13, 2023
Q4 2022
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-105- 8.17% |
$6.46K - $7.63K
|
1.18K
$89.7K
|
|
|
Jan 19, 2023
Q4 2022
|
Mkt Advisors LLC
Escondido, CA |
SELL
|
- |
-106- 2.55% |
$6.52K - $7.7K
|
4.05K
$308K
|
|
|
Jan 04, 2023
Q4 2022
|
Silverleafe Capital Partners, LLC
Memphis, TN |
SELL
|
- |
-107- 1.61% |
$6.58K - $7.78K
|
6.53K
$496K
|
|
|
Feb 06, 2023
Q4 2022
|
Ibex Wealth Advisors
Lebanon, NJ |
SELL
|
- |
-111- 1.73% |
$6.83K - $8.07K
|
6.29K
$478K
|
|
|
Jan 13, 2023
Q4 2022
|
Cadent Capital Advisors, LLC
|
SELL
|
- |
-115- 2.49% |
$7.07K - $8.36K
|
4.5K
$342K
|
|
|
Feb 02, 2023
Q4 2022
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-122- 1.87% |
$7.51K - $8.87K
|
6.42K
$488K
|
|
|
Feb 10, 2023
Q4 2022
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-125- 3.65% |
$7.69K - $9.08K
|
3.3K
$251K
|
|
|
Feb 14, 2023
Q4 2022
|
Matrix Private Capital Group LLC
New York, NY |
SELL
|
- |
-130- 1.24% |
$8K - $9.45K
|
10.3K
$786K
|
|
|
Feb 03, 2023
Q4 2022
|
9258 Wealth Management, LLC
|
SELL
|
- |
-131- 2.06% |
$8.06K - $9.52K
|
6.24K
$474K
|
|
|
Nov 07, 2023
Q4 2022
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-132- 8.01% |
$8.12K - $9.59K
|
1.52K
$115K
|
|
|
Feb 13, 2023
Q4 2022
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-134- 4.88% |
$8.24K - $9.74K
|
2.61K
$199K
|
|
|
Feb 02, 2023
Q4 2022
|
Intrepid Financial Planning Group LLC
Carmel, IN |
SELL
|
- |
-136- 0.55% |
$8.37K - $9.88K
|
24.5K
$1.87M
|
|
|
Jan 31, 2023
Q4 2022
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-142- 15.78% |
$8.74K - $10.3K
|
758
$57.6K
|
|
|
Jan 20, 2023
Q4 2022
|
Newton One Investments LLC
|
SELL
|
- |
-143- 49.83% |
$8.8K - $10.4K
|
144
$10.9K
|
|
|
Jan 10, 2023
Q4 2022
|
Gradient Investments LLC
|
SELL
|
- |
-147- 21.78% |
$9.04K - $10.7K
|
528
$40.1K
|
|
|
Jan 30, 2023
Q4 2022
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-149- 1.47% |
$9.17K - $10.8K
|
10K
$761K
|
|
|
Feb 03, 2023
Q4 2022
|
Sepio Capital, LP
|
SELL
|
- |
-149- 0.48% |
$9.17K - $10.8K
|
30.8K
$2.34M
|
|
|
Feb 08, 2023
Q4 2022
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-150- 37.41% |
$9.23K - $10.9K
|
251
$19.1K
|
|
|
Feb 13, 2023
Q4 2022
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-150- 0.16% |
$9.23K - $10.9K
|
93K
$7.07M
|
|
|
Aug 11, 2023
Q4 2022
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-150- 0.16% |
$9.23K - $10.9K
|
93K
$7.07M
|
|
|
Jan 27, 2023
Q4 2022
|
Patron Partners, LLC
|
SELL
|
- |
-155- 3.63% |
$9.54K - $11.3K
|
4.12K
$313K
|